POINCIANA ADVISORS GROUP, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002054543 · PALM BEACH GARDENS, FL

As of Sep 30, 2025, POINCIANA ADVISORS GROUP, LLC reported 124 positions worth 18.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
AVANTIS US SMALL CAP VALUE ETF	AVUV	—	133,776	3.3M	11.24%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	145,296	$8.7M	7.37%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	225,323	$8.7M	7.34%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	AVDV	Equity	88,086	$7.8M	6.62%
EA SERIES TRUST	BSVO	—	258,815	$5.9M	4.95%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	101,722	$5.2M	4.35%
DIMENSIONAL INTERNATIONAL VALUE ETF	DFIV	—	89,810	$4.1M	3.50%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	50,309	$3.8M	3.19%
DIMENSIONAL US EQUITY MARKET ETF	DFUS	—	35,635	$2.6M	2.18%
ISHARES MSCI EMERGING MARKETS ETF	EEM	—	43,784	$2.3M	1.97%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	DFAI	—	64,035	$2.3M	1.97%
DIMENSIONAL US MARKETWIDE VALUE ETF	DFUV	—	51,518	$2.3M	1.94%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF	DFAX	—	68,583	$2.2M	1.82%
NVIDIA CORP	NVDA	Technology	9,697	.8M	1.53%
DIMENSIONAL GLOBAL REAL ESTATE ETF	DFGR	—	60,496	.7M	1.40%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	27,767	.6M	1.36%
JOHNSON & JOHNSON	JNJ	Healthcare	8,101	.5M	1.27%
AVANTIS INTERNATIONAL EQUITY ETF	AVDE	Equity	18,615	.5M	1.24%
BROWN FORMAN CORP	BF.A	Consumer Defensive	52,331	.4M	1.19%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	37,474	.2M	1.01%
ISHARES CORE S&P 500 ETF	IVV	—	1,729	.2M	0.98%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	3,353	.1M	0.93%
SPDR S&P 500 ETF TRUST	SPY	—	1,602	.1M	0.90%
VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND	VNQI	—	19,505	$931.2K	0.79%
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	DFSD	—	16,914	$815.1K	0.69%