Second Half Financial Partners, LLC

CIK

1946654

Location

SEBRING, FL

Portfolio Value

Micro $49,797,809

Diversification

Diversified

Filing Date

Global Rank

#6,481 / 8,232 ▲ 210

Top Industry

Consumer Electronics 10.3%

3Y Alpha vs SPY

-5.4%

Period ended 2 months ago

Filed May 12, 2026 · 32d

17 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.9%

SPY

+76.5%

Annualised alpha

-5.4%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.5%

−0.2 pts

Top 5

45.9%

−0.0 pts

Top 10

56.0%

−2.4 pts

HHI

753

Diversified−11

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.6%	$18,243,282	5
Technology	20.4%	$10,150,634	13
Industrials	10.1%	$5,053,613	11
Consumer Cyclical	7.5%	$3,734,030	7
Financial Services	5.2%	$2,568,772	5
Communication Services	5.1%	$2,554,052	6
Healthcare	4.4%	$2,197,553	5
Utilities	4.1%	$2,036,559	6
Consumer Defensive	3.7%	$1,825,307	3
Energy	2.4%	$1,174,725	1
Basic Materials	0.5%	$259,282	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,633	12,771	$3,241,152
KO	Coca Cola Co	+905	5,346	$406,563
T	At&T Inc.	+700	11,273	$326,804
DAL	Delta Air Lines, Inc.	+663	4,767	$316,910
GOOGL	Alphabet Inc.	+389	2,308	$663,688
BRK-B	Berkshire Hathaway Inc	+361	975	$467,220
SPY	Spdr S&P 500 ETF Trust	+288	17,966	$11,684,008
NVDA	Nvidia Corp	+283	10,400	$1,813,760
TWLO	Twilio Inc	+140	1,781	$224,085
NFLX	Netflix Inc	+80	9,912	$953,038
QQQ	Invesco Qqq Trust, Series 1	+41	6,901	$3,983,119
TJX	Tjx Companies Inc /De/	+30	2,160	$344,952
CAT	Caterpillar Inc	+20	791	$560,391
META	Meta Platforms, Inc.	+3	446	$255,169
AVGO	Broadcom Inc.	+1	1,774	$549,070
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−4,432	6,690	$831,433
JPM	Jpmorgan Chase & Co	−1,705	2,668	$784,818
AMZN	Amazon Com Inc	−1,638	3,945	$821,625
V	Visa Inc.	−1,296	707	$213,683
MSFT	Microsoft Corp	−561	2,352	$870,639
UBER	Uber Technologies, Inc	−491	2,840	$204,281
NEE	Nextera Energy Inc	−164	6,597	$612,729
D	Dominion Energy, Inc	−160	4,320	$267,062
PLTR	Palantir Technologies Inc.	−155	1,640	$239,899
LIN	Linde PLC	−137	523	$259,282
JNJ	Johnson & Johnson	−117	1,093	$267,172
ABBV	AbbVie Inc.	−110	2,273	$494,354
DUK	Duke Energy CORP	−110	1,799	$235,561
XOM	Exxon Mobil Corp	−108	6,924	$1,174,725
LHX	L3harris Technologies, Inc. /De/	−106	2,934	$1,012,670
TSLA	Tesla, Inc.	−83	1,702	$632,718
DIA	Spdr Dow Jones Industrial Average ETF Trust	−59	4,589	$2,125,578
RCL	Royal Caribbean Cruises Ltd	−42	2,610	$718,219
GD	General Dynamics Corp	−32	2,936	$1,007,693
MCD	Mcdonalds Corp	−24	711	$220,971
HD	Home Depot, Inc.	−23	989	$325,272
MSI	Motorola Solutions, Inc.	−22	917	$397,950
LLY	ELI LILLY & Co	−10	322	$296,165
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
RKT	Rocket Companies, Inc.	58,819	$838,170
EXPE	Expedia Group, Inc.	2,903	$670,273
QCOM	Qualcomm Inc/De	4,811	$619,560
CRM	Salesforce, Inc.	3,315	$618,811
BMY	Bristol Myers Squibb Co	9,801	$594,430
MO	Altria Group, Inc.	8,900	$587,311
ANET	Arista Networks, Inc.	4,640	$569,699
EXEL	Exelixis, Inc.	12,717	$545,432
LRCX	Lam Research Corp	2,434	$520,048
AGX	Argan Inc	565	$307,727
RTX	RTX Corp	1,421	$274,110
LMT	Lockheed Martin Corp	418	$252,635
GBTC	Grayscale Bitcoin Trust ETF	4,423	$233,357
UGA	United States Gasoline Fund, LP	2,102	$217,220
UNP	Union Pacific Corp	827	$200,646
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	1,584	$668,543
FANG	Diamondback Energy, Inc.	3,156	$474,441
PGR	Progressive Corp/Oh/	1,910	$434,945
NOW	ServiceNow, Inc.	2,815	$431,229
AMT	American Tower Corp /Ma/	2,414	$423,825
BR	Broadridge Financial Solutions, Inc.	1,896	$423,130
CPRT	Copart Inc	10,557	$413,306
CHE	Chemed Corp	954	$408,178
APP	AppLovin Corp	388	$261,442
LOW	Lowes Companies Inc	1,056	$254,664
AXP	American Express Co	646	$238,987
DHI	Horton D R Inc /De/	1,494	$215,180
MFC	Manulife Financial Corp	5,763	$209,081
TFC	Truist Financial Corp	4,229	$208,109
ISRG	Intuitive Surgical Inc	367	$207,854
BLK	BlackRock, Inc.	191	$204,434
UNH	Unitedhealth Group Inc	619	$204,338
AXON	Axon Enterprise, Inc.	359	$203,886
DIS	Walt Disney Co	1,778	$202,283
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $49,797,809 total · as of Mar 31, 2026

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

Showing 1–50 of 63 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	Added	17,966	+288	$11,684,008	−3.1%	23.46%
QQQ	Invesco Qqq Trust, Series 1	Added	6,901	+41	$3,983,119	−5.5%	8.00%
AAPL	Apple Inc. Technology	Added	12,771	+1,633	$3,241,152	+7.0%	6.51%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,589	-59	$2,125,578	−4.8%	4.27%
NVDA	Nvidia Corp Technology	Added	10,400	+283	$1,813,760	−3.9%	3.64%
XOM	Exxon Mobil Corp Energy	Reduced	6,924	-108	$1,174,725	+38.8%	2.36%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	2,934	-106	$1,012,670	+13.5%	2.03%
GD	General Dynamics Corp Industrials	Reduced	2,936	-32	$1,007,693	+0.8%	2.02%
NFLX	Netflix Inc Communication Services	Added	9,912	+80	$953,038	+3.4%	1.91%
MSFT	Microsoft Corp Technology	Reduced	2,352	-561	$870,639	−38.2%	1.75%
RKT	Rocket Companies, Inc. Financial Services	NEW	58,819	NEW	$838,170	NEW	1.68%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,690	-4,432	$831,433	−32.9%	1.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,945	-1,638	$821,625	−36.2%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,668	-1,705	$784,818	−44.3%	1.58%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	2,610	-42	$718,219	−2.9%	1.44%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	2,903	NEW	$670,273	NEW	1.35%
GOOGL	Alphabet Inc. Communication Services	Added	2,308	+389	$663,688	+10.5%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,702	-83	$632,718	−21.2%	1.27%
QCOM	Qualcomm Inc/De Technology	NEW	4,811	NEW	$619,560	NEW	1.24%
CRM	Salesforce, Inc. Technology	NEW	3,315	NEW	$618,811	NEW	1.24%
NEE	Nextera Energy Inc Utilities	Reduced	6,597	-164	$612,729	+12.9%	1.23%
BMY	Bristol Myers Squibb Co Healthcare	NEW	9,801	NEW	$594,430	NEW	1.19%
MO	Altria Group, Inc. Consumer Defensive	NEW	8,900	NEW	$587,311	NEW	1.18%
ANET	Arista Networks, Inc. Technology	NEW	4,640	NEW	$569,699	NEW	1.14%
CAT	Caterpillar Inc Industrials	Added	791	+20	$560,391	+26.9%	1.13%
AVGO	Broadcom Inc. Technology	Added	1,774	+1	$549,070	−10.5%	1.10%
EXEL	Exelixis, Inc. Healthcare	NEW	12,717	NEW	$545,432	NEW	1.10%
LRCX	Lam Research Corp Technology	NEW	2,434	NEW	$520,048	NEW	1.04%
POWL	Powell Industries Inc Industrials	Held	949	0	$513,484	+69.7%	1.03%
ABBV	AbbVie Inc. Healthcare	Reduced	2,273	-110	$494,354	−9.2%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	975	+361	$467,220	+51.4%	0.94%
KO	Coca Cola Co Consumer Defensive	Added	5,346	+905	$406,563	+31.0%	0.82%
MSI	Motorola Solutions, Inc. Technology	Reduced	917	-22	$397,950	+10.6%	0.80%
SO	Southern Co Utilities	Held	3,749	0	$361,853	+10.7%	0.73%
STRL	Sterling Infrastructure, Inc. Industrials	Held	856	0	$348,623	+33.0%	0.70%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	2,160	+30	$344,952	+5.4%	0.69%
T	At&T Inc. Communication Services	Added	11,273	+700	$326,804	+24.4%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	989	-23	$325,272	−6.6%	0.65%
DAL	Delta Air Lines, Inc. Industrials	Added	4,767	+663	$316,910	+11.3%	0.64%
AGX	Argan Inc Industrials	NEW	565	NEW	$307,727	NEW	0.62%
ETR	Entergy Corp /De/ Utilities	Held	2,734	0	$307,192	+21.6%	0.62%
LLY	ELI LILLY & Co Healthcare	Reduced	322	-10	$296,165	−17.0%	0.59%
CLS	Celestica Inc Technology	Held	1,000	0	$281,680	−4.7%	0.57%
RTX	RTX Corp Industrials	NEW	1,421	NEW	$274,110	NEW	0.55%
JNJ	Johnson & Johnson Healthcare	Reduced	1,093	-117	$267,172	+6.7%	0.54%
D	Dominion Energy, Inc Utilities	Reduced	4,320	-160	$267,062	+1.7%	0.54%
NUV	Nuveen Municipal Value Fund Inc Financial Services	Held	29,464	0	$264,881	−0.8%	0.53%
LIN	Linde PLC Basic Materials	Reduced	523	-137	$259,282	−7.9%	0.52%
PH	Parker-Hannifin Corp Industrials	Held	289	0	$258,724	+1.9%	0.52%
META	Meta Platforms, Inc. Communication Services	Added	446	+3	$255,169	−12.7%	0.51%