StockDriftsStockDriftsTop 50 Poinciana Advisors Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 13.74% | 144.9K | $18.5M | +2226.97%(+138.63K) | $117.15(+12.23%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.26% | 192.1K | $9.8M | -15.25%(-34.56K) | $34.49(+33.34%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.83% | 156.1K | $9.2M | +4.96%(+7.38K) | $59.26(-1.51%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 6.72% | 82.5K | $9.1M | -4.07%(-3.50K) | $68.30(+60.74%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 5.38% | 218.0K | $7.2M | -11.10%(-27.22K) | $21.37(+39.61%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 3.85% | 103.4K | $5.2M | +1.52%(+1.55K) | $48.97(+1.47%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.55% | 45.4K | $4.8M | -8.65%(-4.30K) | $61.80(+49.68%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.4% | 74.4K | $4.6M | -16.77%(-15.00K) | $37.16(+55.92%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.71% | 44.6K | $3.7M | +13.84%(+5.42K) | $65.65(+28.89%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.3% | 69.9K | $3.1M | -1.73%(-1.23K) | $31.44(+37.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.04% |
Poinciana Advisors Group LLC reports $134.77M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (13.7%), DFAC (7.3%) and VGIT (6.8%). The top 20 holdings account for 70.67% of reported assets. Its disclosed equity book has returned +28.34% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Poinciana Advisors Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054543). View Poinciana Advisors Group LLC’s 13F filings on SEC