Second Half Financial Partners

Second Half Financial Partners as of June 30, 2026

Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 109 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str Blo 1 Etf (BIL) 17.6 $43M 469k 91.64
Neos Etf Trust Nasdaq 100 High (QQQI) 11.6 $28M 500k 56.79
Neos Etf Trust Neos S&p 500 Hi (SPYI) 8.8 $22M 405k 53.09
Amplify Etf Tr Cwp Enhanced Div (DIVO) 7.7 $19M 413k 45.70
First Tr Exchange-traded Ft Vest Ris (RDVI) 7.6 $19M 628k 29.40
Tidal Trust Iii Vistashares Trgt (OMAH) 6.5 $16M 866k 18.44
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 5.1 $12M 17k 746.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $5.4M 7.4k 736.43
Ishares Tr U.s. Tech Etf (IYW) 1.5 $3.8M 15k 252.23
Apple (AAPL) 1.5 $3.7M 13k 289.36
Etf Ser Solutions Aptus Collrd Inv (ACIO) 1.5 $3.7M 79k 46.14
Etf Ser Solutions Aptus Defined (DRSK) 1.4 $3.4M 117k 28.75
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.7M 9.1k 300.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $2.6M 82k 31.71
Select Sector Spdr Tr St Str Util Etf (XLU) 1.0 $2.5M 56k 45.34
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 1.0 $2.4M 4.6k 522.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $2.1M 9.9k 212.76
NVIDIA Corporation (NVDA) 0.8 $2.1M 10k 200.09
Etf Ser Solutions Aptus Large Cap (DUBS) 0.8 $2.0M 49k 41.65
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.8 $1.9M 70k 27.48
Etf Ser Solutions Aptus Enhanced (JUCY) 0.7 $1.6M 72k 21.98
Ea Series Trust Strive 500 Etf (STXF) 0.6 $1.4M 30k 48.30
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.3M 33k 41.25
Etf Ser Solutions Aptus Drawdown (ADME) 0.5 $1.3M 24k 55.65
Etf Ser Solutions Aptu Defd In Etf (DEFR) 0.5 $1.3M 48k 26.75
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.2M 14k 86.42
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) 0.5 $1.2M 8.0k 151.72
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.5 $1.2M 26k 45.07
Amazon (AMZN) 0.4 $1.1M 4.5k 238.35
General Dynamics Corporation (GD) 0.4 $1.0M 2.9k 354.24
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 0.4 $862k 20k 42.19
L3harris Technologies (LHX) 0.3 $853k 2.9k 290.59
Rocket Cos Com Cl A (RKT) 0.3 $837k 53k 15.75
Expedia Group Com New (EXPE) 0.3 $835k 3.3k 255.88
Microsoft Corporation (MSFT) 0.3 $829k 2.2k 373.01
JPMorgan Chase & Co. (JPM) 0.3 $828k 2.5k 327.32
Caterpillar (CAT) 0.3 $821k 771.00 1065.19
Royal Caribbean Cruises (RCL) 0.3 $802k 2.5k 317.53
Lamar Advertising Cl A (LAMR) 0.3 $796k 5.1k 155.98
Arista Networks Com Shs (ANET) 0.3 $786k 4.6k 169.88
Wal-Mart Stores (WMT) 0.3 $750k 6.6k 113.26
Altria (MO) 0.3 $738k 10k 71.95
Alphabet Cap Stk Cl A (GOOGL) 0.3 $726k 2.0k 357.38
Sterling Construction Company (STRL) 0.3 $719k 856.00 839.36
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.3 $696k 13k 53.61
Tesla Motors (TSLA) 0.3 $691k 1.6k 420.60
Select Sector Spdr Tr St Str Care Etf (XLV) 0.3 $687k 4.3k 158.66
Netflix (NFLX) 0.3 $682k 9.5k 71.40
Bristol Myers Squibb (BMY) 0.3 $665k 12k 57.62
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $658k 5.8k 114.18
Broadcom (AVGO) 0.3 $643k 1.7k 377.75
Technipfmc (FTI) 0.3 $638k 9.6k 66.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $598k 1.2k 500.39
Vodafone Group Sponsored Adr (VOD) 0.2 $594k 45k 13.22
Nextera Energy (NEE) 0.2 $593k 6.8k 87.77
Abbvie (ABBV) 0.2 $572k 2.3k 251.63
Eli Lilly & Co. (LLY) 0.2 $572k 477.00 1198.64
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $525k 7.9k 66.60
Delta Air Lines Com New (DAL) 0.2 $514k 5.5k 93.65
Argan (AGX) 0.2 $451k 565.00 798.55
Coca-Cola Company (KO) 0.2 $427k 5.3k 81.27
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $424k 8.3k 50.84
Micron Technology (MU) 0.2 $404k 350.00 1154.29
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $376k 8.7k 43.14
Celestica (CLS) 0.1 $365k 1.0k 364.80
Motorola Solutions Com New (MSI) 0.1 $361k 868.00 415.40
Twilio Cl A (TWLO) 0.1 $359k 1.7k 206.33
Southern Company (SO) 0.1 $356k 3.7k 95.70
Home Depot (HD) 0.1 $354k 1.0k 352.56
TJX Companies (TJX) 0.1 $331k 2.2k 151.50
Meta Platforms Cl A (META) 0.1 $322k 571.00 563.29
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $315k 1.2k 271.95
Entergy Corporation (ETR) 0.1 $314k 2.7k 114.86
Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $308k 9.1k 33.75
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $299k 3.2k 94.57
Dominion Resources (D) 0.1 $295k 4.3k 68.29
Spdr Series Trust St Str Sp Metal (XME) 0.1 $290k 2.7k 106.93
Parker-Hannifin Corporation (PH) 0.1 $283k 289.00 978.12
Johnson & Johnson (JNJ) 0.1 $279k 1.1k 254.05
At&t (T) 0.1 $275k 13k 20.70
Powell Industries (POWL) 0.1 $272k 949.00 286.36
Nuveen Muni Value Fund (NUV) 0.1 $272k 30k 9.22
Linde SHS (LIN) 0.1 $271k 523.00 518.94
Raytheon Technologies Corp (RTX) 0.1 $266k 1.4k 189.66
CSX Corporation (CSX) 0.1 $263k 5.5k 47.53
Texas Instruments Incorporated (TXN) 0.1 $260k 873.00 298.07
Verizon Communications (VZ) 0.1 $260k 6.1k 42.34
United Sts Gasoline Units (UGA) 0.1 $251k 2.4k 102.97
Advanced Micro Devices (AMD) 0.1 $248k 427.00 580.91
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $245k 5.4k 45.52
Nucor Corporation (NUE) 0.1 $243k 1.1k 222.75
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $241k 6.0k 40.21
Duke Energy Corp Com New (DUK) 0.1 $241k 1.9k 126.59
Applied Materials (AMAT) 0.1 $238k 330.00 722.31
Manulife Finl Corp (MFC) 0.1 $234k 5.8k 40.51
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $232k 2.4k 96.76
Union Pacific Corporation (UNP) 0.1 $225k 827.00 272.11
Constellation Energy (CEG) 0.1 $224k 903.00 248.37
Pacer Fds Tr Data & Digi Revo (TRFK) 0.1 $222k 2.1k 106.70
D.R. Horton (DHI) 0.1 $222k 1.4k 162.90
United Sts Oil Units (USO) 0.1 $219k 2.1k 106.44
American Express Company (AXP) 0.1 $219k 646.00 338.25
United Rentals (URI) 0.1 $213k 188.00 1132.89
Truist Financial Corp equities (TFC) 0.1 $211k 4.2k 49.82
Pacer Fds Tr Data And Infrast (SRVR) 0.1 $207k 6.5k 31.77
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 0.1 $207k 7.3k 28.20
Ezcorp Cl A Non Vtg (EZPW) 0.1 $205k 5.9k 34.57
PNC Financial Services (PNC) 0.1 $202k 822.00 246.22
Rum Group Com Cl A (RUM) 0.1 $129k 20k 6.34