Second Half Financial Partners, LLC Portfolio Holdings

Second Half Financial Partners, LLC

  • $126 Million
  • Q2 2025

Second Half Financial Partners, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $38.1M, Amplify ETF Tr Amplify Cwp Enh with a value of $17.7M, Spdr S&P 500 ETF Trust with a value of $11.5M, Invesco Qqq Trust, Series 1 with a value of $3.71M, and ETF Ser Solutions Aptus Collar with a value of $3.26M.

Examining the 13F form we can see an decrease of $19.6M in the current position value, from $145M to 126M.

Second Half Financial Partners, LLC is based out at Sebring, FL

Below you can find more details about Second Half Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Million
ETFs: $97.6 Million
Technology: $7.59 Million
Consumer Cyclical: $4.32 Million
Industrials: $4.1 Million
Financial Services: $3.33 Million
Communication Services: $2.89 Million
Utilities: $1.8 Million
Consumer Defensive: $1.41 Million
Other: $2.57 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.1 Million 30.34% of portfolio
415,305
Q2 2025 Reduced 13.44%
$0
$17.7 Million 14.1% of portfolio
416,213
Q2 2025 Reduced 0.19%
$0
$11.5 Million 9.15% of portfolio
18,589
Q2 2025 Added 84.16%
$0
$3.71 Million 2.95% of portfolio
6,721
Q2 2025 Added 9.32%
$0
$3.26 Million 2.6% of portfolio
78,735
Q2 2025 Added 2.65%
$0
$3.17 Million 2.53% of portfolio
110,336
Q2 2025 Added 1.86%
$0
$3.03 Million 2.41% of portfolio
14,023
Q2 2025 Added 12.75%
$0
$2.74 Million 2.18% of portfolio
15,817
Q2 2025 Added 9.35%
$3.36T
$2.29 Million 1.82% of portfolio
11,168
Q2 2025 Added 0.08%
$0
$2.1 Million 1.67% of portfolio
79,350
Q2 2025 Reduced 65.27%
$0
$2.07 Million 1.65% of portfolio
4,702
Q2 2025 Reduced 0.91%
$447B
$1.61 Million 1.28% of portfolio
10,196
Q2 2025 Reduced 12.44%
$3.83T
$1.47 Million 1.17% of portfolio
2,946
Q2 2025 Reduced 7.53%
$0
$1.44 Million 1.15% of portfolio
7,949
Q2 2025 Added 18.93%
$0
$1.34 Million 1.06% of portfolio
16,382
Q2 2025 Added 3.35%
$527B
$1.29 Million 1.03% of portfolio
962
Q1 2025 Reduced 7.59%
$879B
$1.24 Million 0.98% of portfolio
4,265
Q2 2025 Reduced 7.34%
$0
$1.13 Million 0.9% of portfolio
23,506
Q2 2025 Added 1.83%
$0
$1.11 Million 0.88% of portfolio
32,010
Q2 2025 Reduced 1.73%
$265B
$1.09 Million 0.87% of portfolio
11,137
Q2 2025 Reduced 2.26%
$85.7B
$856,000 0.68% of portfolio
2,936
Q2 2025 New
$84.5B
$836,000 0.67% of portfolio
2,670
Q2 2025 Added 29.61%
$0
$807,000 0.64% of portfolio
7,435
Q2 2025 Added 1.18%
$52.5B
$755,000 0.6% of portfolio
3,011
Q2 2025 New
$466B
$753,000 0.6% of portfolio
6,987
Q2 2025 Reduced 4.41%
$0
$741,000 0.59% of portfolio
14,159
Q2 2025 Reduced 0.82%
$574B
$700,000 0.56% of portfolio
1,972
Q2 2025 Reduced 4.09%
$0
$682,000 0.54% of portfolio
18,907
Q2 2025 Added 9.18%
$58.8B
$617,000 0.49% of portfolio
1,633
Q2 2025 Reduced 8.21%
$97.2B
$536,000 0.43% of portfolio
2,426
Q2 2025 Reduced 6.73%
$0
$519,000 0.41% of portfolio
3,523
Q2 2025 Reduced 1.15%
$141B
$503,000 0.4% of portfolio
1,885
Q2 2025 Reduced 2.68%
$38.1B
$486,000 0.39% of portfolio
2,002
Q2 2025 Reduced 2.34%
$0
$481,000 0.38% of portfolio
4,438
Q2 2025 Reduced 22.78%
$11B
$474,000 0.38% of portfolio
9,661
Q2 2025 Reduced 2.43%
$58.6B
$468,000 0.37% of portfolio
826
Q2 2025 Reduced 2.36%
$0
$448,000 0.36% of portfolio
5,087
Q2 2025 Added 17.75%
$139B
$458,000 0.36% of portfolio
6,605
Q2 2025 Reduced 2.54%
$1.01T
$441,000 0.35% of portfolio
1,389
Q2 2025 Added 20.16%
$335B
$444,000 0.35% of portfolio
2,393
Q2 2025 Added 0.42%
$123B
$417,000 0.33% of portfolio
1,515
Q2 2025 Reduced 9.66%
$6.21B
$414,000 0.33% of portfolio
852
Q2 2025 Reduced 1.84%
$26.8B
$419,000 0.33% of portfolio
3,054
Q2 2025 Reduced 2.89%
$0
$385,000 0.31% of portfolio
8,115
Q1 2025 Reduced 4.83%
$381B
$378,000 0.3% of portfolio
1,031
Q1 2025 Reduced 2.83%
$72.8B
$359,000 0.29% of portfolio
854
Q2 2025 Reduced 7.87%
$227B
$333,000 0.27% of portfolio
1,046
Q2 2025 Added 8.62%
$103B
$345,000 0.27% of portfolio
3,761
Q2 2025 New
$1.57T
$336,000 0.27% of portfolio
456
Q2 2025 Reduced 16.33%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $126 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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