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Second Half Financial Partners, LLC

Portfolio Manager
Second Half Financial Partners, LLC
Performance
-3.00% (2026 Q1)
AUM (13F)
$222.10M
# of Holdings
96
Performance Rank
Allocation (Top 20)
82.24%

Second Half Financial Partners, LLC Holdings Map

Top 50 Second Half Financial Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
19.36%469.3K$43.0M
+0.00%(+0)
2025-Q1: 479.8K shares2025-Q2: 415.3K shares2025-Q3: 469.3K shares2025-Q4: 469.3K shares2026-Q1: 469.3K shares
$91.63(-0.21%)
2026-03-31
QQQI
NEOS ETF TRUST
11.18%499.5K$24.8M
+0.00%(+0)
2025-Q1: 333.9K shares2025-Q2: 503.2K shares2025-Q3: 499.5K shares2025-Q4: 499.5K shares2026-Q1: 499.5K shares
$51.14(+8.26%)
2026-03-31
SPYI
NEOS ETF TRUST
9%404.8K$20.0M
+0.00%(+0)
2025-Q1: 407.4K shares2025-Q2: 409.8K shares2025-Q3: 404.8K shares2025-Q4: 404.8K shares2026-Q1: 404.8K shares
$51.01(+4.01%)
2026-03-31
DIVO
AMPLIFY ETF TR
8.33%412.6K$18.5M
+0.00%(+1)
2025-Q1: 417.0K shares2025-Q2: 416.2K shares2025-Q3: 412.6K shares2025-Q4: 412.6K shares2026-Q1: 412.6K shares
$40.67(+14.15%)
2026-03-31
RDVI
FIRST TR EXCHANGE-TRADED FD
7.23%628.1K$16.0M
+0.00%(+0)
2025-Q1: 620.4K shares2025-Q2: 634.2K shares2025-Q3: 628.1K shares2025-Q4: 628.1K shares2026-Q1: 628.1K shares
$23.67(+22.79%)
2026-03-31
OMAH
TIDAL TRUST III
7.02%865.7K$15.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 864.1K shares2025-Q3: 865.7K shares2025-Q4: 865.7K shares2026-Q1: 865.7K shares
$19.45(-2.97%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
5.26%18.0K$11.7M
+1.63%(+288)
2025-Q1: 10.1K shares2025-Q2: 18.6K shares2025-Q3: 18.0K shares2025-Q4: 17.7K shares2026-Q1: 18.0K shares
$537.06(+38.68%)
2026-03-31
QQQ
INVESCO QQQ TR
1.79%6.9K$4.0M
+0.60%(+41)
2025-Q1: 6.1K shares2025-Q2: 6.7K shares2025-Q3: 6.9K shares2025-Q4: 6.9K shares2026-Q1: 6.9K shares
$368.51(+93.37%)
2026-03-31
ACIO
ETF SER SOLUTIONS
1.56%82.4K$3.5M
+8.47%(+6.43K)
2025-Q1: 76.7K shares2025-Q2: 78.7K shares2025-Q3: 75.2K shares2025-Q4: 75.9K shares2026-Q1: 82.4K shares
$39.08(+18.08%)
2026-03-31
AAPL
APPLE INC
1.46%12.8K$3.2M
+14.66%(+1.63K)
2025-Q1: 11.2K shares2025-Q2: 11.2K shares2025-Q3: 11.1K shares2025-Q4: 11.1K shares2026-Q1: 12.8K shares
$182.52(+69.09%)
2026-03-31

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