Institutional Manager · CIK 0001946654
Second Half Financial Partners, LLC
SEBRING, FL · File #028-22655
Latest AUM
$225.2M
Positions
102
Top-10 Concentration
78.2%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025102 pos · $225.2M
- 13F HOLDINGS REPORTQ/E Sep 202596 pos · $227.0M
- 13F HOLDINGS REPORTQ/E Jun 202590 pos · $212.2M
- 13F HOLDINGS REPORTQ/E Mar 202582 pos · $201.7M
- 13F HOLDINGS REPORTQ/E Dec 202493 pos · $204.7M
- 13F HOLDINGS REPORTQ/E Sep 202493 pos · $188.7M
- 13F HOLDINGS REPORTQ/E Jun 202440 pos · $124.9M
- 13F HOLDINGS REPORTQ/E Mar 202465 pos · $224.9M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202342 pos · $200.8M
- 13F HOLDINGS REPORTQ/E Dec 202342 pos · $200.8M
- 13F HOLDINGS REPORTQ/E Sep 2023152 pos · $437.8M
- 13F HOLDINGS REPORTQ/E Jun 202337 pos · $168.6M
- 13F HOLDINGS REPORTQ/E Mar 202345 pos · $153.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78468R663 | 469,315 | $42.9M | 20.34% |
| 2 | NEOS ETF TRUST | 78433H675 | 499,503 | $26.9M | 12.76% |
| 3 | NEOS ETF TRUST | 78433H303 | 404,802 | $21.3M | 10.08% |
| 4 | AMPLIFY ETF TR | 032108409 | 412,649 | $18.4M | 8.71% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 628,118 | $16.5M | 7.82% |
| 6 | TIDAL TRUST III | 45259A514 | 865,716 | $16.2M | 7.69% |
| 7 | SPDR S&P 500 ETF TR | SPY | 17,678 | $12.1M | 5.72% |
| 8 | INVESCO QQQ TR | IVZ | 6,860 | $4.2M | 2.00% |
| 9 | ETF SER SOLUTIONS | 26922A222 | 75,925 | $3.3M | 1.57% |
| 10 | ETF SER SOLUTIONS | 26922A388 | 108,980 | $3.1M | 1.47% |
| 11 | APPLE INC | AAPL | 11,138 | $3.0M | 1.44% |
| 12 | ISHARES TR | 464287721 | 14,855 | $3.0M | 1.41% |
| 13 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 4,648 | $2.2M | 1.06% |
| 14 | SCHWAB STRATEGIC TR | 808524797 | 81,107 | $2.2M | 1.06% |
| 15 | NVIDIA CORPORATION | NVDA | 10,117 | $1.9M | 0.89% |
| 16 | ETF SER SOLUTIONS | 26922B535 | 48,568 | $1.8M | 0.87% |
| 17 | SELECT SECTOR SPDR TR | 81369Y886 | 41,012 | $1.8M | 0.83% |
| 18 | ETF SER SOLUTIONS | 26922B709 | 67,154 | $1.6M | 0.77% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,218 | $1.6M | 0.75% |
| 20 | ETF SER SOLUTIONS | 26922B642 | 70,609 | $1.6M | 0.74% |