Institutional Fund
Poinciana Advisors Group, LLC
Palm Beach Gardens, FLCIK 20545435 filings on record
Portfolio Value
$126.71M
Q1 2026
Holdings
130
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-0.1%
from $126.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr12.4%
- Vanguard Scottsdale Fds7.0%
- Dimensional ETF Trust7.0%
- American Centy ETF Tr6.8%
- Ea Series Trust4.9%
- Vanguard Malvern Fds4.0%
- Other57.9%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 142.8K | $15.78M | 12.4% | +1.2K | Added |
| 2 | Vanguard Scottsdale Fds | 148.7K | $8.86M | 7.0% | +6.6K | Added |
| 3 | Dimensional ETF Trust | 226.6K | $8.81M | 7.0% | +2.4K | Added |
| 4 | American Centy ETF Tr | 86.0K | $8.59M | 6.8% | −934 | Reduced |
| 5 | Ea Series Trust | 245.3K | $6.22M | 4.9% | −2.1K | Reduced |
| 6 | Vanguard Malvern Fds | 101.9K | $5.09M | 4.0% | +2.7K | Added |
| 7 | Dimensional ETF Trust | 89.4K | $4.72M | 3.7% | −3.5K | Reduced |
| 8 | American Centy ETF Tr | 49.7K | $4.01M | 3.2% | −231 | Reduced |
| 9 | Dimensional ETF Trust | 39.2K | $2.78M | 2.2% | −548 | Reduced |
| 10 | Dimensional ETF Trust | 71.1K | $2.77M | 2.2% | +1.8K | Added |
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