account_balance

Investment manager · 13F filer · SEC CIK 1884018

Rollins Financial Advisors, LLC

Reported value$801Mas of Sep 30, 2026
Positions177 19 new, 10 sold out
Top 10 weight54.6%QQQ alone is 9%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Trust Series I 9.2% Held
AAPL Apple Inc. 9.0% HeldMSFT Microsoft Corp 6.6% HeldGOOGL Alphabet Inc. 6.0% HeldAMZN Amazon.com Inc 5.7% Held
SCHG Schwab U.S. Large-Cap Growth ETF 5.4% Trimmed −3%
QQQM Invesco Nasdaq 100 ETF 4.0% Added +5%
SPHQ Invesco S&P 500 Quality ETF 3.3% Added +3%
BAC Bank of America Corp 3.0% Held
VYM Vanguard High Dividend Yield Index ETF 2.3% Added +2%
META Meta Platforms, Inc. 2.3% Trimmed −3%
IYW iShares U.S. Technology ETF 2.2% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • JAAA +404%
  • FNDF +49%
  • MINT +47%
  • IWM +41%
arrow_downwardTrimmed
  • TSLA −17%
  • SSO −14%
  • CAT −9%
  • BINC −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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