Poinciana Advisors Group, LLC has released its latest 13F-HR filing, revealing its investment holdings as of September 30, 2026. The firm reported a total value of approximately $132.5 million spread across 117 positions. This filing is significant as it provides insights into the company's investment strategy and portfolio adjustments.

Background

Poinciana Advisors Group, LLC is based in Palm Beach Gardens, Florida, and operates in the financial services sector. The firm is classified under the SIC description for asset management. Its recent filings include multiple 13F-HR submissions, with the latest dated November 6, 2026, and previous filings throughout 2026.

What the Filing Says

The filing details that Poinciana Advisors Group held a total of 117 positions valued at $132,499,106 as of the reporting date. The report was signed by Joshua B. Angell, the Chief Investment Officer and Managing Member of the firm.

Impact

This filing may influence various stakeholders, including clients, competitors, and analysts within the asset management industry. By disclosing its holdings, Poinciana Advisors Group provides a snapshot of its investment strategy, which could impact how other firms position themselves in the market.

What's Next

The filing does not specify what happens next for Poinciana Advisors Group, leaving future actions and strategies open to speculation.