Second Half Financial Partners, LLC Portfolio Holdings

Second Half Financial Partners, LLC

  • $138 Million
  • Q3 2025

Second Half Financial Partners, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Million distributed in 96 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 $43.1M, Amplify ETF Tr Amplify Cwp Enh with a value of $18.4M, Spdr S&P 500 ETF Trust with a value of $12M, Invesco Qqq Trust, Series 1 with a value of $4.11M, and Ishares Russell 2000 ETF with a value of $3.39M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $126M to 138M.

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 $138 Million
ETFs: $106 Million
Technology: $9.33 Million
Consumer Cyclical: $4.92 Million
Industrials: $4.73 Million
Financial Services: $3.43 Million
Communication Services: $2.79 Million
Utilities: $1.92 Million
Healthcare: $1.71 Million
Other: $3.25 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.58B
$147,000 0.11% of portfolio
20,373
Q3 2024 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $138 Million
  • Prior Value $126 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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