Rollins Financial Advisors, LLC
•CIK: 1884018•Filing: Q4 2025
**Rollins Financial Advisors, LLC** manages $681M across a diversified portfolio of 151 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding $72.8M in NDQ and $60.2M in AAPL. Core allocations also include substantial positions in MSFT ($51.1M), SCHG ($46.2M), and GOOGL ($43.1M). This concentration suggests a strategic focus on established growth and technology sectors.
Total AUM
$681.4M
QoQ Performance
+3.1%
Positions
151
Top 10 Concentration
58.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
AAPL
MSFT
SCHG
GOOGL
AMZN
NDQ10.7%
AAPL8.8%
MSFT7.5%
SCHG6.8%
GOOGL6.3%
AMZN6.3%
BAC3.7%
SPHQ3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.3%
Technology26.8%
Consumer9.2%
Financial6.4%
ETF0.7%
Industrial0.5%
Utilities0.4%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW16 new positions
↑62 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023