Second Half Financial Partners, LLC

SEBRING, FL · CIK 1946654 · 13F filing filed 2026-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySebring, FL

$243.9m reported value +9.8% vs Q1 2026

109positions

70.3%in top 10

26 new 32 added 31 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	469,315	$43.0m17.63%	17.63%	Unchanged
2	NEOS ETF TRUST NASDAQ 100 HIGH QQQI	QQQI	499,503	$28.4m11.63%	11.63%	Unchanged
3	NEOS ETF TRUST NEOS S&P 500 HI SPYI	SPYI	404,802	$21.5m8.81%	8.81%	Unchanged
4	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	412,651	$18.9m7.73%	7.73%	Added +1	+1 0.0%
5	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	628,118	$18.5m7.57%	7.57%	Unchanged
6	TIDAL TRUST III VISTASHARES TRGT OMAH	OMAH	865,716	$16.0m6.54%	6.54%	Unchanged
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,496	$12.3m5.05%	5.05%	Reduced -1.5k	-1,470 -8.2%
8	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,386	$5.4m2.23%	2.23%	Added +485	+485 7.0%
9	ISHARES TR U.S. TECH ETF IYW	IYW	14,955	$3.8m1.55%	1.55%	Added +100	+100 0.7%
10	APPLE INC COM AAPL	AAPL	12,789	$3.7m1.52%	1.52%	Added +18	+18 0.1%
11	ETF SER SOLUTIONS APTUS COLLRD INV ACIO	ACIO	79,291	$3.7m1.50%	1.50%	Reduced -3.1k	-3,066 -3.7%
12	ETF SER SOLUTIONS APTUS DEFINED DRSK	DRSK	116,967	$3.4m1.38%	1.38%	Reduced -1.4k	-1,380 -1.2%
13	ISHARES TR RUSSELL 2000 ETF IWM	IWM	9,062	$2.7m1.12%	1.12%	Reduced -586	-586 -6.1%
14	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	82,292	$2.6m1.07%	1.07%	Added +1.6k	+1,623 2.0%
15	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	55,864	$2.5m1.04%	1.04%	Added +10.4k	+10,419 22.9%
16	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	4,557	$2.4m0.98%	0.98%	Reduced -32	-32 -0.7%
17	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	9,922	$2.1m0.87%	0.87%	Added +479	+479 5.1%
18	NVIDIA CORPORATION COM NVDA	NVDA	10,257	$2.1m0.84%	0.84%	Reduced -143	-143 -1.4%
19	ETF SER SOLUTIONS APTUS LARGE CAP DUBS	DUBS	49,195	$2.0m0.84%	0.84%	Reduced -2.9k	-2,889 -5.5%
20	ETF SER SOLUTIONS APTUS INT ENH YL IDUB	IDUB	69,594	$1.9m0.78%	0.78%	Reduced -2.8k	-2,801 -3.9%
21	ETF SER SOLUTIONS APTUS ENHANCED JUCY	JUCY	72,168	$1.6m0.65%	0.65%	Reduced -2.7k	-2,725 -3.6%
22	EA SERIES TRUST STRIVE 500 ETF STXF	STXF	29,659	$1.4m0.59%	0.59%	Reduced -201	-201 -0.7%
23	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	32,518	$1.3m0.55%	0.55%	Reduced -655	-655 -2.0%
24	ETF SER SOLUTIONS APTUS DRAWDOWN ADME	ADME	23,773	$1.3m0.54%	0.54%	Reduced -975	-975 -3.9%
25	ETF SER SOLUTIONS APTUS DEFERRED I DEFR	DEFR	47,497	$1.3m0.52%	0.52%	Reduced -813	-813 -1.7%
26	ISHARES TR 20 YR TR BD ETF TLT	TLT	14,370	$1.2m0.51%	0.51%	Added +6.3k	+6,295 78.0%
27	INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO PDP	PDP	8,044	$1.2m0.50%	0.50%	Added +584	+584 7.8%
28	PACER FDS TR METAURUS CAP 400 QDPL	QDPL	26,286	$1.2m0.49%	0.49%	New
29	AMAZON COM INC COM AMZN	AMZN	4,468	$1.1m0.44%	0.44%	Added +523	+523 13.3%
30	GENERAL DYNAMICS CORP COM GD	GD	2,936	$1.0m0.43%	0.43%	Unchanged
31	ETF SER SOLUTIONS OPUS SML CP VL OSCV	OSCV	20,429	$861.9k0.35%	0.35%	Added +237	+237 1.2%
32	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	2,934	$852.6k0.35%	0.35%	Unchanged
33	ROCKET COS INC COM CL A RKT	RKT	53,129	$836.8k0.34%	0.34%	Reduced -5.7k	-5,690 -9.7%
34	EXPEDIA GROUP INC COM NEW EXPE	EXPE	3,264	$835.2k0.34%	0.34%	Added +361	+361 12.4%
35	MICROSOFT CORP COM MSFT	MSFT	2,222	$828.8k0.34%	0.34%	Reduced -130	-130 -5.5%
36	JPMORGAN CHASE & CO COM JPM	JPM	2,530	$828.1k0.34%	0.34%	Reduced -138	-138 -5.2%
37	CATERPILLAR INC COM CAT	CAT	771	$821.3k0.34%	0.34%	Reduced -20	-20 -2.5%
38	ROYAL CARIBBEAN GROUP COM RCL	RCL	2,527	$802.4k0.33%	0.33%	Reduced -83	-83 -3.2%
39	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	5,102	$795.8k0.33%	0.33%	New
40	ARISTA NETWORKS INC COM SHS ANET	ANET	4,626	$785.9k0.32%	0.32%	Reduced -14	-14 -0.3%
41	WALMART INC COM WMT	WMT	6,623	$750.1k0.31%	0.31%	Reduced -67	-67 -1.0%
42	ALTRIA GROUP INC COM MO	MO	10,263	$738.4k0.30%	0.30%	Added +1.4k	+1,363 15.3%
43	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,031	$725.8k0.30%	0.30%	Reduced -277	-277 -12.0%
44	STERLING INFRASTRUCTURE INC COM STRL	STRL	856	$718.5k0.29%	0.29%	Unchanged
45	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	12,986	$696.2k0.29%	0.29%	New
46	TESLA INC COM TSLA	TSLA	1,643	$691.0k0.28%	0.28%	Reduced -59	-59 -3.5%
47	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	4,330	$687.0k0.28%	0.28%	New
48	NETFLIX INC COM NFLX	NFLX	9,546	$681.6k0.28%	0.28%	Reduced -366	-366 -3.7%
49	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	11,545	$665.2k0.27%	0.27%	Added +1.7k	+1,744 17.8%
50	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	5,761	$657.8k0.27%	0.27%	New
51	BROADCOM INC COM AVGO	AVGO	1,702	$642.9k0.26%	0.26%	Reduced -72	-72 -4.1%
52	TECHNIPFMC PLC COM FTI	FTI	9,619	$637.7k0.26%	0.26%	New
53	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,195	$598.0k0.25%	0.25%	Added +220	+220 22.6%
54	VODAFONE GROUP PLC NEW SPONSORED ADR VOD	VOD	44,906	$593.9k0.24%	0.24%	New
55	NEXTERA ENERGY INC COM NEE	NEE	6,757	$593.1k0.24%	0.24%	Added +160	+160 2.4%
56	ABBVIE INC COM ABBV	ABBV	2,273	$572.0k0.23%	0.23%	Unchanged
57	ELI LILLY & CO COM LLY	LLY	477	$571.7k0.23%	0.23%	Added +155	+155 48.1%
58	ISHARES TR GLB INFRASTR ETF IGF	IGF	7,876	$524.5k0.22%	0.22%	Added +2.1k	+2,066 35.6%
59	DELTA AIR LINES INC DEL COM NEW DAL	DAL	5,489	$514.1k0.21%	0.21%	Added +722	+722 15.2%
60	ARGAN INC COM AGX	AGX	565	$451.2k0.18%	0.18%	Unchanged
61	COCA COLA CO COM KO	KO	5,252	$426.8k0.17%	0.17%	Reduced -94	-94 -1.8%
62	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	8,347	$424.4k0.17%	0.17%	Unchanged
63	MICRON TECHNOLOGY INC COM MU	MU	350	$404.0k0.17%	0.17%	New
64	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	8,706	$375.6k0.15%	0.15%	Added +40	+40 0.5%
65	CELESTICA INC COM CLS	CLS	1,000	$364.8k0.15%	0.15%	Unchanged
66	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	868	$360.6k0.15%	0.15%	Reduced -49	-49 -5.3%
67	TWILIO INC CL A TWLO	TWLO	1,741	$359.2k0.15%	0.15%	Reduced -40	-40 -2.2%
68	SOUTHERN CO COM SO	SO	3,723	$356.3k0.15%	0.15%	Reduced -26	-26 -0.7%
69	HOME DEPOT INC COM HD	HD	1,005	$354.3k0.15%	0.15%	Added +16	+16 1.6%
70	TJX COS INC NEW COM TJX	TJX	2,186	$331.2k0.14%	0.14%	Added +26	+26 1.2%
71	META PLATFORMS INC CL A META	META	571	$321.6k0.13%	0.13%	Added +125	+125 28.0%
72	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,158	$314.9k0.13%	0.13%	New
73	ENTERGY CORP NEW COM ETR	ETR	2,734	$314.0k0.13%	0.13%	Unchanged
74	ISHARES TR LATN AMER 40 ETF ILF	ILF	9,120	$307.8k0.13%	0.13%	Added +2.3k	+2,319 34.1%
75	ISHARES TR 7-10 YR TRSY BD IEF	IEF	3,163	$299.1k0.12%	0.12%	Reduced -1.1k	-1,133 -26.4%
76	DOMINION ENERGY INC COM D	D	4,320	$295.0k0.12%	0.12%	Unchanged
77	SPDR SERIES TRUST S&P METALS MNG XME	XME	2,708	$289.6k0.12%	0.12%	Added +638	+638 30.8%
78	PARKER-HANNIFIN CORP COM PH	PH	289	$282.7k0.12%	0.12%	Unchanged
79	JOHNSON & JOHNSON COM JNJ	JNJ	1,097	$278.7k0.11%	0.11%	Added +4	+4 0.4%
80	AT&T INC COM T	T	13,273	$274.7k0.11%	0.11%	Added +2.0k	+2,000 17.7%
81	POWELL INDS INC COM POWL	POWL	949	$271.8k0.11%	0.11%	Reduced -1.9k	-1,898 -66.7%
82	NUVEEN MUN VALUE FD INC COM NUV	NUV	29,464	$271.7k0.11%	0.11%	Unchanged
83	LINDE PLC SHS LIN	LIN	523	$271.4k0.11%	0.11%	Unchanged
84	RTX CORPORATION COM RTX	RTX	1,402	$265.9k0.11%	0.11%	Reduced -19	-19 -1.3%
85	CSX CORP COM CSX	CSX	5,534	$263.0k0.11%	0.11%	New
86	TEXAS INSTRS INC COM TXN	TXN	873	$260.2k0.11%	0.11%	New
87	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,139	$259.9k0.11%	0.11%	Added +1.1k	+1,130 22.6%
88	UNITED STS GASOLINE FD LP UNITS UGA	UGA	2,439	$251.1k0.10%	0.10%	Added +337	+337 16.0%
89	ADVANCED MICRO DEVICES INC COM AMD	AMD	427	$248.0k0.10%	0.10%	New
90	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	5,390	$245.4k0.10%	0.10%	Added +967	+967 21.9%
91	NUCOR CORP COM NUE	NUE	1,092	$243.2k0.10%	0.10%	New
92	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	6,002	$241.3k0.10%	0.10%	Added +84	+84 1.4%
93	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,901	$240.7k0.10%	0.10%	Added +102	+102 5.7%
94	APPLIED MATLS INC COM AMAT	AMAT	330	$238.4k0.10%	0.10%	New
95	MANULIFE FINL CORP COM MFC	MFC	5,763	$233.5k0.10%	0.10%	New
96	PROSHARES TR PSHS ULTRA QQQ QLD	QLD	2,400	$232.2k0.10%	0.10%	New
97	UNION PAC CORP COM UNP	UNP	827	$225.0k0.09%	0.09%	Unchanged
98	CONSTELLATION ENERGY CORP COM CEG	CEG	903	$224.3k0.09%	0.09%	Unchanged
99	PACER FDS TR DATA & DIGI REVO TRFK	TRFK	2,077	$221.6k0.09%	0.09%	New
100	D R HORTON INC COM DHI	DHI	1,360	$221.5k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	6,924	$1.2m6.9k shares
QUALCOMM INC QCOM	QCOM	4,811	$619.6k4.8k shares
SALESFORCE INC CRM	CRM	3,315	$618.8k3.3k shares
EXELIXIS INC EXEL	EXEL	12,717	$545.4k12.7k shares
SELECT SECTOR SPDR TR XLI	XLI	3,319	$536.8k3.3k shares
LAM RESEARCH CORP LRCX	LRCX	2,434	$520.0k2.4k shares
SELECT SECTOR SPDR TR XLK	XLK	3,386	$450.0k3.4k shares
LOCKHEED MARTIN CORP LMT	LMT	418	$252.6k418 shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,640	$239.9k1.6k shares
MCDONALDS CORP MCD	MCD	711	$221.0k711 shares
VISA INC V	V	707	$213.7k707 shares
ISHARES TR ITA	ITA	941	$205.8k941 shares
UBER TECHNOLOGIES INC UBER	UBER	2,840	$204.3k2.8k shares