account_balance

Investment manager · 13F filer · SEC CIK 1946654

Second Half Financial Partners, LLC

Reported value$244Mas of Jun 30, 2026
Positions109 26 new, 13 sold out
Top 10 weight70.3%BIL alone is 18%
FiledJul 1717 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BIL SPDR Series Trust 17.6% Held
QQQI Neos ETF Trust 11.6% Held
SPYI Neos ETF Trust 8.8% Held
DIVO Amplify ETF Tr 7.7% Held
RDVI First Tr Exchange-Traded Fd 7.6% Held
OMAH Tidal Trust III 6.5% Held
SPY SPDR S&P 500 ETF Trust 5.1% Trimmed −8%
QQQ Invesco QQQ Tr 2.2% Added +7%
IYW iShares Tr 1.5% Held
AAPL Apple Inc. 1.5% Held
ACIO ETF Ser Solutions 1.5% Trimmed −4%
DRSK ETF Ser Solutions 1.4% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 17, 2026, compared with the May 12, 2026 filing
add_circleNew
  • QDPL $1.18M
  • LAMR $796K
  • XLF $696K
  • XLV $687K
arrow_upwardAdded
  • TLT +78%
  • LLY +48%
  • IGF +36%
  • XLU +23%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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