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Poinciana Advisors Group, Llc

Portfolio Manager
Poinciana Advisors Group, Llc
Performance
+3.76% (2026 Q1)
AUM (13F)
$126.71M
# of Holdings
130
Performance Rank
Allocation (Top 20)
67.75%

Poinciana Advisors Group, Llc Holdings Map

Top 50 Poinciana Advisors Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUV
AMERICAN CENTY ETF TR
12.45%142.8K$15.8M
+0.82%(+1.16K)
2025-Q1: 124.7K shares2025-Q2: 131.3K shares2025-Q3: 133.8K shares2025-Q4: 141.6K shares2026-Q1: 142.8K shares
$95.90(+25.30%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
6.99%148.7K$8.9M
+4.66%(+6.62K)
2025-Q1: 131.2K shares2025-Q2: 132.9K shares2025-Q3: 145.3K shares2025-Q4: 142.1K shares2026-Q1: 148.7K shares
$59.26(-0.38%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
6.95%226.6K$8.8M
+1.07%(+2.40K)
2025-Q1: 242.2K shares2025-Q2: 238.8K shares2025-Q3: 225.3K shares2025-Q4: 224.2K shares2026-Q1: 226.6K shares
$34.49(+23.77%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
6.78%86.0K$8.6M
-1.07%(-934)
2025-Q1: 83.5K shares2025-Q2: 89.4K shares2025-Q3: 88.1K shares2025-Q4: 87.0K shares2026-Q1: 86.0K shares
$68.30(+55.34%)
2026-03-31
BSVO
EA SERIES TRUST
4.91%245.3K$6.2M
-0.86%(-2.12K)
2025-Q1: 193.0K shares2025-Q2: 259.7K shares2025-Q3: 258.8K shares2025-Q4: 247.4K shares2026-Q1: 245.3K shares
$21.37(+30.38%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
4.02%101.9K$5.1M
+2.77%(+2.75K)
2025-Q1: 102.7K shares2025-Q2: 98.3K shares2025-Q3: 101.7K shares2025-Q4: 99.1K shares2026-Q1: 101.9K shares
$48.95(+2.87%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
3.73%89.4K$4.7M
-3.77%(-3.50K)
2025-Q1: 92.8K shares2025-Q2: 91.5K shares2025-Q3: 89.8K shares2025-Q4: 92.9K shares2026-Q1: 89.4K shares
$37.16(+47.27%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.16%49.7K$4.0M
-0.46%(-231)
2025-Q1: 50.0K shares2025-Q2: 52.5K shares2025-Q3: 50.3K shares2025-Q4: 49.9K shares2026-Q1: 49.7K shares
$61.80(+49.23%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
2.19%39.2K$2.8M
-1.38%(-548)
2025-Q1: 26.1K shares2025-Q2: 33.4K shares2025-Q3: 35.6K shares2025-Q4: 39.7K shares2026-Q1: 39.2K shares
$64.30(+22.66%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
2.19%71.1K$2.8M
+2.60%(+1.80K)
2025-Q1: 58.9K shares2025-Q2: 60.8K shares2025-Q3: 64.0K shares2025-Q4: 69.3K shares2026-Q1: 71.1K shares
$31.44(+30.03%)
2026-03-31

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