POINCIANA ADVISORS GROUP, LLC: 13F holdings
CIK 20545432026Q2
| Positions | 113 |
|---|
| Reported value | $134.8m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 113 (-17 vs prior quarter) |
|---|
| Reported value | $134.8m (+6.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVUS AMERICAN CENTY ETF TR | 144,854 | $18.5m | 13.7% |
| DIMENSIONAL ETF TRUST | 192,085 | $9.8m | 7.3% |
| VGIT VANGUARD SCOTTSDALE FDS | 156,096 | $9.2m | 6.8% |
| AVDV AMERICAN CENTY ETF TR | 82,511 | $9.1m | 6.7% |
| BSVO EA SERIES TRUST | 218,043 | $7.2m | 5.4% |
| VTIP VANGUARD MALVERN FDS | 103,402 | $5.2m | 3.9% |
| AVEM AMERICAN CENTY ETF TR | 45,405 | $4.8m | 3.5% |
| DFIV DIMENSIONAL ETF TRUST | 74,425 | $4.6m | 3.4% |
| DFUS DIMENSIONAL ETF TRUST | 44,590 | $3.7m | 2.7% |
| DFAI DIMENSIONAL ETF TRUST | 69,909 | $3.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054543")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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