Institutions / Poinciana Advisors Group, LLC

Poinciana Advisors Group, LLC

CIK 2054543 · Institution · as of Dec 31, 2025

Portfolio value

$126.79M

Positions

138

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 138 →

Company	Class	Value	Shares	% of portfolio
American Centy ETF Tr	—	$14.44M	141,639	11.4%
Dimensional ETF Trust	—	$8.88M	224,246	7.0%
Vanguard Scottsdale Fds	—	$8.52M	142,100	6.7%
American Centy ETF Tr	—	$8.17M	86,950	6.4%
Ea Series Trust	—	$5.76M	247,387	4.5%
Vanguard Malvern Fds	—	$4.90M	99,106	3.9%
Dimensional ETF Trust	—	$4.64M	92,924	3.7%
American Centy ETF Tr	—	$3.85M	49,933	3.0%
Dimensional ETF Trust	—	$2.95M	39,717	2.3%
Dimensional ETF Trust	—	$2.64M	69,337	2.1%
Dimensional ETF Trust	—	$2.62M	56,197	2.1%
iShares Tr	—	$2.40M	43,786	1.9%
Dimensional ETF Trust	—	$2.17M	66,356	1.7%
Dimensional ETF Trust	—	$1.97M	74,445	1.6%
NVIDIA Corp	—	$1.73M	9,280	1.4%
Johnson & Johnson	—	$1.66M	8,042	1.3%
Dimensional ETF Trust	—	$1.65M	27,735	1.3%
American Centy ETF Tr	—	$1.52M	18,490	1.2%
Dimensional ETF Trust	—	$1.39M	42,087	1.1%
Brown Forman Corp	—	$1.38M	52,325	1.1%
iShares Tr	—	$1.18M	1,729	0.9%
SPDR S&P 500 ETF Tr	—	$1.16M	1,697	0.9%
Dimensional ETF Trust	—	$1.10M	22,894	0.9%
Vanguard Index Fds	—	$1.08M	3,232	0.9%
Vanguard Intl Equity Index F	—	$894.1K	19,505	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.