13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001946654
Total reported value
$243.9M
$243.9M
82 檔
45.9%
During the Q1 2025 filing period, Second Half Financial Partners, LLC (CIK: 0001946654) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $243.9M across 82 reported positions.
In Q1 2025, Second Half Financial Partners, LLC adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 21.82% | -1.73% | +310.00% | |
| 2 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 9.67% | -0.19% | -10.26% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 8.43% | -0.60% | +326.30% | |
| 4 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 7.85% | +0.45% | -9.26% | |
| 5 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 7.78% | — | -10.70% | |
| 6 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 7.30% | +0.34% | -15.55% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.17% | -0.04% | -14.33% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | -0.21% | +36.41% | |
| 9 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.47% | -0.06% | -0.48% | |
| 10 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.46% | -0.08% | +0.04% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.44% | -0.69% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.23% | +0.04% | +10.08% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.06% | -5.30% | |
| 14 | IYZ | Ishares US Telecommunication | ETF-Other | 1.13% | — | +1000.70% | |
| 15 | IYC | Ishares US Consumer Discreti | ETF-Other | 1.08% | — | — | |
| 16 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.04% | — | -17.69% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.01% | +0.34% | -1.95% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.99% | +0.02% | -1.76% | |
| 19 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.97% | -0.10% | -0.68% | |
| 20 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.81% | -0.01% | -0.84% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.76% | -0.11% | EXIT | |
| 22 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.71% | -0.02% | -0.93% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.02% | +18.01% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.62% | +0.10% | -67.33% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.05% | +1.63% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | +0.05% | +0.18% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.01% | -65.25% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.07% | -5.35% | |
| 29 | STXF | Strive 500 ETF | ETF-Other | 0.53% | +0.03% | +1.57% | |
| 30 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.51% | -0.01% | -0.35% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.50% | -0.03% | +0.61% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.06% | -0.06% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.15% | -7.59% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | — | -6.83% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.53% | EXIT | |
| 36 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.36% | +0.09% | -3.07% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.10% | EXIT | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | +0.29% | NEW | |
| 39 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.32% | — | -0.08% | |
| 40 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.30% | -0.01% | +0.81% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.28% | — | -0.54% | |
| 42 | CPRT | Copart Inc | Stock-Industrials | 0.28% | — | +27.80% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.27% | — | -6.35% | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.27% | — | -3.54% | |
| 45 | CHE | Chemed CORP | Stock-Healthcare | 0.26% | — | -3.88% | |
| 46 | FANG | Diamondback Energy Inc | Stock-Energy | 0.25% | — | -11.08% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.01% | -3.60% | |
| 48 | ROP | Roper Technologies Inc | Stock-Tech | 0.25% | — | -2.76% | |
| 49 | BR | Broadridge Financial Solutio | Stock-Tech | 0.25% | — | -0.10% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.04% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +16.6% | +310.00% | Add |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | +6.5% | +326.30% | Add |
| 3 | IYC | Ishares US Consumer Discreti | +1.1% | NEW | New buy |
| 4 | IYZ | Ishares US Telecommunication | +1% | +1000.70% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +36.41% | Add |
| 6 | XLI | Ss Industrial Select Sector | +0.2% | NEW | New buy |
| 7 | LIN | Linde plc | +0.2% | NEW | New buy |
| 8 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 9 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +21.98% | Add |
| 11 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.1% | +17.96% | Add |
| 13 | MSI | Motorola Solutions Inc | +0.1% | +62.35% | Add |
| 14 | ACIO | Aptus Collared Invest Opp | -0.1% | -0.48% | Trim |
| 15 | MSFT | Microsoft CORP | -0.1% | +1.63% | Add |
| 16 | AVGO | Broadcom Inc | -0.1% | -7.45% | Trim |
| 17 | AMD | Advanced Micro Devices | -0.1% | -30.47% | Trim |
| 18 | DIS | Walt Disney Co/the | -0.1% | -29.50% | Trim |
| 19 | DHI | Dr Horton Inc | -0.1% | EXIT | Sold out |
| 20 | AXON | Axon Enterprise Inc | -0.1% | EXIT | Sold out |
| 21 | AMZN | Amazon.com Inc | -0.1% | -5.35% | Trim |
| 22 | APP | Applovin Corp-class A | -0.1% | EXIT | Sold out |
| 23 | CEG | Constellation Energy | -0.1% | EXIT | Sold out |
| 24 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.69% | Trim |
| 25 | NOW | Servicenow Inc | -0.1% | EXIT | Sold out |
| 26 | RTX | Rtx CORP | -0.1% | EXIT | Sold out |
| 27 | GLW | Corning Inc | -0.1% | EXIT | Sold out |
| 28 | RMD | Resmed Inc | -0.1% | EXIT | Sold out |
| 29 | CLS | Celestica Inc | -0.1% | EXIT | Sold out |
| 30 | IYW | Ishares Ustechnology ETF | -0.1% | -1.95% | Trim |
| 31 | STWD | Starwood Property Trust Inc | -0.2% | -17.69% | Trim |
| 32 | AAPL | Apple Inc | -0.2% | -5.30% | Trim |
| 33 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | EXIT | Sold out |
| 34 | LMT | Lockheed Martin CORP | -0.3% | -22.92% | Trim |
| 35 | XLK | Ss Technology Select Sector | -0.3% | EXIT | Sold out |
| 36 | IJR | Ishares Core S&p Small-cap E | -0.4% | EXIT | Sold out |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -14.33% | Trim |
| 38 | LOW | Lowe's Cos Inc | -0.7% | -84.53% | Trim |
| 39 | PICK | Ishares Msci Global Metals & | -0.9% | EXIT | Sold out |
| 40 | ICE | Intercontinental Exchange In | -0.9% | EXIT | Sold out |
| 41 | JNJ | Johnson & Johnson | -1% | -91.30% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | -1% | -65.25% | Trim |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -1.2% | -67.33% | Trim |
| 44 | RDVI | Ft Vest Rising Dividend Achi | -1.4% | -15.55% | Trim |
| 45 | JEPQ | JPM Nasdaq Equity Premium | -1.6% | -10.70% | Trim |
| 46 | QQQI | Neos Nasdaq-100 High Inc ETF | -1.6% | -9.26% | Trim |
| 47 | SPYI | Neos S&p 500 High Income ETF | -1.6% | -10.26% | Trim |
| 48 | IDU | Ishares US Utilities ETF | -3.4% | EXIT | Sold out |
| 49 | IYF | Ishares US Financials ETF | -3.7% | EXIT | Sold out |
| 50 | SDVD | Ft Vest Smid Rising Dividend | -4.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Second Half Financial Partners, LLC reported a total U.S. public equity portfolio value of $243.9M across 82 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, SPYI, DIVO) accounted for 45.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IYC
市值: $2.2M
Top Position Liquidated / Trimmed
SDVD
前期市值: $9.3M
During Q1 2025, Second Half Financial Partners, LLC's top holdings by market value included BIL (21.8%)、SPYI (9.7%)、DIVO (8.4%). The largest single position, BIL, represented 21.8% of total portfolio value.
In Q1 2025, Second Half Financial Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 8 positions, trimming 19 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.