Rollins Financial Advisors, LLC
RIA/Wealth
Rollins Financial Advisors, LLC is a RIA/Wealth based in Atlanta, GA led by Joseph Rumage Rollins, reporting $1.4B in AUM as of Q3 2025 with 52% ETF concentration and 60% concentrated in top 10 holdings.
CEOJoseph Rumage Rollins
- Portfolio Value
- $660.8M
- Positions
- 144
- Top Holding
- QQQ at 11.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Rollins Financial Advisors, LLC's portfolio (60.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $76.5M | 11.57% | -$1.7M Sold | — 127.4K shares | |
Consumer Electronics Technology | $60.3M | 9.13% | -$13.7M Sold | 0.00% 236.9K shares | |
Software - Infrastructure Technology | $55.7M | 8.43% | -$825.6K Sold | 0.00% 107.6K shares | |
ETF ETF | $47.3M | 7.17% | -$936.1K Sold | — 1.5M shares | |
Specialty Retail Consumer Cyclical | $41.3M | 6.25% | -$1.4M Sold | 0.00% 188.0K shares | |
Internet Content & Information Communication Services | $33.9M | 5.13% | -$2.8M Sold | 0.00% 139.5K shares | |
Banks - Diversified Financial Services | $25.4M | 3.85% | -$3.9M Sold | 0.01% 493.3K shares | |
Internet Content & Information Communication Services | $20.7M | 3.13% | -$846.0K Sold | 0.00% 28.1K shares | |
ETF ETF | $18.9M | 2.86% | -$301.1K Sold | — 258.2K shares | |
ETF ETF | $16.9M | 2.56% | +$714.4K Bought | — 68.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Rollins Financial Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Rollins Financial Advisors, LLC
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