§ 13F · FUND PROFILE
POINCIANA ADVISORS GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $118M (13F)Positions · 124Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 143K | $16M | 12.4% | +1% |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 149K | $9M | 7.0% | +5% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 227K | $9M | 7.0% | +1% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 86K | $9M | 6.8% | −1% |
| 5 | BSVO | EA SERIES TRUST | 245K | $6M | 4.9% | −1% |
| 6 | VTIP | VANGUARD MALVERN FDS | 102K | $5M | 4.0% | +3% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 89K | $5M | 3.7% | −4% |
| 8 | AVEM | AMERICAN CENTY ETF TR | 50K | $4M | 3.2% | ±0% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 39K | $3M | 2.2% | −1% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 71K | $3M | 2.2% | +3% |
§ 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 $118 million in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed