Investor
Second Half Financial Partners, LLC
CIK 0001946654 · filed 2026-05-12 · SEC filing
13F book
$222.1M
Positions
96
18 new · 24 sold
Largest name
19.4%
Spdr Series Trust
Est. mark
−$5.07M
Price effect on 78 names still held. Flow $1.92M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 469.3K | $43M | 19.4% | $122K | Held |
| Neos Etf Trust | — | 499.5K | $24.8M | 11.2% | −$2.08M | Held |
| Neos Etf Trust | — | 404.8K | $20M | 9.0% | −$1.28M | Held |
| Amplify Etf Tr | — | 412.6K | $18.5M | 8.3% | $144.4K | Added$144.5K |
| First Tr Exchange-Traded Fd | — | 628.1K | $16M | 7.2% | −$433.4K | Held |
| Tidal Trust Iii | — | 865.7K | $15.6M | 7.0% | −$623.3K | Held |
| Spdr S&P 500 Etf Tr | — | 18K | $11.7M | 5.3% | −$558.1K | Added−$370.8K |
| Invesco Qqq Tr | — | 6.9K | $3.98M | 1.8% | −$254.7K | Added−$231K |
| Etf Ser Solutions | — | 82.4K | $3.46M | 1.6% | −$132.1K | Added$137.8K |
| Apple Inc. | AAPL | 12.8K | $3.24M | 1.5% | −$201.3K | Added$213.2K |
| Etf Ser Solutions | — | 118.3K | $3.23M | 1.5% | −$124.2K | Added$131.8K |
| Ishares Tr | — | 14.9K | $2.69M | 1.2% | −$271.3K | Held |
| Schwab Strategic Tr | — | 80.7K | $2.47M | 1.1% | $262.2K | Cut$250.2K |
| Ishares Tr | — | 9.65K | $2.39M | 1.1% | $11.1K | Added$902.2K |
| Spdr Dow Jones Indl Average | — | 4.59K | $2.13M | 1.0% | −$79.8K | Cut−$108.1K |
| Select Sector Spdr Tr | — | 45.4K | $2.09M | 0.9% | $131.2K | Added$334.7K |
| Etf Ser Solutions | — | 52.1K | $1.88M | 0.8% | −$78.3K | Added$48.5K |
| Nvidia Corp | NVDA | 10.4K | $1.81M | 0.8% | −$122.4K | Added−$73.1K |
| Invesco Exchange Traded Fd T | — | 9.44K | $1.81M | 0.8% | $2.96K | Added$238.1K |
| Etf Ser Solutions | — | 72.4K | $1.79M | 0.8% | $22.8K | Added$152.1K |
| Etf Ser Solutions | — | 74.9K | $1.66M | 0.7% | −$3.53K | Added$91.4K |
| Dimensional Etf Trust | — | 33.2K | $1.29M | 0.6% | $26K | Added$124.6K |
| Etf Ser Solutions | — | 48.3K | $1.28M | 0.6% | −$4.81K | Added$130.6K |
| Ea Series Trust | — | 29.9K | $1.25M | 0.6% | −$57.9K | Added$46.7K |
| Etf Ser Solutions | — | 24.7K | $1.22M | 0.6% | −$42.6K | Added$60.4K |
| Exxon Mobil Corp | — | 6.92K | $1.17M | 0.5% | $341.5K | Cut$328.5K |
| L3harris Technologies Inc | — | 2.93K | $1.01M | 0.5% | $151.3K | Cut$120.2K |
| General Dynamics Corp | GD | 2.94K | $1.01M | 0.5% | $19.3K | Cut$8.49K |
| Netflix Inc | NFLX | 9.91K | $953K | 0.4% | $23.5K | Added$31.2K |
| Invesco Exchange Traded Fd T | — | 7.46K | $900.7K | 0.4% | $32.4K | Cut$28.4K |
| Microsoft Corp | MSFT | 2.35K | $870.6K | 0.4% | −$266.8K | Cut−$538.1K |
| Rocket Cos Inc | — | 58.8K | $838.2K | 0.4% | — | New |
| Walmart Inc. | WMT | 6.69K | $831.4K | 0.4% | $86.1K | Cut−$407.7K |
| Amazon Com Inc | AMZN | 3.94K | $821.7K | 0.4% | −$89K | Cut−$467K |
| Etf Ser Solutions | — | 20.2K | $796.4K | 0.4% | $43.7K | Added$125.2K |
| Jpmorgan Chase & Co. | — | 2.67K | $784.8K | 0.4% | −$74.9K | Cut−$624.2K |
| Royal Caribbean Group | — | 2.61K | $718.2K | 0.3% | −$9.76K | Cut−$21.5K |
| Ishares Tr | — | 8.07K | $700K | 0.3% | −$2.46K | Added$243.8K |
| Expedia Group, Inc. | EXPE | 2.9K | $670.3K | 0.3% | — | New |
| Alphabet Inc | — | 2.31K | $663.7K | 0.3% | −$48.8K | Added$63K |
| Tesla, Inc. | TSLA | 1.7K | $632.7K | 0.3% | −$132.7K | Cut−$170K |
| Qualcomm Inc | — | 4.81K | $619.6K | 0.3% | — | New |
| Salesforce, Inc. | CRM | 3.31K | $618.8K | 0.3% | — | New |
| Nextera Energy Inc | — | 6.6K | $612.7K | 0.3% | $83.1K | Cut$70K |
| Bristol-Myers Squibb Co | — | 9.8K | $594.4K | 0.3% | — | New |
| Altria Group, Inc. | MO | 8.9K | $587.3K | 0.3% | — | New |
| Arista Networks, Inc. | ANET | 4.64K | $569.7K | 0.3% | — | New |
| Caterpillar Inc | CAT | 791 | $560.4K | 0.3% | $104.5K | Added$118.7K |
| Broadcom Inc. | AVGO | 1.77K | $549.1K | 0.2% | −$64.9K | Added−$64.6K |
| Exelixis, Inc. | EXEL | 12.7K | $545.4K | 0.2% | — | New |
| Select Sector Spdr Tr | — | 3.32K | $536.8K | 0.2% | $13.7K | Added$214.9K |
| Lam Research Corp | LRCX | 2.43K | $520K | 0.2% | — | New |
| Powell Inds Inc | — | 949 | $513.5K | 0.2% | $211K | Held |
| AbbVie Inc. | ABBV | 2.27K | $494.3K | 0.2% | −$25K | Cut−$50.1K |
| Berkshire Hathaway Inc Del | — | 975 | $467.2K | 0.2% | −$14.4K | Added$158.6K |
| Select Sector Spdr Tr | — | 3.39K | $450K | 0.2% | −$22K | Added$163.5K |
| Invesco Exch Traded Fd Tr Ii | — | 8.35K | $414.1K | 0.2% | $13.4K | Cut$11.4K |
| Ishares Tr | — | 4.3K | $410K | 0.2% | −$2.19K | Added$117.8K |
| Coca Cola Co | KO | 5.35K | $406.5K | 0.2% | $27.3K | Added$96.1K |
| Motorola Solutions, Inc. | MSI | 917 | $398K | 0.2% | $46.5K | Cut$38K |
| Ishares Tr | — | 5.81K | $389.3K | 0.2% | $32.8K | Cut$32.5K |
| Southern Co | — | 3.75K | $361.8K | 0.2% | $34.9K | Held |
| Sterling Infrastructure, Inc. | STRL | 856 | $348.6K | 0.2% | $86.5K | Held |
| Tjx Cos Inc New | — | 2.16K | $345K | 0.2% | $13K | Added$17.8K |
| First Tr Exchange-Traded Fd | — | 8.67K | $341.7K | 0.2% | $9.62K | Cut$6.05K |
| At&T Inc | — | 11.3K | $326.8K | 0.1% | $43.9K | Added$64.2K |
| Home Depot, Inc. | HD | 989 | $325.2K | 0.1% | −$15K | Cut−$23K |
| Delta Air Lines Inc Del | DAL | 4.77K | $316.9K | 0.1% | −$12K | Added$32.1K |
| Argan Inc | AGX | 565 | $307.7K | 0.1% | — | New |
| Entergy Corp New | — | 2.73K | $307.2K | 0.1% | $54.5K | Held |
| Eli Lilly & Co | LLY | 322 | $295.8K | 0.1% | −$49.8K | Cut−$60.6K |
| Celestica Inc | CLS | 1K | $281.7K | 0.1% | −$13.9K | Held |
| RTX Corp | RTX | 1.42K | $274K | 0.1% | — | New |
| Johnson & Johnson | JNJ | 1.09K | $267.3K | 0.1% | $41K | Cut$16.8K |
| Dominion Energy, Inc | D | 4.32K | $267.1K | 0.1% | $14K | Cut$4.58K |
| Nuveen Mun Value Fd Inc | — | 29.5K | $264.9K | 0.1% | −$2.06K | Held |
| Linde Plc | LIN | 523 | $259.3K | 0.1% | $36.3K | Cut−$22.1K |
| Parker-Hannifin Corp | PH | 289 | $258.7K | 0.1% | $4.7K | Held |
| Meta Platforms, Inc. | META | 446 | $255.2K | 0.1% | −$39K | Added−$37.3K |
| Lockheed Martin Corp | LMT | 418 | $252.6K | 0.1% | — | New |
| Constellation Energy Corp | CEG | 903 | $252.2K | 0.1% | −$66.8K | Held |
| Verizon Communications Inc | VZ | 5.01K | $251.5K | 0.1% | $47.4K | Held |
| Ishares Tr | — | 6.8K | $241.6K | 0.1% | $34.5K | Cut$22.1K |
| Palantir Technologies Inc. | PLTR | 1.64K | $239.9K | 0.1% | −$51.6K | Cut−$79.2K |
| Duke Energy Corp New | — | 1.8K | $235.6K | 0.1% | $24.7K | Cut$11.8K |
| Grayscale Bitcoin Trust Etf | GBTC | 4.42K | $233.4K | 0.1% | — | New |
| Twilio Inc | TWLO | 1.78K | $224.1K | 0.1% | −$26.9K | Added−$9.33K |
| Spdr Series Trust | — | 2.07K | $223.6K | 0.1% | — | New |
| Mcdonalds Corp | MCD | 711 | $221K | 0.1% | $3.67K | Cut−$3.67K |
| United Sts Gasoline Fd Lp | — | 2.1K | $217.2K | 0.1% | — | New |
| Visa Inc. | V | 707 | $213.7K | 0.1% | −$34.3K | Cut−$488.8K |
| Ishares Tr | — | 941 | $205.8K | 0.1% | — | New |
| Uber Technologies, Inc | UBER | 2.84K | $204.3K | 0.1% | −$27.8K | Cut−$67.9K |
| Union Pac Corp | — | 827 | $200.7K | 0.1% | — | New |
| Dimensional Etf Trust | — | 5.92K | $200.4K | 0.1% | — | New |
| Rumble Inc | — | 20.4K | $103.9K | 0.0% | −$24.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.