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Poinciana Advisors Group - Q1 2026 13F Filings

PO

Poinciana Advisors Group, LLC

CIK: 0002054543
Address: Florida Palm Beach Gardens 3300 Pga Boulevard Suite 200
$126.71 M
Portfolio Value
130
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VGIT Vanguard Intermediate-Term Treasury Etf
+$394,161.96
2. PCG Pg&E Corporation
+$359,957
3. ADBE Adobe
+$333,992
4. LNG Cheniere Energy
+$275,247
5. SNDK Sandisk Corporation
+$273,832

Top Sells

Q1 2026
1. BF.A Brown-Forman Corporation
−$1.38 M
2. TEAM Atlassian Corporation
−$480,097
3. EEM Ishares Msci Emerging Markets Etf
−$465,334.11
4. CIEN Ciena Corporation
−$463,158.58
5. RBLX Roblox Corporation
−$357,991

Asset Allocation

Stocks/ETFs
-0.07%
$126.71 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Poinciana Advisors Group Q1 2026 Filing Summary

Poinciana Advisors Group, LLC filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 126.71 M reflecting a -0.07% change from the prior quarter, spanning 130 assets. The top 10 holdings comprised 53.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 19 new positions and 27 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Poinciana Advisors Group’s Q1 2026 Filing

Poinciana Advisors Group submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Poinciana Advisors Group reported a managed portfolio value of 126.71 M, consisting of 130 individual positions.

This page displays the raw filing documents. To see which stocks Poinciana Advisors Group bought or sold during Q1 2026, please visit Poinciana Advisors Group's Portfolio Analysis page.