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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 4,556.0 $505K 0.08% -1K -20.5% $110.87 -1.3%
42 JGRO JPMORGAN ACTIVE GROWTH ETF 5,359.0 $453K 0.07% -2K -22.8% $84.52 +15.4%
43 FDN FIRST TR DJ INTERNET INDEX 1,899.0 $444K 0.07% -1K -37.2% $234.03 +13.5%
44 ESGV VANGUARD ESG U.S. STOCK ETF 3,713.0 $417K 0.07% -304.0 -7.6% $112.28 +17.9%
45 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 8,949.0 $407K 0.06% -2K -21.8% $45.52 +4.3%
46 VGT VANGUARD INFORMATION TECHNOLOGY ETF 579.0 $404K 0.06% -24.0 -4.0% $697.72 -82.8%
47 IYH ISHARES U.S. HEALTHCARE ETF 6,484.0 $400K 0.06% -1K -13.7% $61.64 +1.7%
48 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 4,621.0 $382K 0.06% -1K -21.5% $82.57 -0.7%
49 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,480.0 $379K 0.06% -599.0 -14.7% $108.99 +7.5%
50 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1,691.0 $352K 0.06% -350.0 -17.1% $208.01 +37.8%
51 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 6,785.0 $335K 0.05% -11K -60.8% $49.37 +8.5%
52 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 5,387.0 $305K 0.05% -533.0 -9.0% $56.68 -1.0%
53 KBWB INVESCO KBW BANK ETF 3,759.0 $297K 0.05% -60.0 -1.6% $79.11 +17.1%
54 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 5,806.0 $289K 0.05% -784.0 -11.9% $49.81 +34.1%
55 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 3,096.0 $282K 0.04% -1K -24.4% $90.94 +27.5%
56 IBB ISHARES BIOTECHNOLOGY ETF 1,637.0 $276K 0.04% -286.0 -14.9% $168.80 +2.9%
57 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 7,475.0 $266K 0.04% -13K -63.3% $35.59 +13.5%
58 BA BOEING CO COM Industrials 1,161.0 $231K 0.04% -340.0 -22.6% $199.06 +11.9%
59 MCK MCKESSON CORP COM Healthcare 259.0 $224K 0.04% -28.0 -9.8% $865.36 -13.3%
60 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 6,711.0 $221K 0.04% -3K -29.4% $32.95 +11.9%
Page 3 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%