POINCIANA ADVISORS GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
130
Total value ($000)
$126,707
Net value change ($000)
-86 (-0.1%)
New positions
19
Sold out positions
27
Turnover %
9.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVUV 1,331 9.2%
BSVO 458 7.9%
AVDV 419 5.1%
PCG 360 NEW
VGIT 340 4.0%
ADBE 334 NEW
TER 287 47.3%
LNG 275 NEW
SNDK 274 NEW
HAL 259 NEW
Top Reduces (Value $000, Stocks/ETFs)
BF-A -1,377 -100.0%
TEAM -480 -100.0%
EEM -375 -15.7%
RBLX -358 -100.0%
EXPE -323 -100.0%
HOOD -313 -100.0%
NOW -301 -100.0%
LYFT -283 -100.0%
MSFT -268 -44.5%
SNOW -258 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type