account_balance
Investment manager · 13F filer · SEC CIK 2054543
Poinciana Advisors Group, LLC
Reported value$132Mas of Sep 30, 2026
Positions117 12 new, 8 sold out
Top 10 weight54.9%AVUV alone is 12%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVUVAmerican Centy ETF Tr
11.6%New
AVDVAmerican Centy ETF Tr
7.2%
VGITVanguard Scottsdale FDS
7.2%Added +8%
DFACDimensional ETF Trust
7.0%Trimmed −5%
BSVOEa Series Trust
5.1%Trimmed −2%
DFUSDimensional ETF Trust
3.8%Added +30%
VTIPVanguard Malvern FDS
3.7%Trimmed −4%
DFIVDimensional ETF Trust
3.2%Trimmed −10%
AVEMAmerican Centy ETF Tr
3.1%−13%
DFAIDimensional ETF Trust
2.9%+24%
DFUVDimensional ETF Trust
1.8%−15%
DFGRDimensional ETF Trust
1.8%+16%
AVUVAmerican Centy ETF Tr
11.6%New
AVDVAmerican Centy ETF Tr
7.2%
VGITVanguard Scottsdale FDS
7.2%+8%
DFACDimensional ETF Trust
7.0%−5%
BSVOEa Series Trust
5.1%−2%
DFUSDimensional ETF Trust
3.8%
VTIPVanguard Malvern FDS
3.7%
DFIVDimensional ETF Trust
3.2%
AVEM
DFAI
DFUV
DFGR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVUV American Centy ETF Tr 11.6% New
AVDV American Centy ETF Tr 7.2% Held
VGIT Vanguard Scottsdale FDS 7.2% Added +8%
DFAC Dimensional ETF Trust 7.0% Trimmed −5%
BSVO Ea Series Trust 5.1% Trimmed −2%
DFUS Dimensional ETF Trust 3.8% Added +30%
VTIP Vanguard Malvern FDS 3.7% Trimmed −4%
DFIV Dimensional ETF Trust 3.2% Trimmed −10%
AVEM American Centy ETF Tr 3.1% Trimmed −13%
DFAI Dimensional ETF Trust 2.9% Added +24%
DFUV Dimensional ETF Trust 1.8% Trimmed −15%
DFGR Dimensional ETF Trust 1.8% Added +16%
What changed
Biggest moves since Jun 30, 2026
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