Rollins Financial Advisors, LLC - Portfolio overview

Rollins Financial Advisors, LLC has 170 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. QQQ - INVESCO QQQ TRUST SERIES I, 10.09%
  2. AAPL - APPLE INC COM, 8.71%
  3. GOOGL - ALPHABET INC CAP STK CL A, 6.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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