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Portfolio (Quarterly) Guide ↗

Rollins Financial Advisors, LLC

· CIK 0001884018
13F Portfolio $632M AUM 158 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 53 Added 60 Reduced 4 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES CORE S&P 500 ETF 2,183.0 $1.4M 0.23% +276.0 +14.5% $653.23 +14.8%
22 NFLX NETFLIX INC. COM Communication Services 14,357.0 $1.4M 0.22% +8K +130.6% $96.15 -19.5%
23 IYJ ISHARES U.S. INDUSTRIALS ETF 8,848.0 $1.3M 0.21% +2K +22.8% $147.54 +10.0%
24 AVGO BROADCOM INC COM Technology 3,184.0 $986K 0.16% +561.0 +21.4% $309.54 +32.9%
25 T AT&T INC COM Communication Services 32,633.0 $946K 0.15% +2K +8.0% $28.99 -24.1%
26 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 10,218.0 $943K 0.15% +3K +38.0% $92.28 -0.2%
27 PXH INVESCO RAFI EMERGING MARKETS ETF 31,646.0 $852K 0.14% +9K +38.4% $26.91 +8.0%
28 DSI ISHARES ESG MSCI KLD 400 ETF 6,185.0 $750K 0.12% +150.0 +2.5% $121.19 +17.0%
29 WMT WALMART INC COM Consumer Defensive 6,020.0 $748K 0.12% +229.0 +4.0% $124.27 -5.7%
30 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 13,344.0 $732K 0.12% +70.0 +0.5% $54.84 +12.1%
31 IWM ISHARES RUSSELL 2000 ETF 2,935.0 $728K 0.12% +664.0 +29.2% $247.96 +19.2%
32 IJR ISHARES CORE S&P SMALL CAP ETF 5,541.0 $689K 0.11% +2K +61.7% $124.31 +15.2%
33 SMH VANECK SEMICONDUCTOR ETF 1,731.0 $664K 0.10% +611.0 +54.5% $383.40 +72.1%
34 QTUM DEFIANCE QUANTUM ETF 5,882.0 $631K 0.10% +2K +38.7% $107.30 +56.5%
35 DGRO ISHARES CORE DIVIDEND GROWTH ETF 8,652.0 $607K 0.10% +2K +33.4% $70.18 +6.6%
36 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 9,607.0 $600K 0.10% +816.0 +9.3% $62.45 +9.7%
37 VOE VANGUARD MID-CAP VALUE ETF 3,033.0 $559K 0.09% +95.0 +3.2% $184.29 +6.3%
38 UBER UBER TECHNOLOGIES INC COM Technology 7,442.0 $535K 0.09% +3K +58.1% $71.93 -0.4%
39 XLG INVESCO S&P 500 TOP 50 ETF 9,657.0 $527K 0.08% +410.0 +4.4% $54.55 +13.2%
40 XOM EXXON MOBIL CORP COM Energy 2,874.0 $488K 0.08% +528.0 +22.5% $169.66 -18.8%
Page 2 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 29.9%
Communication Services 16.8%
Consumer Cyclical 14.9%
Energy 3.4%
Industrials 1.6%
Consumer Defensive 1.1%
Utilities 0.9%
Healthcare 0.7%