Second Half Financial Partners, LLC - Portfolio overview

Second Half Financial Partners, LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 18.63%
2. QQQI - NEOS ETF TRUST, 10.75%
3. SPYI - NEOS ETF TRUST, 8.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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