Fund HoldingsSecond Half Financial Partners, LLC

Total Portfolio Value
$243.92M
Total Bought
$64.28M
Total Sold
$57.32M
Net Transaction
+$6.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0469,315+469,315043,00817.63%+43,008
NEOS ETF TRUST
NASDAQ 100 HIGH
0499,503+499,503028,36711.63%+28,367
SELECT SECTOR SPDR TR
ST STR UTIL ETF
055,864+55,86402,5331.04%+2,533
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0628,118+628,118018,4677.57%+18,467
NEOS ETF TRUST
NEOS S&P 500 HI
0404,802+404,802021,4918.81%+21,491
INVESCO QQQ TR6,9017,386+4853,9835,4392.23%+1,456
ETF SER SOLUTIONS
APTU DEFD IN ETF
047,497+47,49701,2700.52%+1,270
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
08,044+8,04401,2200.50%+1,220
PACER FDS TR
METAURUS CAP 400
026,286+26,28601,1850.49%+1,185
ISHARES TR14,85514,955+1002,6953,7721.55%+1,077
LAMAR ADVERTISING CO(LAMR)05,102+5,10207960.33%+796
SELECT SECTOR SPDR TR
ST STR FINL ETF
012,986+12,98606960.29%+696
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,330+4,33006870.28%+687
SHOPIFY INC(SHOP)05,761+5,76106580.27%+658
TECHNIPFMC PLC(FTI)09,619+9,61906380.26%+638
STATE STR SPDR S&P 500 ETF T(SPY)016,496+16,496012,3195.05%+12,319
VODAFONE GROUP PLC(VOD)044,906+44,90605940.24%+594
ISHARES TR8,07514,370+6,2957001,2420.51%+542
APPLE INC(AAPL)12,77112,789+183,2413,7011.52%+460
MICRON TECHNOLOGY INC(MU)0350+35004040.17%+404
STERLING INFRASTRUCTURE INC(STRL)85685603497180.29%+370
TIDAL TRUST III
VISTASHARES TRGT
0865,716+865,716015,9646.54%+15,964
AMPLIFY ETF TR412,650412,651+118,50718,8587.73%+351
ISHARES TR9,6489,062-5862,3932,7231.12%+330
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,158+1,15803150.13%+315
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,4439,922+4791,8122,1110.87%+299
SPDR SERIES TRUST
ST STR SP METAL
02,708+2,70802900.12%+290
ELI LILLY & CO(LLY)322477+1552965720.23%+276
CSX CORP(CSX)05,534+5,53402630.11%+263
CATERPILLAR INC(CAT)791771-205608210.34%+261
TEXAS INSTRS INC(TXN)0873+87302600.11%+260
STATE STR SPDR DOW JONES IND(DIA)4,5894,557-322,1252,3800.98%+255
ADVANCED MICRO DEVICES INC(AMD)0427+42702480.10%+248
AMAZON COM INC(AMZN)04,468+4,46801,0650.44%+1,065
NUCOR CORP(NUE)01,092+1,09202430.10%+243
NVIDIA CORPORATION(NVDA)10,40010,257-1431,8142,0520.84%+239
APPLIED MATLS INC0330+33002380.10%+238
MANULIFE FINL CORP(MFC)05,763+5,76302330.10%+233
PROSHARES TR
PSHS ULTRA QQQ
02,400+2,40002320.10%+232
PACER FDS TR
DATA & DIGI REVO
02,077+2,07702220.09%+222
D R HORTON INC(DHI)01,360+1,36002220.09%+222
UNITED STS OIL FD LP(USO)02,061+2,06102190.09%+219
AMERICAN EXPRESS CO(AXP)0646+64602190.09%+219
ARISTA NETWORKS INC(ANET)4,6404,626-145707860.32%+216
UNITED RENTALS INC(URI)0188+18802130.09%+213
TRUIST FINL CORP(TFC)04,229+4,22902110.09%+211
PACER FDS TR
DATA AND INFRAST
06,510+6,51002070.08%+207
ETF SER SOLUTIONS
APTUS LRG CAP UP
07,327+7,32702070.08%+207
EZCORP INC(EZPW)05,932+5,93202050.08%+205
ETF SER SOLUTIONS
APTUS COLLRD INV
82,35779,291-3,0663,4563,6581.50%+203
PNC FINL SVCS GROUP INC(PNC)0822+82202020.08%+202
DELTA AIR LINES INC(DAL)4,7675,489+7223175140.21%+197
EA SERIES TRUST
STRIVE 500 ETF
29,86029,659-2011,2531,4330.59%+179
ETF SER SOLUTIONS
APTUS LARGE CAP
52,08449,195-2,8891,8782,0490.84%+171
EXPEDIA GROUP INC(EXPE)2,9033,264+3616708350.34%+165
ALTRIA GROUP INC(MO)8,90010,263+1,3635877380.30%+151
ARGAN INC56556503084510.18%+143
ISHARES TR5,8107,876+2,0663895250.22%+135
TWILIO INC(TWLO)1,7811,741-402243590.15%+135
SCHWAB STRATEGIC TR80,66982,292+1,6232,4752,6091.07%+135
BERKSHIRE HATHAWAY INC DEL9751,195+2204675980.25%+131
ETF SER SOLUTIONS
APTUS DEFINED
118,347116,967-1,3803,2343,3631.38%+128
ETF SER SOLUTIONS
APTUS INT ENH YL
72,39569,594-2,8011,7861,9130.78%+127
ETF SER SOLUTIONS
APTUS DRAWDOWN
24,74823,773-9751,2231,3230.54%+100
BROADCOM INC(AVGO)1,7741,702-725496430.26%+94
ROYAL CARIBBEAN GROUP
COM
2,6102,527-837188020.33%+84
CELESTICA INC(CLS)1,0001,00002823650.15%+83
ABBVIE INC(ABBV)2,2732,27304945720.23%+78
BRISTOL-MYERS SQUIBB CO(BMY)9,80111,545+1,7445946650.27%+71
META PLATFORMS INC(META)446571+1252553220.13%+66
ISHARES TR6,8019,120+2,3192423080.13%+66
ETF SER SOLUTIONS
OPUS SML CP VL
20,19220,429+2377968620.35%+66
ALPHABET INC(GOOG)2,3082,031-2776647260.30%+62
TESLA INC(TSLA)1,7021,643-596336910.28%+58
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
33,17332,518-6551,2921,3410.55%+49
JPMORGAN CHASE & CO(JPM)02,530+2,53008280.34%+828
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
5,9186,002+842002410.10%+41
UNITED STS GASOLINE FD LP(UGA)2,1022,439+3372172510.10%+34
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
8,6668,706+403423760.15%+34
GENERAL DYNAMICS CORP(GD)2,9362,93601,0081,0400.43%+32
HOME DEPOT INC(HD)9891,005+163253540.15%+29
DOMINION ENERGY INC(D)4,3204,32002672950.12%+28
RUM GROUP INC(RUM)20,37320,37301041290.05%+25
UNION PAC CORP(UNP)82782702012250.09%+24
PARKER-HANNIFIN CORP(PH)28928902592830.12%+24
COCA COLA CO(KO)5,3465,252-944074270.17%+20
LINDE PLC(LIN)52352302592710.11%+12
GRAYSCALE BITCOIN TRUST ETF(GBTC)4,4235,390+9672332450.10%+12
JOHNSON & JOHNSON(JNJ)1,0931,097+42672790.11%+11
INVESCO EXCH TRADED FD TR II8,3478,34704144240.17%+10
VERIZON COMMUNICATIONS INC(VZ)5,0096,139+1,1302512600.11%+8
ENTERGY CORP NEW(ETR)2,7342,73403073140.13%+7
NUVEEN MUN VALUE FD INC(NUV)29,46429,46402652720.11%+7
DUKE ENERGY CORP NEW(DUK)1,7991,901+1022362410.10%+5
ROCKET COS INC(RKT)58,81953,129-5,6908388370.34%-1
SOUTHERN CO(SO)3,7493,723-263623560.15%-6
RTX CORPORATION(RTX)1,4211,402-192742660.11%-8
TJX COS INC NEW(TJX)2,1602,186+263453310.14%-14
NEXTERA ENERGY INC(NEE)6,5976,757+1606135930.24%-20
CONSTELLATION ENERGY CORP(CEG)90390302522240.09%-28
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