POINCIANA ADVISORS GROUP, LLC Historic Quarter Change: USA ETF, Sold Out

POINCIANA ADVISORS GROUP, LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, POINCIANA ADVISORS GROUP, LLC opened 15 positions, added to 80, reduced 69 and sold out of 8.

Q2 2026: Stock AVUV; Country of operation —; Class US SML CP VALU; Shares before 142,800.
Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 226,646.
Q2 2026: Stock BSVO; Country of operation —; Class EA BRIDGEWAY OMN; Shares before 245,266.
Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 39,169.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054543), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

Quarter	Stock	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q2 2026	AVUV AMERICAN CENTY ETF TR	US SML CP VALU	142,800	-142,800	$15,775,068	$0	-$15,775,068	2026-07-28
Q2 2026	DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	226,646	-226,646	$8,807,472	$0	-$8,807,472	2026-07-28
Q2 2026	BSVO EA SERIES TRUST	EA BRIDGEWAY OMN	245,266	-245,266	$6,222,404	$0	-$6,222,404	2026-07-28
Q2 2026	DFUS DIMENSIONAL ETF TRUST	US EQUITY MARKET	39,169	-39,169	$2,777,474	$0	-$2,777,474	2026-07-28
Q2 2026	DFSD DIMENSIONAL ETF TRUST	SHORT DURATION F	26,004	-26,004	$1,245,076	$0	-$1,245,076	2026-07-28
Q2 2026	DUHP DIMENSIONAL ETF TRUST	US HIGH PROFITAB	19,411	-19,411	$713,548	$0	-$713,548	2026-07-28
Q1 2026	SPYI NEOS ETF TRUST	NEOS S&P 500 HI	4,513	-4,513	$237,084	$0	-$237,084	2026-04-16
Q3 2025	IDEV ISHARES TR	CORE MSCI INTL	2,739	-2,739	$208,274	$0	-$208,274	2025-10-31

Similar Firms

Firm Name	Country	13F Value	Holdings
Alpha Advisors, LLC/VA	United States	$0.127B	47
BENNINGFIELD FINANCIAL ADVISORS, LLC	United States	$0.127B	18
GUARDIAN INVESTMENT MANAGEMENT	United States	$0.127B	60
TRAVELERS COMPANIES, INC.	United States	$0.127B	1
VUB Generali dochodkova spravcovska spolocnost, a.s.		$0.127B	91
Ares Systematic Credit Ltd	United Kingdom	$0.127B	150
Timelo Investment Management Inc.	Canada	$0.127B	51
Hegarty Advisors, LLC	United States	$0.127B	57
TRUE BLUE FINANCIAL, LLC	United States	$0.127B	52
O'Domhnaill Enterprises, Inc.	United States	$0.127B	55