Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
POINCIANA ADVISORS GROUP, LLC (CIK 2054543) reported $126.7M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUV ($15.8M, 12.45%), VGIT ($8.9M, 6.99%), DFAC ($8.8M, 6.95%), AVDV ($8.6M, 6.78%), BSVO ($6.2M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | $15.8M | 12.45% | 142,800 | Added |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | $8.9M | 6.99% | 148,719 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $8.8M | 6.95% | 226,646 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $8.6M | 6.78% | 86,016 | Trimmed |
| 5 | BSVO | EA SERIES TRUST | $6.2M | 4.91% | 245,266 | Trimmed |
| 6 | VTIP | VANGUARD MALVERN FDS | $5.1M | 4.02% | 101,851 | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $4.7M | 3.73% | 89,425 | Trimmed |
| 8 | AVEM | AMERICAN CENTY ETF TR | $4.0M | 3.16% | 49,702 | Trimmed |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $2.8M | 2.19% | 71,142 | Added |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $2.8M | 2.19% | 39,169 | Trimmed |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $2.8M | 2.18% | 57,039 | Added |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $2.1M | 1.62% | 77,454 | Added |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $2.0M | 1.60% | 59,494 | Trimmed |
| 14 | EEM | ISHARES TR | $2.0M | 1.60% | 35,592 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.49% | 7,712 | Trimmed |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $1.7M | 1.37% | 27,735 | Hold |
| 17 | NVDA | NVIDIA CORPORATION | $1.6M | 1.27% | 9,210 | Trimmed |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $1.5M | 1.16% | 42,418 | Added |
| 19 | AVDE | AMERICAN CENTY ETF TR | $1.4M | 1.11% | 16,648 | Trimmed |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $1.2M | 0.98% | 26,004 | Added |
| 21 | IVV | ISHARES TR | $1.1M | 0.89% | 1,729 | Hold |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.1M | 0.87% | 1,697 | Hold |
| 23 | VTI | VANGUARD INDEX FDS | $1.0M | 0.80% | 3,174 | Trimmed |
| 24 | TER | TERADYNE INC | $893,827 | 0.71% | 3,015 | Trimmed |
| 25 | VNQI | VANGUARD INTL EQUITY INDEX F | $866,997 | 0.68% | 19,505 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31