Portfolio (Quarterly) Guide ↗

Treasure Coast Financial Planning

· CIK 0001911307

13F Portfolio $194M AUM 48 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 12 Added 18 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NVDA	NVIDIA CORPORATION	Technology	1,265	$236K	0.12%	SOLD
2	JPM	JPMORGAN CHASE & CO.	Financial Services	673	$217K	0.12%	SOLD

Sector Allocation

Energy 25.5%

Technology 23.5%

Consumer Defensive 13.8%

Utilities 12.3%

Financial Services 10.5%

Healthcare 5.9%

Consumer Cyclical 5.0%

Communication Services 3.6%