Second Half Financial Partners, LLC Diversified Active

Location: Sebring, FL

CIK: 0001946654 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $222M (100.0% shares, 0.0% debt)

Holdings (96)

BIL SPDR SERIES TRUST 19.4%
Value $43.01M Shares 469,315 Est. Cost $91.75 Unrealized
QQQI NEOS ETF TRUST 11.2%
Value $24.82M Shares 499,503 Est. Cost $52.25 Unrealized
SPYI NEOS ETF TRUST 9.0%
Value $19.99M Shares 404,802 Est. Cost $50.82 Unrealized
DIVO AMPLIFY ETF TR 8.3%
Value $18.51M Shares 412,650 Est. Cost $40.70 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 7.2%
Value $16.05M Shares 628,118 Est. Cost $24.19 Unrealized
OMAH TIDAL TRUST III 7.0%
Value $15.6M Shares 865,716 Est. Cost $19.30 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 5.3%
Value $11.68M Shares 17,966 Est. Cost $541.89 Unrealized
QQQ INVESCO QQQ TR 1.8%
Value $3.983M Shares 6,901 Est. Cost $495.55 Unrealized
ACIO ETF SER SOLUTIONS 1.6%
Value $3.456M Shares 82,357 Est. Cost $39.95 Unrealized
AAPL APPLE INC 1.5%
Value $3.241M Shares 12,771 Est. Cost $227.18 Unrealized +15.7%
DRSK ETF SER SOLUTIONS 1.5%
Value $3.234M Shares 118,347 Est. Cost $28.23 Unrealized
IYW ISHARES TR 1.2%
Value $2.695M Shares 14,855 Est. Cost $160.70 Unrealized
SCHD SCHWAB STRATEGIC TR 1.1%
Value $2.475M Shares 80,669 Est. Cost $49.22 Unrealized
IWM ISHARES TR 1.1%
Value $2.393M Shares 9,648 Est. Cost $229.53 Unrealized
DIA STATE STR SPDR DOW JONES IND 1.0%
Value $2.125M Shares 4,589 Est. Cost $340.98 Unrealized
XLU SELECT SECTOR SPDR TR 0.9%
Value $2.085M Shares 45,445 Est. Cost $53.21 Unrealized
DUBS ETF SER SOLUTIONS 0.8%
Value $1.878M Shares 52,084 Est. Cost $31.97 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $1.814M Shares 10,400 Est. Cost $111.11 Unrealized +68.0%
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value $1.812M Shares 9,443 Est. Cost $166.16 Unrealized
IDUB ETF SER SOLUTIONS 0.8%
Value $1.786M Shares 72,395 Est. Cost $21.96 Unrealized
JUCY ETF SER SOLUTIONS 0.7%
Value $1.659M Shares 74,893 Est. Cost $23.12 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.6%
Value $1.292M Shares 33,173 Est. Cost $32.33 Unrealized
DEFR ETF SER SOLUTIONS 0.6%
Value $1.285M Shares 48,310 Est. Cost $25.78 Unrealized
STRV EA SERIES TRUST 0.6%
Value $1.253M Shares 29,860 Est. Cost $37.26 Unrealized
ADME ETF SER SOLUTIONS 0.6%
Value $1.223M Shares 24,748 Est. Cost $46.50 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $1.175M Shares 6,924 Est. Cost $97.68 Unrealized +42.0%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value $1.013M Shares 2,934 Est. Cost $227.78 Unrealized +50.6%
GD GENERAL DYNAMICS CORP 0.5%
Value $1.008M Shares 2,936 Est. Cost $273.18 Unrealized +29.8%
NFLX NETFLIX INC. 0.4%
Value $953K Shares 9,912 Est. Cost $101.55 Unrealized -17.4%
PDP INVESCO EXCHANGE TRADED FD T 0.4%
Value $901K Shares 7,460 Est. Cost $91.62 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $871K Shares 2,352 Est. Cost $422.81 Unrealized +2.8%
RKT ROCKET COS INC 0.4%
Value $838K Shares 58,819 Est. Cost $20.15 Unrealized 0.0%
WMT WALMART INC 0.4%
Value $831K Shares 6,690 Est. Cost $77.38 Unrealized +57.7%
AMZN AMAZON COM INC 0.4%
Value $822K Shares 3,945 Est. Cost $183.62 Unrealized +23.5%
OSCV ETF SER SOLUTIONS 0.4%
Value $796K Shares 20,192 Est. Cost $37.55 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $785K Shares 2,668 Est. Cost $135.94 Unrealized +129.1%
RCL ROYAL CARIBBEAN GROUP 0.3%
Value $718K Shares 2,610 Est. Cost $151.73 Unrealized +103.6%
TLT ISHARES TR 0.3%
Value $700K Shares 8,075 Est. Cost $91.71 Unrealized
EXPE EXPEDIA GROUP INC 0.3%
Value $670K Shares 2,903 Est. Cost $253.44 Unrealized 0.0%
GOOGL ALPHABET INC 0.3%
Value $664K Shares 2,308 Est. Cost $200.69 Unrealized +61.1%
TSLA TESLA INC 0.3%
Value $633K Shares 1,702 Est. Cost $344.90 Unrealized +23.5%
QCOM QUALCOMM INC 0.3%
Value $620K Shares 4,811 Est. Cost $153.90 Unrealized 0.0%
CRM SALESFORCE INC 0.3%
Value $619K Shares 3,315 Est. Cost $215.77 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.3%
Value $613K Shares 6,597 Est. Cost $56.01 Unrealized +55.6%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $594K Shares 9,801 Est. Cost $57.43 Unrealized 0.0%
MO ALTRIA GROUP INC 0.3%
Value $587K Shares 8,900 Est. Cost $63.03 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.3%
Value $570K Shares 4,640 Est. Cost $135.05 Unrealized 0.0%
CAT CATERPILLAR INC 0.3%
Value $560K Shares 791 Est. Cost $339.78 Unrealized +101.4%
AVGO BROADCOM INC 0.2%
Value $549K Shares 1,774 Est. Cost $178.83 Unrealized +86.9%
EXEL EXELIXIS INC 0.2%
Value $545K Shares 12,717 Est. Cost $43.77 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value $537K Shares 3,319 Est. Cost $142.56 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value $520K Shares 2,434 Est. Cost $225.94 Unrealized 0.0%
POWL POWELL INDS INC 0.2%
Value $513K Shares 949 Est. Cost $180.41 Unrealized +161.1%
ABBV ABBVIE INC 0.2%
Value $494K Shares 2,273 Est. Cost $129.71 Unrealized +71.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $467K Shares 975 Est. Cost $463.56 Unrealized +6.5%
XLK SELECT SECTOR SPDR TR 0.2%
Value $450K Shares 3,386 Est. Cost $139.41 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value $414K Shares 8,347 Est. Cost $39.92 Unrealized
IEF ISHARES TR 0.2%
Value $410K Shares 4,296 Est. Cost $97.34 Unrealized
KO COCA COLA CO 0.2%
Value $407K Shares 5,346 Est. Cost $70.63 Unrealized +5.8%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $398K Shares 917 Est. Cost $424.90 Unrealized -2.1%
IGF ISHARES TR 0.2%
Value $389K Shares 5,810 Est. Cost $61.36 Unrealized
SO SOUTHERN CO 0.2%
Value $362K Shares 3,749 Est. Cost $87.99 Unrealized +1.8%
STRL STERLING INFRASTRUCTURE INC 0.2%
Value $349K Shares 856 Est. Cost $283.87 Unrealized +32.6%
TJX TJX COS INC NEW 0.2%
Value $345K Shares 2,160 Est. Cost $113.53 Unrealized +35.8%
SDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value $342K Shares 8,666 Est. Cost $33.49 Unrealized
T AT&T INC 0.1%
Value $327K Shares 11,273 Est. Cost $15.55 Unrealized +65.6%
HD HOME DEPOT INC 0.1%
Value $325K Shares 989 Est. Cost $354.25 Unrealized +6.4%
DAL DELTA AIR LINES INC 0.1%
Value $317K Shares 4,767 Est. Cost $48.94 Unrealized +42.7%
AGX ARGAN INC 0.1%
Value $308K Shares 565 Est. Cost $370.57 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.1%
Value $307K Shares 2,734 Est. Cost $81.28 Unrealized +19.8%
LLY ELI LILLY & CO 0.1%
Value $296K Shares 322 Est. Cost $742.24 Unrealized +41.1%
CLS CELESTICA INC 0.1%
Value $282K Shares 1,000 Est. Cost $201.61 Unrealized +49.3%
RTX RTX CORPORATION 0.1%
Value $274K Shares 1,421 Est. Cost $196.61 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $267K Shares 1,093 Est. Cost $170.80 Unrealized +33.4%
D DOMINION ENERGY INC 0.1%
Value $267K Shares 4,320 Est. Cost $51.20 Unrealized +20.3%
NUVEEN MUN VALUE FD INC 0.1%
Value $265K Shares 29,464 Est. Cost $9.02 Unrealized
LIN LINDE PLC 0.1%
Value $259K Shares 523 Est. Cost $443.85 Unrealized +3.6%
PH PARKER-HANNIFIN CORP 0.1%
Value $259K Shares 289 Est. Cost $628.26 Unrealized +52.5%
META META PLATFORMS INC 0.1%
Value $255K Shares 446 Est. Cost $528.23 Unrealized +24.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value $253K Shares 418 Est. Cost $600.88 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $252K Shares 903 Est. Cost $263.84 Unrealized +14.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $251K Shares 5,009 Est. Cost $37.05 Unrealized +18.3%
ILF ISHARES TR 0.1%
Value $242K Shares 6,801 Est. Cost $30.45 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $240K Shares 1,640 Est. Cost $121.40 Unrealized +27.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value $236K Shares 1,799 Est. Cost $106.08 Unrealized +13.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $233K Shares 4,423 Est. Cost $52.76 Unrealized
TWLO TWILIO INC 0.1%
Value $224K Shares 1,781 Est. Cost $123.71 Unrealized -1.5%
XME SPDR SERIES TRUST 0.1%
Value $224K Shares 2,070 Est. Cost $108.01 Unrealized
MCD MCDONALDS CORP 0.1%
Value $221K Shares 711 Est. Cost $293.69 Unrealized +8.0%
UGA UNITED STS GASOLINE FD LP 0.1%
Value $217K Shares 2,102 Est. Cost $103.34 Unrealized
V VISA INC 0.1%
Value $214K Shares 707 Est. Cost $307.35 Unrealized +7.1%
ITA ISHARES TR 0.1%
Value $206K Shares 941 Est. Cost $218.75 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $204K Shares 2,840 Est. Cost $73.65 Unrealized +6.9%
UNP UNION PAC CORP 0.1%
Value $201K Shares 827 Est. Cost $243.32 Unrealized 0.0%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $200K Shares 5,918 Est. Cost $33.86 Unrealized
RUM RUMBLE INC 0.0%
Value $104K Shares 20,373 Est. Cost $10.96 Unrealized -44.9%