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 $134.8M across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($18.5M, 13.74%), DFAC ($9.8M, 7.26%), VGIT ($9.2M, 6.83%), AVDV ($9.1M, 6.72%), BSVO ($7.2M, 5.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $18.5M | 13.74% | 144,854 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $9.8M | 7.26% | 192,085 | Trimmed |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $9.2M | 6.83% | 156,096 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $9.1M | 6.72% | 82,511 | Trimmed |
| 5 | BSVO | EA SERIES TRUST | $7.2M | 5.38% | 218,043 | Trimmed |
| 6 | VTIP | VANGUARD MALVERN FDS | $5.2M | 3.85% | 103,402 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $4.8M | 3.55% | 45,405 | Trimmed |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $4.6M | 3.40% | 74,425 | Trimmed |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $3.7M | 2.71% | 44,590 | Added |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $3.1M | 2.30% | 69,909 | Trimmed |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $2.9M | 2.16% | 48,038 | Trimmed |
| 12 | EEM | ISHARES TR | $2.4M | 1.80% | 34,742 | Trimmed |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $2.2M | 1.64% | 76,384 | Trimmed |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $2.2M | 1.60% | 46,397 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.45% | 7,712 | Hold |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $1.9M | 1.43% | 27,593 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.8M | 1.37% | 9,210 | Hold |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $1.7M | 1.28% | 42,349 | Trimmed |
| 19 | DFSD | DIMENSIONAL ETF TRUST | $1.5M | 1.10% | 31,048 | Added |
| 20 | AVDE | AMERICAN CENTY ETF TR | $1.5M | 1.10% | 16,659 | Added |
| 21 | IVV | ISHARES TR | $1.3M | 0.96% | 1,642 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 0.94% | 1,697 | Hold |
| 23 | LRCX | LAM RESEARCH CORP | $1.3M | 0.93% | 2,907 | Hold |
| 24 | VTI | VANGUARD INDEX FDS | $1.2M | 0.87% | 3,174 | Hold |
| 25 | VNQI | VANGUARD INTL EQUITY INDEX F | $874,799 | 0.65% | 15,648 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30