Treasure Coast Financial Planning has filed its Form 13F-HR, disclosing its equity portfolio holdings as of September 30, 2026. The report was submitted on October 30, 2026, and lists the firm's total holdings at approximately 4.4 million shares.
The portfolio is managed by Ryan Fink, the firm's Financial Advisor and Compliance Officer. The filing details a diverse mix of individual equities and exchange-traded funds (ETFs), with a significant allocation to the SPDR S&P 500 ETF Trust.
- Top Individual Equity: Apple Inc. is the largest single stock holding, with 4,391 shares.
- ETF Exposure: The portfolio holds 259,742 shares of the BNY Mellon ETF Trust International Equity ETF.
- Major ETF Holdings: Other notable ETF positions include the First Trust Exchange-Traded Fund III Emerging Markets Bond ETF (255,981 shares) and the PIMCO Enhanced Low Duration Active ETF (102,054 shares).
- Large-Cap Stocks: The filing also lists positions in ExxonMobil Holdings Corp. (7,528 shares), Duke Energy Corp. (2,744 shares), Costco Wholesale Corporation (265 shares), and Johnson & Johnson (1,350 shares).
The total number of securities reported in the filing is 45.
