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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 6 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 V VISA INC COM CL A Financial Services 1,676.0 $507K 0.08% $302.26 +8.3%
102 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 4,556.0 $505K 0.08% -1K -20.5% $110.87 -1.3%
103 XOM EXXON MOBIL CORP COM Energy 2,874.0 $488K 0.08% +528.0 +22.5% $169.66 -18.8%
104 BCTK BARON TECHNOLOGY ETF 20,743.0 $484K 0.08% NEW $23.33 +37.1%
105 VOO VANGUARD S&P 500 ETF 775.0 $463K 0.07% $597.55 +15.2%
106 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,332.0 $460K 0.07% +300.0 +29.1% $345.15 -14.6%
107 JGRO JPMORGAN ACTIVE GROWTH ETF 5,359.0 $453K 0.07% -2K -22.8% $84.52 +15.4%
108 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,801.0 $451K 0.07% +202.0 +12.6% $250.53 +32.9%
109 FDN FIRST TR DJ INTERNET INDEX 1,899.0 $444K 0.07% -1K -37.2% $234.03 +13.5%
110 IYF ISHARES U.S. FINANCIALS ETF 3,736.0 $440K 0.07% $117.65 +8.5%
111 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 6,238.0 $436K 0.07% +2K +61.3% $69.90 +11.3%
112 SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 8,079.0 $428K 0.07% $53.03 +15.6%
113 ESGV VANGUARD ESG U.S. STOCK ETF 3,713.0 $417K 0.07% -304.0 -7.6% $112.28 +17.9%
114 SCHF SCHWAB INTERNATIONAL EQUITY ETF 16,766.0 $415K 0.07% +5K +44.4% $24.75 +14.1%
115 IJH ISHARES CORE S&P MID-CAP ETF 6,124.0 $414K 0.07% +205.0 +3.5% $67.53 +12.2%
116 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 8,949.0 $407K 0.06% -2K -21.8% $45.52 +4.3%
117 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,779.0 $407K 0.06% +1K +56.9% $146.28 -12.2%
118 VGT VANGUARD INFORMATION TECHNOLOGY ETF 579.0 $404K 0.06% -24.0 -4.0% $697.72 -82.8%
119 IYH ISHARES U.S. HEALTHCARE ETF 6,484.0 $400K 0.06% -1K -13.7% $61.64 +1.7%
120 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 4,621.0 $382K 0.06% -1K -21.5% $82.57 -0.7%
Page 6 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%