POINCIANA ADVISORS GROUP, LLC
CIK 0002054543 · PALM BEACH GARDENS, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
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
Top Holdings
AVUS
AMERICAN CENTY ETF TR
13.7%
DFAC
DIMENSIONAL ETF TRUST
7.3%
VGIT
VANGUARD SCOTTSDALE FDS
6.8%
AVDV
AMERICAN CENTY ETF TR
6.7%
BSVO
EA SERIES TRUST
5.4%
VTIP
VANGUARD MALVERN FDS
3.9%
AVEM
AMERICAN CENTY ETF TR
3.5%
DFIV
DIMENSIONAL ETF TRUST
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.