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Portfolio (Quarterly) Guide ↗

POINCIANA ADVISORS GROUP, LLC

· CIK 0002054543
13F Portfolio $127M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 1,729.0 $1.2M 0.93% NEW $684.99 +8.9%
22 SPY SPDR S&P 500 ETF TR Financial Services 1,697.0 $1.2M 0.91% NEW $681.88 +8.9%
23 DFSD DIMENSIONAL ETF TRUST 22,894.0 $1.1M 0.87% NEW $47.95 -0.5%
24 VTI VANGUARD INDEX FDS 3,232.0 $1.1M 0.85% NEW $335.27 +8.9%
25 VNQI VANGUARD INTL EQUITY INDEX F 19,505.0 $894K 0.70% NEW $45.84 +0.6%
26 DISV DIMENSIONAL ETF TRUST 20,580.0 $782K 0.62% NEW $38.00 +11.1%
27 ITOT ISHARES TR 5,124.0 $762K 0.60% NEW $148.70 +9.0%
28 CIEN CIENA CORP Technology 3,222.0 $754K 0.59% NEW $233.87 +151.1%
29 DUHP DIMENSIONAL ETF TRUST 19,411.0 $738K 0.58% NEW $38.03 +6.0%
30 AVUS AMERICAN CENTY ETF TR 6,222.0 $696K 0.55% NEW $111.78 +12.0%
31 DIHP DIMENSIONAL ETF TRUST 20,789.0 $658K 0.52% NEW $31.67 +7.8%
32 GE GE AEROSPACE Industrials 2,117.0 $652K 0.51% NEW $308.03 -2.0%
33 AVRE AMERICAN CENTY ETF TR 14,313.0 $623K 0.49% NEW $43.53 +9.9%
34 AMZN AMAZON COM INC Consumer Cyclical 2,679.0 $618K 0.49% NEW $230.82 +16.3%
35 IWV ISHARES TR 1,587.0 $614K 0.48% NEW $386.85 +8.7%
36 TER TERADYNE INC Technology 3,134.0 $607K 0.48% NEW $193.56 +77.9%
37 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,229.0 $606K 0.48% NEW $53.94 +10.4%
38 MSFT MICROSOFT CORP Technology 1,245.0 $602K 0.47% NEW $483.74 -13.4%
39 AAPL APPLE INC Technology 2,172.0 $590K 0.47% NEW $271.86 +12.2%
40 AVGO BROADCOM INC Technology 1,645.0 $569K 0.45% NEW $346.10 +19.8%
Page 2 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Healthcare 18.1%
Industrials 14.1%
Financial Services 13.3%
Consumer Cyclical 12.5%
Communication Services 3.9%
Consumer Defensive 2.2%
Basic Materials 2.1%
Energy 1.8%
Utilities 1.6%