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POINCIANA ADVISORS GROUP, LLC
POINCIANA ADVISORS GROUP, LLC
Latest filing: 2026-06-30
POINCIANA ADVISORS GROUP, LLC runs POINCIANA ADVISORS GROUP, LLC and currently holds 113 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $134.77M. Their top holdings are AVUS, DFAC, VGIT, AVDV, VTIP. The top five represent 38.4% of reported portfolio weight. POINCIANA ADVISORS GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, POINCIANA ADVISORS GROUP, LLC initiated 3 new positions. They added to 14 existing positions. They trimmed 30 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
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113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AMERICAN CENTY ETF TR | 13.73% | $126.74 | $130.54 | +3.00% | Added +2226.97% |
 DFAC DIMENSIONAL ETF TRUST | 7.26% | $34.64 | $45.61 | +31.67% | Trimmed -15.25% |
 VGIT VANGUARD SCOTTSDALE FDS | 6.83% | $58.37 | $58.32 | -0.09% | Added +4.96% |
 AVDV AMERICAN CENTY ETF TR | 6.72% | $66.43 | $111.97 | +68.55% | Trimmed -4.07% |
 VTIP VANGUARD MALVERN FDS | 3.85% | $48.63 | $49.79 | +2.39% | Added +1.52% |
 AVEM AMERICAN CENTY ETF TR | 3.55% | $59.27 | $94.23 | +58.98% | Trimmed -8.65% |
 DFIV DIMENSIONAL ETF TRUST | 3.40% | $35.96 | $58.30 | +62.11% | Trimmed -16.77% |
 DFUS DIMENSIONAL ETF TRUST | 2.71% | $67.07 | $83.66 | +24.73% | Added +13.84% |
 DFAI DIMENSIONAL ETF TRUST | 2.30% | $30.95 | $43.33 | +40.00% | Trimmed -1.73% |
 DFUV DIMENSIONAL ETF TRUST | 2.16% | $41.50 | $57.42 | +38.36% | Trimmed -15.78% |
Showing 1-10 of 113