Latest Second Half Financial Partners, LLC Stock Portfolio

Second Half Financial Partners, LLC Performance:

2025 Q3: 2.47%YTD: 4.6%2024: 4.01%

Performance for 2025 Q3 is 2.47%, and YTD is 4.6%, and 2024 is 4.01%.

About Second Half Financial Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Second Half Financial Partners, LLC reported an equity portfolio of $227 Millions as of 30 Sep, 2025.

The top stock holdings of Second Half Financial Partners, LLC are BIL, KOCG, KOCG. The fund has invested 19% of it's portfolio in SPDR SERIES TRUST and 11.9% of portfolio in NEOS ETF TRUST.

The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), SPDR GOLD TR (GLD) and TWILIO INC (TWLO) stocks. They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), META PLATFORMS INC (META) and TJX COS INC NEW (TJX). Second Half Financial Partners, LLC opened new stock positions in SERVICENOW INC (NOW), STERLING INFRASTRUCTURE INC (STRL) and APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ALPHABET INC (GOOG) and CHEMED CORP NEW (CHE).

Second Half Financial Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Second Half Financial Partners, LLC made a return of 2.47% in the last quarter. In trailing 12 months, it's portfolio return was 3.85%.

New Buys

Ticker	$ Bought
servicenow inc	555,849
sterling infrastructure inc	290,766
applovin corp	278,794
eli lilly & co	262,280
d r horton inc	253,212
celestica inc	246,380
ishares silver tr	237,399
johnson & johnson	213,852

New stocks bought by Second Half Financial Partners, LLC

Additions

Ticker	% Inc.
ishares tr	42.87
alphabet inc	25.18
chemed corp new	23.36
copart inc	18.02
invesco exchange traded fd t	15.02
broadcom inc	13.27
spdr series trust	13.00
progressive corp	11.46

Additions to existing portfolio by Second Half Financial Partners, LLC

Reductions

Ticker	% Reduced
american express co	-38.24
meta platforms inc	-12.94
tjx cos inc new	-7.99
ishares tr	-6.08
etf ser solutions	-5.23
caterpillar inc	-5.17
etf ser solutions	-5.13
home depot inc	-5.04

Second Half Financial Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
advanced micro devices inc	-269,184
twilio inc	-204,075
spdr gold tr	-241,730
automatic data processing in	-200,768

Second Half Financial Partners, LLC got rid off the above stocks

Sector Distribution

Second Half Financial Partners, LLC has about 77.9% of it's holdings in Others sector.

Sector	%
Others	77.9
Healthcare	8.9
Technology	4.2
Industrials	2.1
Consumer Cyclical	1.9
Financial Services	1.3
Communication Services	1.2

Market Cap. Distribution

Second Half Financial Partners, LLC has about 13.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77.9
MICRO-CAP	8.1
MEGA-CAP	7.5
LARGE-CAP	6

Stocks belong to which Index?

About 21.5% of the stocks held by Second Half Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	78.5
S&P 500	13.1
RUSSELL 2000	8.4

Top 5 Winners (%)		%
POWL	powell inds inc	44.8 %
TSLA	tesla inc	34.5 %
PLTR	palantir technologies inc	33.8 %
GOOG	alphabet inc	28.2 %
ABBV	abbvie inc	24.7 %

Top 5 Winners ($)		$
AMLX	amplify etf tr	1.0 M
SPY	spdr s&p 500 etf tr	0.9 M
AAPL	apple inc	0.6 M
IJR	ishares tr	0.4 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
AXON	axon enterprise inc	-13.3 %
DRI	darden restaurants inc	-12.7 %
AMT	american tower corp new	-12.1 %
ROP	roper technologies inc	-11.1 %
NFLX	netflix inc	-9.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-0.1 M
AMT	american tower corp new	-0.1 M
ROP	roper technologies inc	-0.1 M
CPRT	copart inc	0.0 M
AXON	axon enterprise inc	0.0 M

Second Half Financial Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Second Half Financial Partners, LLC

Second Half Financial Partners, LLC has 96 stocks in it's portfolio. About 72.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AMLX was the most profitable stock for Second Half Financial Partners, LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.25	11,122	2,831,960	reduced	-0.41

ABBV	abbvie inc	0.24	2,383	551,749	reduced	-0.42

ACIO	etf ser solutions	1.44	75,199	3,265,890	reduced	-4.49

ACIO	etf ser solutions	1.36	107,102	3,087,750	reduced	-2.93

ACIO	etf ser solutions	0.51	22,479	1,147,860	reduced	-4.37

ACIO	etf ser solutions	0.31	18,171	694,677	reduced	-3.89

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMLX	amplify etf tr	8.10	412,647	18,391,700	reduced	-0.86

AMT	american tower corp new	0.22	2,622	504,263	added	8.08

AMZN	amazon com inc	0.54	5,626	1,235,340	reduced	-1.18

APP	applovin corp	0.12	388	278,794	new

AVGO	broadcom inc	0.25	1,716	566,123	added	13.27

AXON	axon enterprise inc	0.11	346	248,303	unchanged	0.00

AXP	american express co	0.10	646	214,575	reduced	-38.24

BIB	proshares tr	0.14	2,400	329,280	unchanged	0.00

BIGY	etf ser solutions	0.78	48,645	1,777,950	reduced	-4.57

BIGY	etf ser solutions	0.70	67,011	1,578,110	reduced	-4.06

BIGY	etf ser solutions	0.68	68,918	1,535,840	reduced	-5.23

BIGY	etf ser solutions	0.48	41,652	1,093,790	reduced	-5.13