POINCIANA ADVISORS GROUP, LLC BSVO — EA SERIES TRUST

Ownership history in POINCIANA ADVISORS GROUP, LLC  ·  6 quarters on record

AI Ownership Summary

POINCIANA ADVISORS GROUP, LLC reported EA SERIES TRUST (BSVO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.95% in 2025 Q3. The latest visible filing shows BSVO at 4.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POINCIANA ADVISORS GROUP, LLC's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSVO was reported at 4.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.95% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSVO stock page POINCIANA ADVISORS GROUP, LLC fund profile POINCIANA ADVISORS GROUP, LLC full holdings
How POINCIANA ADVISORS GROUP, LLC held BSVO — position size vs. price
% of Fund (quarterly)    BSVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 245,266 -2,121 -0.9% 4.91% $6.2M 2026-04-16 $26.68
2025 Q4 REDUCED — — — 247,387 -11,428 -4.4% 4.55% $5.8M 2026-02-09 $26.50
2025 Q3 REDUCED — — — 258,815 -934 -0.4% 4.95% $5.9M 2025-10-31 $22.03
2025 Q2 ADDED — — — 259,749 +66,735 +34.6% 4.77% $5.3M 2025-07-17 $21.00
2025 Q1 REDUCED — — — 193,014 -1,400 -0.7% 3.89% $3.8M 2025-04-30 $18.05
2024 Q4 INITIATED — — — 194,414 — — 4.27% $4.2M 2025-02-10 $21.52

🏢 Other funds also holding BSVO

As of 2026 Q2 — sorted by position size

Friday Financial 6.24% Evanson Financial, LLC 0.36% Beaird Harris Wealth Management, LLC 3Y 0.04% Clark Asset Management, LLC 0.04% SAX WEALTH ADVISORS, LLC 3Y 0.03% Apella Capital, LLC 3Y 0.03% Ares Financial Consulting, LLC 0.02% SAPIENT CAPITAL LLC 0.0%

FAQ About POINCIANA ADVISORS GROUP, LLC and BSVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has POINCIANA ADVISORS GROUP, LLC reported owning BSVO?

POINCIANA ADVISORS GROUP, LLC reported BSVO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BSVO position in POINCIANA ADVISORS GROUP, LLC's portfolio?

The largest reported portfolio weight for BSVO was 4.95% in 2025 Q3.

What is the latest reported BSVO position on this page?

The most recent filing on this page is 2026 Q1, when POINCIANA ADVISORS GROUP, LLC reported 245,266 shares, equal to 4.91% of portfolio, with an estimated market value of $6.2M.

What does the chart on this BSVO ownership page compare?

The chart compares POINCIANA ADVISORS GROUP, LLC's quarterly BSVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did POINCIANA ADVISORS GROUP, LLC time their BSVO position?

Based on 13F filing dates vs. subsequent BSVO price moves, POINCIANA ADVISORS GROUP, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BSVO relative to SPY over the holding period was +1263.6%.

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