Treasure Coast Financial Planning - Q12026 Holdings

Treasure Coast Financial Planning holds 48 stocks with a total portfolio value of $ 194.27M as of Q12026. In Q12026, Treasure Coast Financial Planning added 4 new positions, increased stakes in 13 stocks, reduced 20 holdings, and fully exited 2 positions. The largest holding is Spdr Series Trust (SPTM), representing 16.96% of the total portfolio.