Portfolio (Quarterly) Guide ↗

Treasure Coast Financial Planning

· CIK 0001911307

13F Portfolio $205M AUM 48 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 13 Added 17 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GLD	SPDR GOLD TR	Financial Services	505	$217K	0.11%	SOLD
2	BAC	BANK AMERICA CORP	Financial Services	4,284	$209K	0.11%	SOLD
3	NEE	NEXTERA ENERGY INC	Utilities	2,200	$204K	0.10%	SOLD
4	PEG	PUBLIC SVC ENTERPRISE GROUP	Utilities	2,500	$202K	0.10%	SOLD
5	GDX	VANECK ETF TRUST	—	2,200	$202K	0.10%	SOLD

Sector Allocation

Technology 32.0%

Energy 20.3%

Financial Services 14.3%

Consumer Defensive 8.9%

Utilities 6.8%

Healthcare 6.7%

Consumer Cyclical 6.7%

Communication Services 4.1%