13F Filings History of POINCIANA ADVISORS GROUP, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$126,793,093
Signature - Title
Joshua Angell - Chief Investment Officer & Managing Member
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by POINCIANA ADVISORS GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. POINCIANA ADVISORS GROUP, LLC reported 138 stock holdings with total value $126,793,093 as of Q4 2025. Top holdings included AVUV, DFAC, VGIT, AVDV, and BSVO.

Notify me when POINCIANA ADVISORS GROUP, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 138 $126,793,093 +$9,496,890 -$3,952,802 +$5,544,088 AVUV, DFAC, VGIT, AVDV, BSVO 13F-HR 09 Feb 2026, 15:48
Q3 2025 124 $118,425,107 +$5,284,983 -$7,022,028 -$1,737,045 AVUV, VGIT, DFAC, AVDV, BSVO 13F-HR 31 Oct 2025, 15:06
Q2 2025 126 $110,922,248 +$16,165,957 -$8,675,791 +$7,490,166 AVUV, DFAC, VGIT, AVDV, BSVO 13F-HR 17 Jul 2025, 16:43
Q1 2025 106 $96,535,552 +$10,859,227 -$11,590,451 -$731,224 AVUV, DFAC, VGIT, AVDV, VTIP 13F-HR 30 Apr 2025, 11:28
Q4 2024 103 $98,651,686 $0 $0 $0 AVUV, DFAC, VGIT, BFA, AVDV 13F-HR 10 Feb 2025, 12:16