StockDriftsStockDriftsTop 50 Second Half Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 17.63% | 469.3K | $43.0M | +0.00%(+0) | $91.63(-0.09%) | 2026-06-30 | |
| QQQI | NEOS ETF TRUST | 11.63% | 499.5K | $28.4M | +0.00%(+0) | $51.14(+9.37%) | 2026-06-30 | |
| SPYI | NEOS ETF TRUST | 8.81% | 404.8K | $21.5M | +0.00%(+0) | $51.01(+6.58%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 7.73% | 412.7K | $18.9M | +0.00%(+1) | $40.67(+19.12%) | 2026-06-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 7.57% | 628.1K | $18.5M | +0.00%(+0) | $23.67(+26.70%) | 2026-06-30 | |
| OMAH | TIDAL TRUST III | 6.54% | 865.7K | $16.0M | +0.00%(+0) | $19.45(-4.56%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.05% | 16.5K | $12.3M | -8.18%(-1.47K) | $537.06(+44.37%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.23% | 7.4K | $5.4M | +7.03%(+485) | $386.82(+89.37%) | 2026-06-30 | |
| IYW | ISHARES TR | 1.55% | 15.0K | $3.8M | +0.67%(+100) | $156.07(+60.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.52% | 12.8K | $3.7M | +0.14%(+18) | $182.64(+67.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.07% | +16.01% | — | — | +11.45% |
| Top 20 Holdings Unweighted | +10.76% | +35.88% | — | — | +35.85% |
Second Half Financial Partners, LLC reports $243.92M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are BIL (17.6%), QQQI (11.6%) and SPYI (8.8%). The top 20 holdings account for 80.68% of reported assets. Its disclosed equity book has returned +16.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Second Half Financial Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1946654). View Second Half Financial Partners, LLC’s 13F filings on SEC