Second Half Financial Partners, LLC

CIK 0001946654 • 6 13F filings • May 7, 2025 – Jul 17, 2026

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Filer information

Filed by: Second Half Financial Partners, LLC, COUNSEL
Address: 145 WEST CENTER AVENUE, SEBRING, FL, 33870
Phone: 7704622118
AUM: $225.2M

AUM over time

$243.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $225.2M102 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$544K	0.2%Prev: 0.2%	2,383 SH	Decreased
ALPHABET INC	CAP STK CL A	$601K	0.3%Prev: 0.2%	1,919 SH	Increased-15 SH
AMAZON COM INC	COM	$1.3M	0.6%Prev: 0.5%	5,583 SH	Increased-43 SH
AMERICAN EXPRESS CO	COM	$239K	0.1%Prev: 0.1%	646 SH	Increased
AMERICAN TOWER CORP NEW	COM	$424K	0.2%Prev: 0.2%	2,414 SH	Decreased-208 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$18.4M	8.2%Prev: 8.1%	412,649 SH	Decreased+2 SH
APPLE INC	COM	$3.0M	1.3%Prev: 1.2%	11,138 SH	Increased+16 SH
APPLOVIN CORP	COM CL A	$261K	0.1%Prev: 0.1%	388 SH	Decreased
AT&T INC	COM	$263K	0.1%Prev: 0.1%	10,573 SH	Decreased
AXON ENTERPRISE INC	COM	$204K	0.1%Prev: 0.1%	359 SH	Decreased+13 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$309K	0.1%Prev: 0.1%	614 SH	Decreased
BLACKROCK INC	COM	$204K	0.1%Prev: 0.1%	191 SH	Decreased+12 SH
BROADCOM INC	COM	$614K	0.3%Prev: 0.2%	1,773 SH	Increased+57 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$423K	0.2%Prev: 0.2%	1,896 SH	Decreased-208 SH
CATERPILLAR INC	COM	$442K	0.2%Prev: 0.2%	771 SH	Increased
CELESTICA INC	COM	$296K	0.1%Prev: 0.1%	1,000 SH	Increased
CHEMED CORP NEW	COM	$408K	0.2%Prev: 0.2%	954 SH	Decreased-97 SH
COCA COLA CO	COM	$310K	0.1%Prev: 0.1%	4,441 SH	Increased
CONSTELLATION ENERGY CORP	COM	$319K	0.1%Prev: 0.1%	903 SH	Increased
COPART INC	COM	$413K	0.2%Prev: 0.2%	10,557 SH	Decreased-845 SH
D R HORTON INC	COM	$215K	0.1%Prev: 0.1%	1,494 SH	Decreased
DELTA AIR LINES INC DEL	COM NEW	$285K	0.1%Prev: 0.1%	4,104 SH	Increased
DIAMONDBACK ENERGY INC	COM	$474K	0.2%Prev: 0.2%	3,156 SH	Decreased-224 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.2M	0.5%Prev: 0.5%	30,643 SH	Increased-45 SH
DISNEY WALT CO	COM	$202K	0.1%Prev: 0.1%	1,778 SH	Decreased-500 SH
DOMINION ENERGY INC	COM	$262K	0.1%Prev: 0.1%	4,480 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$224K	0.1%Prev: 0.1%	1,909 SH	Decreased-5 SH
EA SERIES TRUST	STRIVE 500 ETF	$1.2M	0.5%Prev: 0.5%	27,367 SH	Increased-430 SH
ELI LILLY & CO	COM	$356K	0.2%Prev: 0.1%	332 SH	Increased-12 SH
ENTERGY CORP NEW	COM	$253K	0.1%Prev: 0.1%	2,734 SH	Decreased
ETF SER SOLUTIONS	APTUS COLLRD INV	$3.3M	1.5%Prev: 1.4%	75,925 SH	Increased+726 SH
ETF SER SOLUTIONS	APTUS DEFERRED I	$1.2M	0.5%Prev: 0.5%	43,219 SH	Increased+1,567 SH
ETF SER SOLUTIONS	APTUS DEFINED	$3.1M	1.4%Prev: 1.4%	108,980 SH	Increased+1,878 SH
ETF SER SOLUTIONS	APTUS DRAWDOWN	$1.2M	0.5%Prev: 0.5%	22,664 SH	Increased+185 SH
ETF SER SOLUTIONS	APTUS ENHANCED	$1.6M	0.7%Prev: 0.7%	70,609 SH	Increased+1,691 SH
ETF SER SOLUTIONS	APTUS INT ENH YL	$1.6M	0.7%Prev: 0.7%	67,154 SH	Increased+143 SH
ETF SER SOLUTIONS	APTUS LARGE CAP	$1.8M	0.8%Prev: 0.8%	48,568 SH	Increased-77 SH
ETF SER SOLUTIONS	OPUS SML CP VL	$671K	0.3%Prev: 0.3%	18,125 SH	Decreased-46 SH
EXXON MOBIL CORP	COM	$846K	0.4%Prev: 0.3%	7,032 SH	Increased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$225K	0.1%	3,156 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$217K	0.1%	1,419 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$219K	0.1%	2,227 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$749K	0.3%	10,787 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$16.5M	7.3%Prev: 7.2%	628,118 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$336K	0.1%Prev: 0.1%	8,759 SH	Increased
GENERAL DYNAMICS CORP	COM	$999K	0.4%Prev: 0.4%	2,968 SH	Decreased+32 SH
HOME DEPOT INC	COM	$348K	0.2%Prev: 0.2%	1,012 SH	Decreased+33 SH
INTUITIVE SURGICAL INC	COM NEW	$208K	0.1%	367 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$403K	0.2%Prev: 0.2%	8,389 SH	Increased+274 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$872K	0.4%Prev: 0.4%	7,494 SH	Decreased+7 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.6M	0.7%Prev: 0.8%	8,218 SH	Decreased-925 SH
INVESCO QQQ TR	UNIT SER 1	$4.2M	1.9%Prev: 1.8%	6,860 SH	Increased+7 SH
ISHARES TR	20 YR TR BD ETF	$456K	0.2%Prev: 0.3%	5,234 SH	Decreased-2,034 SH
ISHARES TR	7-10 YR TRSY BD	$292K	0.1%Prev: 0.1%	3,039 SH	Decreased
ISHARES TR	GLB INFRASTR ETF	$357K	0.2%	5,815 SH	New
ISHARES TR	LATN AMER 40 ETF	$219K	0.1%	7,207 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.5M	0.7%Prev: 1.5%	6,055 SH	Decreased-7,945 SH
ISHARES TR	U.S. TECH ETF	$3.0M	1.3%Prev: 1.3%	14,855 SH	Increased
JOHNSON & JOHNSON	COM	$250K	0.1%Prev: 0.1%	1,210 SH	Increased+57 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.6%Prev: 0.6%	4,373 SH	Increased-56 SH
L3HARRIS TECHNOLOGIES INC	COM	$892K	0.4%Prev: 0.4%	3,040 SH	Decreased+36 SH
LINDE PLC	SHS	$281K	0.1%Prev: 0.1%	660 SH	Decreased+27 SH
LOWES COS INC	COM	$255K	0.1%Prev: 0.1%	1,056 SH	Increased+76 SH
MANULIFE FINL CORP	COM	$209K	0.1%	5,763 SH	New
MCDONALDS CORP	COM	$225K	0.1%Prev: 0.1%	735 SH	Increased+24 SH
META PLATFORMS INC	CL A	$292K	0.1%Prev: 0.1%	443 SH	Increased+46 SH
MICROSOFT CORP	COM	$1.4M	0.6%Prev: 0.7%	2,913 SH	Decreased+26 SH
MOTOROLA SOLUTIONS INC	COM NEW	$360K	0.2%Prev: 0.2%	939 SH	Decreased
NEOS ETF TRUST	NASDAQ 100 HIGH	$26.9M	11.9%Prev: 11.9%	499,503 SH	Decreased
NEOS ETF TRUST	NEOS S&P 500 HI	$21.3M	9.4%Prev: 9.3%	404,802 SH	Increased
NETFLIX INC	COM	$922K	0.4%Prev: 0.5%	9,832 SH	Decreased+8,794 SH
NEXTERA ENERGY INC	COM	$543K	0.2%Prev: 0.2%	6,761 SH	Increased+130 SH
NUVEEN MUN VALUE FD INC	COM	$267K	0.1%Prev: 0.1%	29,464 SH	Increased
NVIDIA CORPORATION	COM	$1.9M	0.8%Prev: 0.8%	10,117 SH	Decreased-208 SH
PALANTIR TECHNOLOGIES INC	CL A	$319K	0.1%Prev: 0.1%	1,795 SH	Increased+116 SH
PARKER-HANNIFIN CORP	COM	$254K	0.1%Prev: 0.1%	289 SH	Increased
POWELL INDS INC	COM	$303K	0.1%Prev: 0.1%	949 SH	Increased
PROGRESSIVE CORP	COM	$435K	0.2%Prev: 0.2%	1,910 SH	Decreased-191 SH
QUANTA SVCS INC	COM	$669K	0.3%Prev: 0.3%	1,584 SH	Decreased-144 SH
ROYAL CARIBBEAN GROUP	COM	$740K	0.3%Prev: 0.4%	2,652 SH	Decreased-3 SH
RUMBLE INC	COM CL A	$129K	0.1%Prev: 0.1%	20,373 SH	Decreased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.2M	1.0%Prev: 1.0%	81,107 SH	Increased-164 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$321K	0.1%	5,866 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$322K	0.1%	2,075 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$287K	0.1%	1,990 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.8M	0.8%	41,012 SH	New
SERVICENOW INC	COM	$431K	0.2%Prev: 0.2%	2,815 SH	Decreased+2,211 SH
SOUTHERN CO	COM	$327K	0.1%Prev: 0.2%	3,749 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.2M	1.0%Prev: 1.0%	4,648 SH	Increased-41 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.1M	5.4%Prev: 5.3%	17,678 SH	Increased-276 SH
SPDR SERIES TRUST	STATE STREET SPD	$42.9M	19.0%	469,315 SH	New
STERLING INFRASTRUCTURE INC	COM	$262K	0.1%Prev: 0.1%	856 SH	Decreased
TESLA INC	COM	$803K	0.4%Prev: 0.3%	1,785 SH	Increased+237 SH
TIDAL TRUST III	VISTASHARES TRGT	$16.2M	7.2%Prev: 7.3%	865,716 SH	Decreased
TJX COS INC NEW	COM	$327K	0.1%Prev: 0.1%	2,130 SH	Increased
TRUIST FINL CORP	COM	$208K	0.1%	4,229 SH	New
TWILIO INC	CL A	$233K	0.1%	1,641 SH	New
UBER TECHNOLOGIES INC	COM	$272K	0.1%Prev: 0.1%	3,331 SH	Decreased+297 SH
UNITEDHEALTH GROUP INC	COM	$204K	0.1%Prev: 0.1%	619 SH	Decreased+2 SH
VERIZON COMMUNICATIONS INC	COM	$204K	0.1%Prev: 0.1%	5,009 SH	Decreased-170 SH
VISA INC	COM CL A	$702K	0.3%Prev: 0.3%	2,003 SH	Decreased-138 SH
WALMART INC	COM	$1.2M	0.6%Prev: 0.5%	11,122 SH	Increased-304 SH

Sold (vs prior filing)

DARDEN RESTAURANTS INC — $204K
ISHARES SILVER TR — $237K
PROSHARES TR — $329K
ROPER TECHNOLOGIES INC — $453K
SELECT SECTOR SPDR TR — $522K
SELECT SECTOR SPDR TR — $760K
SELECT SECTOR SPDR TR — $540K
SELECT SECTOR SPDR TR — $1.6M
SPDR SERIES TRUST — $43.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001946654-26-000001	$225.2M	View
Nov 12, 2025	Q3 2025	13F-HR	0001946654-25-000009	$227.0M	View
Jul 17, 2026	Q2 2026