DOSSIER · 13F-HR · Q2 2026

POINCIANA ADVISORS GROUP, LLC

$135M in tracked AUM across 114 positions as of Q2 2026.

PA
CIK 0002054543 · last filed Jun 30, 2026
Total AUM
$135M
as of Q2 2026
Holdings
114
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

POINCIANA ADVISORS GROUP, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$19M145K13.7%
02
DFAC
DIMENSIONAL ETF TRUST
$10M192K7.3%
03
VGIT
VANGUARD SCOTTSDALE FDS
$9M156K6.8%
04
AVDV
AMERICAN CENTY ETF TR
$9M83K6.7%
05
BSVO
EA SERIES TRUST
$7M218K5.4%
06
VTIP
VANGUARD MALVERN FDS
$5M103K3.9%
07
AVEM
AMERICAN CENTY ETF TR
$5M45K3.5%
08
DFIV
DIMENSIONAL ETF TRUST
$5M74K3.4%
09
DFUS
DIMENSIONAL ETF TRUST
$4M45K2.7%
10
DFAI
DIMENSIONAL ETF TRUST
$3M70K2.3%

Filing history

2026Q2Jun 30
$135M 6.4%
114 positionsView →
2026Q1Mar 31
$127M 0.1%
130 positionsView →
2025Q4Dec 31
$127M 114.6%
138 positionsView →
2025Q3Sep 30
$59M 6.8%
61 positionsView →
2025Q2Jun 30
$55M 19.7%
64 positionsLocked
2025Q1Mar 31
$46M 53.2%
52 positionsLocked
2024Q4Dec 31
$99M
103 positionsLocked