Institutions / Second Half Financial Partners, LLC
Second Half Financial Partners, LLC
CIK 1946654 · Institution · as of Dec 31, 2025
Portfolio value
$225.25M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $42.89M | 19.0% |
| Neos ETF Trust | $26.90M | 11.9% |
| Neos ETF Trust | $21.26M | 9.4% |
| Amplify ETF Tr | $18.36M | 8.2% |
| First Trust Exchange-Traded Fund IV | $16.48M | 7.3% |
| Tidal Trust III | $16.22M | 7.2% |
| SPDR S&P 500 ETF Tr | $12.05M | 5.4% |
| Invesco Qqq Tr | $4.21M | 1.9% |
| ETF Ser Solutions | $3.32M | 1.5% |
| ETF Ser Solutions | $3.10M | 1.4% |
| Apple Inc. | $3.03M | 1.3% |
| iShares Tr | $2.97M | 1.3% |
| SPDR Dow Jones Indl Average | $2.23M | 1.0% |
| Schwab Strategic Tr | $2.22M | 1.0% |
| NVIDIA Corp | $1.89M | 0.8% |
| ETF Ser Solutions | $1.83M | 0.8% |
| Select Sector SPDR Tr | $1.75M | 0.8% |
| ETF Ser Solutions | $1.63M | 0.7% |
| Invesco Exchange Traded Fd T | $1.57M | 0.7% |
| ETF Ser Solutions | $1.57M | 0.7% |
| iShares Tr | $1.49M | 0.7% |
| JPMorgan Chase & Co | $1.41M | 0.6% |
| Microsoft Corp | $1.41M | 0.6% |
| Amazon.com Inc | $1.29M | 0.6% |
| Walmart Inc. | $1.24M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.