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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  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 28,535.0 $2.5M 0.40% -697.0 -2.4% $89.33 +7.7%
22 BERKSHIRE HATHAWAY INC DEL CL B NEW 4,846.0 $2.3M 0.37% -968.0 -16.6% $479.20
23 AKRE AKRE FOCUS ETF 39,598.0 $2.1M 0.33% -54K -57.8% $52.85 +0.6%
24 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 57,587.0 $2.1M 0.33% -8K -12.7% $36.27 +15.7%
25 VTV VANGUARD VALUE ETF 9,530.0 $1.9M 0.30% -88.0 -0.9% $196.20 +10.3%
26 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 47,204.0 $1.8M 0.28% -6K -11.3% $37.49 +16.6%
27 SCHD SCHWAB US DIVIDEND EQUITY ETF 55,768.0 $1.7M 0.27% -832.0 -1.5% $30.68 +3.8%
28 SO SOUTHERN CO COM Utilities 16,857.0 $1.6M 0.26% -386.0 -2.2% $96.52 -3.6%
29 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 14,602.0 $1.4M 0.22% -1K -9.1% $96.70 +5.6%
30 PPA INVESCO AEROSPACE & DEFENSE ETF 7,903.0 $1.3M 0.21% -564.0 -6.7% $165.70 +5.8%
31 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 12,832.0 $1.3M 0.20% -7K -36.9% $100.57 +0.1%
32 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 10,602.0 $1.0M 0.16% -203.0 -1.9% $95.44 -1.1%
33 JPMORGAN ULTRA-SHORT INCOME ETF 19,935.0 $1.0M 0.16% -3K -11.4% $50.61
34 FDVV FIDELITY HIGH DIVIDEND ETF 14,194.0 $784K 0.12% -511.0 -3.5% $55.24 +9.7%
35 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 14,077.0 $657K 0.10% -6K -29.6% $46.67 +43.1%
36 VGK VANGUARD FTSE EUROPE ETF 7,360.0 $607K 0.10% -401.0 -5.2% $82.43 +7.1%
37 IGM ISHARES EXPANDED TECH SECTOR ETF 5,005.0 $593K 0.09% -683.0 -12.0% $118.51 +38.9%
38 ISHARES MSCI INTL QUALITY FACTOR ETF 12,644.0 $585K 0.09% -979.0 -7.2% $46.23
39 VZ VERIZON COMMUNICATIONS INC COM Communication Services 11,029.0 $554K 0.09% -1K -10.2% $50.20 -9.6%
40 GOOG ALPHABET INC CAP STK CL C Communication Services 1,796.0 $515K 0.08% -427.0 -19.2% $286.90 +28.1%
Page 2 of 3  ·  60 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%