Second Half Financial Partners, LLC

13F filer · CIK 0001946654

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$244MU.S. long equity reported on 13F

Positions7219 new · 10 closed

Net flow last quarter+$506KBuys minus sells

Top 10 positions weight12.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 202672 positions
SPYSPDR S&P 500 ETF Trust	$12.3M	5.05%	Not reported	-8.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$5.44M	2.23%	Not reported	+7.0%	Q4 2022
AAPLApple Inc.	$3.7M	1.52%	0.00%	+0.1%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.38M	0.98%	Not reported	-0.7%	Q4 2022
NVDANvidia Corp	$2.05M	0.84%	0.00%	-1.4%	Q2 2023
AMZNAmazon Com Inc	$1.06M	0.44%	0.00%	+13.3%	Q4 2022
GDGeneral Dynamics Corp	$1.04M	0.43%	0.00%	Not reported	Q2 2025
LHXL3harris Technologies, Inc.	$853K	0.35%	0.00%	Not reported	Q4 2022
RKTRocket Companies, Inc.	$837K	0.34%	Not reported	-9.7%	Q1 2026
EXPEExpedia Group, Inc.	$835K	0.34%	0.00%	+12.4%	Q1 2026
MSFTMicrosoft Corp	$829K	0.34%	0.00%	-5.5%	Q4 2022
JPMJPMorgan Chase & Co	$828K	0.34%	0.00%	-5.2%	Q4 2022
CATCaterpillar Inc	$821K	0.34%	0.00%	-2.5%	Q2 2025
RCLRoyal Caribbean Cruises Ltd	$802K	0.33%	0.00%	-3.2%	Q2 2023
LAMRLamar Advertising Co	$796K	0.33%	Not reported	New	Q2 2026
ANETArista Networks, Inc.	$786K	0.32%	0.00%	-0.3%	Q1 2026
WMTWalmart Inc.	$750K	0.31%	0.00%	-1.0%	Q4 2022
MOAltria Group, Inc.	$738K	0.30%	0.00%	+15.3%	Q1 2026
GOOGLAlphabet Inc.	$726K	0.30%	0.00%	-12.0%	Q2 2023
STRLSterling Infrastructure, Inc.	$718K	0.29%	0.00%	Not reported	Q3 2025
TSLATesla, Inc.	$691K	0.28%	0.00%	-3.5%	Q2 2023
NFLXNetflix Inc	$682K	0.28%	0.00%	-3.7%	Q4 2022
BMYBristol Myers Squibb Co	$665K	0.27%	0.00%	+17.8%	Q1 2026
SHOPShopify Inc.	$658K	0.27%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$643K	0.26%	0.00%	-4.1%	Q1 2024
FTITechnipFMC plc	$638K	0.26%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$598K	0.25%	Not reported	+22.6%	Q2 2023
VODVodafone Group Public Ltd Co	$594K	0.24%	0.00%	New	Q2 2026
NEENextera Energy Inc	$593K	0.24%	0.00%	+2.4%	Q4 2022
ABBVAbbVie Inc.	$572K	0.23%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$572K	0.23%	0.00%	+48.1%	Q4 2022
DALDelta Air Lines, Inc.	$514K	0.21%	0.00%	+15.2%	Q2 2025
AGXArgan Inc	$451K	0.18%	0.00%	Not reported	Q1 2026
KOCoca Cola Co	$427K	0.17%	0.00%	-1.8%	Q2 2023
MUMicron Technology Inc	$404K	0.17%	0.00%	New	Q2 2026
CLSCelestica Inc	$365K	0.15%	0.00%	Not reported	Q4 2024
MSIMotorola Solutions, Inc.	$361K	0.15%	0.00%	-5.3%	Q3 2024
TWLOTwilio Inc	$359K	0.15%	0.00%	-2.3%	Q2 2025
SOSouthern Co	$356K	0.15%	0.00%	-0.7%	Q4 2022
HDHome Depot, Inc.	$354K	0.15%	0.00%	+1.6%	Q4 2022
TJXTJX Companies Inc	$331K	0.14%	0.00%	+1.2%	Q4 2022
METAMeta Platforms, Inc.	$322K	0.13%	Not reported	+28.0%	Q2 2023
CRDOCredo Technology Group Holding Ltd	$315K	0.13%	0.00%	New	Q2 2026
ETREntergy Corp	$314K	0.13%	0.00%	Not reported	Q2 2025
DDominion Energy, Inc	$295K	0.12%	0.00%	Not reported	Q3 2024
PHParker-Hannifin Corp	$283K	0.12%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$279K	0.11%	0.00%	+0.4%	Q4 2022
TAt&T Inc.	$275K	0.11%	0.00%	+17.7%	Q2 2023
POWLPowell Industries Inc	$272K	0.11%	0.00%	-66.7%	Q2 2025
NUVNuveen Municipal Value Fund Inc	$272K	0.11%	Not reported	Not reported	Q4 2022

Q1 2026Reported May 12, 202663 positions
SPYSPDR S&P 500 ETF Trust	$11.7M	5.26%	Not reported	+1.6%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.98M	1.79%	Not reported	+0.6%	Q4 2022
AAPLApple Inc.	$3.24M	1.46%	0.00%	+14.7%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.13M	0.96%	Not reported	-1.3%	Q4 2022
NVDANvidia Corp	$1.81M	0.82%	0.00%	+2.8%	Q2 2023
XOMExxonMobil Holdings Corp	$1.17M	0.53%	0.00%	-1.5%	Q4 2022
LHXL3harris Technologies, Inc.	$1.01M	0.46%	0.00%	-3.5%	Q4 2022
GDGeneral Dynamics Corp	$1.01M	0.45%	0.00%	-1.1%	Q2 2025
NFLXNetflix Inc	$953K	0.43%	0.00%	+0.8%	Q4 2022
MSFTMicrosoft Corp	$871K	0.39%	0.00%	-19.3%	Q4 2022
RKTRocket Companies, Inc.	$838K	0.38%	Not reported	New	Q1 2026
WMTWalmart Inc.	$831K	0.37%	0.00%	-39.9%	Q4 2022
AMZNAmazon Com Inc	$822K	0.37%	0.00%	-29.3%	Q4 2022
JPMJPMorgan Chase & Co	$785K	0.35%	0.00%	-39.0%	Q4 2022
RCLRoyal Caribbean Cruises Ltd	$718K	0.32%	0.00%	-1.6%	Q2 2023
EXPEExpedia Group, Inc.	$670K	0.30%	0.00%	New	Q1 2026
GOOGLAlphabet Inc.	$664K	0.30%	0.00%	+20.3%	Q2 2023
TSLATesla, Inc.	$633K	0.28%	0.00%	-4.7%	Q2 2023
QCOMQualcomm Inc	$620K	0.28%	0.00%	New	Q1 2026
CRMSalesforce, Inc.	$619K	0.28%	0.00%	New	Q1 2026
NEENextera Energy Inc	$613K	0.28%	0.00%	-2.4%	Q4 2022
BMYBristol Myers Squibb Co	$594K	0.27%	0.00%	New	Q1 2026
MOAltria Group, Inc.	$587K	0.26%	0.00%	New	Q1 2026
ANETArista Networks, Inc.	$570K	0.26%	0.00%	New	Q1 2026
CATCaterpillar Inc	$560K	0.25%	0.00%	+2.6%	Q2 2025
AVGOBroadcom Inc.	$549K	0.25%	0.00%	+0.1%	Q1 2024
EXELExelixis, Inc.	$545K	0.25%	0.00%	Not reported	Q2 2023
LRCXLam Research Corp	$520K	0.23%	0.00%	New	Q1 2026
POWLPowell Industries Inc	$513K	0.23%	0.00%	Not reported	Q2 2025
ABBVAbbVie Inc.	$494K	0.22%	0.00%	-4.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$467K	0.21%	Not reported	+58.8%	Q2 2023
KOCoca Cola Co	$407K	0.18%	0.00%	+20.4%	Q2 2023
MSIMotorola Solutions, Inc.	$398K	0.18%	0.00%	-2.3%	Q3 2024
SOSouthern Co	$362K	0.16%	0.00%	Not reported	Q4 2022
STRLSterling Infrastructure, Inc.	$349K	0.16%	0.00%	Not reported	Q3 2025
TJXTJX Companies Inc	$345K	0.16%	0.00%	+1.4%	Q4 2022
TAt&T Inc.	$327K	0.15%	0.00%	+6.6%	Q2 2023
HDHome Depot, Inc.	$325K	0.15%	0.00%	-2.3%	Q4 2022
DALDelta Air Lines, Inc.	$317K	0.14%	0.00%	+16.2%	Q2 2025
AGXArgan Inc	$308K	0.14%	0.00%	New	Q1 2026
ETREntergy Corp	$307K	0.14%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$296K	0.13%	0.00%	-3.0%	Q4 2022
CLSCelestica Inc	$282K	0.13%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$274K	0.12%	0.00%	Not reported	Q2 2023
JNJJohnson & Johnson	$267K	0.12%	0.00%	-9.7%	Q4 2022
DDominion Energy, Inc	$267K	0.12%	0.00%	-3.6%	Q3 2024
NUVNuveen Municipal Value Fund Inc	$265K	0.12%	Not reported	Not reported	Q4 2022
LINLinde PLC	$259K	0.12%	0.00%	-20.8%	Q1 2025
PHParker-Hannifin Corp	$259K	0.12%	0.00%	Not reported	Q2 2025
METAMeta Platforms, Inc.	$255K	0.11%	Not reported	+0.7%	Q2 2023

Q4 2025Reported Jan 26, 202667 positions
SPYSPDR S&P 500 ETF Trust	$12.1M	5.35%	Not reported	-1.5%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.21M	1.87%	Not reported	+0.1%	Q4 2022
AAPLApple Inc.	$3.03M	1.34%	0.00%	+0.1%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.23M	0.99%	Not reported	-0.9%	Q4 2022
NVDANvidia Corp	$1.89M	0.84%	0.00%	-2.0%	Q2 2023
JPMJPMorgan Chase & Co	$1.41M	0.63%	0.00%	-1.3%	Q4 2022
MSFTMicrosoft Corp	$1.41M	0.63%	0.00%	+0.9%	Q4 2022
AMZNAmazon Com Inc	$1.29M	0.57%	0.00%	-0.8%	Q4 2022
WMTWalmart Inc.	$1.24M	0.55%	0.00%	-2.7%	Q4 2022
GDGeneral Dynamics Corp	$999K	0.44%	0.00%	+1.1%	Q2 2025
NFLXNetflix Inc	$922K	0.41%	0.00%	-5.3%	Q4 2022
LHXL3harris Technologies, Inc.	$892K	0.40%	0.00%	+1.2%	Q4 2022
XOMExxonMobil Holdings Corp	$846K	0.38%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$803K	0.36%	0.00%	+15.3%	Q2 2023
RCLRoyal Caribbean Cruises Ltd	$740K	0.33%	0.00%	-0.1%	Q2 2023
VVisa Inc.	$702K	0.31%	0.00%	-6.5%	Q2 2023
PWRQuanta Services, Inc.	$669K	0.30%	0.00%	-8.3%	Q4 2024
AVGOBroadcom Inc.	$614K	0.27%	0.00%	+3.3%	Q1 2024
GOOGLAlphabet Inc.	$601K	0.27%	0.00%	-0.8%	Q2 2023
ABBVAbbVie Inc.	$544K	0.24%	0.00%	Not reported	Q4 2022
NEENextera Energy Inc	$543K	0.24%	0.00%	+2.0%	Q4 2022
FANGDiamondback Energy, Inc.	$474K	0.21%	0.00%	-6.6%	Q3 2024
CATCaterpillar Inc	$442K	0.20%	0.00%	Not reported	Q2 2025
PGRProgressive Corp	$435K	0.19%	0.00%	-9.1%	Q4 2024
NOWServiceNow, Inc.	$431K	0.19%	0.00%	-6.8%	Q3 2024
AMTAmerican Tower Corp	$424K	0.19%	0.00%	-7.9%	Q4 2024
BRBroadridge Financial Solutions, Inc.	$423K	0.19%	0.00%	-9.9%	Q4 2024
CPRTCopart Inc	$413K	0.18%	0.00%	-7.4%	Q4 2024
CHEChemed Corp	$408K	0.18%	0.01%	-9.2%	Q4 2024
MSIMotorola Solutions, Inc.	$360K	0.16%	0.00%	Not reported	Q3 2024
LLYELI LILLY & Co	$356K	0.16%	0.00%	-3.5%	Q4 2022
HDHome Depot, Inc.	$348K	0.15%	0.00%	+3.4%	Q4 2022
TJXTJX Companies Inc	$327K	0.15%	0.00%	Not reported	Q4 2022
SOSouthern Co	$327K	0.15%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$319K	0.14%	0.00%	+6.9%	Q2 2025
CEGConstellation Energy Corp	$319K	0.14%	0.00%	Not reported	Q3 2024
KOCoca Cola Co	$310K	0.14%	0.00%	Not reported	Q2 2023
BRK.BBerkshire Hathaway Inc	$309K	0.14%	Not reported	Not reported	Q2 2023
POWLPowell Industries Inc	$303K	0.13%	0.01%	Not reported	Q2 2025
CLSCelestica Inc	$296K	0.13%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$292K	0.13%	Not reported	+11.6%	Q2 2023
DALDelta Air Lines, Inc.	$285K	0.13%	0.00%	Not reported	Q2 2025
LINLinde PLC	$281K	0.12%	0.00%	+4.3%	Q1 2025
UBERUber Technologies, Inc	$272K	0.12%	0.00%	+9.8%	Q1 2025
NUVNuveen Municipal Value Fund Inc	$267K	0.12%	Not reported	Not reported	Q4 2022
TAt&T Inc.	$263K	0.12%	0.00%	Not reported	Q2 2023
DDominion Energy, Inc	$262K	0.12%	0.00%	Not reported	Q3 2024
STRLSterling Infrastructure, Inc.	$262K	0.12%	0.00%	Not reported	Q3 2025
APPAppLovin Corp	$261K	0.12%	0.00%	Not reported	Q3 2024
LOWLowes Companies Inc	$255K	0.11%	0.00%	+7.8%	Q1 2024

Q3 2025Reported Nov 12, 202566 positions
SPYSPDR S&P 500 ETF Trust	$12M	5.27%	Not reported	-3.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.11M	1.81%	Not reported	+2.0%	Q4 2022
AAPLApple Inc.	$2.83M	1.25%	0.00%	-0.4%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$2.17M	0.96%	Not reported	-0.3%	Q4 2022
NVDANvidia Corp	$1.93M	0.85%	0.00%	+1.3%	Q2 2023
MSFTMicrosoft Corp	$1.5M	0.66%	0.00%	-2.0%	Q4 2022
JPMJPMorgan Chase & Co	$1.4M	0.62%	0.00%	+3.9%	Q4 2022
NFLXNetflix Inc	$1.24M	0.55%	0.00%	+7.9%	Q4 2022
AMZNAmazon Com Inc	$1.24M	0.54%	0.00%	-1.2%	Q4 2022
WMTWalmart Inc.	$1.18M	0.52%	0.00%	+2.6%	Q4 2022
GDGeneral Dynamics Corp	$1M	0.44%	0.00%	Not reported	Q2 2025
LHXL3harris Technologies, Inc.	$917K	0.40%	0.00%	-0.2%	Q4 2022
RCLRoyal Caribbean Cruises Ltd	$859K	0.38%	0.00%	-0.6%	Q2 2023
XOMExxonMobil Holdings Corp	$793K	0.35%	0.00%	+0.6%	Q4 2022
VVisa Inc.	$731K	0.32%	0.00%	+8.6%	Q2 2023
PWRQuanta Services, Inc.	$716K	0.32%	0.00%	+5.8%	Q4 2024
TSLATesla, Inc.	$688K	0.30%	0.00%	+11.5%	Q2 2023
AVGOBroadcom Inc.	$566K	0.25%	0.00%	+13.3%	Q1 2024
NOWServiceNow, Inc.	$556K	0.24%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$552K	0.24%	0.00%	-0.4%	Q4 2022
PGRProgressive Corp	$519K	0.23%	0.00%	+11.5%	Q4 2024
CPRTCopart Inc	$513K	0.23%	0.00%	+18.0%	Q4 2024
AMTAmerican Tower Corp	$504K	0.22%	0.00%	+8.1%	Q4 2024
BRBroadridge Financial Solutions, Inc.	$501K	0.22%	0.00%	+5.1%	Q4 2024
NEENextera Energy Inc	$501K	0.22%	0.00%	+0.4%	Q4 2022
FANGDiamondback Energy, Inc.	$484K	0.21%	0.00%	+10.7%	Q3 2024
CHEChemed Corp	$471K	0.21%	0.01%	+23.4%	Q4 2024
GOOGLAlphabet Inc.	$470K	0.21%	0.00%	+25.2%	Q2 2023
ROPRoper Technologies Inc	$453K	0.20%	0.00%	+9.9%	Q4 2024
MSIMotorola Solutions, Inc.	$429K	0.19%	0.00%	+10.0%	Q3 2024
HDHome Depot, Inc.	$397K	0.17%	0.00%	-5.0%	Q4 2022
CATCaterpillar Inc	$368K	0.16%	0.00%	-5.2%	Q2 2025
SOSouthern Co	$355K	0.16%	0.00%	-0.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$309K	0.14%	Not reported	+0.2%	Q2 2023
TJXTJX Companies Inc	$308K	0.14%	0.00%	-8.0%	Q4 2022
PLTRPalantir Technologies Inc.	$306K	0.13%	0.00%	Not reported	Q2 2025
LINLinde PLC	$301K	0.13%	0.00%	Not reported	Q1 2025
TAt&T Inc.	$299K	0.13%	0.00%	-0.8%	Q2 2023
UBERUber Technologies, Inc	$297K	0.13%	0.00%	+0.1%	Q1 2025
CEGConstellation Energy Corp	$297K	0.13%	0.00%	Not reported	Q3 2024
KOCoca Cola Co	$295K	0.13%	0.00%	-1.7%	Q2 2023
METAMeta Platforms, Inc.	$292K	0.13%	Not reported	-12.9%	Q2 2023
STRLSterling Infrastructure, Inc.	$291K	0.13%	0.00%	New	Q3 2025
POWLPowell Industries Inc	$289K	0.13%	0.00%	-1.0%	Q2 2025
APPAppLovin Corp	$279K	0.12%	0.00%	Not reported	Q3 2024
DDominion Energy, Inc	$274K	0.12%	0.00%	0.0%	Q3 2024
NUVNuveen Municipal Value Fund Inc	$265K	0.12%	Not reported	Not reported	Q4 2022
LLYELI LILLY & Co	$262K	0.12%	0.00%	Not reported	Q4 2022
DISWalt Disney Co	$261K	0.11%	0.00%	Not reported	Q4 2022
ETREntergy Corp	$255K	0.11%	0.00%	Not reported	Q2 2025

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