Second Half Financial Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Second Half Financial Partners, LLC reported 82 stock positions worth $201.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 21.8% of the portfolio, followed by Neos S&P 500 High Income ETF (SPYI, 9.7%) and Amplify CWP Enhan Divid ETF (DIVO, 8.4%). Compared with Q4 2024, it opened 6 new positions, sold out of 17, added to 23 and reduced 50. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +310%) and the biggest sale an exit from FT Vest Smid Rising Dividend (SDVD).
- Most Recent 13F
- Q2 2026
- Location
- SEBRING, FL
- CIK
- 0001946654
- Portfolio Value
- $201.7M (Q1 2025)
- SEC Filing
- 0001946654-25-000002 ↗ filed May 7, 2025
Holdings Value
Holdings 82 stocks · $201.7M
| BIL SS SPDR BB 1-3M T-Bill ETF | 21.82% | 479,809 | $44.0M | Add +310.0% |
| SPYI Neos S&P 500 High Income ETF | 9.67% | 407,415 | $19.5M | Reduce -10.3% |
| DIVO Amplify CWP Enhan Divid ETF | 8.43% | 416,988 | $17.0M | Add +326.3% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 7.85% | 333,931 | $15.8M | Reduce -9.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 7.78% | 302,891 | $15.7M | Reduce -10.7% |
| RDVI FT Vest Rising Dividend Achi | 7.30% | 620,431 | $14.7M | Reduce -15.6% |
| SCHD Schwab US DVD Equity ETF | 3.17% | 228,464 | $6.4M | Reduce -14.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.80% | 10,094 | $5.6M | Add +36.4% |
| ACIO Aptus Collared Invest Opp | 1.47% | 76,699 | $3.0M | Reduce -0.5% |
| DRSK Aptus Defined Risk ETF | 1.46% | 108,321 | $3.0M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.43% | 6,148 | $2.9M | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 1.23% | 12,437 | $2.5M | Add +10.1% |
| AAPL Apple Inc. | 1.23% | 11,159 | $2.5M | Reduce -5.3% |
| IYZ iShares US Telecommunication | 1.13% | 83,213 | $2.3M | Add +1000.7% |
| IYC iShares US Consumer Discreti | 1.08% | 24,588 | $2.2M | New |
| STWD Starwood Property Trust Inc. | 1.04% | 106,021 | $2.1M | Reduce -17.7% |
| IYW iShares Ustechnology ETF | 1.01% | 14,465 | $2.0M | Reduce -1.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.99% | 4,745 | $2.0M | Reduce -1.8% |
| JUCY Aptus Enhanced Yield ETF | 0.97% | 85,858 | $2.0M | Reduce -0.7% |
| DUBS Aptus LRG Cap Enh YLD ETF | 0.81% | 52,812 | $1.6M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.76% | 3,417 | $1.5M | Reduce -22.9% |
| IDUB Aptus Intl Enhan YLD ETF | 0.71% | 68,607 | $1.4M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.63% | 11,644 | $1.3M | Add +18.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.62% | 15,851 | $1.2M | Reduce -67.3% |
| MSFT Microsoft Corp. | 0.59% | 3,186 | $1.2M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.57% | 6,684 | $1.2M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.56% | 4,603 | $1.1M | Reduce -65.3% |
| AMZN Amazon.com Inc. | 0.55% | 5,869 | $1.1M | Reduce -5.3% |
| STXF Strive 500 ETF | 0.53% | 29,750 | $1.1M | Add +1.6% |
| ADME Aptus Drwdwn MGD Eqty ETF | 0.51% | 23,084 | $1.0M | Reduce -0.3% |
| DFAI Dimensional International Co. | 0.50% | 32,573 | $1.0M | Add +0.6% |
| WMT Walmart Inc. | 0.50% | 11,394 | $1.0M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.44% | 962 | $897K | Reduce -7.6% |
| UNH Unitedhealth Group Inc. | 0.44% | 1,677 | $878K | Reduce -6.8% |
| XOM Exxon Mobil Corp. | 0.43% | 7,309 | $869K | Add +22.0% |
| PDP Invesco Dorsey Wright Moment | 0.36% | 7,348 | $735K | Reduce -3.1% |
| V Visa Inc. Class A | 0.36% | 2,056 | $721K | Add +18.0% |
| XLF SS Financial Select Sector | 0.35% | 14,276 | $711K | Reduce -0.5% |
| BKAG BNY Mellon Core Bond ETF | 0.32% | 15,488 | $653K | Reduce -0.1% |
| OSCV Opus Small Cap Value ETF | 0.30% | 17,318 | $604K | Add +0.8% |
| AMT American Tower Corp. | 0.28% | 2,601 | $566K | Reduce -0.5% |
| CPRT Copart Inc. | 0.28% | 9,902 | $560K | Add +27.8% |
| XLC SS Comm Select Sector SPDR | 0.27% | 5,747 | $554K | Reduce -6.3% |
| PGR Progressive Corp. | 0.27% | 1,937 | $548K | Reduce -3.5% |
| CHE Chemed Corp. | 0.26% | 868 | $534K | Reduce -3.9% |
| FANG Diamondback Energy Inc. | 0.25% | 3,145 | $503K | Reduce -11.1% |
| ABBV Abbvie Inc. | 0.25% | 2,383 | $499K | Reduce -3.6% |
| ROP Roper Technologies Inc. | 0.25% | 846 | $499K | Reduce -2.8% |
| BR Broadridge Financial Solutio | 0.25% | 2,050 | $497K | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.24% | 6,777 | $480K | Reduce -0.8% |
| XLI SS Industrial Select Sector | 0.23% | 3,564 | $467K | New |
| PWR Quanta Services Inc. | 0.22% | 1,779 | $452K | Add +29.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.21% | 2,060 | $423K | Add +17.9% |
| GOOGL Alphabet Inc. Class A | 0.21% | 2,679 | $414K | Add +5.4% |
| SPHD Invesco S&P 500 High Dividen | 0.20% | 8,115 | $408K | Reduce -4.8% |
| MSI Motorola Solutions Inc. | 0.20% | 927 | $406K | Add +62.4% |
| TLT iShares 20+ Year Treasury BD | 0.20% | 4,320 | $393K | Add +0.8% |
| HD Home Depot Inc. | 0.19% | 1,031 | $378K | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.16% | 545 | $314K | Reduce -19.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 589 | $314K | Add +3.0% |
| LIN Linde PLC | 0.15% | 663 | $309K | New |
| T AT&T Inc. | 0.15% | 10,877 | $308K | Add +1.1% |
| TSLA Tesla Inc. | 0.15% | 1,156 | $300K | New |
| IEF iShares 7-10 Year Treasury B | 0.15% | 3,139 | $299K | Reduce -14.1% |
| SDVY First Trust Smid Cap Rising | 0.15% | 8,870 | $297K | Reduce -5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 2,370 | $289K | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.14% | 1,677 | $281K | Reduce -7.5% |
| UBER Uber Technologies Inc. | 0.14% | 3,759 | $274K | New |
| AXP American Express Co. | 0.13% | 963 | $259K | Add +2.3% |
| NUV Nuveen Municipal Value | 0.13% | 29,464 | $258K | No change |
| D Dominion Energy Inc. | 0.13% | 4,506 | $253K | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 0.12% | 1,037 | $242K | Reduce -84.5% |
| DUK Duke Energy Corp. | 0.12% | 1,942 | $237K | Reduce -1.5% |
| GLD SPDR Gold Shares | 0.11% | 801 | $231K | Reduce -7.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,333 | $230K | Reduce -29.5% |
| DRI Darden Restaurants Inc. | 0.11% | 1,085 | $225K | No change |
| JNJ Johnson & Johnson | 0.11% | 1,334 | $221K | Reduce -91.3% |
| QLD Proshares Ultra QQQ | 0.11% | 2,400 | $213K | Reduce -0.4% |
| VZ Verizon Communications Inc. | 0.11% | 4,689 | $213K | Reduce -6.9% |
| MCD McDonald's Corp. | 0.10% | 677 | $211K | New |
| AMD Advanced Micro Devices | 0.10% | 1,956 | $201K | Reduce -30.5% |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.07% | 20,373 | $144K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SDVD FT Vest Smid Rising Dividend | Sold out | 0.00% | −4.55 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −3.66 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −3.44 |
| SPYI Neos S&P 500 High Income ETF | Reduce -10.3% | 9.67% | −1.60 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -10.7% | 7.78% | −1.57 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Reduce -9.3% | 7.85% | −1.56 |
| RDVI FT Vest Rising Dividend Achi | Reduce -15.6% | 7.30% | −1.40 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -67.3% | 0.62% | −1.17 |
| JPM JPMorgan Chase & Co. | Reduce -65.3% | 0.56% | −0.99 |
| JNJ Johnson & Johnson | Reduce -91.3% | 0.11% | −0.97 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.93 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.90 |
| LOW Lowe's Cos Inc. | Reduce -84.5% | 0.12% | −0.69 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.3% | 3.17% | −0.39 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.36 |
| LMT Lockheed Martin Corp. | Reduce -22.9% | 0.76% | −0.30 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.29 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.22 |
| AAPL Apple Inc. | Reduce -5.3% | 1.23% | −0.21 |
| STWD Starwood Property Trust Inc. | Reduce -17.7% | 1.04% | −0.15 |
| IYW iShares Ustechnology ETF | Reduce -1.9% | 1.01% | −0.14 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.13 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.12 |
| RTX RTX Corp. | Sold out | 0.00% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 1.43% | −0.12 |
| GLW Corning Inc. | Sold out | 0.00% | −0.12 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 0.55% | −0.11 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.11 |
| CEG Constellation Energy | Sold out | 0.00% | −0.11 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.10 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.10 |
| AMD Advanced Micro Devices | Reduce -30.5% | 0.10% | −0.07 |
| AVGO Broadcom Inc. | Reduce -7.5% | 0.14% | −0.07 |
| DIS The Walt Disney Co. | Reduce -29.5% | 0.11% | −0.07 |
| ACIO Aptus Collared Invest Opp | Reduce -0.5% | 1.47% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -19.9% | 0.16% | −0.04 |
| PDP Invesco Dorsey Wright Moment | Reduce -3.1% | 0.36% | −0.03 |
| FANG Diamondback Energy Inc. | Reduce -11.1% | 0.25% | −0.03 |
| DUBS Aptus LRG Cap Enh YLD ETF | Reduce -0.8% | 0.81% | −0.03 |
| QLD Proshares Ultra QQQ | Reduce -0.4% | 0.11% | −0.02 |
| ADME Aptus Drwdwn MGD Eqty ETF | Reduce -0.3% | 0.51% | −0.02 |
| SDVY First Trust Smid Cap Rising | Reduce -5.5% | 0.15% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -14.1% | 0.15% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.8% | 0.99% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -6.3% | 0.27% | −0.02 |
| HD Home Depot Inc. | Reduce -2.8% | 0.19% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -6.8% | 0.44% | −0.01 |
| NFLX Netflix Inc. | Reduce -7.6% | 0.44% | −0.01 |
| WMT Walmart Inc. | Reduce -0.1% | 0.50% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +310.0% | 21.82% | +16.60 |
| DIVO Amplify CWP Enhan Divid ETF | Add +326.3% | 8.43% | +6.49 |
| IYC iShares US Consumer Discreti | New | 1.08% | +1.08 |
| IYZ iShares US Telecommunication | Add +1000.7% | 1.13% | +1.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +36.4% | 2.80% | +0.68 |
| XLI SS Industrial Select Sector | New | 0.23% | +0.23 |
| LIN Linde PLC | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | New | 0.15% | +0.15 |
| UBER Uber Technologies Inc. | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +22.0% | 0.43% | +0.12 |
| MCD McDonald's Corp. | New | 0.10% | +0.10 |
| V Visa Inc. Class A | Add +18.0% | 0.36% | +0.09 |
| MSI Motorola Solutions Inc. | Add +62.4% | 0.20% | +0.07 |
| CPRT Copart Inc. | Add +27.8% | 0.28% | +0.06 |
| DFAI Dimensional International Co. | Add +0.6% | 0.50% | +0.04 |
| T AT&T Inc. | Add +1.1% | 0.15% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 0.16% | +0.03 |
| DRSK Aptus Defined Risk ETF | Add +0.0% | 1.46% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +17.9% | 0.21% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +0.8% | 0.20% | +0.01 |
| PWR Quanta Services Inc. | Add +29.5% | 0.22% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +10.1% | 1.23% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.2% | 0.57% | +0.00 |
| AXP American Express Co. | Add +2.3% | 0.13% | −0.01 |
| STXF Strive 500 ETF | Add +1.6% | 0.53% | −0.01 |
| OSCV Opus Small Cap Value ETF | Add +0.8% | 0.30% | −0.01 |
| NVDA Nvidia Corp. | Add +18.0% | 0.63% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 0.21% | −0.03 |
| MSFT Microsoft Corp. | Add +1.6% | 0.59% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $243.9M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q1 2026 | 96 | $222.1M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q4 2025 | 102 | $225.2M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q3 2025 | 96 | $227.0M | BIL, QQQI, SPYI, DIVO, OMAH |
| Q2 2025 | 90 | $212.2M | BIL, QQQI, SPYI, DIVO, OMAH |
| Q1 2025 | 82 | $201.7M | BIL, SPYI, DIVO, QQQI, JEPQ |
| Q4 2024 | 93 | $204.7M | SPYI, QQQI, JEPQ, RDVI, BIL |
| Q3 2024 | 93 | $188.7M | BIL, JEPQ, RDVI, SDVD, SCHD |
| Q2 2024 | 40 | $124.9M | BIL, JEPQ, RDVI, SDVD, BLK |
| Q1 2024 | 65 | $224.9M | BIL, SCHD, JEPQ, IEF, BLK |