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CIK: 0001946654
Total reported value
$243.9M
$243.9M
102 檔
51.6%
As reported in its official Q4 2025 Form 13F filing, Second Half Financial Partners, LLC's tracked investment portfolio stood at $243.9M with 102 total positions.
Second Half Financial Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 5 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 19.04% | -1.73% | — | |
| 2 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 11.94% | +0.45% | — | |
| 3 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 9.44% | -0.19% | — | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 8.15% | -0.60% | +0.00% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 7.32% | +0.34% | — | |
| 6 | OMAH | Vistashares Trg 15 Berkshire | ETF-Other | 7.20% | -0.48% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.35% | -0.21% | -1.54% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.87% | +0.44% | +0.10% | |
| 9 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.47% | -0.06% | +0.97% | |
| 10 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.38% | -0.08% | +1.75% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.06% | +0.14% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.32% | +0.34% | — | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.99% | +0.02% | -0.87% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.04% | -0.20% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.02% | -2.01% | |
| 16 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.81% | -0.01% | -0.16% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.78% | +0.10% | +124.81% | |
| 18 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.73% | -0.02% | +0.21% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | +0.05% | -10.12% | |
| 20 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.70% | -0.10% | +2.45% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.04% | -56.75% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.01% | -1.26% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.05% | +0.90% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.07% | -0.76% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.06% | -2.66% | |
| 26 | STXF | Strive 500 ETF | ETF-Other | 0.54% | +0.03% | -1.55% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.52% | -0.03% | -0.15% | |
| 28 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.52% | -0.01% | +0.82% | |
| 29 | DEFR | Aptus Deferred Income ETF | ETF-Other | 0.51% | -0.06% | +3.76% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 0.44% | -0.02% | +1.09% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.15% | +847.21% | |
| 32 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.40% | -0.11% | +1.20% | |
| 33 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.39% | +0.09% | +0.09% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.53% | EXIT | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | — | +15.31% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-Other | 0.33% | — | — | |
| 37 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.33% | +0.01% | -0.11% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | -0.10% | EXIT | |
| 39 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.30% | -0.01% | -0.25% | |
| 40 | PWR | Quanta Services Inc | Stock-Industrials | 0.30% | — | -8.33% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.01% | +3.32% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | — | -0.78% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.01% | — | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.04% | +1.96% | |
| 45 | FANG | Diamondback Energy Inc | Stock-Energy | 0.21% | — | -6.63% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.20% | +0.19% | -27.99% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.09% | — | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.19% | — | -9.09% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.19% | — | +366.06% | |
| 50 | AMT | American Tower CORP | Stock-Real Estate | 0.19% | — | -7.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDVI | Ft Vest Rising Dividend Achi | +0.2% | — | Unchanged |
| 2 | SPYI | Neos S&p 500 High Income ETF | +0.1% | — | Unchanged |
| 3 | AAPL | Apple Inc | +0.1% | +0.14% | Add |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +124.81% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.54% | Trim |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | — | Unchanged |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.78% | Trim |
| 8 | TSLA | Tesla Inc | +0.1% | +15.31% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.10% | Add |
| 10 | LLY | Eli Lilly & Co | 0% | -3.49% | Trim |
| 11 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 12 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 13 | WMT | Walmart Inc | 0% | -2.66% | Trim |
| 14 | DEFR | Aptus Deferred Income ETF | 0% | +3.76% | Add |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -0.87% | Trim |
| 16 | IDUB | Aptus Intl Enhan Yld ETF | 0% | +0.21% | Add |
| 17 | QQQI | Neos Nasdaq-100 High Inc ETF | 0% | — | Unchanged |
| 18 | DIS | Walt Disney Co/the | 0% | -21.95% | Trim |
| 19 | MSFT | Microsoft CORP | 0% | +0.90% | Add |
| 20 | AMT | American Tower CORP | 0% | -7.93% | Trim |
| 21 | BR | Broadridge Financial Solutio | 0% | -9.89% | Trim |
| 22 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 23 | CHE | Chemed CORP | 0% | -9.23% | Trim |
| 24 | PGR | Progressive CORP | 0% | -9.09% | Trim |
| 25 | NOW | Servicenow Inc | -0.1% | +366.06% | Add |
| 26 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | -0.11% | Trim |
| 27 | CPRT | Copart Inc | -0.1% | -7.41% | Trim |
| 28 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -10.12% | Trim |
| 29 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -27.99% | Trim |
| 30 | XLI | Ss Industrial Select Sector | -0.1% | -40.78% | Trim |
| 31 | NFLX | Netflix Inc | -0.1% | +847.21% | Add |
| 32 | OMAH | Vistashares Trg 15 Berkshire | -0.2% | — | Unchanged |
| 33 | XLF | Ss Financial Select Sector | -0.2% | -58.42% | Trim |
| 34 | IWM | Ishares Russell 2000 ETF | -0.8% | -56.75% | Trim |
| 35 | RDVY | First Trust Rising Dividend | — | NEW | New buy |
| 36 | XLC | Ss Comm Select Sector Spdr | — | EXIT | Sold out |
| 37 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 38 | IGF | Ishares Global Infrastructur | — | NEW | New buy |
| 39 | QLD | Proshares Ultra Qqq | — | EXIT | Sold out |
| 40 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 41 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 42 | TWLO | Twilio Inc - A | — | NEW | New buy |
| 43 | CIBR | First Trust Nasdaq Cybersecu | — | NEW | New buy |
| 44 | ILF | Ishares Latin America 40 ETF | — | NEW | New buy |
| 45 | AIRR | First Trust Rba American Ind | — | NEW | New buy |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| 47 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 48 | TFC | Truist Financial CORP | — | NEW | New buy |
| 49 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 50 | DRI | Darden Restaurants Inc | — | 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 102 disclosed positions in Q4 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 51.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
RDVY
市值: $749.4K
Top Position Liquidated / Trimmed
XLC
前期市值: $522.2K
During Q4 2025, Second Half Financial Partners, LLC's top holdings by market value included BIL (19.0%)、QQQI (11.9%)、SPYI (9.4%). The largest single position, BIL, represented 19.0% of total portfolio value.
In Q4 2025, Second Half Financial Partners, LLC made 42 total portfolio adjustments, initiating 11 new buys, adding to 9 positions, trimming 17 holdings, and fully liquidating 5 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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