Treasure Coast Financial Planning
All 13F Filings
- Location
- Vero Beach, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 194,273
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 19.25 K | 9.9% | 0 | 132.8 K | -132.8 K |
| ETFs | 171.9 K | 88.5% | 138.7 K | 0 | 138.7 K |
| Debt | 3.139 K | 1.6% | 9 | 0 | 9 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
194,273
Holdings
48
QoQ value change ($000)
5,999
(3.2%)
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.