Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Treasure Coast Financial Planning (CIK 1911307) reported $194.3M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($32.9M, 16.96%), SPDW ($25.2M, 13.00%), BILS ($14.1M, 7.23%), BIL ($13.3M, 6.84%), SPTS ($10.6M, 5.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $32.9M | 16.96% | 416,689 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $25.2M | 13.00% | 553,081 | Added |
| 3 | BILS | SPDR SERIES TRUST | $14.1M | 7.23% | 141,297 | Added |
| 4 | BIL | SPDR SERIES TRUST | $13.3M | 6.84% | 145,104 | Added |
| 5 | SPTS | SPDR SERIES TRUST | $10.6M | 5.47% | 363,917 | Trimmed |
| 6 | TIPX | SPDR SERIES TRUST | $10.2M | 5.25% | 531,767 | Trimmed |
| 7 | FLEE | FRANKLIN TEMPLETON ETF TR | $9.5M | 4.89% | 261,478 | Added |
| 8 | GNR | SPDR INDEX SHS FDS | $8.4M | 4.32% | 112,327 | Trimmed |
| 9 | LDUR | PIMCO ETF TR | $7.7M | 3.98% | 80,743 | Added |
| 10 | BOND | PIMCO ETF TR | $7.1M | 3.66% | 77,127 | Trimmed |
| 11 | SPEU | SPDR INDEX SHS FDS | $6.6M | 3.40% | 128,867 | Added |
| 12 | JPIB | J P MORGAN EXCHANGE TRADED F | $6.4M | 3.31% | 134,402 | Added |
| 13 | EMTL | SSGA ACTIVE TR | $6.1M | 3.14% | 143,405 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $3.8M | 1.95% | 11,814 | Trimmed |
| 15 | FVD | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.93% | 79,869 | Trimmed |
| 16 | SDY | SPDR SERIES TRUST | $3.5M | 1.81% | 24,104 | Added |
| 17 | BKIE | BNY MELLON ETF TRUST | $2.6M | 1.33% | 27,694 | Trimmed |
| 18 | FTHF | FIRST TR EXCHANGE-TRADED FD | $2.4M | 1.25% | 64,193 | Added |
| 19 | RSPN | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.18% | 39,743 | Added |
| 20 | SPLG | SPDR SERIES TRUST | $1.9M | 0.96% | 24,411 | Hold |
| 21 | LDRT | ISHARES TR | $1.8M | 0.94% | 72,031 | Added |
| 22 | XOM | EXXON MOBIL CORP | $1.6M | 0.82% | 9,399 | Trimmed |
| 23 | GTO | INVESCO ACTIVELY MANAGED EXC | $1.5M | 0.78% | 32,194 | Trimmed |
| 24 | AAPL | APPLE INC | $1.1M | 0.58% | 4,456 | Trimmed |
| 25 | EBND | SPDR SERIES TRUST | $1.1M | 0.55% | 51,677 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31