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Portfolio (Quarterly) Guide ↗

Rollins Financial Advisors, LLC

· CIK 0001884018
13F Portfolio $681M AUM 151 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 2 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEAR ISHARES SHORT MATURITY BOND ETF 152,630.0 $7.8M 1.15% NEW $51.10 -1.0%
22 TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 178,028.0 $7.6M 1.12% NEW $42.78 +10.9%
23 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 278,303.0 $7.6M 1.11% NEW $27.21 +14.1%
24 TQQQ PROSHARES ULTRAPRO QQQ 139,962.0 $7.4M 1.08% NEW $52.72 +57.2%
25 IVW ISHARES S&P 500 GROWTH ETF 51,169.0 $6.3M 0.93% NEW $123.26 +11.9%
26 AKRE AKRE FOCUS ETF 93,874.0 $6.1M 0.90% NEW $65.51 -18.9%
27 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 103,578.0 $5.5M 0.80% NEW $52.77 -0.9%
28 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 24,514.0 $4.9M 0.71% NEW $198.62 +8.7%
29 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 33,117.0 $4.8M 0.70% NEW $143.97 +33.0%
30 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 44,613.0 $4.8M 0.70% NEW $106.70 +12.0%
31 KMI KINDER MORGAN INC DEL COM Energy 163,320.0 $4.5M 0.66% NEW $27.49 +14.9%
32 PRF INVESCO RAFI US 1000 ETF 85,978.0 $4.0M 0.59% NEW $46.92 +14.8%
33 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 119,325.0 $3.8M 0.56% NEW $32.06 +14.2%
34 FBCG FIDELITY BLUE CHIP GROWTH ETF 66,364.0 $3.6M 0.53% NEW $54.84 +14.4%
35 SPY STATE STR SPDR S&P 500 ETF TR TR UNIT Financial Services 4,720.0 $3.2M 0.47% NEW $681.89 +9.5%
36 CAT CATERPILLAR INC COM Industrials 5,345.0 $3.1M 0.45% NEW $572.88 +72.1%
37 BERKSHIRE HATHAWAY INC DEL CL B NEW 5,814.0 $2.9M 0.43% NEW $502.65
38 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 29,232.0 $2.6M 0.38% NEW $88.08 +9.2%
39 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 65,994.0 $2.5M 0.37% NEW $38.17 +9.9%
40 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 53,229.0 $2.2M 0.33% NEW $41.70 +4.8%
Page 2 of 8  ·  151 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 31.5%
Financial Services 30.2%
Communication Services 16.6%
Consumer Cyclical 15.8%
Energy 2.6%
Industrials 1.1%
Consumer Defensive 0.9%
Utilities 0.8%
Healthcare 0.6%