account_balance

Investment manager · 13F filer · SEC CIK 1911307

Treasure Coast Financial Planning

Reported value$210Mas of Sep 30, 2026
Positions45 1 new, 4 sold out
Top 10 weight73.0%SPTM alone is 18%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPTM SPDR Series Trust 17.6% Trimmed −4%
SPDW SPDR Index SHS FDS 13.3% Held
BILS SPDR Series Trust 7.3% Added +8%
BIL SPDR Series Trust 7.0% Added +7%
SPTS SPDR Series Trust 6.0% Added +21%
TIPX SPDR Series Trust 4.9% Added +4%
FLEE Franklin Templeton ETF Tr 4.7% Held
LDUR Pimco ETF Tr 4.6% Added +19%
GNR SPDR Index SHS FDS 4.1% Added +3%
FEMB First Tr Exch Traded Fd III 3.5% Added +784%
SPEU SPDR Index SHS FDS 3.4% Added +2%
BOND Pimco ETF Tr 3.3% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • SPGM $967K
arrow_upwardAdded
  • FEMB +784%
  • SPIP +63%
  • SPTS +21%
  • LDUR +19%
arrow_downwardTrimmed
  • GTO −26%
  • EMDM −12%
  • SPTM −4%
  • BKIE −3%
remove_circleSold out
  • EMTL $5.47M
  • LDRT $1.73M
  • LDRI $809K
  • WMT $204K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist