Rollins Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1884018
Institutional-grade research for retail investors
13F Reported Value
ⓘ$632.4M
Holdings
158
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Rollins Financial Advisors, LLC disclosed 158 positions worth $632.4M in its Form 13F-HR for Q1 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 10.2% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 11 new positions and exited 4 and a full exit from $CEG. The portfolio is most concentrated in Other (46.2% of disclosed assets). All figures are sourced directly from Rollins Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1884018.
AI Fund Analysis
Diversifying
$QQQ10.2% weight
Held 9 quarters
$AAPL8.8% weight
Held 9 quarters
$GOOG6.3% weight
Held 9 quarters
SCHWAB U.S. LARGE-CAP GROW
6.1% weight
Held 9 quarters
$MSFT6.1% weight
Held 9 quarters
$IVZ4 quarters accumulating
VANGUARD HIGH DIVIDEND YIE
3 quarters accumulating
PUTNAM FOCUSED LARGE CAP V
3 quarters accumulating
PIMCO MULTISECTOR BOND ACT
3 quarters accumulating
ISHARES SHORT MATURITY BON
3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$64.2M111,312 sh - 76.1#112
Quality
$55.4M218,353 sh - 80.2#45
Quality
$39.8M138,483 sh SCHWAB U.S. LARGE-CAP GROWTH ETF
—Quality
$38.8M1,331,148 sh- 83.7
Quality
$38.5M104,097 sh - 74.6
Quality
$38.1M183,073 sh - 68.4
Quality
$22.2M454,637 sh - —
Quality
$22.0M292,408 sh - —
Quality
$18.8M79,236 sh VANGUARD HIGH DIVIDEND YIELD INDEX ETF
—Quality
$16.0M107,802 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $64.2M | 111,312 |
| Apple Inc.$AAPL | 76.1#112 | $55.4M | 218,353 |
| Alphabet Inc.$GOOG | 80.2#45 | $39.8M | 138,483 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | — | $38.8M | 1,331,148 |
| MICROSOFT CORP$MSFT | 83.7 | $38.5M | 104,097 |
 AMAZON COM INC$AMZN | 74.6 | $38.1M | 183,073 |
 BANK OF AMERICA CORP /DE/$BAC | 68.4 | $22.2M | 454,637 |
| Invesco Ltd.$IVZ | — | $22.0M | 292,408 |
| Invesco Ltd.$IVZ | — | $18.8M | 79,236 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | — | $16.0M | 107,802 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rollins Financial Advisors, LLC's 158 positions.
Showing top 10 of 158 holdings.
Sector Allocation
Other
$292.0M
Technology
$163.0M
Financials
$97.5M
Consumer Discretionary
$43.5M
Industrials
$14.9M
Energy
$11.8M
Communication Services
$2.9M
Utilities
$2.9M
Full Holdings — Rollins Financial Advisors, LLC (Q1 2026)
All 158 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $64.2M | 10.2% | -6% | — |
| 2 | $AAPL | Apple Inc. | $55.4M | 8.8% | -1% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $39.8M | 6.3% | +1% | 80.2 |
| 4 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | $38.8M | 6.1% | -6% | — |
| 5 | $MSFT | MICROSOFT CORP | $38.5M | 6.1% | -1% | 83.7 |
| 6 | $AMZN | AMAZON COM INC | $38.1M | 6.0% | -1% | 74.6 |
| 7 | $BAC | BANK OF AMERICA CORP /DE/ | $22.2M | 3.5% | -0% | 68.4 |
| 8 | $IVZ | Invesco Ltd. | $22.0M | 3.5% | +9% | — |
| 9 | $IVZ | Invesco Ltd. | $18.8M | 3.0% | -0% | — |
| 10 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $16.0M | 2.5% | +8% | — |
| 11 |  $META | Meta Platforms, Inc. | $15.0M | 2.4% | -6% | 80.9 |
| 12 |  $JPM | JPMORGAN CHASE & CO | $13.0M | 2.1% | -1% | 35.6 |
| 13 | — | PUTNAM FOCUSED LARGE CAP VALUE ETF | $11.9M | 1.9% | +22% | — |
| 14 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $10.8M | 1.7% | -3% | — |
| 15 | — | ISHARES U.S. TECHNOLOGY ETF | $10.7M | 1.7% | -6% | — |
| 16 |  $TSLA | Tesla, Inc. | $10.5M | 1.7% | -15% | 50.1 |
| 17 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $9.0M | 1.4% | +15% | — |
| 18 | — | ISHARES GLOBAL TECH ETF | $8.5M | 1.4% | -2% | — |
| 19 | $IVZ | Invesco Ltd. | $8.5M | 1.4% | +4% | — |
| 20 | — | ISHARES SHORT MATURITY BOND ETF | $7.9M | 1.2% | +1% | — |
| 21 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $7.5M | 1.2% | -3% | — |
| 22 | — | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $7.5M | 1.2% | +3% | — |
| 23 |  $NVDA | NVIDIA CORP | $7.4M | 1.2% | -0% | 90.2 |
| 24 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF | $6.0M | 0.9% | +11% | — |
| 25 |  $KMI | KINDER MORGAN, INC. | $5.2M | 0.8% | -5% | 74.6 |
| 26 | — | PROSHARES ULTRAPRO QQQ | $5.2M | 0.8% | -12% | — |
| 27 | — | ISHARES S&P 500 GROWTH ETF | $4.8M | 0.8% | -16% | — |
| 28 | — | ISHARES MSCI USA QUALITY FACTOR ETF | $4.6M | 0.7% | -3% | — |
| 29 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $4.4M | 0.7% | +0% | — |
| 30 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $4.3M | 0.7% | -5% | 66.4 |
| 31 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4.2M | 0.7% | -4% | — |
| 32 |  $CAT | CATERPILLAR INC | $4.1M | 0.7% | +9% | 67.8 |
| 33 | $IVZ | Invesco Ltd. | $3.9M | 0.6% | -4% | — |
| 34 | — | FIDELITY BLUE CHIP GROWTH ETF | $3.3M | 0.5% | -0% | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $3.0M | 0.5% | -1% | — |
| 36 | — | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $2.7M | 0.4% | +245% | — |
| 37 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2.6M | 0.4% | +19% | — |
| 38 |  $WT | WisdomTree, Inc. | $2.5M | 0.4% | -2% | 62.9 |
| 39 | — | BARON GLOBAL DURABLE ADVANTAGE ETF | $2.4M | 0.4% | +665% | — |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.4% | -17% | 64.5 |
| 41 | — | AKRE FOCUS ETF | $2.1M | 0.3% | -58% | — |
| 42 | — | FIDELITY ENHANCED LARGE CAP CORE ETF | $2.1M | 0.3% | -13% | — |
| 43 | — | PROSHARES ULTRA QQQ | $2.0M | 0.3% | +12% | — |
| 44 | — | VANGUARD GROWTH ETF | $2.0M | 0.3% | +3% | — |
| 45 | — | VANGUARD VALUE ETF | $1.9M | 0.3% | -1% | — |
| 46 | — | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $1.8M | 0.3% | -11% | — |
| 47 | — | SCHWAB US DIVIDEND EQUITY ETF | $1.7M | 0.3% | -1% | — |
| 48 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1.7M | 0.3% | +91% | — |
| 49 |  $HD | HOME DEPOT, INC. | $1.7M | 0.3% | +0% | 69.2 |
| 50 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.3% | +0% | 67 |
| 51 |  $SO | SOUTHERN CO | $1.6M | 0.3% | -2% | 65.1 |
| 52 | — | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $1.6M | 0.3% | -0% | — |
| 53 |  $ET | Energy Transfer LP | $1.6M | 0.3% | +10% | 64.5 |
| 54 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.5M | 0.2% | +162% | — |
| 55 | — | PROSHARES ULTRA S&P 500 | $1.5M | 0.2% | -0% | — |
| 56 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.5M | 0.2% | +29% | — |
| 57 |  $LLY | ELI LILLY & Co | $1.5M | 0.2% | +23% | 89.3 |
| 58 | — | ISHARES CORE S&P 500 ETF | $1.4M | 0.2% | +14% | — |
| 59 | — | VANECK MORNINGSTAR WIDE MOAT ETF | $1.4M | 0.2% | -9% | — |
| 60 |  $NFLX | NETFLIX INC | $1.4M | 0.2% | +131% | 86.7 |
| 61 | $IVZ | Invesco Ltd. | $1.3M | 0.2% | -7% | — |
| 62 | — | ISHARES U.S. INDUSTRIALS ETF | $1.3M | 0.2% | +23% | — |
| 63 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.3M | 0.2% | -37% | — |
| 64 | — | ISHARES RUSSELL 1000 GROWTH ETF | $1.2M | 0.2% | +0% | — |
| 65 |  $DUK | Duke Energy CORP | $1.2M | 0.2% | +0% | 64 |
| 66 |  $KO | COCA COLA CO | $1.0M | 0.2% | +0% | 74 |
| 67 | — | ISHARES 7-10 YEAR TREASURY BOND ETF | $1.0M | 0.2% | -2% | — |
| 68 | — | JPMORGAN ULTRA-SHORT INCOME ETF | $1.0M | 0.2% | -11% | — |
| 69 |  $AVGO | Broadcom Inc. | $985,574 | 0.2% | +21% | 86.4 |
| 70 |  $T | AT&T INC. | $946,031 | 0.1% | +8% | 71.9 |
| 71 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $942,918 | 0.1% | +38% | — |
| 72 | — | FIDELITY ENHANCED INTERNATIONAL ETF | $888,573 | 0.1% | NEW | — |
| 73 | — | INVESCO RAFI EMERGING MARKETS ETF | $851,593 | 0.1% | +38% | — |
| 74 |  $ON | ON SEMICONDUCTOR CORP | $849,419 | 0.1% | NEW | 42.4 |
| 75 | — | FIDELITY HIGH DIVIDEND ETF | $784,077 | 0.1% | -3% | — |
| 76 | — | ISHARES ESG OPTIMIZED MSCI USA ETF | $776,484 | 0.1% | +0% | — |
| 77 |  $MCD | MCDONALDS CORP | $767,640 | 0.1% | +0% | 73.9 |
| 78 | — | ISHARES ESG MSCI KLD 400 ETF | $749,560 | 0.1% | +2% | — |
| 79 |  $WMT | Walmart Inc. | $748,126 | 0.1% | +4% | 63.2 |
| 80 | $IVZ | Invesco Ltd. | $731,785 | 0.1% | +1% | — |
| 81 | — | ISHARES RUSSELL 2000 ETF | $727,766 | 0.1% | +29% | — |
| 82 | — | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $694,312 | 0.1% | NEW | — |
| 83 | — | ISHARES CORE S&P SMALL CAP ETF | $688,802 | 0.1% | +62% | — |
| 84 | — | VANECK SEMICONDUCTOR ETF | $663,668 | 0.1% | +55% | — |
| 85 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $656,960 | 0.1% | -30% | — |
| 86 | — | JPMORGAN LIMITED DURATION BOND ETF | $647,365 | 0.1% | NEW | — |
| 87 |  $CRM | Salesforce, Inc. | $640,638 | 0.1% | NEW | 75.2 |
| 88 | — | VANGUARD DIVIDEND APPRECIATION ETF | $636,147 | 0.1% | +0% | — |
| 89 | — | DEFIANCE QUANTUM ETF | $631,129 | 0.1% | +39% | — |
| 90 | — | ISHARES CORE DIVIDEND GROWTH ETF | $607,206 | 0.1% | +33% | — |
| 91 | — | VANGUARD FTSE EUROPE ETF | $606,705 | 0.1% | -5% | — |
| 92 | — | DIMENSIONAL U.S. TARGETED VALUE ETF | $599,952 | 0.1% | +9% | — |
| 93 | — | SCHWAB U.S. BROAD MARKET ETF | $599,313 | 0.1% | +0% | — |
| 94 | — | ISHARES EXPANDED TECH SECTOR ETF | $593,143 | 0.1% | -12% | — |
| 95 | — | ISHARES MSCI INTL QUALITY FACTOR ETF | $584,532 | 0.1% | -7% | — |
| 96 | — | VANGUARD MID-CAP VALUE ETF | $558,948 | 0.1% | +3% | — |
| 97 |  $VZ | VERIZON COMMUNICATIONS INC | $553,656 | 0.1% | -10% | 71.6 |
| 98 |  $UBER | Uber Technologies, Inc | $535,303 | 0.1% | +58% | 79.3 |
| 99 | $IVZ | Invesco Ltd. | $526,789 | 0.1% | +4% | — |
| 100 |  $GOOGL | Alphabet Inc. | $515,266 | 0.1% | -19% | 80.2 |
| 101 |  $V | VISA INC. | $506,589 | 0.1% | +0% | 83.5 |
| 102 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $505,113 | 0.1% | -21% | — |
| 103 |  $XOM | EXXON MOBIL CORP | $487,605 | 0.1% | +23% | 61.8 |
| 104 | — | BARON TECHNOLOGY ETF | $483,903 | 0.1% | NEW | — |
| 105 | — | VANGUARD S&P 500 ETF | $463,101 | 0.1% | +0% | — |
| 106 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $459,740 | 0.1% | +29% | 66.5 |
| 107 | — | JPMORGAN ACTIVE GROWTH ETF | $452,943 | 0.1% | -23% | — |
| 108 |  $VRT | Vertiv Holdings Co | $451,211 | 0.1% | +13% | 82.7 |
| 109 | — | FIRST TR DJ INTERNET INDEX | $444,423 | 0.1% | -37% | — |
| 110 | — | ISHARES U.S. FINANCIALS ETF | $439,544 | 0.1% | -0% | — |
| 111 | $IVZ | Invesco Ltd. | $436,058 | 0.1% | +61% | — |
| 112 | — | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $428,429 | 0.1% | +0% | — |
| 113 | — | VANGUARD ESG U.S. STOCK ETF | $416,883 | 0.1% | -8% | — |
| 114 | — | SCHWAB INTERNATIONAL EQUITY ETF | $414,959 | 0.1% | +44% | — |
| 115 | — | ISHARES CORE S&P MID-CAP ETF | $413,554 | 0.1% | +3% | — |
| 116 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $407,380 | 0.1% | -22% | — |
| 117 |  $PLTR | Palantir Technologies Inc. | $406,512 | 0.1% | +57% | 85.8 |
| 118 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $403,980 | 0.1% | -4% | — |
| 119 | — | ISHARES U.S. HEALTHCARE ETF | $399,669 | 0.1% | -14% | — |
| 120 | — | ISHARES 1-3 YEAR TREASURY BOND ETF | $381,556 | 0.1% | -22% | — |
| 121 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $379,273 | 0.1% | -15% | — |
| 122 | — | VANGUARD TOTAL STOCK MARKET ETF | $353,563 | 0.1% | +0% | — |
| 123 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $351,744 | 0.1% | -17% | — |
| 124 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF | $348,392 | 0.1% | +0% | — |
| 125 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $334,989 | 0.1% | -61% | — |
| 126 | — | ISHARES MSCI EAFE VALUE ETF | $334,668 | 0.1% | +44% | — |
| 127 |  $UNH | UNITEDHEALTH GROUP INC | $329,874 | 0.1% | +70% | 66.8 |
| 128 |  $MRK | Merck & Co., Inc. | $328,162 | 0.1% | +0% | 70.9 |
| 129 |  $ORCL | ORACLE CORP | $322,692 | 0.1% | +53% | 67.2 |
| 130 |  $PANW | Palo Alto Networks Inc | $319,678 | 0.1% | +43% | 66.5 |
| 131 |  $GPC | GENUINE PARTS CO | $317,250 | 0.1% | +0% | 54.2 |
| 132 |  $GLD | SPDR GOLD TRUST | $313,681 | 0.1% | +3% | — |
| 133 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $305,361 | 0.1% | -9% | — |
| 134 | — | ISHARES MSCI EAFE GROWTH ETF | $304,374 | 0.1% | +21% | — |
| 135 |  $GE | GENERAL ELECTRIC CO | $299,661 | 0.1% | +0% | 74.8 |
| 136 | $IVZ | Invesco Ltd. | $297,387 | 0.1% | -2% | — |
| 137 |  $MPLX | MPLX LP | $296,163 | 0.1% | NEW | 76.5 |
| 138 | — | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $289,217 | 0.1% | -12% | — |
| 139 |  $GEV | GE Vernova Inc. | $282,959 | 0.0% | +0% | 70.1 |
| 140 | — | NUVEEN ESG LARGE-CAP GROWTH ETF | $281,550 | 0.0% | -24% | — |
| 141 | — | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $280,743 | 0.0% | +0% | — |
| 142 | — | ISHARES BIOTECHNOLOGY ETF | $276,324 | 0.0% | -15% | — |
| 143 |  $DELL | Dell Technologies Inc. | $275,903 | 0.0% | NEW | 76 |
| 144 |  $BAH | Booz Allen Hamilton Holding Corp | $266,022 | 0.0% | -63% | 65.5 |
| 145 |  $CRWD | CrowdStrike Holdings, Inc. | $256,499 | 0.0% | NEW | 55 |
| 146 | — | CAPITAL GROUP CORE EQUITY ETF | $254,917 | 0.0% | +0% | — |
| 147 | — | CAPITAL GROUP DIVIDEND VALUE ETF | $251,964 | 0.0% | +0% | — |
| 148 |  $PG | PROCTER & GAMBLE Co | $250,748 | 0.0% | +0% | 72.9 |
| 149 | — | SCHWAB U.S. LARGE-CAP ETF | $249,323 | 0.0% | +9% | — |
| 150 | — | CAPITAL GROUP GROWTH ETF | $238,648 | 0.0% | +0% | — |
| 151 |  $BA | BOEING CO | $231,104 | 0.0% | -23% | 51.8 |
| 152 |  $MCK | MCKESSON CORP | $224,128 | 0.0% | -10% | 63.7 |
| 153 | — | SCHWAB EMERGING MARKETS EQUITY ETF | $221,127 | 0.0% | -29% | — |
| 154 |  $CPNG | Coupang, Inc. | $216,006 | 0.0% | NEW | 56.4 |
| 155 | — | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $214,743 | 0.0% | NEW | — |
| 156 |  $PM | Philip Morris International Inc. | $210,935 | 0.0% | +0% | 80.5 |
| 157 |  $BTQ | BTQ Technologies Corp. | $38,053 | 0.0% | +0% | — |
| 158 |  $DEFT | Defi Technologies, Inc. | $19,021 | 0.0% | +0% | — |
New Positions (11)
FIDELITY ENHANCED INTERNATIONAL ETF$888,573
$ON ON SEMICONDUCTOR CORP$849,419 DIREXION DAILY SEMICONDUCTOR BULL 3X ETF$694,312
JPMORGAN LIMITED DURATION BOND ETF$647,365
$CRM Salesforce, Inc.$640,638 BARON TECHNOLOGY ETF$483,903
$MPLX MPLX LP$296,163$DELL Dell Technologies Inc.$275,903$CRWD CrowdStrike Holdings, Inc.$256,499$CPNG Coupang, Inc.$216,006 ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF$214,743
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