Second Half Financial Partners, LLC Diversified Active

Location: Sebring, FL

CIK: 0001946654 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 26, 2026

Total Value: $225M (100.0% shares, 0.0% debt)

Holdings (102)

BIL SPDR SERIES TRUST 19.0%
Value $42.89M Shares 469,315 Est. Cost $91.75 Unrealized
QQQI NEOS ETF TRUST 11.9%
Value $26.9M Shares 499,503 Est. Cost $52.25 Unrealized
SPYI NEOS ETF TRUST 9.4%
Value $21.26M Shares 404,802 Est. Cost $50.82 Unrealized
DIVO AMPLIFY ETF TR 8.2%
Value $18.36M Shares 412,649 Est. Cost $40.70 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 7.3%
Value $16.48M Shares 628,118 Est. Cost $24.19 Unrealized
OMAH TIDAL TRUST III 7.2%
Value $16.22M Shares 865,716 Est. Cost $19.30 Unrealized
SPY SPDR S&P 500 ETF TR 5.4%
Value $12.05M Shares 17,678 Est. Cost $540.12 Unrealized
QQQ INVESCO QQQ TR 1.9%
Value $4.214M Shares 6,860 Est. Cost $495.55 Unrealized
ACIO ETF SER SOLUTIONS 1.5%
Value $3.318M Shares 75,925 Est. Cost $39.78 Unrealized
DRSK ETF SER SOLUTIONS 1.4%
Value $3.103M Shares 108,980 Est. Cost $28.31 Unrealized
AAPL APPLE INC 1.3%
Value $3.028M Shares 11,138 Est. Cost $221.95 Unrealized +20.9%
IYW ISHARES TR 1.3%
Value $2.966M Shares 14,855 Est. Cost $160.70 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.0%
Value $2.234M Shares 4,648 Est. Cost $340.98 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value $2.225M Shares 81,107 Est. Cost $49.22 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $1.887M Shares 10,117 Est. Cost $109.00 Unrealized +70.8%
DUBS ETF SER SOLUTIONS 0.8%
Value $1.83M Shares 48,568 Est. Cost $31.68 Unrealized
XLU SELECT SECTOR SPDR TR 0.8%
Value $1.751M Shares 41,012 Est. Cost $54.00 Unrealized
IDUB ETF SER SOLUTIONS 0.7%
Value $1.634M Shares 67,154 Est. Cost $21.75 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value $1.574M Shares 8,218 Est. Cost $162.33 Unrealized
JUCY ETF SER SOLUTIONS 0.7%
Value $1.568M Shares 70,609 Est. Cost $23.18 Unrealized
IWM ISHARES TR 0.7%
Value $1.49M Shares 6,055 Est. Cost $218.58 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value $1.409M Shares 4,373 Est. Cost $135.94 Unrealized +127.7%
MSFT MICROSOFT CORP 0.6%
Value $1.409M Shares 2,913 Est. Cost $422.81 Unrealized +18.4%
AMZN AMAZON COM INC 0.6%
Value $1.289M Shares 5,583 Est. Cost $183.62 Unrealized +24.6%
WMT WALMART INC 0.6%
Value $1.239M Shares 11,122 Est. Cost $77.38 Unrealized +38.5%
STRV EA SERIES TRUST 0.5%
Value $1.206M Shares 27,367 Est. Cost $36.83 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.5%
Value $1.168M Shares 30,643 Est. Cost $31.78 Unrealized
ADME ETF SER SOLUTIONS 0.5%
Value $1.163M Shares 22,664 Est. Cost $46.24 Unrealized
DEFR ETF SER SOLUTIONS 0.5%
Value $1.154M Shares 43,219 Est. Cost $25.68 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value $999K Shares 2,968 Est. Cost $273.18 Unrealized +24.8%
NFLX NETFLIX INC 0.4%
Value $922K Shares 9,832 Est. Cost $101.55 Unrealized +6.2%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value $892K Shares 3,040 Est. Cost $227.78 Unrealized +26.6%
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value $872K Shares 7,494 Est. Cost $91.62 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $846K Shares 7,032 Est. Cost $97.68 Unrealized +18.2%
TSLA TESLA INC 0.4%
Value $803K Shares 1,785 Est. Cost $344.90 Unrealized +28.5%
RDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value $749K Shares 10,787 Est. Cost $69.47 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.3%
Value $740K Shares 2,652 Est. Cost $151.73 Unrealized +85.6%
V VISA INC 0.3%
Value $702K Shares 2,003 Est. Cost $307.35 Unrealized +10.7%
OSCV ETF SER SOLUTIONS 0.3%
Value $671K Shares 18,125 Est. Cost $37.34 Unrealized
PWR QUANTA SVCS INC 0.3%
Value $669K Shares 1,584 Est. Cost $317.92 Unrealized +38.2%
AVGO BROADCOM INC 0.3%
Value $614K Shares 1,773 Est. Cost $178.83 Unrealized +99.6%
GOOGL ALPHABET INC 0.3%
Value $601K Shares 1,919 Est. Cost $175.84 Unrealized +62.4%
ABBV ABBVIE INC 0.2%
Value $544K Shares 2,383 Est. Cost $129.71 Unrealized +75.4%
NEE NEXTERA ENERGY INC 0.2%
Value $543K Shares 6,761 Est. Cost $56.01 Unrealized +47.3%
FANG DIAMONDBACK ENERGY INC 0.2%
Value $474K Shares 3,156 Est. Cost $174.63 Unrealized -15.8%
TLT ISHARES TR 0.2%
Value $456K Shares 5,234 Est. Cost $94.44 Unrealized
CAT CATERPILLAR INC 0.2%
Value $442K Shares 771 Est. Cost $330.84 Unrealized +67.9%
PGR PROGRESSIVE CORP 0.2%
Value $435K Shares 1,910 Est. Cost $231.93 Unrealized -8.4%
NOW SERVICENOW INC 0.2%
Value $431K Shares 2,815 Est. Cost $174.81 Unrealized -1.9%
AMT AMERICAN TOWER CORP NEW 0.2%
Value $424K Shares 2,414 Est. Cost $198.81 Unrealized -9.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value $423K Shares 1,896 Est. Cost $221.17 Unrealized +2.8%
CPRT COPART INC 0.2%
Value $413K Shares 10,557 Est. Cost $55.33 Unrealized -25.1%
CHE CHEMED CORP NEW 0.2%
Value $408K Shares 954 Est. Cost $540.27 Unrealized -19.5%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value $403K Shares 8,389 Est. Cost $39.92 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $360K Shares 939 Est. Cost $424.90 Unrealized -5.7%
IGF ISHARES TR 0.2%
Value $357K Shares 5,815 Est. Cost $61.36 Unrealized
LLY ELI LILLY & CO 0.2%
Value $356K Shares 332 Est. Cost $742.24 Unrealized +28.7%
HD HOME DEPOT INC 0.2%
Value $348K Shares 1,012 Est. Cost $354.25 Unrealized +2.9%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value $336K Shares 8,759 Est. Cost $33.49 Unrealized
TJX TJX COS INC NEW 0.1%
Value $327K Shares 2,130 Est. Cost $112.95 Unrealized +30.8%
SO SOUTHERN CO 0.1%
Value $327K Shares 3,749 Est. Cost $87.99 Unrealized +3.3%
XLI SELECT SECTOR SPDR TR 0.1%
Value $322K Shares 2,075 Est. Cost $131.07 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $321K Shares 5,866 Est. Cost $48.33 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $319K Shares 1,795 Est. Cost $121.40 Unrealized +49.1%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $319K Shares 903 Est. Cost $263.84 Unrealized +37.7%
KO COCA COLA CO 0.1%
Value $310K Shares 4,441 Est. Cost $69.79 Unrealized -0.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $309K Shares 614 Est. Cost $445.97 Unrealized +11.6%
POWL POWELL INDS INC 0.1%
Value $303K Shares 949 Est. Cost $180.41 Unrealized +86.5%
CLS CELESTICA INC 0.1%
Value $296K Shares 1,000 Est. Cost $201.61 Unrealized +49.5%
META META PLATFORMS INC 0.1%
Value $292K Shares 443 Est. Cost $528.23 Unrealized +26.3%
IEF ISHARES TR 0.1%
Value $292K Shares 3,039 Est. Cost $98.12 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $287K Shares 1,990 Est. Cost $143.97 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value $285K Shares 4,104 Est. Cost $45.56 Unrealized +37.1%
LIN LINDE PLC 0.1%
Value $281K Shares 660 Est. Cost $443.85 Unrealized -3.7%
UBER UBER TECHNOLOGIES INC 0.1%
Value $272K Shares 3,331 Est. Cost $73.65 Unrealized +22.3%
NUVEEN MUN VALUE FD INC 0.1%
Value $267K Shares 29,464 Est. Cost $9.02 Unrealized
T AT&T INC 0.1%
Value $263K Shares 10,573 Est. Cost $14.88 Unrealized +70.0%
D DOMINION ENERGY INC 0.1%
Value $262K Shares 4,480 Est. Cost $51.20 Unrealized +16.7%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value $262K Shares 856 Est. Cost $283.87 Unrealized +21.4%
APP APPLOVIN CORP 0.1%
Value $261K Shares 388 Est. Cost $461.14 Unrealized +36.6%
LOW LOWES COS INC 0.1%
Value $255K Shares 1,056 Est. Cost $236.42 Unrealized +1.4%
PH PARKER-HANNIFIN CORP 0.1%
Value $254K Shares 289 Est. Cost $628.26 Unrealized +30.2%
ETR ENTERGY CORP NEW 0.1%
Value $253K Shares 2,734 Est. Cost $81.28 Unrealized +16.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $250K Shares 1,210 Est. Cost $170.80 Unrealized +15.3%
AXP AMERICAN EXPRESS CO 0.1%
Value $239K Shares 646 Est. Cost $248.84 Unrealized +43.5%
TWLO TWILIO INC 0.1%
Value $233K Shares 1,641 Est. Cost $123.87 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value $225K Shares 3,156 Est. Cost $71.45 Unrealized
MCD MCDONALDS CORP 0.1%
Value $225K Shares 735 Est. Cost $293.69 Unrealized +3.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value $224K Shares 1,909 Est. Cost $106.08 Unrealized +14.6%
ILF ISHARES TR 0.1%
Value $219K Shares 7,207 Est. Cost $30.45 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value $219K Shares 2,227 Est. Cost $98.32 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value $217K Shares 1,419 Est. Cost $153.02 Unrealized
DHI D R HORTON INC 0.1%
Value $215K Shares 1,494 Est. Cost $156.63 Unrealized -2.9%
MFC MANULIFE FINL CORP 0.1%
Value $209K Shares 5,763 Est. Cost $33.94 Unrealized 0.0%
TFC TRUIST FINL CORP 0.1%
Value $208K Shares 4,229 Est. Cost $45.80 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $208K Shares 367 Est. Cost $532.37 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value $204K Shares 191 Est. Cost $1107.56 Unrealized -1.6%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $204K Shares 619 Est. Cost $298.94 Unrealized +12.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $204K Shares 5,009 Est. Cost $37.05 Unrealized +9.3%
AXON AXON ENTERPRISE INC 0.1%
Value $204K Shares 359 Est. Cost $678.27 Unrealized -8.5%
DIS DISNEY WALT CO 0.1%
Value $202K Shares 1,778 Est. Cost $90.57 Unrealized +20.9%
RUM RUMBLE INC 0.1%
Value $129K Shares 20,373 Est. Cost $10.96 Unrealized -37.4%