Treasure Coast Financial Planning

1. Portfolio Overview

Treasure Coast Financial Planning’s 13F filing for the period ending December 31, 2025, reveals a portfolio with a total value of $188.27 million, representing a growth of 9.8% from the previous quarter's $171.47 million. The portfolio consists of 46 holdings, displaying a disciplined structure heavily weighted toward Exchange Traded Funds (ETFs). The management style appears to be core-satellite in nature, utilizing broad-market ETFs to establish a foundational asset ...