ETF Holders

Second Half Financial Partners, LLC ETF holdings

Sebring, FL

Reported $207.9M in 43 ETFs in its Form 13F for June 30, 2026.

ETF value
$207.9M
ETFs held
43
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
85.2%
of $243.9M

Top 10 of 43 ETF holdings

TickerFundValueSharesChange
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF$43.0M469,315No change
QQQINEOS NASDAQ-100 High Income ETF$28.4M499,503No change
SPYINeos S&P 500 High Income ETF$21.5M404,802No change
DIVOAmplify CWP Enhanced Dividend Income ETF$18.9M412,651+1 shares
RDVIFT Vest Rising Dividend Achievers Target Income ETF$18.5M628,118No change
OMAHVistaShares Target 15 Berkshire Select Income ETF$16.0M865,716No change
SPYState Street SPDR S&P 500 ETF Trust$12.3M16,496−1,470 shares
QQQInvesco QQQ Trust$5.4M7,386+485 shares
IYWiShares U.S. Technology ETF$3.8M14,955+100 shares
ACIOAptus Collared Investment Opportunity ETF$3.7M79,291−3,066 shares
33 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001946654. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Second Half Financial Partners, LLC own?

Second Half Financial Partners, LLC reported 43 ETF positions worth $207.9M in its Form 13F for June 30, 2026. The largest was BIL, at $43.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.