Poinciana Advisors Group, LLC ETF holdings
Palm Beach Gardens, FL
Reported $103.2M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$103.2M
ETFs held
36
Change from prior quarter
+10.6%
With price moves
ETFs as a share of its 13F
76.6%
of $134.8M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVUS | Avantis US Equity ETF | $18.5M | 144,854 | +138,629 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $9.8M | 192,085 | −34,561 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $9.2M | 156,096 | +7,377 shares |
| AVDV | Avantis International Small Cap Value ETF | $9.1M | 82,511 | −3,505 shares |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | $7.2M | 218,043 | −27,223 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $5.2M | 103,402 | +1,551 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $4.8M | 45,405 | −4,297 shares |
| DFIV | Dimensional International Value ETF | $4.6M | 74,425 | −15,000 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $3.7M | 44,590 | +5,421 shares |
| DFAI | Dimensional International Core Equity Market ETF | $3.1M | 69,909 | −1,233 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002054543. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Poinciana Advisors Group, LLC own?
Poinciana Advisors Group, LLC reported 36 ETF positions worth $103.2M in its Form 13F for June 30, 2026. The largest was AVUS, at $18.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.