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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMSF MATTHEWS EMERGING MARKETS SUSTAINABLE FUTURE ACTIVE ETF 7,236.0 $308K 0.04% NEW $42.50 -6.7%
142 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 3,092.0 $304K 0.04% NEW $98.20 +6.1%
143 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 1,032.0 $300K 0.04% -300.0 -22.5% $290.59 -6.9%
144 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 5,923.0 $292K 0.04% $49.28 +1.3%
145 SCHX SCHWAB U.S. LARGE-CAP ETF 9,724.0 $286K 0.04% $29.43 +2.2%
146 VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF 773.0 $283K 0.04% NEW $365.83 -2.6%
147 HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 3,010.0 $281K 0.04% $93.52 -0.8%
148 CGUS CAPITAL GROUP CORE EQUITY ETF 6,264.0 $279K 0.04% -371.0 -5.6% $44.48 +1.1%
149 IBM INTERNATIONAL BUSINESS MACHS COM Technology 986.0 $277K 0.04% NEW $281.21 -16.9%
150 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 4,803.0 $271K 0.04% -584.0 -10.8% $56.48 +2.2%
151 ORCL ORACLE CORP COM Technology 1,801.0 $264K 0.04% -393.0 -17.9% $146.56 -3.1%
152 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 4,336.0 $255K 0.03% NEW $58.92 -4.9%
153 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,736.0 $255K 0.03% $146.64 -2.5%
154 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 3,067.0 $252K 0.03% -2K -33.6% $82.11 -0.1%
155 JPLD JPMORGAN LIMITED DURATION BOND ETF 4,775.0 $249K 0.03% -8K -61.5% $52.19 -0.2%
156 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 2,365.0 $242K 0.03% NEW $102.30 -5.2%
157 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,071.0 $242K 0.03% -708.0 -25.5% $116.67 +49.1%
158 CRM SALESFORCE INC COM Technology 1,527.0 $239K 0.03% -2K -55.5% $156.67 +31.1%
159 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,278.0 $231K 0.03% $180.87 +5.9%
160 AMD ADVANCED MICRO DEVICES INC COM Technology 376.0 $218K 0.03% NEW $580.91 -19.2%
Page 8 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%