Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- Latest filing
- Jul 16, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 16, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 109
- +13 vs. Q1 2026
- Portfolio value
- $243.9M
- +$21.8M (+9.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287721 | U.S. TECH ETF | 14,955 | $3.77M | 1.5% | +100+0.7% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,386 | $5.44M | 2.2% | +485+7.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,496 | $12.3M | 5.1% | −1,470−8.2% | Reduced | History |
| Tidal Trust III45259A514 | VISTASHARES TRGT | 865,716 | $16.0M | 6.5% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 628,118 | $18.5M | 7.6% | 00.0% | Unchanged | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 412,651 | $18.9M | 7.7% | +10.0% | Added | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 404,802 | $21.5M | 8.8% | 00.0% | Unchanged | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 499,503 | $28.4M | 11.6% | 00.0% | Unchanged | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 469,315 | $43.0M | 17.6% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 6,924 | $1.17M | 0.5% | History |
| QCOMQualcomm Inc | Stock | 4,811 | $619.6K | 0.3% | History |
| CRMSalesforce, Inc. | Stock | 3,315 | $618.8K | 0.3% | History |
| EXELExelixis, Inc. | COM | 12,717 | $545.4K | 0.2% | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,319 | $536.8K | 0.2% | – |
| LRCXLam Research Corp | Stock | 2,434 | $520.0K | 0.2% | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,386 | $450.0K | 0.2% | – |
| LMTLockheed Martin Corp | Stock | 418 | $252.6K | 0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 1,640 | $239.9K | 0.1% | History |
| MCDMcDonalds Corp | Stock | 711 | $221.0K | 0.1% | History |
| VVisa Inc. | Stock | 707 | $213.7K | 0.1% | History |
| iShares Tr464288760 | US AER DEF ETF | 941 | $205.8K | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 2,840 | $204.3K | 0.1% | History |