Second Half Financial Partners, LLC Portfolio Holdings

Second Half Financial Partners, LLC

  • $140 Million
  • Q4 2025

Second Half Financial Partners, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $140 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $43M, Amplify ETF Tr Amplify Cwp Enh with a value of $18.6M, Spdr S&P 500 ETF Trust with a value of $11.8M, Invesco Qqq Trust, Series 1 with a value of $4.14M, and Utilities Sector Spdr with a value of $3.64M.

Examining the 13F form we can see an increase of $1.79M in the current position value, from $138M to 140M.

Second Half Financial Partners, LLC is based out at Sebring, FL

Below you can find more details about Second Half Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
ETFs: $106 Million
Technology: $11 Million
Consumer Cyclical: $4.49 Million
Industrials: $4.28 Million
Financial Services: $3.58 Million
Communication Services: $2.75 Million
Utilities: $1.99 Million
Healthcare: $1.95 Million
Other: $3.19 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.98 Million 2.13% of portfolio
11,138
Q4 2025 Added 0.14%
$169B
$2.35 Million 1.68% of portfolio
2,815
Q4 2025 Added 366.06%
$465B
$1.89 Million 1.35% of portfolio
10,117
Q4 2025 Reduced 2.01%
$3.78T
$1.48 Million 1.06% of portfolio
2,913
Q4 2025 Added 0.9%
$2.39T
$1.31 Million 0.94% of portfolio
5,583
Q4 2025 Reduced 0.76%
$881B
$1.31 Million 0.94% of portfolio
4,373
Q4 2025 Reduced 1.26%
$279B
$1.15 Million 0.82% of portfolio
11,122
Q4 2025 Reduced 2.66%
$49.1B
$1.08 Million 0.78% of portfolio
9,832
Q4 2025 Added 847.21%
$94.5B
$1.02 Million 0.73% of portfolio
2,968
Q4 2025 Added 1.09%
$55.4B
$879,000 0.63% of portfolio
3,040
Q4 2025 Added 1.2%
$490B
$827,000 0.59% of portfolio
7,032
Q3 2025 Added 0.64%
$1.29T
$729,000 0.52% of portfolio
1,785
Q4 2025 Added 15.31%
$61.4B
$680,000 0.49% of portfolio
1,584
Q4 2025 Reduced 8.33%
$64.5B
$670,000 0.48% of portfolio
2,652
Q4 2025 Reduced 0.11%
$533B
$652,000 0.47% of portfolio
2,003
Q4 2025 Reduced 6.45%
$139B
$607,000 0.43% of portfolio
1,773
Q4 2025 Added 3.32%
$414B
$557,000 0.4% of portfolio
2,383
Q3 2025 Reduced 0.42%
$1.65T
$530,000 0.38% of portfolio
1,919
Q4 2025 Reduced 0.78%
$26.5B
$470,000 0.34% of portfolio
3,156
Q4 2025 Reduced 6.63%
$132B
$430,000 0.31% of portfolio
1,910
Q4 2025 Reduced 9.09%
$34.9B
$428,000 0.31% of portfolio
1,896
Q4 2025 Reduced 9.89%
$84B
$435,000 0.31% of portfolio
2,414
Q4 2025 Reduced 7.93%
$9.78B
$433,000 0.31% of portfolio
10,557
Q4 2025 Reduced 7.41%
$291B
$425,000 0.3% of portfolio
771
Q3 2025 Reduced 5.17%
$6.49B
$415,000 0.3% of portfolio
954
Q4 2025 Reduced 9.23%
$367B
$362,000 0.26% of portfolio
1,012
Q4 2025 Added 3.37%
$63.4B
$356,000 0.25% of portfolio
939
Q3 2025 Added 9.95%
$98.6B
$339,000 0.24% of portfolio
3,749
Q3 2025 Reduced 0.32%
$971B
$339,000 0.24% of portfolio
332
Q4 2025 Reduced 3.49%
$306B
$313,000 0.22% of portfolio
4,441
Q3 2025 Reduced 1.66%
$181B
$305,000 0.22% of portfolio
3,331
Q4 2025 Added 9.79%
$170B
$311,000 0.22% of portfolio
2,130
Q3 2025 Reduced 7.99%
$342B
$312,000 0.22% of portfolio
1,795
Q4 2025 Added 6.91%
$3.84B
$309,000 0.22% of portfolio
949
Q3 2025 Reduced 1.04%
$111B
$305,000 0.22% of portfolio
903
Q2 2025 New
$662B
$312,000 0.22% of portfolio
614
Q3 2025 Added 0.16%
$10.3B
$289,000 0.21% of portfolio
856
Q3 2025 New
$0
$266,000 0.19% of portfolio
29,464
Q3 2024 New
$181B
$269,000 0.19% of portfolio
10,573
Q3 2025 Reduced 0.82%
$1.37T
$269,000 0.19% of portfolio
443
Q4 2025 Added 11.59%
$19.3B
$259,000 0.19% of portfolio
2,734
Q2 2025 New
$50.4B
$271,000 0.19% of portfolio
4,480
Q3 2025 Reduced 0.04%
$107B
$240,000 0.17% of portfolio
289
Q2 2025 New
$37.5B
$239,000 0.17% of portfolio
4,104
Q3 2025 Added 0.02%
$522B
$241,000 0.17% of portfolio
1,210
Q4 2025 Added 4.94%
$140B
$237,000 0.17% of portfolio
1,056
Q4 2025 Added 7.76%
$96.4B
$238,000 0.17% of portfolio
1,909
Q4 2025 Reduced 0.26%
$255B
$220,000 0.16% of portfolio
646
Q3 2025 Reduced 38.24%
$224B
$224,000 0.16% of portfolio
735
Q4 2025 Added 3.38%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $140 Million
  • Prior Value $138 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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