Second Half Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Second Half Financial Partners, LLC held in its portfolio 102 assets valued at $225,248,003 (i.e. $225.25M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($42.89M), NEOS ETF TRUST ($26.90M), and NEOS ETF TRUST ($21.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 102 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Second Half Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 469315 | 42885965 | STATE STREET SPD |
| NEOS ETF TRUST | 499503 | 26903209 | NASDAQ 100 HIGH |
| NEOS ETF TRUST | 404802 | 21264225 | NEOS S&P 500 HI |
| AMPLIFY ETF TR | 412649 | 18362893 | CWP ENHANCED DIV |
| FIRST TR EXCHANGE-TRADED FD | 628118 | 16481828 | FT VEST RIS |
| TIDAL TRUST III | 865716 | 16223518 | VISTASHARES TRGT |
| SPDR S&P 500 ETF TR | 17678 | 12054916 | TR UNIT |
| INVESCO QQQ TR | 6860 | 4214344 | UNIT SER 1 |
| ETF SER SOLUTIONS | 75925 | 3317922 | APTUS COLLRD INV |
| ETF SER SOLUTIONS | 108980 | 3102661 | APTUS DEFINED |
| APPLE INC | 11138 | 3027939 | COM |
| ISHARES TR | 14855 | 2966246 | U.S. TECH ETF |
| SPDR DOW JONES INDL AVERAGE | 4648 | 2233504 | UT SER 1 |
| SCHWAB STRATEGIC TR | 81107 | 2224767 | US DIVIDEND EQ |
| NVIDIA CORPORATION | 10117 | 1886877 | COM |
| ETF SER SOLUTIONS | 48568 | 1829659 | APTUS LARGE CAP |
| SELECT SECTOR SPDR TR | 41012 | 1750805 | STATE STREET UTI |
| ETF SER SOLUTIONS | 67154 | 1633857 | APTUS INT ENH YL |
| INVESCO EXCHANGE TRADED FD T | 8218 | 1574187 | S&P500 EQL WGT |
| ETF SER SOLUTIONS | 70609 | 1567520 | APTUS ENHANCED |
| ISHARES TR | 6055 | 1490460 | RUSSELL 2000 ETF |
| JPMORGAN CHASE & CO. | 4373 | 1409040 | COM |
| MICROSOFT CORP | 2913 | 1408755 | COM |
| AMAZON COM INC | 5583 | 1288710 | COM |
| WALMART INC | 11122 | 1239086 | COM |
| EA SERIES TRUST | 27367 | 1206475 | STRIVE 500 ETF |
| DIMENSIONAL ETF TRUST | 30643 | 1167805 | INTL CORE EQT MK |
| ETF SER SOLUTIONS | 22664 | 1162890 | APTUS DRAWDOWN |
| ETF SER SOLUTIONS | 43219 | 1154379 | APTUS DEFERRED I |
| GENERAL DYNAMICS CORP | 2968 | 999207 | COM |
| NETFLIX INC | 9832 | 921848 | COM |
| L3HARRIS TECHNOLOGIES INC | 3040 | 892453 | COM |
| INVESCO EXCHANGE TRADED FD T | 7494 | 872277 | DORSEY WRIGHT MO |
| EXXON MOBIL CORP | 7032 | 846182 | COM |
| TESLA INC | 1785 | 802750 | COM |
| FIRST TR EXCHANGE TRADED FD | 10787 | 749373 | RISNG DIVD ACHIV |
| ROYAL CARIBBEAN GROUP | 2652 | 739696 | COM |
| VISA INC | 2003 | 702472 | COM CL A |
| ETF SER SOLUTIONS | 18125 | 671169 | OPUS SML CP VL |
| QUANTA SVCS INC | 1584 | 668543 | COM |
| BROADCOM INC | 1773 | 613632 | COM |
| ALPHABET INC | 1919 | 600647 | CAP STK CL A |
| ABBVIE INC | 2383 | 544481 | COM |
| NEXTERA ENERGY INC | 6761 | 542785 | COM |
| DIAMONDBACK ENERGY INC | 3156 | 474441 | COM |
| ISHARES TR | 5234 | 456195 | 20 YR TR BD ETF |
| CATERPILLAR INC | 771 | 441683 | COM |
| PROGRESSIVE CORP | 1910 | 434945 | COM |
| SERVICENOW INC | 2815 | 431230 | COM |
| AMERICAN TOWER CORP NEW | 2414 | 423826 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 1896 | 423130 | COM |
| COPART INC | 10557 | 413307 | COM |
| CHEMED CORP NEW | 954 | 408178 | COM |
| INVESCO EXCH TRADED FD TR II | 8389 | 402693 | S&P500 HDL VOL |
| MOTOROLA SOLUTIONS INC | 939 | 360023 | COM NEW |
| ISHARES TR | 5815 | 356808 | GLB INFRASTR ETF |
| ELI LILLY & CO | 332 | 356406 | COM |
| HOME DEPOT INC | 1012 | 348113 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8759 | 335645 | SMID RISNG ETF |
| TJX COS INC NEW | 2130 | 327189 | COM |
| SOUTHERN CO | 3749 | 326891 | COM |
| SELECT SECTOR SPDR TR | 2075 | 321874 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 5866 | 321281 | STATE STREET FIN |
| PALANTIR TECHNOLOGIES INC | 1795 | 319061 | CL A |
| CONSTELLATION ENERGY CORP | 903 | 319003 | COM |
| COCA COLA CO | 4441 | 310451 | COM |
| BERKSHIRE HATHAWAY INC DEL | 614 | 308627 | CL B NEW |
| POWELL INDS INC | 949 | 302522 | COM |
| CELESTICA INC | 1000 | 295610 | COM |
| META PLATFORMS INC | 443 | 292420 | CL A |
| ISHARES TR | 3039 | 292230 | 7-10 YR TRSY BD |
| SELECT SECTOR SPDR TR | 1990 | 286500 | STATE STREET TEC |
| DELTA AIR LINES INC DEL | 4104 | 284788 | COM NEW |
| LINDE PLC | 660 | 281417 | SHS |
| UBER TECHNOLOGIES INC | 3331 | 272176 | COM |
| NUVEEN MUN VALUE FD INC | 29464 | 266946 | COM |
| AT&T INC | 10573 | 262628 | COM |
| DOMINION ENERGY INC | 4480 | 262483 | COM |
| STERLING INFRASTRUCTURE INC | 856 | 262133 | COM |
| APPLOVIN CORP | 388 | 261442 | COM CL A |
| LOWES COS INC | 1056 | 254665 | COM |
| PARKER-HANNIFIN CORP | 289 | 254019 | COM |
| ENTERGY CORP NEW | 2734 | 252704 | COM |
| JOHNSON & JOHNSON | 1210 | 250479 | COM |
| AMERICAN EXPRESS CO | 646 | 238988 | COM |
| TWILIO INC | 1641 | 233416 | CL A |
| FIRST TR EXCHANGE TRADED FD | 3156 | 225496 | NASDAQ CYB ETF |
| MCDONALDS CORP | 735 | 224638 | COM |
| DUKE ENERGY CORP NEW | 1909 | 223779 | COM NEW |
| ISHARES TR | 7207 | 219453 | LATN AMER 40 ETF |
| FIRST TR EXCHANGE TRADED FD | 2227 | 218959 | RBA INDL ETF |
| FIRST TR EXCHANGE TRADED FD | 1419 | 217135 | NASDQ CLN EDGE |
| D R HORTON INC | 1494 | 215201 | COM |
| MANULIFE FINL CORP | 5763 | 209082 | COM |
| TRUIST FINL CORP | 4229 | 208109 | COM |
| INTUITIVE SURGICAL INC | 367 | 207854 | COM NEW |
| BLACKROCK INC | 191 | 204435 | COM |
| UNITEDHEALTH GROUP INC | 619 | 204390 | COM |
| VERIZON COMMUNICATIONS INC | 5009 | 204016 | COM |
| AXON ENTERPRISE INC | 359 | 203887 | COM |
| DISNEY WALT CO | 1778 | 202289 | COM |
| RUMBLE INC | 20373 | 128757 | COM CL A |
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