POINCIANA ADVISORS GROUP, LLC

CIK 0002054543 · PALM BEACH GARDENS, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

POINCIANA ADVISORS GROUP, LLC reported 113 positions worth $134.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AVUS (13.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$134.8M
2026 Q2
Positions
113
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.7%
Est. Net Flow (Q)
2026 Q2
10 / 113 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AVUSAMERICAN CENTY ETF TRSH$18.5M13.73%144,854
2DFACDIMENSIONAL ETF TRUSTSH$9.8M7.26%192,085
3VGITVANGUARD SCOTTSDALE FDSSH$9.2M6.83%156,096
4AVDVAMERICAN CENTY ETF TRSH$9.1M6.72%82,511
5BSVOEA SERIES TRUSTSH$7.2M5.38%218,043
6VTIPVANGUARD MALVERN FDSSH$5.2M3.85%103,402
7AVEMAMERICAN CENTY ETF TRSH$4.8M3.55%45,405
8DFIVDIMENSIONAL ETF TRUSTSH$4.6M3.40%74,425
9DFUSDIMENSIONAL ETF TRUSTSH$3.7M2.71%44,590
10DFAIDIMENSIONAL ETF TRUSTSH$3.1M2.30%69,909

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does POINCIANA ADVISORS GROUP, LLC hold as of Q2 2026?

POINCIANA ADVISORS GROUP, LLC reported 113 positions worth $134.8M in its Q2 2026 13F filing. Largest positions: AVUS (13.7%), DFAC (7.3%), VGIT (6.8%), AVDV (6.7%) and BSVO (5.4%).

What did POINCIANA ADVISORS GROUP, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did POINCIANA ADVISORS GROUP, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.