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Treasure Coast Financial Planning
Treasure Coast Financial Planning, Inc. is a fee-only registered investment advisory firm headquartered in Vero Beach, Florida. Founded in 1996 and SEC-registered since 2013, the firm specializes in comprehensive wealth management, financial planning, and portfolio management services for individuals, high net worth individuals, charities, and small businesses. The team consists of experienced professionals who offer investment management, retirement planning, tax and estate planning, and educational seminars. As fiduciaries, they operate with full transparency and no commission-based compensation, serving approximately 625 clients with more than $193 million in AUM.
Investment Strategy
Treasure Coast Financial Planning employs a comprehensive, client-centered approach focusing on individualized wealth management and long-term planning. Their fee-only model ensures advice is unbiased and tailored. Investment strategies include portfolio management for individuals and small businesses, focusing on diversification and risk management. The firm also provides financial planning, market timing services, and works with clients to meet specific goals around retirement, estate, and tax planning. Their philosophy prioritizes transparency, objectivity, and a holistic understanding of each client’s unique needs and goals, with ongoing adjustments as circumstances evolve.
Latest 13F Filing Activity
Treasure Coast Financial Planning filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $172M. The fund increased holdings in SPDR Index SHS FDS, SPDR Series Trust, Franklin Templeton Etf TR among other positions. Treasure Coast Financial Planning reduced exposure to Apple Inc., Invesco Actively Managed Exc, Vanguard Star FDS among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 19.82% | $34.0M | 454,103 | $57.18 | $74.89 | +$1.7M |
S SPDW | SPDR INDEX SHS FDS | 13.16% | $22.6M | 557,857 | $35.47 | $40.49 | +$2.7M |
B BILS | SPDR SERIES TRUST | 6.98% | $12.0M | 120,402 | $99.45 | $99.43 | +$232.4K |
B BIL | SPDR SERIES TRUST | 6.70% | $11.5M | 125,311 | $91.80 | $91.73 | +$261.0K |
S SPTS | SPDR SERIES TRUST | 5.84% | $10.0M | 342,438 | $28.87 | $29.29 | +$102.0K |
Industry Allocation
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