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Treasure Coast Financial Planning

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13F filer, CIK 1911307, VERO BEACH, FL

Treasure Coast Financial Planning reported $171,620,602 across 42 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 74.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911307-25-000005

Period
2025-06-30
Reported value
$172M
Holdings
42
Top 10 weight
74.15%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLEEadded+17,493$586K
SPDWadded+12,939$524K
GNRadded+8,092$439K
SPEUadded+8,551$414K
TIPXadded+16,032$307K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPTMreduced-21,558-$1.61M
VTIreduced-974-$296K
VXUSreduced-703-$48.6K
GTOreduced-690-$32.4K
JPMreduced-97-$28.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001911307-25-000005, largest first. % of portfolio is the value over $171,620,602, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,370 shares; 2024Q4: 479,903 shares; 2025Q1: 475,661 shares; 2025Q2: 454,103 shares 454,103$34M19.82%-21,558Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,753 shares; 2024Q4: 507,730 shares; 2025Q1: 544,918 shares; 2025Q2: 557,857 shares 557,857$22.6M13.16%+12,939Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,727 shares; 2024Q4: 111,905 shares; 2025Q1: 117,993 shares; 2025Q2: 120,402 shares 120,402$12M6.98%+2,409Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,088 shares; 2024Q4: 117,473 shares; 2025Q1: 122,465 shares; 2025Q2: 125,311 shares 125,311$11.5M6.7%+2,846Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,952 shares; 2024Q4: 325,414 shares; 2025Q1: 339,534 shares; 2025Q2: 342,438 shares 342,438$10M5.84%+2,904Timeline
FLEEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,653 shares; 2024Q4: 227,469 shares; 2025Q1: 246,538 shares; 2025Q2: 264,031 shares 264,031$8.84M5.15%+17,493Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,545 shares; 2024Q4: 376,580 shares; 2025Q1: 436,094 shares; 2025Q2: 452,126 shares 452,126$8.65M5.04%+16,032Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,305 shares; 2024Q4: 82,845 shares; 2025Q1: 84,846 shares; 2025Q2: 86,701 shares 86,701$7.99M4.66%+1,855Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,137 shares; 2024Q4: 116,297 shares; 2025Q1: 119,938 shares; 2025Q2: 122,098 shares 122,098$5.94M3.46%+2,160Timeline
SPEUSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,920 shares; 2024Q4: 100,557 shares; 2025Q1: 110,011 shares; 2025Q2: 118,562 shares 118,562$5.75M3.35%+8,551Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,759 shares; 2024Q4: 90,080 shares; 2025Q1: 97,521 shares; 2025Q2: 105,613 shares 105,613$5.73M3.34%+8,092Timeline
EMTLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,198 shares; 2024Q4: 117,736 shares; 2025Q1: 122,914 shares; 2025Q2: 123,867 shares 123,867$5.35M3.12%+953Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,278 shares; 2024Q4: 103,441 shares; 2025Q1: 107,795 shares; 2025Q2: 108,228 shares 108,228$4.84M2.82%+433Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,770 shares; 2024Q4: 40,921 shares; 2025Q1: 40,688 shares; 2025Q2: 41,486 shares 41,486$3.98M2.32%+798Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,023 shares; 2024Q4: 12,014 shares; 2025Q1: 13,334 shares; 2025Q2: 12,360 shares 12,360$3.76M2.19%-974Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,019 shares; 2024Q4: 22,302 shares; 2025Q1: 22,667 shares; 2025Q2: 23,008 shares 23,008$3.12M1.82%+341Timeline
BKIEBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,587 shares; 2024Q4: 26,164 shares; 2025Q1: 26,024 shares; 2025Q2: 28,295 shares 28,295$2.44M1.42%+2,271Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,596 shares; 2024Q4: 25,596 shares; 2025Q1: 25,485 shares; 2025Q2: 25,428 shares 25,428$1.85M1.08%-57Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 36,385 shares; 2025Q1: 34,785 shares; 2025Q2: 34,095 shares 34,095$1.6M0.93%-690Timeline
LDRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,120 shares; 2025Q1: 57,920 shares; 2025Q2: 61,880 shares 61,880$1.56M0.91%+3,960Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,536 shares; 2024Q4: 49,359 shares; 2025Q1: 48,634 shares; 2025Q2: 49,483 shares 49,483$1.06M0.62%+849Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 7,313 shares; 2025Q1: 7,850 shares; 2025Q2: 9,660 shares 9,660$1.04M0.61%+1,810Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,612 shares; 2025Q1: 4,832 shares; 2025Q2: 4,832 shares 4,832$991K0.58%0Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,051 shares; 2024Q4: 41,226 shares; 2025Q1: 36,428 shares; 2025Q2: 37,139 shares 37,139$968K0.56%+711Timeline
LDRIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,040 shares; 2025Q2: 23,840 shares 23,840$611K0.36%+1,800Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,140 shares; 2024Q4: 17,640 shares; 2025Q1: 21,919 shares; 2025Q2: 24,802 shares 24,802$567K0.33%+2,883Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,016 shares 5,016$490K0.29%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 953 shares 953$474K0.28%-18Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,834 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares 1,334$424K0.25%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares 4,140$417K0.24%0Timeline
ELDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,479 shares; 2025Q1: 13,473 shares; 2025Q2: 13,473 shares 13,473$377K0.22%0Timeline
FTRIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,290 shares; 2025Q1: 26,469 shares; 2025Q2: 26,425 shares 26,425$376K0.22%-44Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares 410$303K0.18%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares 272$269K0.16%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 853 shares 853$247K0.14%-97Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares 4,518$242K0.14%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,817 shares; 2025Q1: 1,483 shares; 2025Q2: 1,486 shares 1,486$227K0.13%+3Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 705 shares 705$215K0.13%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,326 shares; 2025Q1: 1,327 shares; 2025Q2: 1,328 shares 1,328$212K0.12%+1Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 3,050 shares 3,050$211K0.12%-703Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares 2,500$210K0.12%newTimeline
FDDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,870 shares; 2024Q4: 10,870 shares; 2025Q1: 12,523 shares; 2025Q2: 13,493 shares 13,493$210K0.12%+970Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001911307-25-000005 base2025-08-14acceptance time not in the bulk data set