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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 3,966.0 $425K 0.06% -590.0 -12.9% $107.14 +3.3%
122 VZ VERIZON COMMUNICATIONS INC COM Communication Services 9,918.0 $420K 0.06% -1K -10.1% $42.34 +16.2%
123 FDN FIRST TR DJ INTERNET INDEX 1,584.0 $419K 0.06% -315.0 -16.6% $264.72 +7.3%
124 MPLX MPLX LP COM UNIT REP LTD Energy 7,379.0 $416K 0.06% +2K +42.2% $56.33 +4.0%
125 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,482.0 $408K 0.05% $117.28 -0.5%
126 VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF 1,103.0 $408K 0.05% $369.91 +1.8%
127 GE GE AEROSPACE COM NEW Industrials 1,056.0 $395K 0.05% $373.73 -7.8%
128 KBWB INVESCO KBW BANK ETF 4,234.0 $394K 0.05% +475.0 +12.6% $92.98 +1.9%
129 EXXONMOBIL HOLDINGS CORP COM SHS 2,875.0 $393K 0.05% NEW $136.74
130 VGK VANGUARD FTSE EUROPE ETF 4,354.0 $385K 0.05% -3K -40.8% $88.53 +3.9%
131 JGRO JPMORGAN ACTIVE GROWTH ETF 3,851.0 $380K 0.05% -2K -28.1% $98.59 -4.9%
132 AGIX KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF 7,875.0 $369K 0.05% NEW $46.89 -4.7%
133 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 5,806.0 $364K 0.05% $62.63 -1.2%
134 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 3,096.0 $362K 0.05% $117.06 -2.5%
135 GPC GENUINE PARTS CO COM Consumer Cyclical 3,000.0 $354K 0.05% $117.98 +12.7%
136 MRK MERCK & CO INC COM Healthcare 2,737.0 $352K 0.05% $128.51 +16.1%
137 JAAA JANUS HENDERSON AAA CLO ETF 6,918.0 $349K 0.05% NEW $50.49 +0.3%
138 EFG ISHARES MSCI EAFE GROWTH ETF 2,736.0 $340K 0.04% $124.42 +0.3%
139 IYH ISHARES U.S. HEALTHCARE ETF 4,908.0 $329K 0.04% -2K -24.3% $67.02 +8.9%
140 GLD SPDR GOLD SHARES Financial Services 849.0 $313K 0.04% +120.0 +16.5% $368.38 +12.7%
Page 7 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%