Institutions / Rollins Financial Advisors, LLC
Rollins Financial Advisors, LLC
CIK 1884018 · Institution · as of Dec 31, 2025
Portfolio value
$681.38M
Positions
151
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 151 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Trust Series I | $72.81M | 10.7% |
| Apple Inc. | $60.22M | 8.8% |
| Microsoft Corp | $51.09M | 7.5% |
| Schwab U.S. Large-Cap Growth ETF | $46.19M | 6.8% |
| Alphabet Inc. | $43.13M | 6.3% |
| Amazon.com Inc | $42.84M | 6.3% |
| Bank of America Corp /De | $25.05M | 3.7% |
| Invesco S&P 500 Quality ETF | $20.18M | 3.0% |
| Invesco Nasdaq 100 ETF | $20.08M | 2.9% |
| Meta Platforms Inc | $18.36M | 2.7% |
| Tesla Inc | $14.90M | 2.2% |
| JPMorgan Chase & Co | $14.36M | 2.1% |
| Vanguard High Dividend Yield Index ETF | $14.34M | 2.1% |
| iShares U.S. Technology ETF | $12.45M | 1.8% |
| iShares MSCI UAE ETF | $11.60M | 1.7% |
| Putnam Focused Large Cap Value ETF | $9.56M | 1.4% |
| iShares Global Tech ETF | $9.14M | 1.3% |
| Invesco S&P 500 Momentum ETF | $8.71M | 1.3% |
| PIMCO Multisector Bond Active Exchange-Traded Fund | $8.03M | 1.2% |
| NVIDIA Corp | $7.88M | 1.2% |
| iShares Short Maturity Bond ETF | $7.80M | 1.1% |
| T Rowe Price ETF Inc | $7.62M | 1.1% |
| Schwab Fundamental U.S. Large Company ETF | $7.57M | 1.1% |
| ProShares Ultrapro Qqq | $7.38M | 1.1% |
| iShares S&P 500 Growth ETF | $6.31M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.