Second Half Financial Partners, LLC
CIK: 0001946654SEC EDGAR →
Portfolio Value
$225.2M
Holdings
102
As of
Q4 2025
New Positions
10
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 469,315 | $42.9M | 19.04% |
| 2 | NEOS ETF TRUST | 499,503 | $26.9M | 11.94% |
| 3 | NEOS ETF TRUST | 404,802 | $21.3M | 9.44% |
| 4 | AMPLIFY ETF TR | 412,649 | $18.4M | 8.15% |
| 5 | FIRST TR EXCHANGE-TRADED FD | 628,118 | $16.5M | 7.32% |
| 6 | TIDAL TRUST III | 865,716 | $16.2M | 7.20% |
| 7 | SPDR S&P 500 ETF TR | 17,678 | $12.1M | 5.35% |
| 8 | INVESCO QQQ TR | 6,860 | $4.2M | 1.87% |
| 9 | ETF SER SOLUTIONS | 75,925 | $3.3M | 1.47% |
| 10 | ETF SER SOLUTIONS | 108,980 | $3.1M | 1.38% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $191.2M | 84.9% |
| Technology | 12 | $9.4M | 4.2% |
| Unknown | 3 | $5.7M | 2.5% |
| Industrials | 10 | $4.7M | 2.1% |
| Consumer Cyclical | 8 | $4.2M | 1.9% |
| Communication Services | 6 | $2.5M | 1.1% |
| Healthcare | 6 | $2.0M | 0.9% |
| Utilities | 6 | $1.9M | 0.9% |
| Consumer Defensive | 2 | $1.5M | 0.7% |
| Energy | 2 | $1.3M | 0.6% |
| Real Estate | 1 | $423K | 0.2% |
| Basic Materials | 1 | $281K | 0.1% |