Second Half Financial Partners, LLC
All 13F Filings
- Location
- Sebring, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 225,248
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 102 | 225,248 | 13F-HR | Second Half Financial Partners, LLC |
| Q3 2025 | 11/12/2025 | 96 | 227,003 | 13F-HR | Second Half Financial Partners, LLC |
| Q2 2025 | 7/25/2025 | 90 | 212,234 | 13F-HR | Second Half Financial Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 216.9 K | 96.7% | 0 | 503 | -503 |
| ETFs | 7.474 K | 3.3% | 0 | 1.244 K | -1.244 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
225,248
Holdings
102
QoQ value change ($000)
-1,755
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.