Treasure Coast Financial Planning
Treasure Coast Financial Planning reported 48 holdings worth US$205M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Treasure Coast Financial Planning reported 48 holdings worth US$205M as of Jun 30, 2026. Largest: Apple Inc, Exxon Mobil Corporation and Duke Energy Corporation (holding Company). Filed Jul 29, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$205M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 4,433 | US$1.28M | 0.63% |
| Exxon Mobil Corporation | 7,528 | US$1.03M | 0.50% |
| Duke Energy Corporation (holding Company) | 2,744 | US$347K | 0.17% |
| Johnson & Johnson | 1,347 | US$342K | 0.17% |
| Microsoft Corp. | 917 | US$342K | 0.17% |
| Tesla, Inc. | 813 | US$342K | 0.17% |
| Northern Trust Corporation | 1,644 | US$286K | 0.14% |
| Costco Wholesale Corporation | 265 | US$248K | 0.12% |
| Manulife Financial Corporation | 5,844 | US$237K | 0.12% |
| Meta Platforms, Inc. | 370 | US$208K | 0.10% |
| Jp Morgan Chase & Co. | 625 | US$205K | 0.10% |
| Walmart Inc. | 1,800 | US$204K | 0.10% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Public Service Enterprise Group Incorporated | 0 | US$0 | 0.00% |