Poinciana Advisors Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $12B, Dimensional ETF Tr U S Core Eq with a value of $8.56B, Vanguard Intermediate Term Tre with a value of $7.95B, American Centy ETF Tr Avantis with a value of $7.09B, and Ea Series Trust with a value of $5.29B.
Examining the 13F form we can see an increase of $14.4B in the current position value, from $96.5B to 111B.
Poinciana Advisors Group, LLC is based out at Palm Beach Gardens, FL
Below you can find more details about Poinciana Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$111 Billion
ETFs: $69.5 Billion
Technology: $9.93 Billion
Healthcare: $4.79 Billion
Consumer Cyclical: $4.03 Billion
Industrials: $3.38 Billion
Financial Services: $2.63 Billion
Communication Services: $1.62 Billion
Energy: $1.06 Billion
Other: $1.79 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
