Fund Holdings — Second Half Financial Partners, LLC

Total Portfolio Value
$222.10M
Total Bought
$12.67M
Total Sold
$11.69M
Net Transaction
+$975.3K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR6,0559,648+3,5931,4902,3931.08%+902
ROCKET COS INC(RKT)058,819+58,81908380.38%+838
EXPEDIA GROUP INC(EXPE)02,903+2,90306700.30%+670
QUALCOMM INC(QCOM)04,811+4,81106200.28%+620
SALESFORCE INC(CRM)03,315+3,31506190.28%+619
BRISTOL-MYERS SQUIBB CO(BMY)09,801+9,80105940.27%+594
ALTRIA GROUP INC(MO)08,900+8,90005870.26%+587
ARISTA NETWORKS INC(ANET)04,640+4,64005700.26%+570
EXELIXIS INC(EXEL)012,717+12,71705450.25%+545
LAM RESEARCH CORP(LRCX)02,434+2,43405200.23%+520
SELECT SECTOR SPDR TR
ST STR UTIL ETF
41,01245,445+4,4331,7512,0850.94%+335
EXXON MOBIL CORP7,0326,924-1088461,1750.53%+328
ARGAN INC0565+56503080.14%+308
RTX CORPORATION(RTX)01,421+1,42102740.12%+274
LOCKHEED MARTIN CORP(LMT)0418+41802530.11%+253
SCHWAB STRATEGIC TR81,10780,669-4382,2252,4751.11%+250
ISHARES TR5,2348,075+2,8414567000.32%+244
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
8,2189,443+1,2251,5741,8120.82%+238
GRAYSCALE BITCOIN TRUST ETF(GBTC)04,423+4,42302330.11%+233
SPDR SERIES TRUST
ST STR SP METAL
02,070+2,07002240.10%+224
UNITED STS GASOLINE FD LP(UGA)02,102+2,10202170.10%+217
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,0753,319+1,2443225370.24%+215
APPLE INC(AAPL)11,13812,771+1,6333,0283,2411.46%+213
POWELL INDS INC(POWL)94994903035130.23%+211
ISHARES TR0941+94102060.09%+206
UNION PAC CORP(UNP)0827+82702010.09%+201
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
05,918+5,91802000.09%+200
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,9903,386+1,3962874500.20%+163
BERKSHIRE HATHAWAY INC DEL614975+3613094670.21%+159
ETF SER SOLUTIONS
APTUS INT ENH YL
67,15472,395+5,2411,6341,7860.80%+152
AMPLIFY ETF TR412,649412,650+118,36318,5078.33%+144
ETF SER SOLUTIONS
APTUS COLLRD INV
75,92582,357+6,4323,3183,4561.56%+138
ETF SER SOLUTIONS
APTUS DEFINED
108,980118,347+9,3673,1033,2341.46%+132
ETF SER SOLUTIONS
APTU DEFD IN ETF
43,21948,310+5,0911,1541,2850.58%+131
ETF SER SOLUTIONS
OPUS SML CP VL
18,12520,192+2,0676717960.36%+125
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
30,64333,173+2,5301,1681,2920.58%+125
SPDR SERIES TRUST
ST STR BLO 1 ETF
469,315469,315042,88643,00819.36%+122
L3HARRIS TECHNOLOGIES INC(LHX)3,0402,934-1068921,0130.46%+120
CATERPILLAR INC(CAT)771791+204425600.25%+119
ISHARES TR3,0394,296+1,2572924100.18%+118
COCA COLA CO(KO)4,4415,346+9053104070.18%+96
ETF SER SOLUTIONS
APTUS ENHANCED
70,60974,893+4,2841,5681,6590.75%+91
STERLING INFRASTRUCTURE INC(STRL)85685602623490.16%+86
NEXTERA ENERGY INC(NEE)6,7616,597-1645436130.28%+70
AT&T INC(T)10,57311,273+7002633270.15%+64
ALPHABET INC(GOOG)1,9192,308+3896016640.30%+63
ETF SER SOLUTIONS
APTUS DRAWDOWN
22,66424,748+2,0841,1631,2230.55%+60
ENTERGY CORP NEW(ETR)2,7342,73402533070.14%+54
ETF SER SOLUTIONS
APTUS LARGE CAP
48,56852,084+3,5161,8301,8780.85%+48
VERIZON COMMUNICATIONS INC(VZ)5,0095,00902042510.11%+47
EA SERIES TRUST
STRIVE 500 ETF
27,36729,860+2,4931,2061,2530.56%+47
MOTOROLA SOLUTIONS INC(MSI)939917-223603980.18%+38
SOUTHERN CO(SO)3,7493,74903273620.16%+35
ISHARES TR5,8155,810-53573890.18%+32
DELTA AIR LINES INC(DAL)4,1044,767+6632853170.14%+32
NETFLIX INC.(NFLX)9,8329,912+809229530.43%+31
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
7,4947,460-348729010.41%+28
ISHARES TR7,2076,801-4062192420.11%+22
TJX COS INC NEW(TJX)2,1302,160+303273450.16%+18
JOHNSON & JOHNSON(JNJ)1,2101,093-1172502670.12%+17
DUKE ENERGY CORP NEW(DUK)1,9091,799-1102242360.11%+12
INVESCO EXCH TRADED FD TR II8,3898,347-424034140.19%+11
GENERAL DYNAMICS CORP(GD)2,9682,936-329991,0080.45%+8
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
8,7598,666-933363420.15%+6
PARKER-HANNIFIN CORP(PH)28928902542590.12%+5
DOMINION ENERGY INC(D)4,4804,320-1602622670.12%+5
NUVEEN MUN VALUE FD INC(NUV)29,46429,46402672650.12%-2
MCDONALDS CORP(MCD)735711-242252210.10%-4
TWILIO INC(TWLO)1,6411,781+1402332240.10%-9
CELESTICA INC(CLS)1,0001,00002962820.13%-14
ROYAL CARIBBEAN GROUP
COM
2,6522,610-427407180.32%-21
LINDE PLC(LIN)660523-1372812590.12%-22
HOME DEPOT INC(HD)1,012989-233483250.15%-23
RUMBLE INC(RUM)20,37320,37301291040.05%-25
META PLATFORMS INC(META)443446+32922550.11%-37
ABBVIE INC(ABBV)2,3832,273-1105444940.22%-50
ELI LILLY & CO(LLY)332322-103562960.13%-61
BROADCOM INC(AVGO)1,7731,774+16145490.25%-65
CONSTELLATION ENERGY CORP(CEG)90390303192520.11%-67
UBER TECHNOLOGIES INC(UBER)3,3312,840-4912722040.09%-68
NVIDIA CORPORATION(NVDA)10,11710,400+2831,8871,8140.82%-73
PALANTIR TECHNOLOGIES INC(PLTR)1,7951,640-1553192400.11%-79
STATE STR SPDR DOW JONES IND(DIA)4,6484,589-592,2342,1250.96%-108
TESLA INC(TSLA)1,7851,702-838036330.28%-170
DISNEY WALT CO(DIS)1,7780-1,7782020—-202
AXON ENTERPRISE INC(AXON)3590-3592040—-204
UNITEDHEALTH GROUP INC(UNH)6190-6192040—-204
BLACKROCK INC(BLK)1910-1912040—-204
TRUIST FINL CORP(TFC)4,2290-4,2292080—-208
MANULIFE FINL CORP(MFC)5,7630-5,7632090—-209
D R HORTON INC(DHI)1,4940-1,4942150—-215
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
1,4190-1,4192170—-217
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
2,2270-2,2272190—-219
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
3,1560-3,1562250—-225
INVESCO QQQ TR6,8606,901+414,2143,9831.79%-231
AMERICAN EXPRESS CO(AXP)6460-6462390—-239
LOWES COS INC(LOW)1,0560-1,0562550—-255
APPLOVIN CORP(APP)3880-3882610—-261
ISHARES TR14,85514,85502,9662,6951.21%-271
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,8660-5,8663210—-321
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Second Half Financial Partners, LLC — 13F Holdings — Q1 2026 | TickerTrail