Second Half Financial Partners, LLC
97 holdingsFiling period: 2026-03-31Current AUM: $239.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 469.3K | $43.0M | $43.0M | 18.01% | -- | 2026-03-31 |
| 2 | QQQI | NEOS ETF TRUST | 499.5K | $24.8M | $26.5M | 11.09% | -- | 2026-03-31 |
| 3 | SPYI | NEOS ETF TRUST | 404.8K | $20.0M | $21.4M | 8.95% | -- | 2026-03-31 |
| 4 | DIVO | AMPLIFY ETF TR | 412.6K | $18.5M | $19.3M | 8.10% | +1 | 2026-03-31 |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | 628.1K | $16.0M | $18.3M | 7.68% | -- | 2026-03-31 |
| 6 | OMAH | TIDAL TRUST III | 865.7K | $15.6M | $16.3M | 6.81% | -- | 2026-03-31 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 18.0K | $11.7M | $13.4M | 5.62% | +288 | 2026-03-31 |
| 8 | QQQ | INVESCO QQQ TR | 6.9K | $4.0M | $4.7M | 1.99% | +41 | 2026-03-31 |
| 9 | ACIO | ETF SER SOLUTIONS | 82.4K | $3.5M | $3.8M | 1.58% | +6.4K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 12.8K | $3.2M | $3.9M | 1.65% | +1.6K | 2026-03-31 |
| 11 | DRSK | ETF SER SOLUTIONS | 118.3K | $3.2M | $3.4M | 1.41% | +9.4K | 2026-03-31 |
| 12 | IYW | ISHARES TR | 14.9K | $2.7M | $3.5M | 1.48% | -- | 2026-03-31 |
| 13 | SCHD | SCHWAB STRATEGIC TR | 80.7K | $2.5M | $2.7M | 1.13% | -438 | 2026-03-31 |
| 14 | IWM | ISHARES TR | 9.6K | $2.4M | $2.8M | 1.18% | +3.6K | 2026-03-31 |
| 15 | DIA | STATE STR SPDR DOW JONES IND | 4.6K | $2.1M | $2.4M | 1.01% | -59 | 2026-03-31 |
| 16 | XLU | SELECT SECTOR SPDR TR | 45.4K | $2.1M | $2.0M | 0.84% | +4.4K | 2026-03-31 |
| 17 | DUBS | ETF SER SOLUTIONS | 52.1K | $1.9M | $2.2M | 0.91% | +3.5K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 10.4K | $1.8M | $2.1M | 0.87% | +283 | 2026-03-31 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | 9.4K | $1.8M | $2.0M | 0.85% | +1.2K | 2026-03-31 |
| 20 | IDUB | ETF SER SOLUTIONS | 72.4K | $1.8M | $2.0M | 0.83% | +5.2K | 2026-03-31 |
| 21 | JUCY | ETF SER SOLUTIONS | 74.9K | $1.7M | $1.6M | 0.69% | +4.3K | 2026-03-31 |
| 22 | DFAI | DIMENSIONAL ETF TRUST | 33.2K | $1.3M | $1.4M | 0.58% | +2.5K | 2026-03-31 |
| 23 | DEFR | ETF SER SOLUTIONS | 48.3K | $1.3M | $1.3M | 0.53% | +5.1K | 2026-03-31 |
| 24 | STRV | EA SERIES TRUST | 29.9K | $1.3M | $1.3M | 0.52% | +2.5K | 2026-03-31 |
| 25 | ADME | ETF SER SOLUTIONS | 24.7K | $1.2M | $1.4M | 0.57% | +2.1K | 2026-03-31 |
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