POINCIANA ADVISORS GROUP, LLC

Est. AUM

$126.7M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US SML CP VALU	$15.8M	142800	12.45%	SOLE
2	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.9M	148719	6.99%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.8M	226646	6.95%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$8.6M	86016	6.78%	SOLE
5	EA SERIES TRUST	EA BRIDGEWAY OMN	$6.2M	245266	4.91%	SOLE
6	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.1M	101851	4.01%	SOLE
7	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.7M	89425	3.73%	SOLE
8	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.0M	49702	3.16%	SOLE
9	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.8M	39169	2.19%	SOLE
10	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.8M	71142	2.19%	SOLE
11	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.8M	57039	2.18%	SOLE
12	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.1M	77454	1.63%	SOLE
13	ISHARES TR	MSCI EMG MKT ETF	$2.0M	35592	1.60%	SOLE
14	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.0M	59494	1.60%	SOLE
15	JOHNSON & JOHNSON	COM	$1.9M	7712	1.49%	SOLE
16	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.7M	27735	1.37%	SOLE
17	NVIDIA CORPORATION	COM	$1.6M	9210	1.27%	SOLE
18	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.5M	42418	1.16%	SOLE
19	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.4M	16648	1.11%	SOLE
20	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.2M	26004	0.98%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$1.1M	1729	0.89%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	1697	0.87%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	3174	0.80%	SOLE
24	TERADYNE INC	COM	$894K	3015	0.71%	SOLE
25	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$867K	19505	0.68%	SOLE
26	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$812K	20580	0.64%	SOLE
27	CIENA CORP	COM NEW	$788K	2029	0.62%	SOLE
28	ISHARES TR	CORE S&P TTL STK	$724K	5082	0.57%	SOLE
29	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$714K	19411	0.56%	SOLE
30	AMERICAN CENTY ETF TR	US EQT ETF	$692K	6225	0.55%	SOLE
31	BRISTOL-MYERS SQUIBB CO	COM	$681K	11229	0.54%	SOLE
32	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$669K	20765	0.53%	SOLE
33	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$667K	15144	0.53%	SOLE
34	AMAZON COM INC	COM	$664K	3187	0.52%	SOLE
35	LAM RESEARCH CORP	COM NEW	$621K	2907	0.49%	SOLE
36	GE AEROSPACE	COM NEW	$601K	2117	0.47%	SOLE
37	ISHARES TR	RUSSELL 3000 ETF	$588K	1587	0.46%	SOLE
38	APPLE INC	COM	$545K	2147	0.43%	SOLE
39	RALPH LAUREN CORP	CL A	$516K	1500	0.41%	SOLE
40	BROADCOM INC	COM	$509K	1645	0.40%	SOLE
41	HOWMET AEROSPACE INC	COM	$491K	2132	0.39%	SOLE
42	TAPESTRY INC	COM	$486K	3442	0.38%	SOLE
43	HF SINCLAIR CORP	COM	$478K	7658	0.38%	SOLE
44	DELTA AIR LINES INC	COM NEW	$476K	7160	0.38%	SOLE
45	GILEAD SCIENCES INC	COM	$445K	3196	0.35%	SOLE
46	BANK AMERICA CORP	COM	$443K	9088	0.35%	SOLE
47	MASTEC INC	COM	$428K	1330	0.34%	SOLE
48	ARISTA NETWORKS INC	COM SHS	$412K	3352	0.33%	SOLE
49	ILLUMINA INC	COM	$409K	3315	0.32%	SOLE
50	VERTIV HOLDINGS CO	COM CL A	$407K	1623	0.32%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.