§ 13F · FUND PROFILE
POINCIANA ADVISORS GROUP, LLC.
AUM · $135M (13F)Positions · 114Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 139K | $18M | 13.2% | +2227% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 192K | $10M | 7.3% | −15% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 156K | $9M | 6.8% | +5% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 83K | $9M | 6.7% | −4% |
| 5 | BSVO | EA SERIES TRUST | 218K | $7M | 5.4% | −11% |
| 6 | VTIP | VANGUARD MALVERN FDS | 103K | $5M | 3.9% | +2% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 45K | $5M | 3.5% | −9% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 74K | $5M | 3.4% | −17% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 45K | $4M | 2.7% | +14% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 70K | $3M | 2.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POINCIANA SIGNAL
AC read
POINCIANA ADVISORS GROUP, LLC is a Other fund managing $135 million in assets. The fund runs a portfolio of 114 positions.
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