§ 13F · FUND PROFILE
Second Half Financial Partners, LLC.
AUM · $244M (13F)Positions · 109Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 469K | $43M | 17.6% | ±0% |
| 2 | QQQI | NEOS ETF TRUST | 500K | $28M | 11.6% | ±0% |
| 3 | SPYI | NEOS ETF TRUST | 405K | $21M | 8.8% | ±0% |
| 4 | DIVO | AMPLIFY ETF TR | 413K | $19M | 7.7% | ±0% |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | 628K | $18M | 7.6% | ±0% |
| 6 | OMAH | TIDAL TRUST III | 866K | $16M | 6.5% | ±0% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 16K | $12M | 5.1% | −8% |
| 8 | QQQ | INVESCO QQQ TR | 7K | $5M | 2.2% | +7% |
| 9 | IYW | ISHARES TR | 15K | $4M | 1.5% | +1% |
| 10 | AAPL | APPLE INC | 13K | $4M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SECOND SIGNAL
AC read
Second Half Financial Partners, LLC is a Other fund managing $244 million in assets. The fund runs a portfolio of 109 positions.
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