Treasure Coast Financial Planning - Q42025 Holdings

Treasure Coast Financial Planning holds 46 stocks with a total portfolio value of $ 188.27M as of Q42025. In Q42025, Treasure Coast Financial Planning added 3 new positions, increased stakes in 26 stocks, reduced 8 holdings, and fully exited 1 position. The largest holding is Spdr Series Trust (SPTM), representing 18.34% of the total portfolio.