Second Half Financial Partners, LLC

CIK

1946654

Location

SEBRING, FL

Portfolio Value

Small $243,919,324

Diversification

Diversified

Filing Date

Global Rank

#5,879 / 8,827 ▼ 118

Top Industry

Semiconductors 10.6%

Period ended 4 months ago

Filed Jul 17, 2026 · 4mo

18 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 77.5% of the book (60%+)

Turnover

Low turnover

11.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.6%; sector active share 71.9% against the combined 13F book's sector weights.

Over time 18 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

20.4%

+0.3 pts

Top 5

60.0%

−2.1 pts

Top 10

77.5%

−2.0 pts

HHI

983

Diversified−66

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.8%	$206,794,140	41
Technology	4.6%	$11,218,645	14
Industrials	2.4%	$5,918,837	12
Financial Services	1.9%	$4,725,206	11
Consumer Cyclical	1.8%	$4,300,676	7
Communication Services	1.2%	$2,986,986	7
Healthcare	0.9%	$2,087,932	4
Utilities	0.8%	$2,023,334	6
Consumer Defensive	0.8%	$1,915,372	3
Real Estate	0.3%	$795,809	1
Energy	0.3%	$637,739	1
Basic Materials	0.2%	$514,648	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+10,419	55,864	$2,532,873
TLT	iShares 20+ Year Treasury Bond ETF	+6,295	14,370	$1,241,855
ILF	iShares Latin America 40 ETF	+2,319	9,120	$307,800
IGF	iShares Global Infrastructure ETF	+2,066	7,876	$524,541
T	At&T Inc.	+2,000	13,273	$274,751
BMY	Bristol Myers Squibb Co	+1,744	11,545	$665,222
SCHD	Schwab U.S. Dividend Equity ETF	+1,623	82,292	$2,609,479
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
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	+638	2,708	$289,566
PDP	Victory Portfolios II	+584	8,044	$1,220,516
AMZN	Amazon Com Inc	+523	4,468	$1,064,903
QQQ	Invesco Qqq Trust, Series 1	+485	7,386	$5,439,050
RSP	Victory Portfolios II	+479	9,922	$2,111,103
EXPE	Expedia Group, Inc.	+361	3,264	$835,192
UGA	United States Gasoline Fund, LP	+337	2,439	$251,143
—		+237	20,429	$861,899
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
IYW	iShares, Inc.	+100	14,955	$3,772,099
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−5,690	53,129	$836,781
—		−3,066	79,291	$3,658,486
—		−2,889	49,195	$2,048,725
—		−2,801	69,594	$1,912,791
—		−2,725	72,168	$1,586,252
SPY	Spdr S&P 500 ETF Trust	−1,470	16,496	$12,318,717
—		−1,380	116,967	$3,362,801
IEF	iShares 7-10 Year Treasury Bond ETF	−1,133	3,163	$299,124
—		−975	23,773	$1,322,872
—		−813	47,497	$1,270,354
DFAI	Dimensional International Core Equity Market ETF	−655	32,518	$1,341,367
IWM	iShares Russell 2000 ETF	−586	9,062	$2,722,677
NFLX	Netflix Inc	−366	9,546	$681,584
GOOGL	Alphabet Inc.	−277	2,031	$725,818
STXF	Strive 500 ETF	−201	29,659	$1,432,529
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	26,286	$1,184,710
LAMR	Lamar Advertising Co	5,102	$795,809
XLF	State Street Corp	12,986	$696,179
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	4,330	$686,997
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	330	$238,590
MFC	Manulife Financial Corp	5,763	$233,459
QLD	ProShares Ultra QQQ	2,400	$232,224
TRFK	Pacer Data and Digital Revolution ETF	2,077	$221,615
DHI	Horton D R Inc	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
SRVR	Pacer Data & Infrastructure Real Estate ETF	6,510	$206,822
—		7,327	$206,621
EZPW	Ezcorp Inc	5,932	$205,069
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	6,924	$1,174,725
QCOM	Qualcomm Inc	4,811	$619,560
CRM	Salesforce, Inc.	3,315	$618,811
EXEL	Exelixis, Inc.	12,717	$545,432
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	3,319	$536,781
LRCX	Lam Research Corp	2,434	$520,048
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	3,386	$449,999
LMT	Lockheed Martin Corp	418	$252,635
PLTR	Palantir Technologies Inc.	1,640	$239,899
MCD	Mcdonalds Corp	711	$220,971
V	Visa Inc.	707	$213,683
ITA	iShares U.S. Aerospace & Defense ETF	941	$205,843
UBER	Uber Technologies, Inc	2,840	$204,281
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

109 tracked positions · $243,919,324 total · filing declares 109 positions · $243,918,887 · 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 109 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
		Held	469,315	0	$43,008,026	0.0%	14	$91.60	17.63%
QQQI	NEOS Nasdaq-100(R) High Income ETF	Held	499,503	0	$28,366,775	+14.3%	7	unpriced	11.63%
SPYI	NEOS S&P 500(R) High Income ETF	Held	404,802	0	$21,490,938	+7.5%	7	unpriced	8.81%
DIVO	Amplify CWP Enhanced Dividend Income ETF	Added	412,651	+1	$18,858,150	+1.9%	7	unpriced	7.73%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Held	628,118	0	$18,466,669	+15.1%	10	$24.15	7.57%
OMAH	VistaShares Target 15 Berkshire Select Income ETF	Held	865,716	0	$15,963,803	+2.3%	5	$19.07	6.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	16,496	-1,470	$12,318,717	+5.4%	18	before history	5.05%
QQQ	Invesco Qqq Trust, Series 1	Added	7,386	+485	$5,439,050	+36.6%	8	$491.86	2.23%
IYW	iShares, Inc.	Added	14,955	+100	$3,772,099	+40.0%	7	$158.14	1.55%
AAPL	Apple Inc. Technology	Added	12,789	+18	$3,700,625	+14.2%	8	$228.16	1.52%
		Reduced	79,291	-3,066	$3,658,486	+5.9%	8	$38.98	1.50%
		Reduced	116,967	-1,380	$3,362,801	+4.0%	8	$27.81	1.38%
IWM	iShares Russell 2000 ETF	Reduced	9,062	-586	$2,722,677	+13.8%	8	unpriced	1.12%
SCHD	Schwab U.S. Dividend Equity ETF	Added	82,292	+1,623	$2,609,479	+5.4%	8	unpriced	1.07%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	55,864	+10,419	$2,532,873	+21.5%	18	before history	1.04%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	4,557	-32	$2,380,531	+12.0%	18	before history	0.98%
RSP	Victory Portfolios II	Added	9,922	+479	$2,111,103	+16.5%	18	before history	0.87%
NVDA	Nvidia Corp Technology	Reduced	10,257	-143	$2,052,323	+13.2%	13	$84.23	0.84%
		Reduced	49,195	-2,889	$2,048,725	+9.1%	8	$31.19	0.84%
		Reduced	69,594	-2,801	$1,912,791	+7.1%	8	$21.35	0.78%
		Reduced	72,168	-2,725	$1,586,252	−4.4%	8	$23.20	0.65%
STXF	Strive 500 ETF	Reduced	29,659	-201	$1,432,529	+14.3%	8	unpriced	0.59%
DFAI	Dimensional International Core Equity Market ETF	Reduced	32,518	-655	$1,341,367	+3.8%	8	$31.32	0.55%
		Reduced	23,773	-975	$1,322,872	+8.1%	8	$45.29	0.54%
		Reduced	47,497	-813	$1,270,354	−1.1%	5	$25.46	0.52%
TLT	iShares 20+ Year Treasury Bond ETF	Added	14,370	+6,295	$1,241,855	+77.4%	8	unpriced	0.51%
PDP	Victory Portfolios II	Added	8,044	+584	$1,220,516	+35.5%	18	before history	0.50%
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	NEW	26,286	NEW	$1,184,710	NEW	1	$44.38	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,468	+523	$1,064,903	+29.6%	8	$191.51	0.44%
GD	General Dynamics Corp Industrials	Held	2,936	0	$1,040,048	+3.2%	5	$275.94	0.43%
		Added	20,429	+237	$861,899	+8.2%	8	$36.69	0.35%
LHX	L3harris Technologies, Inc. Industrials	Held	2,934	0	$852,591	−15.8%	5	$230.46	0.35%
RKT	Rocket Companies, Inc. Financial Services	Reduced	53,129	-5,690	$836,781	−0.2%	2	$18.19	0.34%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	3,264	+361	$835,192	+24.6%	2	$244.73	0.34%
MSFT	Microsoft Corp Technology	Reduced	2,222	-130	$828,850	−4.8%	8	$427.81	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,530	-138	$828,144	+5.5%	18	before history	0.34%
CAT	Caterpillar Inc Industrials	Reduced	771	-20	$821,037	+46.5%	5	$342.39	0.34%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	2,527	-83	$802,398	+11.7%	11	$153.75	0.33%
LAMR	Lamar Advertising Co Real Estate	NEW	5,102	NEW	$795,809	NEW	1	$144.59	0.33%
ANET	Arista Networks, Inc. Technology	Reduced	4,626	-14	$785,864	+37.9%	2	$133.77	0.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,623	-67	$750,120	−9.8%	8	$78.33	0.31%
MO	Altria Group, Inc. Consumer Defensive	Added	10,263	+1,363	$738,422	+25.7%	2	$65.07	0.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,031	-277	$725,818	+9.4%	8	$199.87	0.30%
STRL	Sterling Infrastructure, Inc. Industrials	Held	856	0	$718,492	+106.1%	4	$283.87	0.29%
XLF	State Street Corp Financial Services	NEW	12,986	NEW	$696,179	NEW	1	$51.97	0.29%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,643	-59	$691,045	+9.2%	6	$344.90	0.28%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	NEW	4,330	NEW	$686,997	NEW	1	$148.77	0.28%
NFLX	Netflix Inc Communication Services	Reduced	9,546	-366	$681,584	−28.5%	18	before history	0.28%
BMY	Bristol Myers Squibb Co Healthcare	Added	11,545	+1,744	$665,222	+11.9%	2	$58.16	0.27%
SHOP	Shopify Inc. Technology	NEW	5,761	NEW	$657,790	NEW	1	$114.12	0.27%

Showing the top 50 of 109 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.