POINCIANA ADVISORS GROUP, LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,766
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 113 | 134,766 | 13F-HR | POINCIANA ADVISORS GROUP, LLC |
| Q1 2026 | 4/16/2026 | 130 | 126,707 | 13F-HR | POINCIANA ADVISORS GROUP, LLC |
| Q4 2025 | 2/9/2026 | 138 | 126,793 | 13F-HR | POINCIANA ADVISORS GROUP, LLC |
| Q3 2025 | 10/31/2025 | 124 | 118,425 | 13F-HR | POINCIANA ADVISORS GROUP, LLC |
| Q2 2025 | 7/17/2025 | 126 | 110,922 | 13F-HR | POINCIANA ADVISORS GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.52 K | 23.4% | 0 | 8.049 K | -8.049 K |
| ETFs | 103.2 K | 76.6% | 16.11 K | 0 | 16.11 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
134,766
Holdings
113
QoQ value change ($000)
8,059
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.