Treasure Coast Financial Planning
All 13F Filings
- Location
- Vero Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 205,002
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 48 | 205,002 | 13F-HR | Treasure Coast Financial Planning |
| Q1 2026 | 5/11/2026 | 48 | 194,273 | 13F-HR | Treasure Coast Financial Planning |
| Q4 2025 | 1/22/2026 | 46 | 188,274 | 13F-HR | Treasure Coast Financial Planning |
| Q3 2025 | 11/3/2025 | 44 | 179,287 | 13F-HR | Treasure Coast Financial Planning |
| Q2 2025 | 8/14/2025 | 42 | 171,621 | 13F-HR | Treasure Coast Financial Planning |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.27 K | 5.0% | 0 | 8.984 K | -8.984 K |
| ETFs | 191.8 K | 93.6% | 19.93 K | 0 | 19.93 K |
| Debt | 2.925 K | 1.4% | 0 | 214 | -214 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
205,002
Holdings
48
QoQ value change ($000)
10,729
(5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.