Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Second Half Financial Partners, LLC (CIK 1946654) reported $222.1M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($43.0M, 19.36%), QQQI ($24.8M, 11.18%), SPYI ($20.0M, 9.00%), DIVO ($18.5M, 8.33%), RDVI ($16.0M, 7.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $43.0M | 19.36% | 469,315 | Hold |
| 2 | QQQI | NEOS ETF TRUST | $24.8M | 11.18% | 499,503 | Hold |
| 3 | SPYI | NEOS ETF TRUST | $20.0M | 9.00% | 404,802 | Hold |
| 4 | DIVO | AMPLIFY ETF TR | $18.5M | 8.33% | 412,650 | Added |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | $16.0M | 7.23% | 628,118 | Hold |
| 6 | OMAH | TIDAL TRUST III | $15.6M | 7.02% | 865,716 | Hold |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.7M | 5.26% | 17,966 | Added |
| 8 | QQQ | INVESCO QQQ TR | $4.0M | 1.79% | 6,901 | Added |
| 9 | ACIO | ETF SER SOLUTIONS | $3.5M | 1.56% | 82,357 | Added |
| 10 | DRSK | ETF SER SOLUTIONS | $3.2M | 1.46% | 118,347 | Added |
| 11 | AAPL | APPLE INC | $3.2M | 1.46% | 12,771 | Added |
| 12 | IYW | ISHARES TR | $2.7M | 1.21% | 14,855 | Hold |
| 13 | SCHD | SCHWAB STRATEGIC TR | $2.5M | 1.11% | 80,669 | Trimmed |
| 14 | IWM | ISHARES TR | $2.4M | 1.08% | 9,648 | Added |
| 15 | DIA | STATE STR SPDR DOW JONES IND | $2.1M | 0.96% | 4,589 | Trimmed |
| 16 | XLU | SELECT SECTOR SPDR TR | $2.1M | 0.94% | 45,445 | Added |
| 17 | DUBS | ETF SER SOLUTIONS | $1.9M | 0.85% | 52,084 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $1.8M | 0.82% | 10,400 | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.82% | 9,443 | Added |
| 20 | IDME | ETF SER SOLUTIONS | $1.8M | 0.80% | 72,395 | Added |
| 21 | JUCY | ETF SER SOLUTIONS | $1.7M | 0.75% | 74,893 | Added |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $1.3M | 0.58% | 33,173 | Added |
| 23 | DEFR | ETF SER SOLUTIONS | $1.3M | 0.58% | 48,310 | Added |
| 24 | STRV | EA SERIES TRUST | $1.3M | 0.56% | 29,860 | Added |
| 25 | ADME | ETF SER SOLUTIONS | $1.2M | 0.55% | 24,748 | Added |
Source: SEC Form 13F filings · as of 2026-03-31