POINCIANA ADVISORS GROUP, LLC
•CIK: 2054543•Filing: Q4 2025
**POINCIANA ADVISORS GROUP, LLC** manages $127M across a diversified portfolio of 138 positions. The strategy exhibits a notable allocation to fixed income and dividend-focused equities, highlighted by the top holdings in AVUV ($14.4M) and DFAC ($8.9M). Significant weight is also placed in intermediate-term bond ETFs such as VGIT ($8.5M) and AVDV ($8.2M). This positioning suggests a tactical focus on income generation and defensive market exposure.
Total AUM
$126.8M
QoQ Performance
+7.1%
Positions
113
Top 10 Concentration
51.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUV
DFAC
VGIT
AVDV
AVUV11.4%
DFAC7.0%
VGIT6.7%
AVDV6.4%
BSVO4.5%
VTIP3.9%
DFIV3.7%
AVEM3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.4%
Technology3.9%
Healthcare2.8%
ETF2.0%
Consumer1.8%
Industrial1.5%
Financial0.6%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW23 new positions
↑26 increased
↓73 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024