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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 5 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES RUSSELL 2000 ETF 2,935.0 $728K 0.12% +664.0 +29.2% $247.96 +19.2%
82 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 14,492.0 $694K 0.11% NEW $47.91 +481.9%
83 IJR ISHARES CORE S&P SMALL CAP ETF 5,541.0 $689K 0.11% +2K +61.7% $124.31 +15.2%
84 SMH VANECK SEMICONDUCTOR ETF 1,731.0 $664K 0.10% +611.0 +54.5% $383.40 +72.1%
85 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 14,077.0 $657K 0.10% -6K -29.6% $46.67 +43.1%
86 JPLD JPMORGAN LIMITED DURATION BOND ETF 12,404.0 $647K 0.10% NEW $52.19 -0.4%
87 CRM SALESFORCE INC COM Technology 3,432.0 $641K 0.10% NEW $186.67 -18.7%
88 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,958.0 $636K 0.10% $215.06 +9.4%
89 QTUM DEFIANCE QUANTUM ETF 5,882.0 $631K 0.10% +2K +38.7% $107.30 +56.5%
90 DGRO ISHARES CORE DIVIDEND GROWTH ETF 8,652.0 $607K 0.10% +2K +33.4% $70.18 +6.6%
91 VGK VANGUARD FTSE EUROPE ETF 7,360.0 $607K 0.10% -401.0 -5.2% $82.43 +7.1%
92 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 9,607.0 $600K 0.10% +816.0 +9.3% $62.45 +9.7%
93 SCHB SCHWAB U.S. BROAD MARKET ETF 23,877.0 $599K 0.10% $25.10 +15.4%
94 IGM ISHARES EXPANDED TECH SECTOR ETF 5,005.0 $593K 0.09% -683.0 -12.0% $118.51 +38.9%
95 ISHARES MSCI INTL QUALITY FACTOR ETF 12,644.0 $585K 0.09% -979.0 -7.2% $46.23
96 VOE VANGUARD MID-CAP VALUE ETF 3,033.0 $559K 0.09% +95.0 +3.2% $184.29 +6.3%
97 VZ VERIZON COMMUNICATIONS INC COM Communication Services 11,029.0 $554K 0.09% -1K -10.2% $50.20 -9.6%
98 UBER UBER TECHNOLOGIES INC COM Technology 7,442.0 $535K 0.09% +3K +58.1% $71.93 -0.4%
99 XLG INVESCO S&P 500 TOP 50 ETF 9,657.0 $527K 0.08% +410.0 +4.4% $54.55 +13.2%
100 GOOG ALPHABET INC CAP STK CL C Communication Services 1,796.0 $515K 0.08% -427.0 -19.2% $286.90 +28.1%
Page 5 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%