Rollins Financial Advisors, LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
759,105
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/4/2026 168 759,105 13F-HR Rollins Financial Advisors, LLC
Q1 2026 5/5/2026 158 632,364 13F-HR Rollins Financial Advisors, LLC
Q4 2025 2/4/2026 151 681,377 13F-HR Rollins Financial Advisors, LLC
Q3 2025 11/10/2025 144 660,760 13F-HR Rollins Financial Advisors, LLC
Q2 2025 8/7/2025 140 627,164 13F-HR Rollins Financial Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 319.8 K 42.1% 39.17 K 0 39.17 K
ETFs 439.3 K 57.9% 87.57 K 0 87.57 K
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
759,105
Holdings
168
QoQ value change ($000)
126,741 (20.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.