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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 3,010.0 $281K 0.04% $93.27 +0.3%
142 IBB ISHARES BIOTECHNOLOGY ETF 1,637.0 $276K 0.04% -286.0 -14.9% $168.80 +2.9%
143 DELL DELL TECHNOLOGIES INC CL C Technology 1,681.0 $276K 0.04% NEW $164.13 +149.5%
144 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 7,475.0 $266K 0.04% -13K -63.3% $35.59 +13.5%
145 CRWD CROWDSTRIKE HLDGS INC CL A Technology 657.0 $256K 0.04% NEW $390.41 +75.4%
146 CGUS CAPITAL GROUP CORE EQUITY ETF 6,635.0 $255K 0.04% $38.42 +15.3%
147 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 5,923.0 $252K 0.04% $42.54 +15.2%
148 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,736.0 $251K 0.04% $144.44 +4.1%
149 SCHX SCHWAB U.S. LARGE-CAP ETF 9,724.0 $249K 0.04% +763.0 +8.5% $25.64 +15.0%
150 CGGR CAPITAL GROUP GROWTH ETF 5,938.0 $239K 0.04% $40.19 +16.8%
151 BA BOEING CO COM Industrials 1,161.0 $231K 0.04% -340.0 -22.6% $199.06 +11.9%
152 MCK MCKESSON CORP COM Healthcare 259.0 $224K 0.04% -28.0 -9.8% $865.36 -13.3%
153 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 6,711.0 $221K 0.04% -3K -29.4% $32.95 +11.9%
154 CPNG COUPANG INC CL A Consumer Cyclical 11,441.0 $216K 0.03% NEW $18.88 -4.7%
155 CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 3,472.0 $215K 0.03% NEW $61.85 +65.5%
156 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,276.0 $211K 0.03% $165.31 +7.9%
157 BTQ BTQ TECHNOLOGIES CORP COM Technology 14,252.0 $38K 0.01% $2.67 +112.7%
158 DEFI TECHNOLOGIES INC COM 34,428.0 $19K 0.00% $0.55
Page 8 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%