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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 12,613.0 $3.4M 0.44% -2K -13.0% $266.70 -55.1%
42 QLD PROSHARES ULTRA QQQ 31,746.0 $3.1M 0.41% -1K -4.0% $96.76 -8.2%
43 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 28,492.0 $2.7M 0.36% $96.32 +4.8%
44 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 7,514.0 $2.5M 0.33% $334.69 -6.5%
45 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 29,170.0 $2.4M 0.32% +7K +31.3% $82.84 -2.5%
46 BERKSHIRE HATHAWAY INC DEL CL B NEW 4,767.0 $2.4M 0.31% -79.0 -1.6% $500.39
47 VUG VANGUARD MORNINGSTAR GROWTH ETF 26,963.0 $2.3M 0.31% +22K +495.7% $86.14 +1.3%
48 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 54,228.0 $2.3M 0.30% -3K -5.8% $41.91 +3.7%
49 BARON GLOBAL DURABLE ADVANTAGE ETF 78,829.0 $2.1M 0.28% -25K -24.1% $26.44
50 VTV VANGUARD MORNINGSTAR VALUE ETF 9,516.0 $2.1M 0.27% $217.92 +4.0%
51 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 45,918.0 $2.0M 0.27% -1K -2.7% $43.75 -0.1%
52 SO SOUTHERN CO COM Utilities 19,863.0 $1.9M 0.25% +3K +17.8% $95.71 -3.5%
53 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 97,213.0 $1.9M 0.24% +14K +17.5% $19.12 +11.1%
54 PXH INVESCO RAFI EMERGING MARKETS ETF 66,246.0 $1.8M 0.24% +35K +109.3% $27.88 +4.1%
55 SSO PROSHARES ULTRA S&P 500 26,782.0 $1.8M 0.24% -3K -10.1% $67.38 +4.1%
56 SCHD SCHWAB US DIVIDEND EQUITY ETF 54,549.0 $1.7M 0.23% -1K -2.2% $31.71 +10.7%
57 IVV ISHARES CORE S&P 500 ETF 2,180.0 $1.6M 0.21% $749.04 +2.7%
58 HD HOME DEPOT INC COM Consumer Cyclical 4,609.0 $1.6M 0.21% -490.0 -9.6% $352.69 -4.7%
59 IWM ISHARES RUSSELL 2000 ETF 5,356.0 $1.6M 0.21% +2K +82.5% $300.45 -0.9%
60 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,619.0 $1.5M 0.20% -56.0 -3.3% $935.72 +0.5%
Page 3 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%