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Treasure Coast Financial Planning

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13F filer, CIK 1911307, VERO BEACH, FL

Treasure Coast Financial Planning reported $188,273,972 across 46 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-22. Its ten largest share positions make up 73.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911307-26-000001

Period
2025-12-31
Reported value
$188M
Holdings
46
Top 10 weight
73.17%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILadded+9,568$875K
GNRadded+11,825$734K
BILSadded+6,752$670K
TIPXadded+32,211$615K
SPTSadded+17,593$515K

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
PGexited-1,328-$204K
AAPLreduced-246-$66.9K
JPMreduced-180-$58K
WMTreduced-216-$24.1K
XOMreduced-175-$21.1K

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, Q4 2025

Share positions as resolved from 13F-HR 0001911307-26-000001, largest first. % of portfolio is the value over $188,273,972, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,370 shares; 2024Q4: 479,903 shares; 2025Q1: 475,661 shares; 2025Q2: 454,103 shares; 2025Q3: 417,729 shares; 2025Q4: 418,567 shares 418,567$34.5M18.34%+838Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,753 shares; 2024Q4: 507,730 shares; 2025Q1: 544,918 shares; 2025Q2: 557,857 shares; 2025Q3: 547,080 shares; 2025Q4: 548,722 shares 548,722$24.4M12.94%+1,642Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,727 shares; 2024Q4: 111,905 shares; 2025Q1: 117,993 shares; 2025Q2: 120,402 shares; 2025Q3: 121,887 shares; 2025Q4: 128,639 shares 128,639$12.8M6.78%+6,752Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,088 shares; 2024Q4: 117,473 shares; 2025Q1: 122,465 shares; 2025Q2: 125,311 shares; 2025Q3: 128,959 shares; 2025Q4: 138,527 shares 138,527$12.7M6.73%+9,568Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,545 shares; 2024Q4: 376,580 shares; 2025Q1: 436,094 shares; 2025Q2: 452,126 shares; 2025Q3: 531,679 shares; 2025Q4: 563,890 shares 563,890$10.8M5.72%+32,211Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,952 shares; 2024Q4: 325,414 shares; 2025Q1: 339,534 shares; 2025Q2: 342,438 shares; 2025Q3: 349,045 shares; 2025Q4: 366,638 shares 366,638$10.7M5.7%+17,593Timeline
FLEEFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,653 shares; 2024Q4: 227,469 shares; 2025Q1: 246,538 shares; 2025Q2: 264,031 shares; 2025Q3: 250,758 shares; 2025Q4: 252,053 shares 252,053$9.21M4.89%+1,295Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,305 shares; 2024Q4: 82,845 shares; 2025Q1: 84,846 shares; 2025Q2: 86,701 shares; 2025Q3: 88,820 shares; 2025Q4: 92,344 shares 92,344$8.6M4.57%+3,524Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,759 shares; 2024Q4: 90,080 shares; 2025Q1: 97,521 shares; 2025Q2: 105,613 shares; 2025Q3: 111,510 shares; 2025Q4: 123,335 shares 123,335$7.66M4.07%+11,825Timeline
SPEUSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,920 shares; 2024Q4: 100,557 shares; 2025Q1: 110,011 shares; 2025Q2: 118,562 shares; 2025Q3: 121,038 shares; 2025Q4: 124,182 shares 124,182$6.47M3.44%+3,144Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,137 shares; 2024Q4: 116,297 shares; 2025Q1: 119,938 shares; 2025Q2: 122,098 shares; 2025Q3: 124,034 shares; 2025Q4: 128,900 shares 128,900$6.28M3.33%+4,866Timeline
EMTLSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,198 shares; 2024Q4: 117,736 shares; 2025Q1: 122,914 shares; 2025Q2: 123,867 shares; 2025Q3: 127,913 shares; 2025Q4: 134,629 shares 134,629$5.83M3.1%+6,716Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,770 shares; 2024Q4: 40,921 shares; 2025Q1: 40,688 shares; 2025Q2: 41,486 shares; 2025Q3: 41,693 shares; 2025Q4: 44,948 shares 44,948$4.31M2.29%+3,255Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,023 shares; 2024Q4: 12,014 shares; 2025Q1: 13,334 shares; 2025Q2: 12,360 shares; 2025Q3: 12,305 shares; 2025Q4: 12,352 shares 12,352$4.14M2.2%+47Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,278 shares; 2024Q4: 103,441 shares; 2025Q1: 107,795 shares; 2025Q2: 108,228 shares; 2025Q3: 78,330 shares; 2025Q4: 80,448 shares 80,448$3.71M1.97%+2,118Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,019 shares; 2024Q4: 22,302 shares; 2025Q1: 22,667 shares; 2025Q2: 23,008 shares; 2025Q3: 23,017 shares; 2025Q4: 23,635 shares 23,635$3.29M1.75%+618Timeline
BKIEBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,587 shares; 2024Q4: 26,164 shares; 2025Q1: 26,024 shares; 2025Q2: 28,295 shares; 2025Q3: 28,090 shares; 2025Q4: 28,017 shares 28,017$2.59M1.38%-73Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,596 shares; 2024Q4: 25,596 shares; 2025Q1: 25,485 shares; 2025Q2: 25,428 shares; 2025Q3: 24,411 shares; 2025Q4: 24,411 shares 24,411$1.96M1.04%0Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 32,564 shares; 2025Q4: 34,471 shares 34,471$1.95M1.04%+1,907Timeline
LDRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,120 shares; 2025Q1: 57,920 shares; 2025Q2: 61,880 shares; 2025Q3: 66,323 shares; 2025Q4: 68,520 shares 68,520$1.73M0.92%+2,197Timeline
FTHFFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,323 shares; 2025Q4: 49,582 shares 49,582$1.64M0.87%+7,259Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 36,385 shares; 2025Q1: 34,785 shares; 2025Q2: 34,095 shares; 2025Q3: 33,491 shares; 2025Q4: 33,377 shares 33,377$1.58M0.84%-114Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,612 shares; 2025Q1: 4,832 shares; 2025Q2: 4,832 shares; 2025Q3: 4,772 shares; 2025Q4: 4,526 shares 4,526$1.23M0.65%-246Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 7,313 shares; 2025Q1: 7,850 shares; 2025Q2: 9,660 shares; 2025Q3: 9,660 shares; 2025Q4: 9,485 shares 9,485$1.14M0.61%-175Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,536 shares; 2024Q4: 49,359 shares; 2025Q1: 48,634 shares; 2025Q2: 49,483 shares; 2025Q3: 49,274 shares; 2025Q4: 52,236 shares 52,236$1.12M0.59%+2,962Timeline
LDRIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,040 shares; 2025Q2: 23,840 shares; 2025Q3: 37,027 shares; 2025Q4: 39,695 shares 39,695$1M0.53%+2,668Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,051 shares; 2024Q4: 41,226 shares; 2025Q1: 36,428 shares; 2025Q2: 37,139 shares; 2025Q3: 32,662 shares; 2025Q4: 33,649 shares 33,649$873K0.46%+987Timeline
FTHIFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,140 shares; 2024Q4: 17,640 shares; 2025Q1: 21,919 shares; 2025Q2: 24,802 shares; 2025Q3: 24,802 shares; 2025Q4: 25,095 shares 25,095$593K0.31%+293Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 4,800 shares 4,800$535K0.28%-216Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 953 shares 953$461K0.24%0Timeline
FTRIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,290 shares; 2025Q1: 26,469 shares; 2025Q2: 26,425 shares; 2025Q3: 26,425 shares; 2025Q4: 27,429 shares 27,429$430K0.23%+1,004Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,110 shares 4,110$413K0.22%-30Timeline
ELDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,479 shares; 2025Q1: 13,473 shares; 2025Q2: 13,473 shares; 2025Q3: 13,473 shares; 2025Q4: 13,473 shares 13,473$393K0.21%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,834 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 834 shares; 2025Q4: 834 shares 834$375K0.2%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares 2,745$322K0.17%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,817 shares; 2025Q1: 1,483 shares; 2025Q2: 1,486 shares; 2025Q3: 1,489 shares; 2025Q4: 1,500 shares 1,500$310K0.16%+11Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410$271K0.14%0Timeline
FDDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,870 shares; 2024Q4: 10,870 shares; 2025Q1: 12,523 shares; 2025Q2: 13,493 shares; 2025Q3: 13,493 shares; 2025Q4: 14,009 shares 14,009$245K0.13%+516Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares 1,265$236K0.13%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,283 shares 4,283$236K0.13%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares 272$235K0.12%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,753 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,037 shares 3,037$229K0.12%-13Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares 1,644$225K0.12%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 673 shares 673$217K0.12%-180Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500$201K0.11%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 505 shares 505$200K0.11%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO1,328$204Kshares

How Q4 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 0001911307-26-000001 base2026-01-22acceptance time not in the bulk data set