Second Half Financial Partners, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$227.0B
Holdings
96
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BILSPDR SERIES TRUST | 469,315 | $43.1B | 18.97% | |
| 2 | QQQINEOS ETF TRUST | 499,503 | $27.1B | 11.93% | |
| 3 | SPYINEOS ETF TRUST | 404,802 | $21.2B | 9.33% | |
| 4 | DIVOAMPLIFY ETF TR | 412,647 | $18.4B | 8.10% | |
| 5 | OMAHTIDAL TRUST III | 865,716 | $16.7B | 7.35% | |
| 6 | RDVIFIRST TR EXCHANGE-TRADED FD | 628,118 | $16.2B | 7.15% | |
| 7 | SPYSPDR S&P 500 ETF TR | 17,954 | $12.0B | 5.27% | |
| 8 | NDQINVESCO QQQ TR | 6,853 | $4.1B | 1.81% | |
| 9 | IWMISHARES TR | 14,000 | $3.4B | 1.49% | |
| 10 | ACIOETF SER SOLUTIONS | 75,199 | $3.3B | 1.44% | |
| 11 | DRSKETF SER SOLUTIONS | 107,102 | $3.1B | 1.36% | |
| 12 | IYWISHARES TR | 14,855 | $2.9B | 1.28% | |
| 13 | AAPLAPPLE INC | 11,122 | $2.8B | 1.25% | |
| 14 | SCHDSCHWAB STRATEGIC TR | 81,271 | $2.2B | 0.98% | |
| 15 | DONSPDR DOW JONES INDL AVERAGE | 4,689 | $2.2B | 0.96% | |
| 16 | NVDANVIDIA CORPORATION | 10,325 | $1.9B | 0.85% | |
| 17 | DUBSETF SER SOLUTIONS | 48,645 | $1.8B | 0.78% | |
| 18 | RSPINVESCO EXCHANGE TRADED FD T | 9,143 | $1.7B | 0.76% | |
| 19 | XLUSELECT SECTOR SPDR TR | 18,243 | $1.6B | 0.70% | |
| 20 | IDUBETF SER SOLUTIONS | 67,011 | $1.6B | 0.70% | |
| 21 | JUCYETF SER SOLUTIONS | 68,918 | $1.5B | 0.68% | |
| 22 | MSFTMICROSOFT CORP | 2,887 | $1.5B | 0.66% | |
| 23 | JPMJPMORGAN CHASE & CO. | 4,429 | $1.4B | 0.62% | |
| 24 | NFLXNETFLIX INC | 1,038 | $1.2B | 0.55% | |
| 25 | AMZNAMAZON COM INC | 5,626 | $1.2B | 0.54% | |
| 26 | STRVEA SERIES TRUST | 27,797 | $1.2B | 0.53% | |
| 27 | WMTWALMART INC | 11,426 | $1.2B | 0.52% | |
| 28 | ADMEETF SER SOLUTIONS | 22,479 | $1.1B | 0.51% | |
| 29 | DFAIDIMENSIONAL ETF TRUST | 30,688 | $1.1B | 0.49% | |
| 30 | DEFRETF SER SOLUTIONS | 41,652 | $1.1B | 0.48% | |
| 31 | GDGENERAL DYNAMICS CORP | 2,936 | $1.0B | 0.44% | |
| 32 | LHXL3HARRIS TECHNOLOGIES INC | 3,004 | $917.5M | 0.40% | |
| 33 | PDPINVESCO EXCHANGE TRADED FD T | 7,487 | $883.8M | 0.39% | |
| 34 | RCLROYAL CARIBBEAN GROUP | 2,655 | $859.1M | 0.38% | |
| 35 | XOMEXXON MOBIL CORP | 7,032 | $792.8M | 0.35% | |
| 36 | XLFSELECT SECTOR SPDR TR | 14,107 | $759.9M | 0.33% | |
| 37 | VVISA INC | 2,141 | $730.9M | 0.32% | |
| 38 | PWRQUANTA SVCS INC | 1,728 | $716.1M | 0.32% | |
| 39 | OSCVETF SER SOLUTIONS | 18,171 | $694.7M | 0.31% | |
| 40 | TSLATESLA INC | 1,548 | $688.4M | 0.30% | |
| 41 | TLTISHARES TR | 7,268 | $649.5M | 0.29% | |
| 42 | AVGOBROADCOM INC | 1,716 | $566.1M | 0.25% | |
| 43 | NOWSERVICENOW INC | 604 | $555.8M | 0.24% | |
| 44 | ABBVABBVIE INC | 2,383 | $551.7M | 0.24% | |
| 45 | XLISELECT SECTOR SPDR TR | 3,504 | $540.4M | 0.24% | |
| 46 | XLCSELECT SECTOR SPDR TR | 4,412 | $522.2M | 0.23% | |
| 47 | PGRPROGRESSIVE CORP | 2,101 | $518.8M | 0.23% | |
| 48 | CPRTCOPART INC | 11,402 | $512.7M | 0.23% | |
| 49 | AMTAMERICAN TOWER CORP NEW | 2,622 | $504.3M | 0.22% | |
| 50 | BRBROADRIDGE FINL SOLUTIONS IN | 2,104 | $501.1M | 0.22% | |
| 51 | NEENEXTERA ENERGY INC | 6,631 | $500.6M | 0.22% | |
| 52 | FANGDIAMONDBACK ENERGY INC | 3,380 | $483.7M | 0.21% | |
| 53 | CHECHEMED CORP NEW | 1,051 | $470.6M | 0.21% | |
| 54 | GOOGLALPHABET INC | 1,934 | $470.2M | 0.21% | |
| 55 | ROPROPER TECHNOLOGIES INC | 908 | $452.8M | 0.20% | |
| 56 | MSIMOTOROLA SOLUTIONS INC | 939 | $429.5M | 0.19% | |
| 57 | SPHDINVESCO EXCH TRADED FD TR II | 8,115 | $401.3M | 0.18% | |
| 58 | HDHOME DEPOT INC | 979 | $396.5M | 0.17% | |
| 59 | CATCATERPILLAR INC | 771 | $367.9M | 0.16% | |
| 60 | SOSOUTHERN CO | 3,749 | $355.3M | 0.16% | |
| 61 | SDVYFIRST TR EXCHANGE-TRADED FD | 8,759 | $333.0M | 0.15% | |
| 62 | QLDPROSHARES TR | 2,400 | $329.3M | 0.15% | |
| 63 | BRK/BBERKSHIRE HATHAWAY INC DEL | 614 | $308.7M | 0.14% | |
| 64 | TJXTJX COS INC NEW | 2,130 | $307.9M | 0.14% | |
| 65 | PLTRPALANTIR TECHNOLOGIES INC | 1,679 | $306.3M | 0.13% | |
| 66 | LINLINDE PLC | 633 | $300.7M | 0.13% | |
| 67 | TAT&T INC | 10,573 | $298.6M | 0.13% | |
| 68 | UBERUBER TECHNOLOGIES INC | 3,034 | $297.2M | 0.13% | |
| 69 | CEGCONSTELLATION ENERGY CORP | 903 | $297.1M | 0.13% | |
| 70 | KOCOCA COLA CO | 4,441 | $294.5M | 0.13% | |
| 71 | IEFISHARES TR | 3,039 | $293.1M | 0.13% | |
| 72 | METAMETA PLATFORMS INC | 397 | $291.5M | 0.13% | |
| 73 | STRLSTERLING INFRASTRUCTURE INC | 856 | $290.8M | 0.13% | |
| 74 | POWLPOWELL INDS INC | 949 | $289.3M | 0.13% | |
| 75 | APPAPPLOVIN CORP | 388 | $278.8M | 0.12% | |
| 76 | DDOMINION ENERGY INC | 4,480 | $274.0M | 0.12% | |
| 77 | NUVNUVEEN MUN VALUE FD INC | 29,464 | $264.6M | 0.12% | |
| 78 | LLYELI LILLY & CO | 344 | $262.3M | 0.12% | |
| 79 | DISDISNEY WALT CO | 2,278 | $260.8M | 0.11% | |
| 80 | ETRENTERGY CORP NEW | 2,734 | $254.8M | 0.11% | |
| 81 | DHID R HORTON INC | 1,494 | $253.2M | 0.11% | |
| 82 | AXONAXON ENTERPRISE INC | 346 | $248.3M | 0.11% | |
| 83 | CLSCELESTICA INC | 1,000 | $246.4M | 0.11% | |
| 84 | LOWLOWES COS INC | 980 | $246.3M | 0.11% | |
| 85 | SLVISHARES SILVER TR | 5,603 | $237.4M | 0.10% | |
| 86 | DUKDUKE ENERGY CORP NEW | 1,914 | $236.9M | 0.10% | |
| 87 | DALDELTA AIR LINES INC DEL | 4,104 | $232.9M | 0.10% | |
| 88 | BACVERIZON COMMUNICATIONS INC | 5,179 | $227.6M | 0.10% | |
| 89 | PHPARKER-HANNIFIN CORP | 289 | $219.1M | 0.10% | |
| 90 | MCDMCDONALDS CORP | 711 | $216.1M | 0.10% | |
| 91 | AXPAMERICAN EXPRESS CO | 646 | $214.6M | 0.09% | |
| 92 | JNJJOHNSON & JOHNSON | 1,153 | $213.9M | 0.09% | |
| 93 | UNHUNITEDHEALTH GROUP INC | 617 | $213.1M | 0.09% | |
| 94 | BLKBLACKROCK INC | 179 | $208.7M | 0.09% | |
| 95 | DRIDARDEN RESTAURANTS INC | 1,072 | $204.1M | 0.09% | |
| 96 | RUMRUMBLE INC | 20,373 | $147.5M | 0.06% |