Second Half Financial Partners, LLC

Est. AUM

$222.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$43.0M	469315	19.36%	SOLE
2	NEOS ETF TRUST	NASDAQ 100 HIGH	$24.8M	499503	11.17%	SOLE
3	NEOS ETF TRUST	NEOS S&P 500 HI	$20.0M	404802	9.00%	SOLE
4	AMPLIFY ETF TR	CWP ENHANCED DIV	$18.5M	412650	8.33%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$16.0M	628118	7.23%	SOLE
6	TIDAL TRUST III	VISTASHARES TRGT	$15.6M	865716	7.02%	SOLE
7	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.7M	17966	5.26%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$4.0M	6901	1.79%	SOLE
9	ETF SER SOLUTIONS	APTUS COLLRD INV	$3.5M	82357	1.56%	SOLE
10	APPLE INC	COM	$3.2M	12771	1.46%	SOLE
11	ETF SER SOLUTIONS	APTUS DEFINED	$3.2M	118347	1.46%	SOLE
12	ISHARES TR	U.S. TECH ETF	$2.7M	14855	1.21%	SOLE
13	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.5M	80669	1.11%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$2.4M	9648	1.08%	SOLE
15	STATE STR SPDR DOW JONES IND	UT SER 1	$2.1M	4589	0.96%	SOLE
16	SELECT SECTOR SPDR TR	STATE STREET UTI	$2.1M	45445	0.94%	SOLE
17	ETF SER SOLUTIONS	APTUS LARGE CAP	$1.9M	52084	0.85%	SOLE
18	NVIDIA CORPORATION	COM	$1.8M	10400	0.82%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.8M	9443	0.82%	SOLE
20	ETF SER SOLUTIONS	APTUS INT ENH YL	$1.8M	72395	0.80%	SOLE
21	ETF SER SOLUTIONS	APTUS ENHANCED	$1.7M	74893	0.75%	SOLE
22	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.3M	33173	0.58%	SOLE
23	ETF SER SOLUTIONS	APTUS DEFERRED I	$1.3M	48310	0.58%	SOLE
24	EA SERIES TRUST	STRIVE 500 ETF	$1.3M	29860	0.56%	SOLE
25	ETF SER SOLUTIONS	APTUS DRAWDOWN	$1.2M	24748	0.55%	SOLE
26	EXXON MOBIL CORP	COM	$1.2M	6924	0.53%	SOLE
27	L3HARRIS TECHNOLOGIES INC	COM	$1.0M	2934	0.46%	SOLE
28	GENERAL DYNAMICS CORP	COM	$1.0M	2936	0.45%	SOLE
29	NETFLIX INC.	COM	$953K	9912	0.43%	SOLE
30	INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$901K	7460	0.41%	SOLE
31	MICROSOFT CORP	COM	$871K	2352	0.39%	SOLE
32	ROCKET COS INC	COM CL A	$838K	58819	0.38%	SOLE
33	WALMART INC	COM	$831K	6690	0.37%	SOLE
34	AMAZON COM INC	COM	$822K	3945	0.37%	SOLE
35	ETF SER SOLUTIONS	OPUS SML CP VL	$796K	20192	0.36%	SOLE
36	JPMORGAN CHASE & CO	COM	$785K	2668	0.35%	SOLE
37	ROYAL CARIBBEAN GROUP	COM	$718K	2610	0.32%	SOLE
38	ISHARES TR	20 YR TR BD ETF	$700K	8075	0.32%	SOLE
39	EXPEDIA GROUP INC	COM NEW	$670K	2903	0.30%	SOLE
40	ALPHABET INC	CAP STK CL A	$664K	2308	0.30%	SOLE
41	TESLA INC	COM	$633K	1702	0.29%	SOLE
42	QUALCOMM INC	COM	$620K	4811	0.28%	SOLE
43	SALESFORCE INC	COM	$619K	3315	0.28%	SOLE
44	NEXTERA ENERGY INC	COM	$613K	6597	0.28%	SOLE
45	BRISTOL-MYERS SQUIBB CO	COM	$594K	9801	0.27%	SOLE
46	ALTRIA GROUP INC	COM	$587K	8900	0.26%	SOLE
47	ARISTA NETWORKS INC	COM SHS	$570K	4640	0.26%	SOLE
48	CATERPILLAR INC	COM	$560K	791	0.25%	SOLE
49	BROADCOM INC	COM	$549K	1774	0.25%	SOLE
50	EXELIXIS INC	COM	$545K	12717	0.25%	SOLE

1–50 of 96

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.