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CIK: 0001946654
Total reported value
$243.9M
$243.9M
90 檔
48.9%
As reported in its official Q2 2025 Form 13F filing, Second Half Financial Partners, LLC's tracked investment portfolio stood at $243.9M with 90 total positions.
In Q2 2025, Second Half Financial Partners, LLC displayed an active expansion posture, initiating 16 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 17.95% | -1.73% | -13.44% | |
| 2 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 12.33% | +0.45% | +50.68% | |
| 3 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 9.72% | -0.19% | +0.59% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 8.34% | -0.60% | -0.19% | |
| 5 | OMAH | Vistashares Trg 15 Berkshire | ETF-Other | 7.86% | -0.48% | — | |
| 6 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 7.38% | +0.34% | +2.22% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.41% | -0.21% | +84.16% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.75% | +0.44% | +9.32% | |
| 9 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.54% | -0.06% | +2.65% | |
| 10 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.49% | -0.08% | +1.86% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | +0.04% | +12.75% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.29% | +0.34% | +9.35% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.08% | +0.06% | +0.08% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.04% | -65.27% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.98% | +0.02% | -0.91% | |
| 16 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.81% | -0.01% | -3.48% | |
| 17 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.76% | -0.10% | -15.30% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.02% | -12.44% | |
| 19 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.73% | -0.02% | +1.81% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.05% | -7.53% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | +0.05% | +18.93% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.63% | +0.10% | +3.35% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.15% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.07% | -3.00% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.01% | -7.34% | |
| 26 | STXF | Strive 500 ETF | ETF-Other | 0.55% | +0.03% | -2.44% | |
| 27 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.53% | -0.01% | +1.83% | |
| 28 | DEFR | Aptus Deferred Income ETF | ETF-Other | 0.53% | -0.06% | — | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.52% | -0.03% | -1.73% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.06% | -2.26% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.40% | -0.02% | — | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.39% | +0.01% | +29.61% | |
| 33 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.38% | +0.09% | +1.18% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.36% | -0.11% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.53% | EXIT | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | +0.29% | NEW | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | -0.10% | EXIT | |
| 38 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.32% | -0.01% | +9.18% | |
| 39 | PWR | Quanta Services Inc | Stock-Industrials | 0.29% | — | -8.21% | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.25% | — | -6.73% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.24% | -0.24% | EXIT | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.24% | — | -2.68% | |
| 43 | BR | Broadridge Financial Solutio | Stock-Tech | 0.23% | — | -2.34% | |
| 44 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.23% | — | -22.78% | |
| 45 | CPRT | Copart Inc | Stock-Industrials | 0.22% | — | -2.43% | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.22% | — | -2.36% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.22% | -0.04% | -2.54% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.21% | +0.19% | +17.75% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.01% | +0.42% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | — | +20.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OMAH | Vistashares Trg 15 Berkshire | +7.9% | NEW | New buy |
| 2 | QQQI | Neos Nasdaq-100 High Inc ETF | +4.5% | +50.68% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.6% | +84.16% | Add |
| 4 | DEFR | Aptus Deferred Income ETF | +0.5% | NEW | New buy |
| 5 | GD | General Dynamics CORP | +0.4% | NEW | New buy |
| 6 | LHX | L3harris Technologies Inc | +0.4% | NEW | New buy |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +9.32% | Add |
| 8 | IYW | Ishares Ustechnology ETF | +0.3% | +9.35% | Add |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +12.75% | Add |
| 10 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +29.61% | Add |
| 11 | NFLX | Netflix Inc | +0.2% | — | Unchanged |
| 12 | SO | Southern Co/the | +0.2% | NEW | New buy |
| 13 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 14 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 15 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 16 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 17 | NVDA | Nvidia CORP | +0.1% | -12.44% | Trim |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +18.93% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 20 | ETR | Entergy CORP | +0.1% | NEW | New buy |
| 21 | MSFT | Microsoft CORP | +0.1% | -7.53% | Trim |
| 22 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 23 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 24 | POWL | Powell Industries Inc | +0.1% | NEW | New buy |
| 25 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 26 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 27 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +2.22% | Add |
| 28 | ACIO | Aptus Collared Invest Opp | +0.1% | +2.65% | Add |
| 29 | PWR | Quanta Services Inc | +0.1% | -8.21% | Trim |
| 30 | TSLA | Tesla Inc | +0.1% | +20.16% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | -9.66% | Trim |
| 32 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +0.59% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | -3.00% | Trim |
| 34 | DRSK | Aptus Defined Risk ETF | 0% | +1.86% | Add |
| 35 | IDUB | Aptus Intl Enhan Yld ETF | 0% | +1.81% | Add |
| 36 | CHE | Chemed CORP | -0.1% | -1.84% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | -42.33% | Trim |
| 38 | DIVO | Amplify Cwp Enhan Divid ETF | -0.1% | -0.19% | Trim |
| 39 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 40 | AAPL | Apple Inc | -0.2% | +0.08% | Add |
| 41 | JUCY | Aptus Enhanced Yield ETF | -0.2% | -15.30% | Trim |
| 42 | BKAG | Bny Mellon Core Bond ETF | -0.3% | EXIT | Sold out |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | Sold out |
| 44 | LMT | Lockheed Martin CORP | -0.8% | EXIT | Sold out |
| 45 | STWD | Starwood Property Trust Inc | -1% | EXIT | Sold out |
| 46 | IYC | Ishares US Consumer Discreti | -1.1% | EXIT | Sold out |
| 47 | IYZ | Ishares US Telecommunication | -1.1% | EXIT | Sold out |
| 48 | SCHD | Schwab US Dvd Equity ETF | -2.2% | -65.27% | Trim |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -3.9% | -13.44% | Trim |
| 50 | JEPQ | JPM Nasdaq Equity Premium | -7.8% | 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 90 disclosed positions in Q2 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, QQQI, SPYI) accounted for 48.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
OMAH
市值: $16.7M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $15.7M
During Q2 2025, Second Half Financial Partners, LLC's top holdings by market value included BIL (17.9%)、QQQI (12.3%)、SPYI (9.7%). The largest single position, BIL, represented 17.9% of total portfolio value.
In Q2 2025, Second Half Financial Partners, LLC made 49 total portfolio adjustments, initiating 16 new buys, adding to 14 positions, trimming 11 holdings, and fully liquidating 8 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.
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