POINCIANA ADVISORS GROUP, LLC

Q3 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$132,499
Net value change ($000)
-2,267 (-1.7%)
New positions
13
Sold out positions
9
Turnover %
16.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 15,377 NEW
DFUS 1,396 38.2%
DFA INVT DIMENSIONS GROUP IN 1,210 NEW
DFAI 772 24.9%
AVDV 517 5.7%
IEMG 400 NEW
VGIT 347 3.8%
TXG 321 NEW
BMNR 316 NEW
DINO 289 54.2%
Top Reduces (Value $000, Stocks/ETFs)
AVUS -17,803 -96.2%
DUHP -824 -100.0%
AVEM -715 -15.0%
DFAC -541 -5.5%
DFUV -465 -15.9%
BSVO -453 -6.3%
SCHH -414 -100.0%
DFIV -316 -6.9%
DFAS -313 -100.0%
LRCX -305 -24.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type