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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 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 14,497.0 $1.5M 0.20% -105.0 -0.7% $103.96 +9.0%
62 PPA INVESCO AEROSPACE & DEFENSE ETF 8,270.0 $1.5M 0.19% +367.0 +4.6% $176.66 -1.6%
63 DUK DUKE ENERGY CORP NEW COM NEW Utilities 11,427.0 $1.4M 0.19% +2K +21.8% $126.58 -3.1%
64 IWF ISHARES RUSSELL 1000 GROWTH ETF 11,562.0 $1.4M 0.19% +9K +300.1% $124.17 -1.9%
65 AVGO BROADCOM INC COM Technology 3,495.0 $1.3M 0.17% +311.0 +9.8% $377.76 -3.6%
66 QTUM DEFIANCE QUANTUM ETF 7,725.0 $1.3M 0.17% +2K +31.3% $165.38 -9.8%
67 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 13,351.0 $1.3M 0.17% +3K +25.9% $94.57 -1.7%
68 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 16,554.0 $1.3M 0.17% +10K +165.4% $75.64 +4.5%
69 IJR ISHARES CORE S&P SMALL CAP ETF 8,419.0 $1.2M 0.16% +3K +51.9% $148.31 -1.3%
70 ON ON SEMICONDUCTOR CORP COM Technology 12,780.0 $1.2M 0.16% -938.0 -6.8% $94.54 -21.0%
71 SMH VANECK SEMICONDUCTOR ETF 1,781.0 $1.2M 0.15% +50.0 +2.9% $655.73 -14.2%
72 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 10,991.0 $1.1M 0.15% -2K -14.3% $100.81 -0.1%
73 AKRE AKRE FOCUS ETF 20,524.0 $1.1M 0.14% -19K -48.2% $53.19 +13.0%
74 IYJ ISHARES U.S. INDUSTRIALS ETF 6,487.0 $1.1M 0.14% -2K -26.7% $166.65 -1.6%
75 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 15,399.0 $1.0M 0.13% +1K +9.4% $65.61 -3.9%
76 JPMORGAN ULTRA-SHORT INCOME ETF 19,343.0 $978K 0.13% -592.0 -3.0% $50.57
77 DGRO ISHARES CORE DIVIDEND GROWTH ETF 12,571.0 $953K 0.13% +4K +45.3% $75.79 +4.6%
78 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 10,147.0 $936K 0.12% -71.0 -0.7% $92.21 -1.7%
79 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 5,799.0 $895K 0.12% -79.0 -1.3% $154.30 +1.9%
80 SNDK SANDISK CORP COM Technology 391.0 $889K 0.12% NEW $2273.73 -29.6%
Page 4 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%