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Poinciana Advisors Group - Q4 2025 13F Filings

PO

Poinciana Advisors Group, LLC

CIK: 0002054543
Address: Florida Palm Beach Gardens 3300 Pga Boulevard Suite 200
$126.79 M
Portfolio Value
138
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/28/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VTIP Vanguard Short-Term Tips
+$4.9 M
2. AVUV Avantis Us Small Cap Value Etf
+$801,868.17
3. BMY Bristol-Myers Squibb Company
+$605,692
4. TEAM Atlassian Corporation
+$480,097
5. DFGR Dimensional Global Real Estate Etf
+$368,531.29
6. UPS United Parcel Service
+$306,200

Top Sells

Q4 2025
1. PGR The Progressive Corporation
−$291,648
2. HOOD Robinhood Markets
−$288,517.73
3. MANH Manhattan Associates
−$286,152
4. PCG Pg&E Corporation
−$272,043
5. BSVO Ea Bridgeway Omni Small-Cap Value Etf
−$266,272.63

Asset Allocation

Stocks/ETFs
+11.93%
$126.79 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Poinciana Advisors Group Q4 2025 Filing Summary

Poinciana Advisors Group, LLC filed its 13F report for Q4 2025 on February 09, 2026. The portfolio totaled 126.79 M reflecting a +7.07% change from the prior quarter, spanning 138 assets. The top 10 holdings comprised 51.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 24 new positions and 9 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Poinciana Advisors Group’s Q4 2025 Filing

Poinciana Advisors Group submitted their Form 13F-HR for the Q4 2025 period on 02/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Poinciana Advisors Group reported a managed portfolio value of 126.79 M, consisting of 138 individual positions.

This page displays the raw filing documents. To see which stocks Poinciana Advisors Group bought or sold during Q4 2025, please visit Poinciana Advisors Group's Portfolio Analysis page.