§ 13F · FUND PROFILE
Second Half Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $227M (13F)Positions · 96Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 469K | $43M | 19.4% | ±0% |
| 2 | QQQI | NEOS ETF TRUST | 500K | $25M | 11.2% | ±0% |
| 3 | SPYI | NEOS ETF TRUST | 405K | $20M | 9.0% | ±0% |
| 4 | DIVO | AMPLIFY ETF TR | 413K | $19M | 8.3% | ±0% |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | 628K | $16M | 7.2% | ±0% |
| 6 | OMAH | TIDAL TRUST III | 866K | $16M | 7.0% | ±0% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $12M | 5.3% | +2% |
| 8 | QQQ | INVESCO QQQ TR | 7K | $4M | 1.8% | +1% |
| 9 | ACIO | ETF SER SOLUTIONS | 82K | $3M | 1.6% | +8% |
| 10 | AAPL | APPLE INC | 13K | $3M | 1.5% | +15% |
§ 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 $227 million in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed