13F Filings History of Treasure Coast Financial Planning

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$188,273,972
Signature - Title
Ryan Fink - Financial Advisor & Compliance Officer
Location
Vero Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Treasure Coast Financial Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Treasure Coast Financial Planning reported 46 stock holdings with total value $188,273,972 as of Q4 2025. Top holdings included SPTM, SPDW, BILS, BIL, and TIPX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 46 $188,273,972 +$6,481,639 -$390,273 +$6,091,366 SPTM, SPDW, BILS, BIL, TIPX 13F-HR 22 Jan 2026, 10:50
Q3 2025 44 $179,287,301 +$6,902,014 -$5,957,359 +$944,655 SPTM, SPDW, BILS, BIL, TIPX 13F-HR 03 Nov 2025, 16:02
Q2 2025 42 $171,620,602 +$4,422,408 -$2,033,292 +$2,389,116 SPTM, SPDW, BILS, BIL, SPTS 13F-HR 14 Aug 2025, 11:54
Q1 2025 40 $161,310,707 +$8,779,794 -$939,552 +$7,840,242 SPTM, SPDW, BILS, BIL, SPTS 13F-HR 05 May 2025, 16:25
Q4 2024 37 $151,806,791 +$2,788,623 -$8,222,887 -$5,434,264 SPTM, SPDW, BILS, BIL, SPTS 13F-HR 31 Jan 2025, 15:21
Q3 2024 35 $162,005,989 +$4,828,735 -$1,369,748 +$3,458,987 SPTM, SPDW, BILS, SPTS, BIL 13F-HR 12 Nov 2024, 20:13
Q2 2024 32 $151,650,933 +$4,575,049 -$6,038,901 -$1,463,852 SPTM, SPDW, BILS, SPTS, BIL 13F-HR 22 Jul 2024, 14:20
Q1 2024 34 $152,933,837 +$9,526,195 -$5,036,022 +$4,490,173 SPTM, SPDW, BILS, SPTS, BIL 13F-HR 26 Apr 2024, 12:58
Q4 2023 30 $143,387,780 +$10,748,644 -$18,916,303 -$8,167,659 SPTM, SPDW, BILS, BIL, SPTS 13F-HR 01 Feb 2024, 12:34
Q3 2023 31 $144,039,908 +$10,998,273 -$11,265,547 -$267,274 SPTM, SPDW, BOND, BILS, BIL 13F-HR 06 Nov 2023, 17:26
Q2 2023 35 $147,957,417 +$24,157,176 -$21,287,019 +$2,870,157 SPTM, SPDW, BOND, BILS, SPTS 13F-HR 21 Jul 2023, 10:02
Q1 2023 38 $143,043,015 +$16,489,398 -$12,400,005 +$4,089,393 SPTM, SPDW, BOND, FLRN, LDUR 13F-HR 04 May 2023, 17:05
Q4 2022 38 $134,020,000 +$10,193,859 -$9,121,484 +$1,072,375 SPTM, SPDW, FLRN, LDUR, BOND 13F-HR 06 Feb 2023, 17:44
Q3 2022 32 $124,593,000 +$8,115,850 -$5,714,034 +$2,401,816 SPTM, SPDW, LDUR, FLRN, BOND 13F-HR 02 Nov 2022, 08:32
Q2 2022 32 $129,114,000 +$33,921,528 -$20,094,642 +$13,826,886 SPTM, SPDW, LDUR, FLRN, BOND 13F-HR 02 Aug 2022, 17:06
Q1 2022 33 $130,439,000 +$10,291,762 -$4,444,916 +$5,846,846 SPTM, SPDW, SRLN, SPIP, GTO 13F-HR 09 May 2022, 12:39
Q4 2021 32 $129,302,000 $0 $0 $0 SPTM, SPDW, SPIP, SRLN, FLRN 13F-HR 15 Feb 2022, 15:41