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Portfolio (Quarterly) Guide ↗

POINCIANA ADVISORS GROUP, LLC

· CIK 0002054543
13F Portfolio $135M AUM 114 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 9 Added 32 Reduced 30 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 192,085.0 $9.8M 7.26% -35K -15.2% $50.91 -10.4%
2 AVDV AMERICAN CENTY ETF TR 82,511.0 $9.1M 6.72% -4K -4.1% $109.76 +2.4%
3 BSVO EA SERIES TRUST 218,043.0 $7.2M 5.38% -27K -11.1% $33.23 -11.5%
4 AVEM AMERICAN CENTY ETF TR 45,405.0 $4.8M 3.55% -4K -8.7% $105.29 -10.0%
5 DFIV DIMENSIONAL ETF TRUST 74,425.0 $4.6M 3.40% -15K -16.8% $61.51 -5.8%
6 DFAI DIMENSIONAL ETF TRUST 69,909.0 $3.1M 2.30% -1K -1.7% $44.38 -2.7%
7 DFUV DIMENSIONAL ETF TRUST 48,038.0 $2.9M 2.16% -9K -15.8% $60.69 -5.8%
8 EEM ISHARES TR 34,742.0 $2.4M 1.80% -850.0 -2.4% $69.71 -3.7%
9 DFGR DIMENSIONAL ETF TRUST 76,384.0 $2.2M 1.64% -1K -1.4% $28.97 +0.5%
10 DFAX DIMENSIONAL ETF TRUST 46,397.0 $2.2M 1.60% -13K -22.0% $46.44 -17.5%
11 DFAT DIMENSIONAL ETF TRUST 27,593.0 $1.9M 1.43% -142.0 -0.5% $69.90 +1.8%
12 IVV ISHARES TR 1,642.0 $1.3M 0.96% -87.0 -5.0% $788.63 -2.0%
13 VNQI VANGUARD INTL EQUITY INDEX F 15,648.0 $875K 0.65% -4K -19.8% $55.90 -19.0%
14 ITOT ISHARES TR 4,903.0 $805K 0.60% -179.0 -3.5% $164.28 +2.5%
15 INTC INTEL CORP Technology 5,706.0 $797K 0.59% -3K -30.6% $139.64 -35.9%
16 TER TERADYNE INC Technology 1,382.0 $669K 0.50% -2K -54.2% $483.84 -26.6%
17 AAPL APPLE INC Technology 1,874.0 $542K 0.40% -273.0 -12.7% $289.36 +10.5%
18 CIEN CIENA CORP Technology 1,053.0 $517K 0.38% -976.0 -48.1% $490.56 -22.9%
19 DELL DELL TECHNOLOGIES INC Technology 1,180.0 $509K 0.38% -498.0 -29.7% $431.46 +5.7%
20 ANET ARISTA NETWORKS INC Technology 2,935.0 $499K 0.37% -417.0 -12.4% $169.88 +15.0%
Page 1 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Industrials 18.3%
Healthcare 17.7%
Financial Services 12.2%
Consumer Cyclical 9.1%
Energy 4.1%
Utilities 2.6%
Consumer Defensive 2.5%
Basic Materials 1.5%
Communication Services 0.8%