POINCIANA ADVISORS GROUP, LLC - Portfolio overview

POINCIANA ADVISORS GROUP, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 11.77%
2. VGIT - VANGUARD SCOTTSDALE FDS, 6.61%
3. DFAC - DIMENSIONAL ETF TRUST, 6.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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