Second Half Financial Partners, LLC

Q2 2026 13F-HR Holdings

Location
Sebring, FL
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$243,919
Net value change ($000)
+21,814 (9.8%)
New positions
26
Sold out positions
13
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQI 3,547 14.3%
RDVI 2,419 15.1%
SPYI 1,506 7.5%
QQQ 1,456 36.6%
QDPL 1,185 NEW
IYW 1,077 40.0%
LAMR 796 NEW
XLF 696 NEW
XLV 687 NEW
SHOP 658 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,175 -100.0%
QCOM -620 -100.0%
CRM -619 -100.0%
EXEL -545 -100.0%
XLI -537 -100.0%
LRCX -520 -100.0%
XLK -450 -100.0%
NFLX -271 -28.4%
LMT -253 -100.0%
POWL -241 -47.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type