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Portfolio (Quarterly) Guide ↗

Rollins Financial Advisors, LLC

· CIK 0001884018
13F Portfolio $759M AUM 168 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 60 Added 58 Reduced 11 Exited
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TRUST SERIES I Financial Services 101,334.0 $74.6M 9.83% -10K -9.0% $736.40 -3.3%
2 AAPL APPLE INC COM Technology 216,244.0 $62.6M 8.24% -2K -1.0% $289.36 +6.9%
3 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 1,246,133.0 $42.2M 5.55% -85K -6.4% $33.84 +4.3%
4 BAC BANK OF AMER CORP COM Financial Services 451,395.0 $25.7M 3.39% -3K -0.7% $56.98 +8.8%
5 META META PLATFORMS INC CL A Communication Services 25,720.0 $14.5M 1.91% -529.0 -2.0% $563.29 -1.9%
6 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 72,860.0 $12.0M 1.58% -3K -4.0% $164.27 +2.2%
7 TSLA TESLA INC COM Consumer Cyclical 25,568.0 $10.8M 1.42% -3K -9.3% $420.60 -14.2%
8 TQQQ PROSHARES ULTRAPRO QQQ 120,256.0 $9.7M 1.28% -3K -2.7% $81.00 -12.7%
9 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 341,376.0 $9.1M 1.19% -3K -1.0% $26.52 -1.4%
10 NEAR ISHARES SHORT MATURITY BOND ETF 149,420.0 $7.6M 1.00% -5K -3.4% $50.66 -0.2%
11 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 114,113.0 $6.0M 0.79% -1K -1.0% $52.34 -0.6%
12 KMI KINDER MORGAN INC DEL COM Energy 153,902.0 $4.9M 0.65% -911.0 -0.6% $31.97 -3.3%
13 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 40,945.0 $4.9M 0.64% -2K -4.1% $118.99 +1.0%
14 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 20,528.0 $4.5M 0.59% -3K -13.6% $219.43 +1.7%
15 SPY STATE STREET SPDR S&P 500 ETF Financial Services 4,568.0 $3.4M 0.45% -106.0 -2.3% $746.77 +2.5%
16 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 12,613.0 $3.4M 0.44% -2K -13.0% $266.70 -56.1%
17 QLD PROSHARES ULTRA QQQ 31,746.0 $3.1M 0.41% -1K -4.0% $96.76 -7.8%
18 BERKSHIRE HATHAWAY INC DEL CL B NEW 4,767.0 $2.4M 0.31% -79.0 -1.6% $500.39
19 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 54,228.0 $2.3M 0.30% -3K -5.8% $41.91 +3.7%
20 BARON GLOBAL DURABLE ADVANTAGE ETF 78,829.0 $2.1M 0.28% -25K -24.1% $26.44
Page 1 of 3  ·  58 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 30.1%
Financial Services 30.1%
Communication Services 17.0%
Consumer Cyclical 14.4%
Energy 2.9%
Industrials 2.2%
Healthcare 1.2%
Utilities 1.1%
Consumer Defensive 0.9%