Treasure Coast Financial Planning: 13F holdings
CIK 19113072026Q2
| Positions | 48 |
|---|
| Reported value | $205.0m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 48 (+0 vs prior quarter) |
|---|
| Reported value | $205.0m (+5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 415,958 | $37.8m | 18.4% |
| EWU SPDR INDEX SHS FDS | 557,080 | $28.1m | 13.7% |
| BILS SPDR SERIES TRUST | 143,209 | $14.2m | 6.9% |
| BIL SPDR SERIES TRUST | 149,647 | $13.7m | 6.7% |
| SPTS SPDR SERIES TRUST | 360,928 | $10.5m | 5.1% |
| TIPX SPDR SERIES TRUST | 538,380 | $10.2m | 5.0% |
| FLEE FRANKLIN TEMPLETON ETF TR | 260,576 | $10.1m | 4.9% |
| LDUR PIMCO ETF TR | 85,945 | $8.2m | 4.0% |
| GNR SPDR INDEX SHS FDS | 113,200 | $7.6m | 3.7% |
| BOND PIMCO ETF TR | 78,311 | $7.2m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911307")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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