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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 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FDVV FIDELITY HIGH DIVIDEND ETF 8,596.0 $518K 0.07% -6K -39.4% $60.29 +4.7%
42 ISHARES MSCI INTL QUALITY FACTOR ETF 10,451.0 $518K 0.07% -2K -17.3% $49.55
43 ESGV VANGUARD ESG U.S. STOCK ETF 3,659.0 $484K 0.06% -54.0 -1.4% $132.25 +2.6%
44 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1,566.0 $447K 0.06% -125.0 -7.4% $285.52 -1.0%
45 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 3,966.0 $425K 0.06% -590.0 -12.9% $107.14 +4.0%
46 VZ VERIZON COMMUNICATIONS INC COM Communication Services 9,918.0 $420K 0.06% -1K -10.1% $42.34 +16.8%
47 FDN FIRST TR DJ INTERNET INDEX 1,584.0 $419K 0.06% -315.0 -16.6% $264.72 +8.3%
48 VGK VANGUARD FTSE EUROPE ETF 4,354.0 $385K 0.05% -3K -40.8% $88.53 +4.7%
49 JGRO JPMORGAN ACTIVE GROWTH ETF 3,851.0 $380K 0.05% -2K -28.1% $98.59 -4.4%
50 IYH ISHARES U.S. HEALTHCARE ETF 4,908.0 $329K 0.04% -2K -24.3% $67.02 +10.3%
51 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,032.0 $300K 0.04% -300.0 -22.5% $290.59 -8.2%
52 CGUS CAPITAL GROUP CORE EQUITY ETF 6,264.0 $279K 0.04% -371.0 -5.6% $44.48 +1.5%
53 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 4,803.0 $271K 0.04% -584.0 -10.8% $56.48 +2.6%
54 ORCL ORACLE CORP COM Technology 1,801.0 $264K 0.04% -393.0 -17.9% $146.56 -0.1%
55 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 3,067.0 $252K 0.03% -2K -33.6% $82.11 -0.1%
56 JPLD JPMORGAN LIMITED DURATION BOND ETF 4,775.0 $249K 0.03% -8K -61.5% $52.19 -0.3%
57 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,071.0 $242K 0.03% -708.0 -25.5% $116.67 +54.2%
58 CRM SALESFORCE INC COM Technology 1,527.0 $239K 0.03% -2K -55.5% $156.67 +33.5%
Page 3 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 30.5%
Financial Services 30.5%
Communication Services 17.1%
Consumer Cyclical 14.6%
Industrials 2.3%
Energy 1.8%
Healthcare 1.2%
Utilities 1.1%
Consumer Defensive 0.9%