POINCIANA ADVISORS GROUP, LLC

CIK 0002054543 • 6 13F filings • Apr 30, 2025 – Jul 28, 2026

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Filer information

Filed by: POINCIANA ADVISORS GROUP, LLC, Chief Investment Officer & Managing Member
Address: 3300 PGA BOULEVARD, SUITE 200, PALM BEACH GARDENS, FL, 33410
Phone: 561-296-0100
AUM: $126.8M

AUM over time

$134.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $126.8M138 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$431K	0.3%Prev: 0.4%	2,692 SH	Increased-12 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$251K	0.2%	937 SH	New
ADT INC DEL	COM	$130K	0.1%Prev: 0.1%	16,074 SH	Decreased-2,089 SH
AGILON HEALTH INC	COM	$13K	0.0%	18,301 SH	New
ALNYLAM PHARMACEUTICALS INC	COM	$338K	0.3%Prev: 0.3%	851 SH	Decreased-6 SH
ALTRIA GROUP INC	COM	$201K	0.2%	3,483 SH	New
AMAZON COM INC	COM	$618K	0.5%Prev: 0.5%	2,679 SH	Decreased-153 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.8M	3.0%Prev: 3.2%	49,933 SH	Increased-376 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.5M	1.2%Prev: 1.2%	18,490 SH	Increased-125 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$8.2M	6.4%Prev: 6.6%	86,950 SH	Increased-1,136 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$623K	0.5%Prev: 0.5%	14,313 SH	Decreased
AMERICAN CENTY ETF TR	US EQT ETF	$696K	0.5%Prev: 0.6%	6,222 SH	Increased+3 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$14.4M	11.4%Prev: 11.2%	141,639 SH	Increased+7,863 SH
AMERICAN TOWER CORP NEW	COM	$241K	0.2%	1,372 SH	New
AMETEK INC	COM	$265K	0.2%Prev: 0.2%	1,292 SH	Increased-13 SH
AMPHENOL CORP NEW	CL A	$256K	0.2%Prev: 0.2%	1,898 SH	Increased-26 SH
APPLE INC	COM	$590K	0.5%Prev: 0.5%	2,172 SH	Increased+43 SH
ARISTA NETWORKS INC	COM SHS	$439K	0.3%Prev: 0.4%	3,352 SH	Decreased-47 SH
AT&T INC	COM	$317K	0.3%Prev: 0.3%	12,767 SH	Decreased+143 SH
ATLASSIAN CORPORATION	CL A	$480K	0.4%	2,961 SH	New
AXIS CAP HLDGS LTD	SHS	$392K	0.3%Prev: 0.3%	3,658 SH	Increased
BAKER HUGHES COMPANY	CL A	$244K	0.2%Prev: 0.2%	5,363 SH	Decreased
BANK AMERICA CORP	COM	$500K	0.4%Prev: 0.4%	9,088 SH	Increased+82 SH
BIOGEN INC	COM	$271K	0.2%Prev: 0.2%	1,541 SH	Increased-13 SH
BLACKROCK INC	COM	$269K	0.2%Prev: 0.2%	251 SH	Decreased-1 SH
BOOKING HOLDINGS INC	COM	$348K	0.3%Prev: 0.3%	65 SH	Decreased-1 SH
BRISTOL-MYERS SQUIBB CO	COM	$606K	0.5%	11,229 SH	New
BROADCOM INC	COM	$569K	0.4%Prev: 0.5%	1,645 SH	Decreased-82 SH
BROWN FORMAN CORP	CL A	$1.4M	1.1%Prev: 1.2%	52,325 SH	Decreased-6 SH
CARNIVAL CORP	UNIT 99/99/9999	$233K	0.2%Prev: 0.2%	7,624 SH	Increased-31 SH
CENTENE CORP DEL	COM	$472K	0.4%Prev: 0.2%	11,471 SH	Increased+5,553 SH
CHIPOTLE MEXICAN GRILL INC	COM	$269K	0.2%	7,280 SH	New
CIENA CORP	COM NEW	$754K	0.6%Prev: 0.4%	3,222 SH	Increased-24 SH
CINCINNATI FINL CORP	COM	$213K	0.2%Prev: 0.2%	1,303 SH	Increased-5 SH
CITIZENS FINL GROUP INC	COM	$290K	0.2%Prev: 0.2%	4,968 SH	Increased-72 SH
CME GROUP INC	COM	$274K	0.2%Prev: 0.2%	1,005 SH	Increased-6 SH
COMFORT SYS USA INC	COM	$263K	0.2%Prev: 0.2%	282 SH	Increased-4 SH
CUMMINS INC	COM	$362K	0.3%Prev: 0.3%	709 SH	Increased-7 SH
CVS HEALTH CORP	COM	$202K	0.2%	2,543 SH	New
DELL TECHNOLOGIES INC	CL C	$261K	0.2%Prev: 0.3%	2,077 SH	Decreased-14 SH
DELTA AIR LINES INC DEL	COM NEW	$497K	0.4%Prev: 0.3%	7,160 SH	Increased-55 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.4M	1.1%Prev: 1.0%	42,087 SH	Increased+4,613 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$340K	0.3%Prev: 0.3%	10,425 SH	Increased+653 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.0M	1.6%Prev: 1.4%	74,445 SH	Increased+13,949 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.6M	3.7%Prev: 3.5%	92,924 SH	Increased+3,114 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.6M	2.1%Prev: 2.0%	69,337 SH	Increased+5,302 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$658K	0.5%Prev: 0.5%	20,789 SH	Increased+3,070 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$782K	0.6%Prev: 0.6%	20,580 SH	Increased
DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.1M	0.9%Prev: 0.7%	22,894 SH	Increased+5,980 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.9M	7.0%Prev: 7.3%	224,246 SH	Increased-1,077 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.9M	2.3%Prev: 2.2%	39,717 SH	Increased+4,082 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$738K	0.6%Prev: 0.5%	19,411 SH	Increased+4,464 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.6M	2.1%Prev: 1.9%	56,197 SH	Increased+4,679 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$265K	0.2%	3,803 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.7M	1.3%Prev: 1.4%	27,735 SH	Increased-32 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.2M	1.7%Prev: 1.8%	66,356 SH	Increased-2,227 SH
EA SERIES TRUST	EA BRIDGEWAY OMN	$5.8M	4.5%Prev: 5.0%	247,387 SH	Decreased-11,428 SH
EDISON INTL	COM	$228K	0.2%	3,806 SH	New
ELI LILLY & CO	COM	$217K	0.2%	202 SH	New
EMCOR GROUP INC	COM	$294K	0.2%Prev: 0.3%	481 SH	Decreased-6 SH
EXELIXIS INC	COM	$226K	0.2%Prev: 0.2%	5,154 SH	Increased
EXPEDIA GROUP INC	COM NEW	$323K	0.3%Prev: 0.2%	1,139 SH	Increased-24 SH
FEDEX CORP	COM	$275K	0.2%Prev: 0.2%	953 SH	Increased-16 SH
FIRST HORIZON CORPORATION	COM	$311K	0.2%Prev: 0.2%	13,025 SH	Increased
FIVE BELOW INC	COM	$232K	0.2%	1,234 SH	New
FORTINET INC	COM	$273K	0.2%Prev: 0.2%	3,443 SH	Decreased-15 SH
FREEPORT-MCMORAN INC	CL B	$218K	0.2%	4,287 SH	New
GE AEROSPACE	COM NEW	$652K	0.5%Prev: 0.5%	2,117 SH	Increased-26 SH
GENERAL MTRS CO	COM	$268K	0.2%Prev: 0.2%	3,290 SH	Increased-96 SH
GILEAD SCIENCES INC	COM	$392K	0.3%Prev: 0.3%	3,196 SH	Increased-11 SH
GUIDEWIRE SOFTWARE INC	COM	$216K	0.2%Prev: 0.2%	1,077 SH	Decreased-106 SH
HF SINCLAIR CORP	COM	$392K	0.3%Prev: 0.4%	8,509 SH	Decreased-12 SH
HILTON WORLDWIDE HLDGS INC	COM	$241K	0.2%Prev: 0.2%	839 SH	Increased-16 SH
HOWMET AEROSPACE INC	COM	$437K	0.3%Prev: 0.4%	2,132 SH	Increased-10 SH
HUNTINGTON BANCSHARES INC	COM	$198K	0.2%Prev: 0.2%	11,404 SH	Increased+427 SH
ILLUMINA INC	COM	$435K	0.3%Prev: 0.3%	3,315 SH	Increased-17 SH
INCYTE CORP	COM	$255K	0.2%Prev: 0.2%	2,578 SH	Increased-50 SH
INTEL CORP	COM	$340K	0.3%Prev: 0.3%	9,225 SH	Increased-221 SH
ISHARES TR	CORE MSCI EAFE	$240K	0.2%Prev: 0.2%	2,678 SH	Increased
ISHARES TR	CORE S&P TTL STK	$762K	0.6%Prev: 0.5%	5,124 SH	Increased+1,332 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.9%Prev: 1.0%	1,729 SH	Increased
ISHARES TR	MSCI EMG MKT ETF	$2.4M	1.9%Prev: 2.0%	43,786 SH	Increased+2 SH
ISHARES TR	RUSSELL 3000 ETF	$614K	0.5%Prev: 0.5%	1,587 SH	Increased
JOHNSON & JOHNSON	COM	$1.7M	1.3%Prev: 1.3%	8,042 SH	Increased-59 SH
LAM RESEARCH CORP	COM NEW	$498K	0.4%Prev: 0.3%	2,907 SH	Increased-42 SH
LAS VEGAS SANDS CORP	COM	$209K	0.2%	3,211 SH	New
LOCKHEED MARTIN CORP	COM	$232K	0.2%	479 SH	New
LYFT INC	CL A COM	$283K	0.2%Prev: 0.3%	14,607 SH	Decreased-125 SH
MARKETAXESS HLDGS INC	COM	$219K	0.2%	1,206 SH	New
MASTEC INC	COM	$289K	0.2%Prev: 0.2%	1,330 SH	Increased-13 SH
MATCH GROUP INC NEW	COM	$247K	0.2%	7,647 SH	New
MCKESSON CORP	COM	$245K	0.2%Prev: 0.2%	299 SH	Increased
MEDTRONIC PLC	SHS	$409K	0.3%Prev: 0.3%	4,261 SH	Decreased-49 SH
META PLATFORMS INC	CL A	$401K	0.3%Prev: 0.2%	608 SH	Increased+334 SH
MICROSOFT CORP	COM	$602K	0.5%Prev: 0.6%	1,245 SH	Decreased-138 SH
NATERA INC	COM	$395K	0.3%Prev: 0.2%	1,724 SH	Increased-14 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$237K	0.2%	4,513 SH	New
NETFLIX INC	COM	$208K	0.2%Prev: 0.2%	2,220 SH	Decreased+1,993 SH
NEWELL BRANDS INC	COM	$60K	0.0%	16,218 SH	New
NVIDIA CORPORATION	COM	$1.7M	1.4%Prev: 1.5%	9,280 SH	Decreased-417 SH
OLLIES BARGAIN OUTLET HLDGS	COM	$213K	0.2%Prev: 0.2%	1,947 SH	Decreased-2 SH
PALANTIR TECHNOLOGIES INC	CL A	$309K	0.2%Prev: 0.2%	1,737 SH	Increased+172 SH
PAYPAL HLDGS INC	COM	$257K	0.2%	4,406 SH	New
PETCO HEALTH & WELLNESS CO I	COM	$57K	0.0%Prev: 0.1%	20,199 SH	Decreased-58 SH
RALPH LAUREN CORP	CL A	$530K	0.4%Prev: 0.4%	1,500 SH	Increased-1 SH
ROBINHOOD MKTS INC	COM CL A	$313K	0.2%Prev: 0.6%	2,764 SH	Decreased-2,551 SH
ROBLOX CORP	CL A	$358K	0.3%Prev: 0.5%	4,418 SH	Decreased-61 SH
ROYAL GOLD INC	COM	$237K	0.2%Prev: 0.2%	1,068 SH	Increased
SCHWAB STRATEGIC TR	US REIT ETF	$281K	0.2%Prev: 0.2%	13,459 SH	Increased+2,675 SH
SERVICENOW INC	COM	$301K	0.2%	1,965 SH	New
SNOWFLAKE INC	COM SHS	$258K	0.2%Prev: 0.2%	1,175 SH	Decreased-19 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	0.9%Prev: 0.9%	1,697 SH	Increased+95 SH
SYNCHRONY FINANCIAL	COM	$275K	0.2%Prev: 0.2%	3,297 SH	Increased-34 SH
TAPESTRY INC	COM	$440K	0.3%Prev: 0.3%	3,442 SH	Increased-27 SH
TECHNIPFMC PLC	COM	$235K	0.2%Prev: 0.2%	5,271 SH	Increased-65 SH
TERADYNE INC	COM	$607K	0.5%Prev: 0.4%	3,134 SH	Increased
TESLA INC	COM	$335K	0.3%Prev: 0.3%	745 SH	Decreased-81 SH
TRIMBLE INC	COM	$220K	0.2%Prev: 0.2%	2,808 SH	Decreased-14 SH
TWILIO INC	CL A	$210K	0.2%	1,476 SH	New
UBER TECHNOLOGIES INC	COM	$215K	0.2%Prev: 0.2%	2,632 SH	Decreased-40 SH
ULTA BEAUTY INC	COM	$281K	0.2%Prev: 0.2%	465 SH	Increased-2 SH
UNITED PARCEL SERVICE INC	CL B	$306K	0.2%	3,087 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$399K	0.3%Prev: 0.3%	5,125 SH	Increased+70 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$239K	0.2%Prev: 0.2%	382 SH	Decreased-28 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.9%Prev: 0.9%	3,232 SH	Decreased-121 SH
VANGUARD INDEX FDS	VALUE ETF	$211K	0.2%Prev: 0.2%	1,105 SH	Increased
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$894K	0.7%Prev: 0.8%	19,505 SH	Decreased
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.9M	3.9%Prev: 4.3%	99,106 SH	Decreased-2,616 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.5M	6.7%Prev: 7.4%	142,100 SH	Decreased-3,196 SH
VEEVA SYS INC	CL A COM	$232K	0.2%Prev: 0.3%	1,039 SH	Decreased-171 SH
VERISIGN INC	COM	$274K	0.2%Prev: 0.3%	1,126 SH	Decreased-79 SH
VERTIV HOLDINGS CO	COM CL A	$263K	0.2%Prev: 0.2%	1,623 SH	Increased-13 SH
VULCAN MATLS CO	COM	$281K	0.2%Prev: 0.3%	985 SH	Decreased-12 SH
WABTEC	COM	$236K	0.2%Prev: 0.2%	1,106 SH	Increased
WALMART INC	COM	$307K	0.2%Prev: 0.2%	2,756 SH	Increased+10 SH
XCEL ENERGY INC	COM	$334K	0.3%Prev: 0.3%	4,524 SH	Decreased
ZOOM COMMUNICATIONS INC	CL A	$372K	0.3%Prev: 0.3%	4,306 SH	Increased-36 SH
ZSCALER INC	COM	$216K	0.2%Prev: 0.3%	962 SH	Decreased-208 SH

Sold (vs prior filing)

CHENIERE ENERGY INC — $230K
CHEWY INC — $245K
MANHATTAN ASSOCIATES INC — $286K
NUTANIX INC — $237K
OSHKOSH CORP — $203K
PG&E CORP — $272K
PROGRESSIVE CORP — $292K
TOLL BROTHERS INC — $205K
VISA INC — $225K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001725547-26-000072	$126.8M	View
Oct 31, 2025	Q3 2025	13F-HR	0001725547-25-004212	$118.4M	View
Jul 28, 2026	Q2 2026