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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 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 341,376.0 $9.1M 1.19% -3K -1.0% $26.52 -1.3%
22 NVDA NVIDIA CORPORATION COM Technology 43,670.0 $8.7M 1.15% +1K +3.5% $200.09 +8.4%
23 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 278,468.0 $8.7M 1.14% +8K +2.8% $31.10 +4.0%
24 NEAR ISHARES SHORT MATURITY BOND ETF 149,420.0 $7.6M 1.00% -5K -3.4% $50.66 -0.2%
25 CAT CATERPILLAR INC COM Industrials 6,342.0 $6.8M 0.89% +490.0 +8.4% $1064.82 -23.4%
26 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 33,415.0 $6.4M 0.84% +293.0 +0.9% $190.52 -3.9%
27 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 114,113.0 $6.0M 0.79% -1K -1.0% $52.34 -0.6%
28 IVW ISHARES S&P 500 GROWTH ETF 42,747.0 $5.9M 0.77% $137.53 +0.6%
29 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 100,317.0 $5.3M 0.70% +44K +77.4% $53.33 +0.3%
30 KMI KINDER MORGAN INC DEL COM Energy 153,902.0 $4.9M 0.65% -911.0 -0.6% $31.97 -1.1%
31 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 40,945.0 $4.9M 0.64% -2K -4.1% $118.99 +0.7%
32 FBCG FIDELITY BLUE CHIP GROWTH ETF 76,699.0 $4.8M 0.63% +11K +15.9% $62.11 -1.4%
33 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 89,469.0 $4.7M 0.62% +36K +68.0% $52.76 +5.0%
34 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 20,528.0 $4.5M 0.59% -3K -13.6% $219.43 +1.3%
35 PRF INVESCO RAFI US 1000 ETF 83,217.0 $4.5M 0.59% +720.0 +0.9% $54.03 +3.3%
36 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 119,433.0 $4.4M 0.58% +6K +5.7% $36.76 +4.5%
37 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 58,640.0 $4.0M 0.53% +29K +99.9% $68.01 +1.2%
38 LLY ELI LILLY & CO COM Healthcare 3,105.0 $3.7M 0.49% +1K +90.5% $1199.52 +3.7%
39 SPY STATE STREET SPDR S&P 500 ETF Financial Services 4,568.0 $3.4M 0.45% -106.0 -2.3% $746.77 +2.1%
40 PWB INVESCO LARGE CAP GROWTH ETF 20,138.0 $3.4M 0.45% NEW $168.46 -7.8%
Page 2 of 9  ·  168 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%