Treasure Coast Financial Planning

RIA/Wealth

Treasure Coast Financial Planning is a RIA/Wealth based in Vero Beach, FL led by James Barber Twining, reporting $1.2B in AUM as of Q3 2025 with 96% ETF concentration, 74% concentrated in top 10 holdings, and 19% allocation to SPTM.

CEOJames Barber Twining

Portfolio Value: $177.6M
Positions: 43
Top Holding: SPTM at 18.97%
Last Reported: Q3 2025

Address545 Beachland Blvd, Vero Beach, FL, 32963, United States

Top Holdings

Largest long holdings in Treasure Coast Financial Planning's portfolio (73.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$33.7M	18.97%	-$2.9M Sold	— 417.7K shares	Q4 2021 Held for 3y 11m
2 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$23.4M	13.18%	-$461.1K Sold	— 547.1K shares	Q4 2021 Held for 3y 11m
3 SPDR Bloomberg 3-12 Month T-Bill BILS	ETF ETF	$12.1M	6.83%	+$147.8K Bought	— 121.9K shares	Q1 2023 Held for 2y 8m
4 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$11.8M	6.66%	+$334.7K Bought	— 129.0K shares	Q2 2023 Held for 2y 5m
5 SPDR Bloomberg 1-10 Year TIPS TIPX	ETF ETF	$10.3M	5.77%	+$1.5M Bought	— 531.7K shares	Q4 2022 Held for 2y 11m
6 SPDR Portfolio Short Term Treasury SPTS	ETF ETF	$10.2M	5.76%	+$193.7K Bought	— 349.0K shares	Q4 2022 Held for 2y 11m
7 Franklin FTSE Europe FLEE	ETF ETF	$8.7M	4.90%	-$460.6K Sold	— 250.8K shares	Q1 2023 Held for 2y 8m
8 BOND PIMCO Active Bond BOND	ETF ETF	$8.3M	4.67%	+$197.8K Bought	— 88.8K shares	Q4 2021 Held for 3y 11m
9 SPDR S&P Global Natural Resources GNR	ETF ETF	$6.6M	3.72%	+$349.2K Bought	— 111.5K shares	Q4 2021 Held for 3y 11m
10 JPMorgan International Bond Opportunities JPIB	ETF ETF	$6.1M	3.42%	+$94.9K Bought	— 124.0K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Treasure Coast Financial Planning's latest filing

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Market Value

$177.6M

Prior: $170.1M

Q/Q Change

+4.44%

+$7.6M

Net Flows % of MV

+0.469%

Turnover Ratio

3.59%

New Purchases

3 stocks

$1.7M

Added To

14 stocks

+$5.1M

Sold Out Of

1 stocks

$214.9K

Reduced Holdings

12 stocks

-$5.7M

Increased Positions

Position	Shares Δ	Change
1 First Trust Emerging Markets Human Flourishing FTHF	New	0 → 42.3K +$1.2M
2 Nvidia NVDA	New	0 → 1.3K +$236.0K
3 Northern Trust NTRS	New	0 → 1.6K +$221.3K
4 Invesco S&P 500 Equal Weight Industrials RSPN	+620.76%	4.5K → 32.6K +$1.6M
5 LDRI Invesco LadderRite 0-5 Year Corporate Bond LDRI	+55.31%	23.8K → 37.0K +$338.5K

Decreased Positions

Position	Shares Δ	Change
1 GLD SPDR Gold Trust GLD	Sold	705.0 → 0 −$214.9K
2 Tesla, Inc. TSLA	-37.48%	1.3K → 834.0 −$222.4K
3 First Trust Value Line Dividend Fund FVD	-27.63%	108.2K → 78.3K −$1.4M
4 SPDR Portfolio TIPS SPIP	-12.05%	37.1K → 32.7K −$117.8K
5 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	-8.01%	454.1K → 417.7K −$2.9M