Second Half Financial Partners, LLC Top Holdings and 13F Report (2026)

About Second Half Financial Partners, LLC

Investment Activity

Second Half Financial Partners, LLC has $243.92 million in total holdings as of June 30, 2026.
Second Half Financial Partners, LLC owns shares of 109 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 5.25% of the portfolio was purchased this quarter.
About 3.38% of the portfolio was sold this quarter.
This quarter, Second Half Financial Partners, LLC has purchased 96 new stocks and bought additional shares in 32 stocks.
Second Half Financial Partners, LLC sold shares of 30 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SPDR Bloomberg 1-3 Month T-Bill ETF: $43,007,987
NEOS ETF TRUST: $28,366,752
NEOS S&P 500 High Income ETF: $21,490,914
Amplify CWP Enhanced Dividend Income ETF: $18,858,154
FT Vest Rising Dividend Achievers Target Income ETF: $18,466,682

Largest New Holdings this Quarter

69374H436 - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF: $1,184,710 Holding
512816109 - Lamar Advertising: $795,810 Holding
81369Y605 - Financial Select Sector SPDR Fund: $696,179 Holding
81369Y209 - Health Care Select Sector SPDR Fund: $686,998 Holding
82509L107 - SHOPIFY INC: $657,791 Holding

Largest Purchases this Quarter

Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF: 26,286 shares (about $1.18M)
Lamar Advertising: 5,102 shares (about $795.81K)
Financial Select Sector SPDR Fund: 12,986 shares (about $696.18K)
Health Care Select Sector SPDR Fund: 4,330 shares (about $687.00K)
SHOPIFY INC: 5,761 shares (about $657.79K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 1,470 shares (about $1.10M)
iShares Russell 2000 ETF: 586 shares (about $176.07K)
Aptus Collared Investment Opportunity ETF: 3,066 shares (about $141.47K)
ETF SER SOLUTIONS: 2,889 shares (about $120.31K)
iShares 7-10 Year Treasury Bond ETF: 1,133 shares (about $107.15K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$43,007,987		0.0%	469,315	17.6%	ETF
NEOS ETF TRUST	$28,366,752		0.0%	499,503	11.6%	NASDAQ 100 HIGH
SPYI NEOS S&P 500 High Income ETF	$21,490,914		0.0%	404,802	8.8%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$18,858,154	$46 â–²	0.0%	412,651	7.7%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$18,466,682		0.0%	628,118	7.6%	ETF
TIDAL TRUST III	$15,963,803		0.0%	865,716	6.5%	VISTASHARES TRGT
SPY SPDR S&P 500 ETF Trust	$12,318,819	$1,097,761 â–¼	-8.2%	16,496	5.1%	Finance
QQQ Invesco QQQ	$5,439,276	$357,169 â–²	7.0%	7,386	2.2%	Finance
IYW iShares U.S. Technology ETF	$3,772,100	$25,223 â–²	0.7%	14,955	1.5%	Manufacturing
AAPL Apple	$3,700,635	$5,208 â–²	0.1%	12,789	1.5%	Computer and Technology
ACIO Aptus Collared Investment Opportunity ETF	$3,658,487	$141,465 â–¼	-3.7%	79,291	1.5%	ETF
DRSK Aptus Defined Risk ETF	$3,362,801	$39,675 â–¼	-1.2%	116,967	1.4%	ETF
IWM iShares Russell 2000 ETF	$2,722,779	$176,070 â–¼	-6.1%	9,062	1.1%	Finance
SCHD Schwab US Dividend Equity ETF	$2,609,481	$51,465 â–²	2.0%	82,292	1.1%	ETF
XLU Utilities Select Sector SPDR Fund	$2,532,880	$472,399 â–²	22.9%	55,864	1.0%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$2,380,330	$16,715 â–¼	-0.7%	4,557	1.0%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,111,045	$101,914 â–²	5.1%	9,922	0.9%	ETF
NVDA NVIDIA	$2,052,371	$28,614 â–¼	-1.4%	10,257	0.8%	Computer and Technology
ETF SER SOLUTIONS	$2,048,726	$120,312 â–¼	-5.5%	49,195	0.8%	APTUS LARGE CAP
IDUB Aptus International Enhanced Yield ETF	$1,912,792	$76,986 â–¼	-3.9%	69,594	0.8%	ETF
JUCY Aptus Enhanced Yield ETF	$1,586,253	$59,896 â–¼	-3.6%	72,168	0.7%	ETF
STRV Strive 500 ETF	$1,432,530	$9,708 â–¼	-0.7%	29,659	0.6%	ETF
DFAI Dimensional International Core Equity Market ETF	$1,341,368	$27,019 â–¼	-2.0%	32,518	0.5%	ETF
ADME Aptus Drawdown Managed Equity ETF	$1,322,872	$54,255 â–¼	-3.9%	23,773	0.5%	ETF
ETF SER SOLUTIONS	$1,270,341	$21,744 â–¼	-1.7%	47,497	0.5%	APTU DEFD IN ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,241,855	$544,014 â–²	78.0%	14,370	0.5%	ETF
PDP Invesco Dorsey Wright Momentum ETF	$1,220,442	$88,605 â–²	7.8%	8,044	0.5%	ETF
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$1,184,710	$1,184,710 â–²	New Holding	26,286	0.5%	ETF
AMZN Amazon.com	$1,064,946	$124,657 â–²	13.3%	4,468	0.4%	Retail/Wholesale
GD General Dynamics	$1,040,049		0.0%	2,936	0.4%	Aerospace
OSCV Opus Small Cap Value Plus ETF	$861,900	$9,999 â–²	1.2%	20,429	0.4%	ETF
LHX L3Harris Technologies	$852,591		0.0%	2,934	0.3%	Aerospace
RKT Rocket Companies	$836,782	$89,618 â–¼	-9.7%	53,129	0.3%	Finance
EXPE Expedia Group	$835,192	$92,373 â–²	12.4%	3,264	0.3%	Retail/Wholesale
MSFT Microsoft	$828,827	$48,491 â–¼	-5.5%	2,222	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$828,116	$45,170 â–¼	-5.2%	2,530	0.3%	Finance
CAT Caterpillar	$821,259	$21,304 â–¼	-2.5%	771	0.3%	Industrials
RCL Royal Caribbean Cruises	$802,398	$26,355 â–¼	-3.2%	2,527	0.3%	Consumer Discretionary
LAMR Lamar Advertising	$795,810	$795,810 â–²	New Holding	5,102	0.3%	Finance
ARISTA NETWORKS INC	$785,865	$2,378 â–¼	-0.3%	4,626	0.3%	COM SHS
WALMART INC	$750,104	$7,588 â–¼	-1.0%	6,623	0.3%	COM
MO Altria Group	$738,423	$98,068 â–²	15.3%	10,263	0.3%	Consumer Staples
GOOGL Alphabet	$725,835	$98,994 â–¼	-12.0%	2,031	0.3%	Computer and Technology
STRL Sterling Infrastructure	$718,492		0.0%	856	0.3%	Construction
XLF Financial Select Sector SPDR Fund	$696,179	$696,179 â–²	New Holding	12,986	0.3%	ETF
TSLA Tesla	$691,046	$24,815 â–¼	-3.5%	1,643	0.3%	Auto/Tires/Trucks
XLV Health Care Select Sector SPDR Fund	$686,998	$686,998 â–²	New Holding	4,330	0.3%	ETF
NFLX Netflix	$681,584	$26,132 â–¼	-3.7%	9,546	0.3%	Consumer Discretionary
BMY Bristol Myers Squibb	$665,223	$100,489 â–²	17.8%	11,545	0.3%	Medical
SHOPIFY INC	$657,791	$657,791 â–²	New Holding	5,761	0.3%	CL A SUB VTG SHS
AVGO Broadcom	$642,927	$27,198 â–¼	-4.1%	1,702	0.3%	Computer and Technology
FTI TechnipFMC	$637,740	$637,740 â–²	New Holding	9,619	0.3%	Energy
BRK.B Berkshire Hathaway	$597,966	$110,086 â–²	22.6%	1,195	0.2%	Finance
VOD Vodafone Group	$593,882	$593,882 â–²	New Holding	44,906	0.2%	Computer and Technology
NEE NextEra Energy	$593,075	$14,044 â–²	2.4%	6,757	0.2%	Utilities
ABBV AbbVie	$571,966		0.0%	2,273	0.2%	Medical
LLY Eli Lilly and Company	$571,749	$185,788 â–²	48.1%	477	0.2%	Medical
IGF iShares Global Infrastructure ETF	$524,542	$137,596 â–²	35.6%	7,876	0.2%	Manufacturing
DAL Delta Air Lines	$514,069	$67,618 â–²	15.1%	5,489	0.2%	Transportation
AGX Argan	$451,181		0.0%	565	0.2%	Construction
KO CocaCola	$426,807	$7,639 â–¼	-1.8%	5,252	0.2%	Consumer Staples
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$424,383		0.0%	8,347	0.2%	ETF
MU Micron Technology	$404,002	$404,002 â–²	New Holding	350	0.2%	Computer and Technology
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$375,577	$1,726 â–²	0.5%	8,706	0.2%	ETF
CELESTICA INC	$364,800		0.0%	1,000	0.1%	COM
MSI Motorola Solutions	$360,564	$20,354 â–¼	-5.3%	868	0.1%	Computer and Technology
TWLO Twilio	$359,221	$8,253 â–¼	-2.2%	1,741	0.1%	Computer and Technology
SO Southern	$356,304	$2,488 â–¼	-0.7%	3,723	0.1%	Utilities
HD Home Depot	$354,324	$5,641 â–²	1.6%	1,005	0.1%	Retail/Wholesale
TJX TJX Companies	$331,179	$3,939 â–²	1.2%	2,186	0.1%	Retail/Wholesale
META Meta Platforms	$321,639	$70,411 â–²	28.0%	571	0.1%	Computer and Technology
CRDO Credo Technology Group	$314,918	$314,918 â–²	New Holding	1,158	0.1%	Computer and Technology
ETR Entergy	$314,027		0.0%	2,734	0.1%	Utilities
ILF iShares Latin America 40 ETF	$307,800	$78,266 â–²	34.1%	9,120	0.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$299,125	$107,148 â–¼	-26.4%	3,163	0.1%	ETF
D Dominion Energy	$295,013		0.0%	4,320	0.1%	Utilities
XME SPDR S&P Metals & Mining ETF	$289,566	$68,221 â–²	30.8%	2,708	0.1%	ETF
PH Parker-Hannifin	$282,677		0.0%	289	0.1%	Industrials
JNJ Johnson & Johnson	$278,690	$1,016 â–²	0.4%	1,097	0.1%	Medical
T AT&T	$274,747	$41,399 â–²	17.7%	13,273	0.1%	Computer and Technology
POWL Powell Industries	$271,756		0.0%	949	0.1%	Industrials
NUV Nuveen Municipal Value Fund	$271,660		0.0%	29,464	0.1%	Finance
LINDE PLC	$271,406		0.0%	523	0.1%	SHS
RTX RTX	$265,910	$3,604 â–¼	-1.3%	1,402	0.1%	Aerospace
CSX CSX	$263,033	$263,033 â–²	New Holding	5,534	0.1%	Transportation
TXN Texas Instruments	$260,215	$260,215 â–²	New Holding	873	0.1%	Computer and Technology
VZ Verizon Communications	$259,924	$47,844 â–²	22.6%	6,139	0.1%	Computer and Technology
UGA United States Gasoline Fund	$251,144	$34,701 â–²	16.0%	2,439	0.1%	ETF
AMD Advanced Micro Devices	$248,049	$248,049 â–²	New Holding	427	0.1%	Computer and Technology
GRAYSCALE BITCOIN TRUST ETF	$245,353	$44,018 â–²	21.9%	5,390	0.1%	SHS REP COM UT
NUE Nucor	$243,243	$243,243 â–²	New Holding	1,092	0.1%	Basic Materials
DFAE Dimensional Emerging Core Equity Market ETF	$241,340	$3,378 â–²	1.4%	6,002	0.1%	ETF
DUK Duke Energy	$240,656	$12,913 â–²	5.7%	1,901	0.1%	Utilities
AMAT Applied Materials	$238,363	$238,363 â–²	New Holding	330	0.1%	Computer and Technology
MFC Manulife Financial	$233,459	$233,459 â–²	New Holding	5,763	0.1%	Finance
QLD ProShares Ultra QQQ	$232,224	$232,224 â–²	New Holding	2,400	0.1%	ETF
UNP Union Pacific	$225,037		0.0%	827	0.1%	Transportation
CEG Constellation Energy	$224,278		0.0%	903	0.1%	Energy
TRFK Pacer Data and Digital Revolution ETF	$221,616	$221,616 â–²	New Holding	2,077	0.1%	ETF
DHI D.R. Horton	$221,540	$221,540 â–²	New Holding	1,360	0.1%	Construction

Showing largest 100 holdings. View all holdings.

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Second Half Financial Partners, LLC Top Holdings and 13F Report (2026)

About Second Half Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Second Half Financial Partners, LLC Top Holdings and 13F Report (2026)

About Second Half Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSecond Half Financial Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools