Second Half Financial Partners

Second Half Financial Partners as of March 31, 2026

Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (BIL) 19.4 $43M 469k 91.64
Neos Etf Trust Nasdaq 100 High (QQQI) 11.2 $25M 500k 49.69
Neos Etf Trust Neos S&p 500 Hi (SPYI) 9.0 $20M 405k 49.37
Amplify Etf Tr Cwp Enhanced Div (DIVO) 8.3 $19M 413k 44.85
First Tr Exchange-traded Ft Vest Ris (RDVI) 7.2 $16M 628k 25.55
Tidal Trust Iii Vistashares Trgt (OMAH) 7.0 $16M 866k 18.02
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 5.3 $12M 18k 650.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $4.0M 6.9k 577.21
Etf Ser Solutions Aptus Collrd Inv (ACIO) 1.6 $3.5M 82k 41.96
Apple (AAPL) 1.5 $3.2M 13k 253.79
Etf Ser Solutions Aptus Defined (DRSK) 1.5 $3.2M 118k 27.33
Ishares Tr U.s. Tech Etf (IYW) 1.2 $2.7M 15k 181.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $2.5M 81k 30.68
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.4M 9.6k 247.99
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.0 $2.1M 4.6k 463.15
Select Sector Spdr Tr State Street Uti (XLU) 0.9 $2.1M 45k 45.89
Etf Ser Solutions Aptus Large Cap (DUBS) 0.8 $1.9M 52k 36.06
NVIDIA Corporation (NVDA) 0.8 $1.8M 10k 174.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $1.8M 9.4k 191.91
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.8 $1.8M 72k 24.67
Etf Ser Solutions Aptus Enhanced (JUCY) 0.7 $1.7M 75k 22.15
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $1.3M 33k 38.96
Etf Ser Solutions Aptus Deferred I (DEFR) 0.6 $1.3M 48k 26.60
Ea Series Trust Strive 500 Etf (STRV) 0.6 $1.3M 30k 41.97
Etf Ser Solutions Aptus Drawdown (ADME) 0.6 $1.2M 25k 49.43
Exxon Mobil Corporation (XOM) 0.5 $1.2M 6.9k 169.65
L3harris Technologies (LHX) 0.5 $1.0M 2.9k 345.15
General Dynamics Corporation (GD) 0.5 $1.0M 2.9k 343.22
Netflix (NFLX) 0.4 $953k 9.9k 96.15
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.4 $901k 7.5k 120.74
Microsoft Corporation (MSFT) 0.4 $871k 2.4k 370.16
Rocket Cos Com Cl A (RKT) 0.4 $838k 59k 14.25
Wal-Mart Stores (WMT) 0.4 $831k 6.7k 124.28
Amazon (AMZN) 0.4 $822k 3.9k 208.28
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 0.4 $796k 20k 39.44
JPMorgan Chase & Co. (JPM) 0.4 $785k 2.7k 294.15
Royal Caribbean Cruises (RCL) 0.3 $718k 2.6k 275.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $700k 8.1k 86.69
Expedia Group Com New (EXPE) 0.3 $670k 2.9k 230.89
Alphabet Cap Stk Cl A (GOOGL) 0.3 $664k 2.3k 287.56
Tesla Motors (TSLA) 0.3 $633k 1.7k 371.75
Qualcomm (QCOM) 0.3 $620k 4.8k 128.79
salesforce (CRM) 0.3 $619k 3.3k 186.67
Nextera Energy (NEE) 0.3 $613k 6.6k 92.88
Bristol Myers Squibb (BMY) 0.3 $594k 9.8k 60.65
Altria (MO) 0.3 $587k 8.9k 65.99
Arista Networks Com Shs (ANET) 0.3 $570k 4.6k 122.78
Caterpillar (CAT) 0.3 $560k 791.00 708.46
Broadcom (AVGO) 0.2 $549k 1.8k 309.51
Exelixis (EXEL) 0.2 $545k 13k 42.89
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $537k 3.3k 161.73
Lam Research Corp Com New (LRCX) 0.2 $520k 2.4k 213.66
Powell Industries (POWL) 0.2 $514k 949.00 541.08
Abbvie (ABBV) 0.2 $494k 2.3k 217.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $467k 975.00 479.20
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $450k 3.4k 132.90
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $414k 8.3k 49.61
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $410k 4.3k 95.44
Coca-Cola Company (KO) 0.2 $407k 5.3k 76.05
Motorola Solutions Com New (MSI) 0.2 $398k 917.00 434.08
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $389k 5.8k 67.00
Southern Company (SO) 0.2 $362k 3.7k 96.51
Sterling Construction Company (STRL) 0.2 $349k 856.00 407.27
TJX Companies (TJX) 0.2 $345k 2.2k 159.70
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $342k 8.7k 39.43
At&t (T) 0.1 $327k 11k 28.99
Home Depot (HD) 0.1 $325k 989.00 328.78
Delta Air Lines Com New (DAL) 0.1 $317k 4.8k 66.47
Argan (AGX) 0.1 $308k 565.00 544.65
Entergy Corporation (ETR) 0.1 $307k 2.7k 112.36
Eli Lilly & Co. (LLY) 0.1 $296k 322.00 918.74
Celestica (CLS) 0.1 $282k 1.0k 281.68
Raytheon Technologies Corp (RTX) 0.1 $274k 1.4k 192.83
Johnson & Johnson (JNJ) 0.1 $267k 1.1k 244.52
Dominion Resources (D) 0.1 $267k 4.3k 61.82
Nuveen Muni Value Fund (NUV) 0.1 $265k 30k 8.99
Linde SHS (LIN) 0.1 $259k 523.00 495.76
Parker-Hannifin Corporation (PH) 0.1 $259k 289.00 895.24
Meta Platforms Cl A (META) 0.1 $255k 446.00 572.13
Lockheed Martin Corporation (LMT) 0.1 $253k 418.00 604.39
Constellation Energy (CEG) 0.1 $252k 903.00 279.25
Verizon Communications (VZ) 0.1 $252k 5.0k 50.20
Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $242k 6.8k 35.52
Palantir Technologies Cl A (PLTR) 0.1 $240k 1.6k 146.28
Duke Energy Corp Com New (DUK) 0.1 $236k 1.8k 130.96
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $233k 4.4k 52.76
Twilio Cl A (TWLO) 0.1 $224k 1.8k 125.82
Spdr Series Trust State Street Spd (XME) 0.1 $224k 2.1k 108.01
McDonald's Corporation (MCD) 0.1 $221k 711.00 310.79
United Sts Gasoline Units (UGA) 0.1 $217k 2.1k 103.34
Visa Com Cl A (V) 0.1 $214k 707.00 302.24
Ishares Tr Us Aer Def Etf (ITA) 0.1 $206k 941.00 218.75
Uber Technologies (UBER) 0.1 $204k 2.8k 71.93
Union Pacific Corporation (UNP) 0.1 $201k 827.00 242.72
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $200k 5.9k 33.86
Rumble Com Cl A (RUM) 0.0 $104k 20k 5.10