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Poinciana Advisors Group - Q2 2026 13F Filings

PO

Poinciana Advisors Group, LLC

CIK: 0002054543
Address: Florida Palm Beach Gardens 3300 Pga Boulevard Suite 200
$134.77 M
Portfolio Value
113
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AVUS Avantis Us Equity Etf
+$17.71 M
2. MU Micron Technology
+$554,059
3. DFUS Dimensional Us Equity Market Etf
+$444,196.79
4. VGIT Vanguard Intermediate-Term Treasury Etf
+$435,095.88
5. HOOD Robinhood Markets
+$277,174

Top Sells

Q2 2026
1. AVUV Avantis Us Small Cap Value Etf
−$15.78 M
2. DFAC Dimensional Us Core Equity 2 Etf
−$1.76 M
3. DFIV Dimensional International Value Etf
−$922,597.25
4. BSVO Ea Bridgeway Omni Small-Cap Value Etf
−$904,619.3
5. TER Teradyne
−$790,110.86

Asset Allocation

Stocks/ETFs
+6.36%
$134.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Poinciana Advisors Group Q2 2026 Filing Summary

Poinciana Advisors Group, LLC filed its 13F report for Q2 2026 on July 28, 2026. The portfolio totaled 134.77 M reflecting a +6.36% change from the prior quarter, spanning 113 assets. The top 10 holdings comprised 55.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 30 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Poinciana Advisors Group’s Q2 2026 Filing

Poinciana Advisors Group submitted their Form 13F-HR for the Q2 2026 period on 07/28/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Poinciana Advisors Group reported a managed portfolio value of 134.77 M, consisting of 114 individual positions.

This page displays the raw filing documents. To see which stocks Poinciana Advisors Group bought or sold during Q2 2026, please visit Poinciana Advisors Group's Portfolio Analysis page.