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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 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FENI FIDELITY ENHANCED INTERNATIONAL ETF 15,696.0 $630K 0.08% -8K -34.3% $40.13 +3.2%
102 BCTK BARON TECHNOLOGY ETF 18,683.0 $607K 0.08% -2K -9.9% $32.48 -8.5%
103 VOE VANGUARD MORNINGSTAR MID-CAP VALUE ETF 3,035.0 $600K 0.08% $197.58 +5.2%
104 GEV GE VERNOVA INC COM Utilities 507.0 $596K 0.08% +183.0 +56.5% $1175.34 -17.8%
105 XLG INVESCO S&P 500 TOP 50 ETF 9,507.0 $582K 0.08% -150.0 -1.6% $61.23 +1.1%
106 SCHF SCHWAB INTERNATIONAL EQUITY ETF 20,969.0 $581K 0.08% +4K +25.1% $27.70 +1.9%
107 V VISA INC COM CL A Financial Services 1,664.0 $571K 0.07% -12.0 -0.7% $343.06 +6.6%
108 VGT VANGUARD INFORMATION TECHNOLOGY ETF 4,632.0 $554K 0.07% +4K +700.0% $119.52 -1.0%
109 VOO VANGUARD S&P 500 ETF 787.0 $541K 0.07% +12.0 +1.6% $686.81 +2.1%
110 BA BOEING CO COM Industrials 2,418.0 $523K 0.07% +1K +108.3% $216.48 -0.6%
111 FDVV FIDELITY HIGH DIVIDEND ETF 8,596.0 $518K 0.07% -6K -39.4% $60.29 +4.6%
112 ISHARES MSCI INTL QUALITY FACTOR ETF 10,451.0 $518K 0.07% -2K -17.3% $49.55
113 SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 8,079.0 $494K 0.07% $61.10 +2.1%
114 ESGV VANGUARD ESG U.S. STOCK ETF 3,659.0 $484K 0.06% -54.0 -1.4% $132.25 +2.1%
115 IYF ISHARES U.S. FINANCIALS ETF 3,736.0 $476K 0.06% $127.51 +5.7%
116 INTC INTEL CORP COM Technology 3,402.0 $475K 0.06% NEW $139.63 -34.0%
117 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1,566.0 $447K 0.06% -125.0 -7.4% $285.52 -1.1%
118 GLW CORNING INC COM Technology 1,730.0 $442K 0.06% NEW $255.44 -40.7%
119 CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 4,472.0 $441K 0.06% +1K +28.8% $98.68 -11.0%
120 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 9,043.0 $431K 0.06% +94.0 +1.1% $47.71 +5.4%
Page 6 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%