Treasure Coast Financial Planning ETF holdings

Vero Beach, FL

Reported $194.5M in 35 ETFs in its Form 13F for June 30, 2026.

ETF value

$194.5M

ETFs held

Change from prior quarter

+6.8%

With price moves

ETFs as a share of its 13F

94.9%

of $205.0M

Top 10 of 35 ETF holdings

Ticker	Fund	Value	Shares	Change
SPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF	$37.8M	415,958	−731 shares
SPDW	State Street SPDR Portfolio Developed World ex-US ETF	$28.1M	557,080	+3,999 shares
BILS	State Street SPDR Bloomberg 3-12 Month T-Bill ETF	$14.2M	143,209	+1,912 shares
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	$13.7M	149,647	+4,543 shares
SPTS	State Street SPDR Portfolio Short Term Treasury Index ETF	$10.5M	360,928	−2,989 shares
TIPX	State Street SPDR Bloomberg 1-10 Year TIPS ETF	$10.2M	538,380	+6,613 shares
FLEE	Franklin FTSE Europe ETF	$10.1M	260,576	−902 shares
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	$8.2M	85,945	+5,202 shares
GNR	State Street SPDR S&P Global Natural Resources ETF	$7.6M	113,200	+873 shares
BOND	PIMCO Active Bond Exchange-Traded Fund	$7.2M	78,311	+1,184 shares

25 more ETF positions

The full list comes with the Advisors and Institutions package.

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911307. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Treasure Coast Financial Planning own?

Treasure Coast Financial Planning reported 35 ETF positions worth $194.5M in its Form 13F for June 30, 2026. The largest was SPTM, at $37.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.