Second Half Financial Partners, LLC

CIK

1946654

Location

SEBRING, FL

Portfolio Value

Micro $56,858,809

Diversification

Diversified

Filing Date

Global Rank

#7,056 / 8,700 ▼ 1138

Top Industry

Semiconductors 10.9%

Period ended 2 months ago

Filed Jul 17, 2026 · 58d

18 quarters · since Mar 2022

Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.7%

−0.2 pts

Top 5

45.5%

−21.5 pts

Top 10

53.7%

−26.2 pts

HHI

690

Diversified−482

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.7%	$20,854,165	6
Technology	19.7%	$11,218,645	14
Industrials	10.4%	$5,918,837	12
Consumer Cyclical	7.6%	$4,300,676	7
Financial Services	6.3%	$3,604,666	9
Communication Services	5.3%	$2,986,986	7
Healthcare	3.7%	$2,087,932	4
Utilities	3.6%	$2,023,334	6
Consumer Defensive	3.4%	$1,915,372	3
Real Estate	1.4%	$795,809	1
Energy	1.1%	$637,739	1
Basic Materials	0.9%	$514,648	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+2,000	13,273	$274,751
BMY	Bristol Myers Squibb Co	+1,744	11,545	$665,222
MO	Altria Group, Inc.	+1,363	10,263	$738,422
VZ	Verizon Communications Inc	+1,130	6,139	$259,925
GBTC	Grayscale Bitcoin Trust ETF	+967	5,390	$245,352
DAL	Delta Air Lines, Inc.	+722	5,489	$514,099
AMZN	Amazon Com Inc	+523	4,468	$1,064,903
QQQ	Invesco Qqq Trust, Series 1	+485	7,386	$5,439,050
EXPE	Expedia Group, Inc.	+361	3,264	$835,192
UGA	United States Gasoline Fund, LP	+337	2,439	$251,143
BRK-B	Berkshire Hathaway Inc	+220	1,195	$597,966
NEE	Nextera Energy Inc	+160	6,757	$593,061
LLY	ELI LILLY & Co	+155	477	$572,128
META	Meta Platforms, Inc.	+125	571	$321,638
DUK	Duke Energy CORP	+102	1,901	$240,628
TJX	Tjx Companies Inc /De/	+26	2,186	$331,179
AAPL	Apple Inc.	+18	12,789	$3,700,625
HD	Home Depot, Inc.	+16	1,005	$354,443
JNJ	Johnson & Johnson	+4	1,097	$278,605
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−5,690	53,129	$836,781
SPY	Spdr S&P 500 ETF Trust	−1,470	16,496	$12,318,717
NFLX	Netflix Inc	−366	9,546	$681,584
GOOGL	Alphabet Inc.	−277	2,031	$725,818
NVDA	Nvidia Corp	−143	10,257	$2,052,323
JPM	Jpmorgan Chase & Co	−138	2,530	$828,144
MSFT	Microsoft Corp	−130	2,222	$828,850
KO	Coca Cola Co	−94	5,252	$426,830
RCL	Royal Caribbean Cruises Ltd	−83	2,527	$802,398
AVGO	Broadcom Inc.	−72	1,702	$642,930
WMT	Walmart Inc.	−67	6,623	$750,120
TSLA	Tesla, Inc.	−59	1,643	$691,045
MSI	Motorola Solutions, Inc.	−49	868	$360,471
TWLO	Twilio Inc	−40	1,741	$359,220
DIA	Spdr Dow Jones Industrial Average ETF Trust	−32	4,557	$2,380,531
SO	Southern Co	−26	3,723	$356,328
CAT	Caterpillar Inc	−20	771	$821,037
RTX	RTX Corp	−19	1,402	$266,001
ANET	Arista Networks, Inc.	−14	4,626	$785,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
LAMR	Lamar Advertising Co/New	5,102	$795,809
SHOP	Shopify Inc.	5,761	$657,790
FTI	TechnipFMC plc	9,619	$637,739
VOD	Vodafone Group Public Ltd Co	44,906	$594,106
MU	Micron Technology Inc	350	$404,001
CRDO	Credo Technology Group Holding Ltd	1,158	$314,918
CSX	Csx Corp	5,534	$263,031
TXN	Texas Instruments Inc	873	$260,215
AMD	Advanced Micro Devices Inc	427	$248,048
NUE	Nucor Corp	1,092	$243,243
AMAT	Applied Materials Inc /De	330	$238,590
MFC	Manulife Financial Corp	5,763	$233,459
DHI	Horton D R Inc /De/	1,360	$221,516
USO	United States Oil Fund, LP	2,061	$219,372
AXP	American Express Co	646	$218,509
URI	United Rentals, Inc.	188	$212,983
TFC	Truist Financial Corp	4,229	$210,688
EZPW	Ezcorp Inc	5,932	$205,069
PNC	Pnc Financial Services Group, Inc.	822	$202,392
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	904,305	$44,805,378
—		469,315	$43,008,026
AIEQ	Amplify AI Powered Equity ETF	412,650	$18,507,352
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	865,716	$15,600,202
—		493,326	$15,317,796
AAXJ	iShares MSCI All Country Asia ex Japan ETF	35,571	$4,339,419
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	52,150	$3,072,251
ABI	VictoryShares Pioneer Asset-Based Income ETF	16,903	$2,713,020
BKF	iShares MSCI BIC ETF	14,855	$2,694,994
FNDA	Schwab Fundamental U.S. Small Company ETF	80,669	$2,474,924
DCOR	Dimensional US Core Equity 1 ETF	39,091	$1,492,803
XOM	ExxonMobil Holdings Corp	6,924	$1,174,725
QCOM	Qualcomm Inc/De	4,811	$619,560
CRM	Salesforce, Inc.	3,315	$618,811
EXEL	Exelixis, Inc.	12,717	$545,432
LRCX	Lam Research Corp	2,434	$520,048
IVZ	Invesco Ltd.	8,347	$414,094
AIRR	First Trust RBA American Industrial Renaissance ETF	8,666	$341,700
LMT	Lockheed Martin Corp	418	$252,635
PLTR	Palantir Technologies Inc.	1,640	$239,899
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,070	$223,580
MCD	Mcdonalds Corp	711	$220,971
V	Visa Inc.	707	$213,683
UBER	Uber Technologies, Inc	2,840	$204,281
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $56,858,809 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	16,496	-1,470	$12,318,717	+5.4%	21.67%
QQQ	Invesco Qqq Trust, Series 1	Added	7,386	+485	$5,439,050	+36.6%	9.57%
AAPL	Apple Inc. Technology	Added	12,789	+18	$3,700,625	+14.2%	6.51%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,557	-32	$2,380,531	+12.0%	4.19%
NVDA	Nvidia Corp Technology	Reduced	10,257	-143	$2,052,323	+13.2%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,468	+523	$1,064,903	+29.6%	1.87%
GD	General Dynamics Corp Industrials	Held	2,936	0	$1,040,048	+3.2%	1.83%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	2,934	0	$852,591	−15.8%	1.50%
RKT	Rocket Companies, Inc. Financial Services	Reduced	53,129	-5,690	$836,781	−0.2%	1.47%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	3,264	+361	$835,192	+24.6%	1.47%
MSFT	Microsoft Corp Technology	Reduced	2,222	-130	$828,850	−4.8%	1.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,530	-138	$828,144	+5.5%	1.46%
CAT	Caterpillar Inc Industrials	Reduced	771	-20	$821,037	+46.5%	1.44%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	2,527	-83	$802,398	+11.7%	1.41%
LAMR	Lamar Advertising Co/New Real Estate	NEW	5,102	NEW	$795,809	NEW	1.40%
ANET	Arista Networks, Inc. Technology	Reduced	4,626	-14	$785,864	+37.9%	1.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,623	-67	$750,120	−9.8%	1.32%
MO	Altria Group, Inc. Consumer Defensive	Added	10,263	+1,363	$738,422	+25.7%	1.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,031	-277	$725,818	+9.4%	1.28%
STRL	Sterling Infrastructure, Inc. Industrials	Held	856	0	$718,492	+106.1%	1.26%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,643	-59	$691,045	+9.2%	1.22%
NFLX	Netflix Inc Communication Services	Reduced	9,546	-366	$681,584	−28.5%	1.20%
BMY	Bristol Myers Squibb Co Healthcare	Added	11,545	+1,744	$665,222	+11.9%	1.17%
SHOP	Shopify Inc. Technology	NEW	5,761	NEW	$657,790	NEW	1.16%
AVGO	Broadcom Inc. Technology	Reduced	1,702	-72	$642,930	+17.1%	1.13%
FTI	TechnipFMC plc Energy	NEW	9,619	NEW	$637,739	NEW	1.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,195	+220	$597,966	+28.0%	1.05%
VOD	Vodafone Group Public Ltd Co Communication Services	NEW	44,906	NEW	$594,106	NEW	1.04%
NEE	Nextera Energy Inc Utilities	Added	6,757	+160	$593,061	−3.2%	1.04%
LLY	ELI LILLY & Co Healthcare	Added	477	+155	$572,128	+93.2%	1.01%
ABBV	AbbVie Inc. Healthcare	Held	2,273	0	$571,977	+15.7%	1.01%
DAL	Delta Air Lines, Inc. Industrials	Added	5,489	+722	$514,099	+62.2%	0.90%
AGX	Argan Inc Industrials	Held	565	0	$451,180	+46.6%	0.79%
KO	Coca Cola Co Consumer Defensive	Reduced	5,252	-94	$426,830	+5.0%	0.75%
MU	Micron Technology Inc Technology	NEW	350	NEW	$404,001	NEW	0.71%
CLS	Celestica Inc Technology	Held	1,000	0	$364,800	+29.5%	0.64%
MSI	Motorola Solutions, Inc. Technology	Reduced	868	-49	$360,471	−9.4%	0.63%
TWLO	Twilio Inc Technology	Reduced	1,741	-40	$359,220	+60.3%	0.63%
SO	Southern Co Utilities	Reduced	3,723	-26	$356,328	−1.5%	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,005	+16	$354,443	+9.0%	0.62%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,186	+26	$331,179	−4.0%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	571	+125	$321,638	+26.0%	0.57%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	1,158	NEW	$314,918	NEW	0.55%
ETR	Entergy Corp /De/ Utilities	Held	2,734	0	$314,027	+2.2%	0.55%
D	Dominion Energy, Inc Utilities	Held	4,320	0	$295,012	+10.5%	0.52%
PH	Parker-Hannifin Corp Industrials	Held	289	0	$282,676	+9.3%	0.50%
JNJ	Johnson & Johnson Healthcare	Added	1,097	+4	$278,605	+4.3%	0.49%
T	At&T Inc. Communication Services	Added	13,273	+2,000	$274,751	−15.9%	0.48%
POWL	Powell Industries Inc Industrials	Held	949	0	$271,755	−47.1%	0.48%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Held	29,464	0	$271,658	+2.6%	0.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.