Second Half Financial Partners, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001946654 · SEBRING, FL

As of Sep 30, 2025, Second Half Financial Partners, LLC reported 96 positions worth $227.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF	BIL	—	469,315	$43.1M	18.97%
NEOS ETF TRUST	—	—	499,503	$27.1M	11.93%
NEOS S&P 500(R) HIGH INCOME ETF	SPYI	—	404,802	$21.2M	9.33%
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	DIVO	—	412,647	8.4M	8.10%
TIDAL TRUST III	OMAH	—	865,716	6.7M	7.35%
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	RDVI	—	628,118	6.2M	7.15%
SPDR S&P 500 ETF TRUST	SPY	—	17,954	2.0M	5.27%
INVESCO QQQ TRUST SERIES 1	QQQ	—	6,853	$4.1M	1.81%
ISHARES RUSSELL 2000 ETF	IWM	—	14,000	$3.4M	1.49%
APTUS COLLARED INVESTMENT OPPORTUNITY ETF	ACIO	—	75,199	$3.3M	1.44%
APTUS DEFINED RISK ETF	DRSK	—	107,102	$3.1M	1.36%
ISHARES US TECHNOLOGY ETF	IYW	—	14,855	$2.9M	1.28%
APPLE INC	AAPL	Technology	11,122	$2.8M	1.25%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	81,271	$2.2M	0.98%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA	—	4,689	$2.2M	0.96%
NVIDIA CORP	NVDA	Technology	10,325	.9M	0.85%
ETF SER SOLUTIONS	DUBS	—	48,645	.8M	0.78%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	9,143	.7M	0.76%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF	XLU	—	18,243	.6M	0.70%
ETF SER SOLUTIONS	IDUB	—	67,011	.6M	0.70%
APTUS ENHANCED YIELD ETF	JUCY	—	68,918	.5M	0.68%
MICROSOFT CORP	MSFT	Technology	2,887	.5M	0.66%
JPMORGAN CHASE & CO	JPM	Financial Services	4,429	.4M	0.62%
NETFLIX INC	NFLX	Communication Services	1,038	.2M	0.55%
AMAZON.COM INC	AMZN	Equity	5,626	.2M	0.54%