Second Half Financial Partners
SEBRING, FLfiles as Second Half Financial Partners, LLC
$244m in 109 US stocks at the end of 30 June 2026. The top 10 are 70.3% of the money. It changed about 7.1% of the portfolio this quarter.
Value
$244m
Stocks
109
Top 10 share
70.3%
Turnover
7.1%
What changed this quarter
New
Bought for the first time this quarter.
- Pacer FDS TRQDPL0.5% of the fund
- Lamar AdvertisingLAMR0.3% of the fund
- Select Sector Spdr TRXLF0.3% of the fund
- Select Sector Spdr TRXLV0.3% of the fund
- ShopifySHOP0.3% of the fund
- TechnipFMCFTI0.3% of the fund
- Vodafone GroupVOD0.2% of the fund
- Micron TechnologyMU0.2% of the fund
- Credo Technology Group HoldingCRDO0.1% of the fund
- CSXCSX0.1% of the fund
- Texas InstrumentsTXN0.1% of the fund
- Advanced Micro DevicesAMD0.1% of the fund
- NucorNUE<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Manulife FinancialMFC<0.1% of the fund
- Proshares TRQLD<0.1% of the fund
- Pacer FDS TRTRFK<0.1% of the fund
- Horton D RDHI<0.1% of the fund
- United STS Oil FD LPUSO<0.1% of the fund
- American ExpressAXP<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Truist FinancialTFC<0.1% of the fund
- Pacer FDS TRSRVR<0.1% of the fund
- Aptus Large Cap Upside ETFUPSD<0.1% of the fund
- EzcorpEZPW<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ2.2% of the fund+7%
- Schwab Strategic TRSCHD1.1% of the fund+2%
- Select Sector Spdr TRXLU1.0% of the fund+23%
- Invesco Exchange Traded FD TRSP0.9% of the fund+5%
- Ishares TRTLT0.5% of the fund+78%
- Invesco Exchange Traded FD TPDP0.5% of the fund+8%
- Amazon.comAMZN0.4% of the fund+13%
- Expedia GroupEXPE0.3% of the fund+12%
- Altria GroupMO0.3% of the fund+15%
- Bristol-Myers SquibbBMY0.3% of the fund+18%
- Berkshire HathawayBRK-B0.2% of the fund+23%
- NextEra EnergyNEE0.2% of the fund+2%
- Eli LillyLLY0.2% of the fund+48%
- Ishares TRIGF0.2% of the fund+36%
- Delta Air LinesDAL0.2% of the fund+15%
- Meta PlatformsMETA0.1% of the fund+28%
- Ishares TRILF0.1% of the fund+34%
- Spdr Series TrustXME0.1% of the fund+31%
- AT&TT0.1% of the fund+18%
- Verizon CommunicationsVZ0.1% of the fund+23%
- United STS Gasoline FD LPUGA0.1% of the fund+16%
- Grayscale Bitcoin Trust ETFGBTC0.1% of the fund+22%
- Duke EnergyDUK<0.1% of the fund+6%
Cut
Sold some of their stake.
- State STR Spdr S&P 500 ETF TSPY5.1% of the fund-8%
- ETF SER SolutionsACIO1.5% of the fund-4%
- Ishares TRIWM1.1% of the fund-6%
- ETF SER SolutionsDUBS0.8% of the fund-6%
- ETF SER SolutionsIDUB0.8% of the fund-4%
- ETF SER SolutionsJUCY0.7% of the fund-4%
- ETF SER SolutionsADME0.5% of the fund-4%
- Rocket CompaniesRKT0.3% of the fund-10%
- MicrosoftMSFT0.3% of the fund-6%
- JPMorgan ChaseJPM0.3% of the fund-5%
- CaterpillarCAT0.3% of the fund-3%
- Royal Caribbean CruisesRCL0.3% of the fund-3%
- AlphabetGOOGL0.3% of the fund-12%
- TeslaTSLA0.3% of the fund-3%
- NetflixNFLX0.3% of the fund-4%
- BroadcomAVGO0.3% of the fund-4%
- Motorola SolutionsMSI0.1% of the fund-5%
- TwilioTWLO0.1% of the fund-2%
- Ishares TRIEF0.1% of the fund-26%
- Powell IndustriesPOWL0.1% of the fund-67%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- QualcommQCOM-100%
- SalesforceCRM-100%
- ExelixisEXEL-100%
- Select Sector Spdr TRXLI-100%
- Lam ResearchLRCX-100%
- Select Sector Spdr TRXLK-100%
- Lockheed MartinLMT-100%
- Palantir TechnologiesPLTR-100%
- McDonald'sMCD-100%
- VisaV-100%
- Ishares TRITA-100%
- Uber TechnologiesUBER-100%
Holdings
- Spdr Series TrustBIL
- Share
- 17.6%
- Value
- $43m
- Shares
- 469,315
Held
- Neos ETF TrustQQQI
- Share
- 11.6%
- Value
- $28m
- Shares
- 499,503
Held
- Neos ETF TrustSPYI
- Share
- 8.8%
- Value
- $21m
- Shares
- 404,802
Held
- Amplify ETF TRDIVO
- Share
- 7.7%
- Value
- $19m
- Shares
- 412,651
Held
- First TR Exchange-Traded FDRDVI
- Share
- 7.6%
- Value
- $18m
- Shares
- 628,118
Held
- Tidal Trust IIIOMAH
- Share
- 6.5%
- Value
- $16m
- Shares
- 865,716
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 5.1%
- Value
- $12m
- Shares
- 16,496
-8%
- Invesco QQQ TRQQQ
- Share
- 2.2%
- Value
- $5m
- Shares
- 7,386
+7%
- Ishares TRIYW
- Share
- 1.5%
- Value
- $4m
- Shares
- 14,955
Held
- ETF SER SolutionsACIO
- Share
- 1.5%
- Value
- $4m
- Shares
- 79,291
-4%
- ETF SER SolutionsDRSK
- Share
- 1.4%
- Value
- $3m
- Shares
- 116,967
Held
- Ishares TRIWM
- Share
- 1.1%
- Value
- $3m
- Shares
- 9,062
-6%
- Schwab Strategic TRSCHD
- Share
- 1.1%
- Value
- $3m
- Shares
- 82,292
+2%
- Select Sector Spdr TRXLU
- Share
- 1.0%
- Value
- $3m
- Shares
- 55,864
+23%
- State STR Spdr DOW Jones INDDIA
- Share
- 1.0%
- Value
- $2m
- Shares
- 4,557
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.9%
- Value
- $2m
- Shares
- 9,922
+5%
- ETF SER SolutionsDUBS
- Share
- 0.8%
- Value
- $2m
- Shares
- 49,195
-6%
- ETF SER SolutionsIDUB
- Share
- 0.8%
- Value
- $2m
- Shares
- 69,594
-4%
- ETF SER SolutionsJUCY
- Share
- 0.7%
- Value
- $2m
- Shares
- 72,168
-4%
- EA Series TrustSTXF
- Share
- 0.6%
- Value
- $1m
- Shares
- 29,659
Held
- Dimensional ETF TrustDFAI
- Share
- 0.5%
- Value
- $1m
- Shares
- 32,518
Held
- ETF SER SolutionsADME
- Share
- 0.5%
- Value
- $1m
- Shares
- 23,773
-4%
- ETF SER SolutionsDEFR
- Share
- 0.5%
- Value
- $1m
- Shares
- 47,497
Held
- Ishares TRTLT
- Share
- 0.5%
- Value
- $1m
- Shares
- 14,370
+78%
- Invesco Exchange Traded FD TPDP
- Share
- 0.5%
- Value
- $1m
- Shares
- 8,044
+8%
- Pacer FDS TRQDPL
- Share
- 0.5%
- Value
- $1m
- Shares
- 26,286
New
- ETF SER SolutionsOSCV
- Share
- 0.4%
- Value
- $861,900
- Shares
- 20,429
Held
- Select Sector Spdr TRXLF
- Share
- 0.3%
- Value
- $696,179
- Shares
- 12,986
New
- Select Sector Spdr TRXLV
- Share
- 0.3%
- Value
- $686,998
- Shares
- 4,330
New
- Vodafone GroupVOD
- Share
- 0.2%
- Value
- $593,882
- Shares
- 44,906
New
- Ishares TRIGF
- Share
- 0.2%
- Value
- $524,542
- Shares
- 7,876
+36%
- Invesco Exch Traded FD TR IISPHD
- Share
- 0.2%
- Value
- $424,383
- Shares
- 8,347
Held
- First TR Exchange Traded FDSDVY
- Share
- 0.2%
- Value
- $375,577
- Shares
- 8,706
Held
- Ishares TRILF
- Share
- 0.1%
- Value
- $307,800
- Shares
- 9,120
+34%
- Ishares TRIEF
- Share
- 0.1%
- Value
- $299,125
- Shares
- 3,163
-26%
- Spdr Series TrustXME
- Share
- 0.1%
- Value
- $289,566
- Shares
- 2,708
+31%
- Nuveen Municipal Value FundNUV
- Share
- 0.1%
- Value
- $271,660
- Shares
- 29,464
Held
- United STS Gasoline FD LPUGA
- Share
- 0.1%
- Value
- $251,144
- Shares
- 2,439
+16%
- Grayscale Bitcoin Trust ETFGBTC
- Share
- 0.1%
- Value
- $245,353
- Shares
- 5,390
+22%
- Dimensional ETF TrustDFAE
- Share
- <0.1%
- Value
- $241,340
- Shares
- 6,002
Held
- Manulife FinancialMFC
- Share
- <0.1%
- Value
- $233,459
- Shares
- 5,763
New
- Proshares TRQLD
- Share
- <0.1%
- Value
- $232,224
- Shares
- 2,400
New
- Pacer FDS TRTRFK
- Share
- <0.1%
- Value
- $221,616
- Shares
- 2,077
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustBIL | 17.6% | $43m | 469,315 | Held |
| Neos ETF TrustQQQI | 11.6% | $28m | 499,503 | Held |
| Neos ETF TrustSPYI | 8.8% | $21m | 404,802 | Held |
| Amplify ETF TRDIVO | 7.7% | $19m | 412,651 | Held |
| First TR Exchange-Traded FDRDVI | 7.6% | $18m | 628,118 | Held |
| Tidal Trust IIIOMAH | 6.5% | $16m | 865,716 | Held |
| State STR Spdr S&P 500 ETF TSPY | 5.1% | $12m | 16,496 | -8% |
| Invesco QQQ TRQQQ | 2.2% | $5m | 7,386 | +7% |
| Ishares TRIYW | 1.5% | $4m | 14,955 | Held |
| AppleAAPL | 1.5% | $4m | 12,789 | Held |
| ETF SER SolutionsACIO | 1.5% | $4m | 79,291 | -4% |
| ETF SER SolutionsDRSK | 1.4% | $3m | 116,967 | Held |
| Ishares TRIWM | 1.1% | $3m | 9,062 | -6% |
| Schwab Strategic TRSCHD | 1.1% | $3m | 82,292 | +2% |
| Select Sector Spdr TRXLU | 1.0% | $3m | 55,864 | +23% |
| State STR Spdr DOW Jones INDDIA | 1.0% | $2m | 4,557 | Held |
| Invesco Exchange Traded FD TRSP | 0.9% | $2m | 9,922 | +5% |
| NvidiaNVDA | 0.8% | $2m | 10,257 | Held |
| ETF SER SolutionsDUBS | 0.8% | $2m | 49,195 | -6% |
| ETF SER SolutionsIDUB | 0.8% | $2m | 69,594 | -4% |
| ETF SER SolutionsJUCY | 0.7% | $2m | 72,168 | -4% |
| EA Series TrustSTXF | 0.6% | $1m | 29,659 | Held |
| Dimensional ETF TrustDFAI | 0.5% | $1m | 32,518 | Held |
| ETF SER SolutionsADME | 0.5% | $1m | 23,773 | -4% |
| ETF SER SolutionsDEFR | 0.5% | $1m | 47,497 | Held |
| Ishares TRTLT | 0.5% | $1m | 14,370 | +78% |
| Invesco Exchange Traded FD TPDP | 0.5% | $1m | 8,044 | +8% |
| Pacer FDS TRQDPL | 0.5% | $1m | 26,286 | New |
| Amazon.comAMZN | 0.4% | $1m | 4,468 | +13% |
| General DynamicsGD | 0.4% | $1m | 2,936 | Held |
| ETF SER SolutionsOSCV | 0.4% | $861,900 | 20,429 | Held |
| L3harris TechnologiesLHX | 0.3% | $852,591 | 2,934 | Held |
| Rocket CompaniesRKT | 0.3% | $836,782 | 53,129 | -10% |
| Expedia GroupEXPE | 0.3% | $835,192 | 3,264 | +12% |
| MicrosoftMSFT | 0.3% | $828,827 | 2,222 | -6% |
| JPMorgan ChaseJPM | 0.3% | $828,116 | 2,530 | -5% |
| CaterpillarCAT | 0.3% | $821,259 | 771 | -3% |
| Royal Caribbean CruisesRCL | 0.3% | $802,398 | 2,527 | -3% |
| Lamar AdvertisingLAMR | 0.3% | $795,810 | 5,102 | New |
| Arista NetworksANET | 0.3% | $785,865 | 4,626 | Held |
| WalmartWMT | 0.3% | $750,104 | 6,623 | Held |
| Altria GroupMO | 0.3% | $738,423 | 10,263 | +15% |
| AlphabetGOOGL | 0.3% | $725,835 | 2,031 | -12% |
| Sterling InfrastructureSTRL | 0.3% | $718,492 | 856 | Held |
| Select Sector Spdr TRXLF | 0.3% | $696,179 | 12,986 | New |
| TeslaTSLA | 0.3% | $691,046 | 1,643 | -3% |
| Select Sector Spdr TRXLV | 0.3% | $686,998 | 4,330 | New |
| NetflixNFLX | 0.3% | $681,584 | 9,546 | -4% |
| Bristol-Myers SquibbBMY | 0.3% | $665,223 | 11,545 | +18% |
| ShopifySHOP | 0.3% | $657,791 | 5,761 | New |
| BroadcomAVGO | 0.3% | $642,927 | 1,702 | -4% |
| TechnipFMCFTI | 0.3% | $637,740 | 9,619 | New |
| Berkshire HathawayBRK-B | 0.2% | $597,966 | 1,195 | +23% |
| Vodafone GroupVOD | 0.2% | $593,882 | 44,906 | New |
| NextEra EnergyNEE | 0.2% | $593,075 | 6,757 | +2% |
| AbbVieABBV | 0.2% | $571,966 | 2,273 | Held |
| Eli LillyLLY | 0.2% | $571,749 | 477 | +48% |
| Ishares TRIGF | 0.2% | $524,542 | 7,876 | +36% |
| Delta Air LinesDAL | 0.2% | $514,069 | 5,489 | +15% |
| ArganAGX | 0.2% | $451,181 | 565 | Held |
| Coca-ColaKO | 0.2% | $426,807 | 5,252 | Held |
| Invesco Exch Traded FD TR IISPHD | 0.2% | $424,383 | 8,347 | Held |
| Micron TechnologyMU | 0.2% | $404,002 | 350 | New |
| First TR Exchange Traded FDSDVY | 0.2% | $375,577 | 8,706 | Held |
| CelesticaCLS | 0.1% | $364,800 | 1,000 | Held |
| Motorola SolutionsMSI | 0.1% | $360,564 | 868 | -5% |
| TwilioTWLO | 0.1% | $359,221 | 1,741 | -2% |
| Southern CompanySO | 0.1% | $356,304 | 3,723 | Held |
| Home DepotHD | 0.1% | $354,324 | 1,005 | Held |
| TJX CompaniesTJX | 0.1% | $331,179 | 2,186 | Held |
| Meta PlatformsMETA | 0.1% | $321,639 | 571 | +28% |
| Credo Technology Group HoldingCRDO | 0.1% | $314,918 | 1,158 | New |
| EntergyETR | 0.1% | $314,027 | 2,734 | Held |
| Ishares TRILF | 0.1% | $307,800 | 9,120 | +34% |
| Ishares TRIEF | 0.1% | $299,125 | 3,163 | -26% |
| Dominion EnergyD | 0.1% | $295,013 | 4,320 | Held |
| Spdr Series TrustXME | 0.1% | $289,566 | 2,708 | +31% |
| Parker-HannifinPH | 0.1% | $282,677 | 289 | Held |
| Johnson & JohnsonJNJ | 0.1% | $278,690 | 1,097 | Held |
| AT&TT | 0.1% | $274,747 | 13,273 | +18% |
| Powell IndustriesPOWL | 0.1% | $271,756 | 949 | -67% |
| Nuveen Municipal Value FundNUV | 0.1% | $271,660 | 29,464 | Held |
| LindeLIN | 0.1% | $271,406 | 523 | Held |
| RTXRTX | 0.1% | $265,910 | 1,402 | Held |
| CSXCSX | 0.1% | $263,033 | 5,534 | New |
| Texas InstrumentsTXN | 0.1% | $260,215 | 873 | New |
| Verizon CommunicationsVZ | 0.1% | $259,924 | 6,139 | +23% |
| United STS Gasoline FD LPUGA | 0.1% | $251,144 | 2,439 | +16% |
| Advanced Micro DevicesAMD | 0.1% | $248,049 | 427 | New |
| Grayscale Bitcoin Trust ETFGBTC | 0.1% | $245,353 | 5,390 | +22% |
| NucorNUE | <0.1% | $243,243 | 1,092 | New |
| Dimensional ETF TrustDFAE | <0.1% | $241,340 | 6,002 | Held |
| Duke EnergyDUK | <0.1% | $240,656 | 1,901 | +6% |
| Applied MaterialsAMAT | <0.1% | $238,363 | 330 | New |
| Manulife FinancialMFC | <0.1% | $233,459 | 5,763 | New |
| Proshares TRQLD | <0.1% | $232,224 | 2,400 | New |
| Union PacificUNP | <0.1% | $225,037 | 827 | Held |
| Constellation EnergyCEG | <0.1% | $224,278 | 903 | Held |
| Pacer FDS TRTRFK | <0.1% | $221,616 | 2,077 | New |
| Horton D RDHI | <0.1% | $221,540 | 1,360 | New |
Showing the largest 100 of 109.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 14.9% since 30 June 2025.
Where the money is
Technology4.8%
Industrials2.3%
Retail & consumer1.8%
Financial services1.3%
Media & telecom0.9%
Health care0.9%
Utilities0.8%
Everyday goods0.8%
Real estate0.3%
Energy0.3%
Materials0.2%
Other85.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.