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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 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AKRE AKRE FOCUS ETF 39,598.0 $2.1M 0.33% -54K -57.8% $52.85 +0.6%
42 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 57,587.0 $2.1M 0.33% -8K -12.7% $36.27 +15.7%
43 QLD PROSHARES ULTRA QQQ 33,081.0 $2.0M 0.32% +4K +12.4% $61.00 +60.5%
44 VUG VANGUARD GROWTH ETF 4,526.0 $2.0M 0.31% +134.0 +3.0% $436.75 -80.1%
45 VTV VANGUARD VALUE ETF 9,530.0 $1.9M 0.30% -88.0 -0.9% $196.20 +10.3%
46 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 47,204.0 $1.8M 0.28% -6K -11.3% $37.49 +16.6%
47 SCHD SCHWAB US DIVIDEND EQUITY ETF 55,768.0 $1.7M 0.27% -832.0 -1.5% $30.68 +3.8%
48 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 29,330.0 $1.7M 0.27% +14K +90.6% $58.18 +16.4%
49 HD HOME DEPOT INC COM Consumer Cyclical 5,099.0 $1.7M 0.27% $328.87 +1.6%
50 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,675.0 $1.7M 0.26% $996.61 -4.5%
51 SO SOUTHERN CO COM Utilities 16,857.0 $1.6M 0.26% -386.0 -2.2% $96.52 -3.6%
52 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 7,514.0 $1.6M 0.26% $215.98 +55.2%
53 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 82,733.0 $1.6M 0.25% +8K +10.2% $19.30 -2.8%
54 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 22,211.0 $1.5M 0.24% +14K +161.7% $69.75 +22.8%
55 SSO PROSHARES ULTRA S&P 500 29,776.0 $1.5M 0.24% $51.88 +30.3%
56 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 6,949.0 $1.5M 0.24% +2K +29.4% $218.75 +9.3%
57 LLY ELI LILLY & CO COM Healthcare 1,630.0 $1.5M 0.24% +301.0 +22.6% $919.92 +19.4%
58 IVV ISHARES CORE S&P 500 ETF 2,183.0 $1.4M 0.23% +276.0 +14.5% $653.23 +14.8%
59 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 14,602.0 $1.4M 0.22% -1K -9.1% $96.70 +5.6%
60 NFLX NETFLIX INC. COM Communication Services 14,357.0 $1.4M 0.22% +8K +130.6% $96.15 -19.5%
Page 3 of 8  ·  158 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%