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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 4 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYJ ISHARES U.S. INDUSTRIALS ETF 7,207.0 $1.1M 0.16% NEW $148.18 +9.5%
62 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 10,805.0 $1.0M 0.15% NEW $96.16 -1.9%
63 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 20,011.0 $1.0M 0.15% NEW $50.86 +31.3%
64 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 17,308.0 $948K 0.14% NEW $54.77 -2.2%
65 KO COCA COLA CO COM Consumer Defensive 13,448.0 $940K 0.14% NEW $69.91 +13.6%
66 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 15,388.0 $936K 0.14% NEW $60.81 +11.4%
67 AVGO BROADCOM INC COM Technology 2,623.0 $908K 0.13% NEW $346.09 +18.9%
68 FDVV FIDELITY HIGH DIVIDEND ETF 14,705.0 $834K 0.12% NEW $56.69 +6.9%
69 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 5,878.0 $819K 0.12% NEW $139.35 +10.0%
70 FDN FIRST TR DJ INTERNET INDEX 3,024.0 $814K 0.12% NEW $269.18 -1.3%
71 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 16,388.0 $786K 0.12% NEW $47.97 +12.0%
72 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 20,345.0 $778K 0.11% NEW $38.22 +5.7%
73 DSI ISHARES ESG MSCI KLD 400 ETF 6,035.0 $777K 0.11% NEW $128.83 +10.1%
74 MCD MCDONALDS CORP COM Consumer Cyclical 2,465.0 $753K 0.11% NEW $305.60 -8.8%
75 T AT&T INC COM Communication Services 30,230.0 $751K 0.11% NEW $24.84 -11.4%
76 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 13,274.0 $738K 0.11% NEW $55.57 +10.7%
77 IGM ISHARES EXPANDED TECH SECTOR ETF 5,688.0 $735K 0.11% NEW $129.16 +27.4%
78 GOOG ALPHABET INC CAP STK CL C Communication Services 2,223.0 $697K 0.10% NEW $313.75 +17.1%
79 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 7,405.0 $689K 0.10% NEW $93.08 -1.1%
80 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 5,733.0 $675K 0.10% NEW $117.72 -7.0%
Page 4 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%