Treasure Coast Financial Planning has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $34M, Spdr Ser Tr Fds Spdr Portfolio with a value of $22.6M, Spdr Bloomberg 3 12 Month T Bi with a value of $12M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.5M, and Spdr Portfolio Short Term Trea with a value of $10M.

Examining the 13F form we can see an increase of $9.92M in the current position value, from $159M to 169M.

Below you can find more details about Treasure Coast Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $164 Million
Technology: $1.47 Million
Energy: $1.04 Million
Consumer Defensive: $970,000
Consumer Cyclical: $423,000
Communication Services: $302,000
Financial Services: $247,000
Healthcare: $226,000
Other: $210,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $169 Million
  • Prior Value $159 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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