POINCIANA ADVISORS GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Palm Beach Gardens, FL
CIK
0002054543
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 124 118,425 AVUV, VGIT, DFAC, AVDV 13F-HR 10/31/2025 000172554725004212
Q2 2025 126 110,922 AVUV, DFAC, VGIT, AVDV 13F-HR 7/17/2025 000172554725003468
Q1 2025 106 96,535 AVUV, DFAC, VGIT, AVDV 13F-HR 4/30/2025 000172554725001734
Q4 2024 103 98,651 AVUV, DFAC, VGIT, BF-A 13F-HR 2/10/2025 000172554725000861