Institutional Fund
Second Half Financial Partners, LLC
Sebring, FLCIK 19466545 filings on record
Portfolio Value
$222.10M
Q1 2026
Holdings
96
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-1.4%
from $225.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust19.4%
- Neos ETF Trust11.2%
- Neos ETF Trust9.0%
- Amplify ETF Tr8.3%
- First Tr Exchange-Traded Fd7.2%
- Tidal Trust III7.0%
- Other37.9%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 469.3K | $43.01M | 19.4% | 0 | Held |
| 2 | Neos ETF Trust | 499.5K | $24.82M | 11.2% | 0 | Held |
| 3 | Neos ETF Trust | 404.8K | $19.99M | 9.0% | 0 | Held |
| 4 | Amplify ETF Tr | 412.6K | $18.51M | 8.3% | +1 | Added |
| 5 | First Tr Exchange-Traded Fd | 628.1K | $16.05M | 7.2% | 0 | Held |
| 6 | Tidal Trust III | 865.7K | $15.60M | 7.0% | 0 | Held |
| 7 | Spdr S&P 500 ETF Tr | 18.0K | $11.68M | 5.3% | +288 | Added |
| 8 | Invesco Qqq Tr | 6.9K | $3.98M | 1.8% | +41 | Added |
| 9 | ETF Ser Solutions | 82.4K | $3.46M | 1.6% | +6.4K | Added |
| 10 | Apple Inc | 12.8K | $3.24M | 1.5% | +1.6K | Added |
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