Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002054543

POINCIANA ADVISORS GROUP, LLC

PALM BEACH GARDENS, FL · File #028-24850

Latest AUM
$126.8M
Positions
138
Top-10 Concentration
62.7%
Filings
5

Sector Allocation

Technology
8.1%$10.3M
Healthcare
4.5%$5.8M
Industrials
3.0%$3.8M
Financials
1.0%$1.3M
Energy
0.7%$871,202
Consumer Staples
0.4%$568,189
Materials
0.3%$455,143

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072877141,639$14.4M13.99%
2DIMENSIONAL ETF TRUST25434V708224,246$8.9M8.60%
3VANGUARD SCOTTSDALE FDS92206C706142,100$8.5M8.25%
4AMERICAN CENTY ETF TR02507280286,950$8.2M7.91%
5EA SERIES TRUST02072L532247,387$5.8M5.58%
6VANGUARD MALVERN FDS92202080599,106$4.9M4.75%
7DIMENSIONAL ETF TRUST25434V80792,924$4.6M4.49%
8AMERICAN CENTY ETF TR02507260449,933$3.8M3.72%
9DIMENSIONAL ETF TRUST25434V40139,717$2.9M2.85%
10DIMENSIONAL ETF TRUST25434V20369,337$2.6M2.56%
11DIMENSIONAL ETF TRUST25434V72456,197$2.6M2.54%
12ISHARES TR46428723443,786$2.4M2.32%
13DIMENSIONAL ETF TRUST25434V88066,356$2.2M2.10%
14DIMENSIONAL ETF TRUST25434V65874,445$2.0M1.90%
15NVIDIA CORPORATIONNVDA9,280$1.7M1.68%
16JOHNSON & JOHNSONJNJ8,042$1.7M1.61%
17DIMENSIONAL ETF TRUST25434V60927,735$1.7M1.60%
18AMERICAN CENTY ETF TR02507270318,490$1.5M1.47%
19DIMENSIONAL ETF TRUST25434V73242,087$1.4M1.35%
20BROWN FORMAN CORPBF-B52,325$1.4M1.33%