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Portfolio (Quarterly) Guide ↗

Rollins Financial Advisors, LLC

· CIK 0001884018
13F Portfolio $681M AUM 151 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 3 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD GROWTH ETF 4,392.0 $2.1M 0.31% NEW $487.81 -82.2%
42 QLD PROSHARES ULTRA QQQ 29,427.0 $2.1M 0.30% NEW $70.41 +39.1%
43 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 20,328.0 $2.0M 0.30% NEW $100.34 +0.4%
44 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 44,807.0 $2.0M 0.30% NEW $45.21 +19.7%
45 VTV VANGUARD VALUE ETF 9,618.0 $1.8M 0.27% NEW $190.98 +13.4%
46 HD HOME DEPOT INC COM Consumer Cyclical 5,085.0 $1.7M 0.26% NEW $344.12 -2.9%
47 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 7,524.0 $1.7M 0.25% NEW $230.21 +45.6%
48 SSO PROSHARES ULTRA S&P 500 29,822.0 $1.7M 0.25% NEW $57.92 +16.7%
49 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 16,055.0 $1.7M 0.24% NEW $103.56 -1.4%
50 SCHD SCHWAB US DIVIDEND EQUITY ETF 56,600.0 $1.6M 0.23% NEW $27.43 +16.2%
51 SO SOUTHERN CO COM Utilities 17,243.0 $1.5M 0.22% NEW $87.20 +6.8%
52 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,675.0 $1.4M 0.21% NEW $862.44 +10.3%
53 LLY ELI LILLY & CO COM Healthcare 1,329.0 $1.4M 0.21% NEW $1074.55 +2.2%
54 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,890.0 $1.4M 0.20% NEW $473.35 -74.0%
55 PPA INVESCO AEROSPACE & DEFENSE ETF 8,467.0 $1.3M 0.20% NEW $156.63 +11.9%
56 IVV ISHARES CORE S&P 500 ETF 1,907.0 $1.3M 0.19% NEW $684.84 +9.5%
57 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 75,056.0 $1.2M 0.18% NEW $16.49 +13.7%
58 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 5,371.0 $1.2M 0.17% NEW $214.68 +11.3%
59 JPMORGAN ULTRA-SHORT INCOME ETF 22,504.0 $1.1M 0.17% NEW $50.59
60 DUK DUKE ENERGY CORP NEW COM NEW Utilities 9,370.0 $1.1M 0.16% NEW $117.21 +5.7%
Page 3 of 8  ·  151 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 31.5%
Financial Services 30.2%
Communication Services 16.6%
Consumer Cyclical 15.8%
Energy 2.6%
Industrials 1.1%
Consumer Defensive 0.9%
Utilities 0.8%
Healthcare 0.6%