Second Half Financial Partners, LLC Diversified Active

Location: Sebring, FL

CIK: 0001946654 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 17, 2026

Total Value: $244M (100.0% shares, 0.0% debt)

Holdings (109)

New Positions (26)

QDPL PACER FDS TR 0.5%
Value $1.185M Shares 26,286 Est. Cost $45.07 Unrealized
LAMR LAMAR ADVERTISING CO 0.3%
Value $796K Shares 5,102 Est. Cost $155.98 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $696K Shares 12,986 Est. Cost $53.61 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $687K Shares 4,330 Est. Cost $158.66 Unrealized
SHOP SHOPIFY INC 0.3%
Value $658K Shares 5,761 Est. Cost $114.18 Unrealized
FTI TECHNIPFMC PLC 0.3%
Value $638K Shares 9,619 Est. Cost $66.30 Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value $594K Shares 44,906 Est. Cost $13.23 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $404K Shares 350 Est. Cost $1154.29 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value $315K Shares 1,158 Est. Cost $271.95 Unrealized
CSX CSX CORP 0.1%
Value $263K Shares 5,534 Est. Cost $47.53 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $260K Shares 873 Est. Cost $298.07 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $248K Shares 427 Est. Cost $580.91 Unrealized
NUE NUCOR CORP 0.1%
Value $243K Shares 1,092 Est. Cost $222.75 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $238K Shares 330 Est. Cost $722.31 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value $233K Shares 5,763 Est. Cost $40.51 Unrealized
QLD PROSHARES TR 0.1%
Value $232K Shares 2,400 Est. Cost $96.76 Unrealized
TRFK PACER FDS TR 0.1%
Value $222K Shares 2,077 Est. Cost $106.70 Unrealized
DHI D R HORTON INC 0.1%
Value $222K Shares 1,360 Est. Cost $162.90 Unrealized
USO UNITED STS OIL FD LP 0.1%
Value $219K Shares 2,061 Est. Cost $106.44 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $219K Shares 646 Est. Cost $338.25 Unrealized
URI UNITED RENTALS INC 0.1%
Value $213K Shares 188 Est. Cost $1132.89 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $211K Shares 4,229 Est. Cost $49.82 Unrealized
SRVR PACER FDS TR 0.1%
Value $207K Shares 6,510 Est. Cost $31.77 Unrealized
UPSD ETF SER SOLUTIONS 0.1%
Value $207K Shares 7,327 Est. Cost $28.20 Unrealized
EZPW EZCORP INC 0.1%
Value $205K Shares 5,932 Est. Cost $34.57 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value $202K Shares 822 Est. Cost $246.22 Unrealized

Increased Positions (27)

QQQ INVESCO QQQ TR 2.2%
Value $5.439M (+36.6%) Shares 7,386 (+7.0%) Est. Cost $511.37 Unrealized
TLT ISHARES TR 0.5%
Value $1.242M (+77.4%) Shares 14,370 (+78.0%) Est. Cost $89.39 Unrealized
XLU SELECT SECTOR SPDR TR 1.0%
Value $2.533M (+21.5%) Shares 55,864 (+22.9%) Est. Cost $51.74 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.5%
Value $1.22M (+35.5%) Shares 8,044 (+7.8%) Est. Cost $95.98 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.9%
Value $2.111M (+16.5%) Shares 9,922 (+5.1%) Est. Cost $168.41 Unrealized
LLY ELI LILLY & CO 0.2%
Value $572K (+93.3%) Shares 477 (+48.1%) Est. Cost $890.55 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.065M (+29.6%) Shares 4,468 (+13.3%) Est. Cost $190.03 Unrealized
DAL DELTA AIR LINES INC 0.2%
Value $514K (+62.2%) Shares 5,489 (+15.1%) Est. Cost $54.82 Unrealized
EXPE EXPEDIA GROUP INC 0.3%
Value $835K (+24.6%) Shares 3,264 (+12.4%) Est. Cost $253.71 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $738K (+25.7%) Shares 10,263 (+15.3%) Est. Cost $64.22 Unrealized
IGF ISHARES TR 0.2%
Value $525K (+34.8%) Shares 7,876 (+35.6%) Est. Cost $62.73 Unrealized
SCHD SCHWAB STRATEGIC TR 1.1%
Value $2.609M (+5.4%) Shares 82,292 (+2.0%) Est. Cost $48.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $598K (+28.0%) Shares 1,195 (+22.6%) Est. Cost $470.34 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $665K (+11.9%) Shares 11,545 (+17.8%) Est. Cost $57.46 Unrealized
META META PLATFORMS INC 0.1%
Value $322K (+26.0%) Shares 571 (+28.0%) Est. Cost $535.91 Unrealized
ILF ISHARES TR 0.1%
Value $308K (+27.4%) Shares 9,120 (+34.1%) Est. Cost $31.29 Unrealized
XME SPDR SERIES TRUST 0.1%
Value $290K (+29.5%) Shares 2,708 (+30.8%) Est. Cost $107.76 Unrealized
OSCV ETF SER SOLUTIONS 0.4%
Value $862K (+8.2%) Shares 20,429 (+1.2%) Est. Cost $37.61 Unrealized
T AT&T INC 0.1%
Value $275K (-15.9%) Shares 13,273 (+17.7%) Est. Cost $16.33 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $241K (+20.4%) Shares 6,002 (+1.4%) Est. Cost $33.95 Unrealized
UGA UNITED STS GASOLINE FD LP 0.1%
Value $251K (+15.6%) Shares 2,439 (+16.0%) Est. Cost $103.29 Unrealized
HD HOME DEPOT INC 0.1%
Value $354K (+9.0%) Shares 1,005 (+1.6%) Est. Cost $354.22 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $593K (-3.2%) Shares 6,757 (+2.4%) Est. Cost $56.76 Unrealized
TJX TJX COS INC NEW 0.1%
Value $331K (-4.0%) Shares 2,186 (+1.2%) Est. Cost $113.98 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $245K (+5.1%) Shares 5,390 (+21.9%) Est. Cost $51.46 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $260K (+3.4%) Shares 6,139 (+22.6%) Est. Cost $38.03 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $241K (+2.2%) Shares 1,901 (+5.7%) Est. Cost $107.18 Unrealized

Exited Positions (13)

Decreased Positions (26)

SPY STATE STR SPDR S&P 500 ETF T 5.1%
Value $12.32M (+5.4%) Shares 16,496 (-8.2%) Est. Cost $541.89 Unrealized
IWM ISHARES TR 1.1%
Value $2.723M (+13.8%) Shares 9,062 (-6.1%) Est. Cost $229.53 Unrealized
NFLX NETFLIX INC. 0.3%
Value $682K (-28.5%) Shares 9,546 (-3.7%) Est. Cost $101.55 Unrealized
CAT CATERPILLAR INC 0.3%
Value $821K (+46.6%) Shares 771 (-2.5%) Est. Cost $339.78 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $2.052M (+13.2%) Shares 10,257 (-1.4%) Est. Cost $111.11 Unrealized
ACIO ETF SER SOLUTIONS 1.5%
Value $3.658M (+5.9%) Shares 79,291 (-3.7%) Est. Cost $39.95 Unrealized
DUBS ETF SER SOLUTIONS 0.8%
Value $2.049M (+9.1%) Shares 49,195 (-5.5%) Est. Cost $31.97 Unrealized
TWLO TWILIO INC 0.1%
Value $359K (+60.3%) Shares 1,741 (-2.2%) Est. Cost $123.71 Unrealized
DRSK ETF SER SOLUTIONS 1.4%
Value $3.363M (+4.0%) Shares 116,967 (-1.2%) Est. Cost $28.23 Unrealized
IDUB ETF SER SOLUTIONS 0.8%
Value $1.913M (+7.1%) Shares 69,594 (-3.9%) Est. Cost $21.96 Unrealized
IEF ISHARES TR 0.1%
Value $299K (-27.0%) Shares 3,163 (-26.4%) Est. Cost $97.34 Unrealized
ADME ETF SER SOLUTIONS 0.5%
Value $1.323M (+8.1%) Shares 23,773 (-3.9%) Est. Cost $46.50 Unrealized
AVGO BROADCOM INC 0.3%
Value $643K (+17.1%) Shares 1,702 (-4.1%) Est. Cost $178.83 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.3%
Value $802K (+11.7%) Shares 2,527 (-3.2%) Est. Cost $151.73 Unrealized
WMT WALMART INC 0.3%
Value $750K (-9.8%) Shares 6,623 (-1.0%) Est. Cost $77.38 Unrealized
JUCY ETF SER SOLUTIONS 0.7%
Value $1.586M (-4.4%) Shares 72,168 (-3.6%) Est. Cost $23.12 Unrealized
GOOGL ALPHABET INC 0.3%
Value $726K (+9.4%) Shares 2,031 (-12.0%) Est. Cost $200.69 Unrealized
TSLA TESLA INC 0.3%
Value $691K (+9.2%) Shares 1,643 (-3.5%) Est. Cost $344.90 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.5%
Value $1.341M (+3.8%) Shares 32,518 (-2.0%) Est. Cost $32.33 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value $828K (+5.5%) Shares 2,530 (-5.2%) Est. Cost $135.94 Unrealized
MSFT MICROSOFT CORP 0.3%
Value $829K (-4.8%) Shares 2,222 (-5.5%) Est. Cost $422.81 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $361K (-9.4%) Shares 868 (-5.3%) Est. Cost $424.90 Unrealized
KO COCA COLA CO 0.2%
Value $427K (+5.0%) Shares 5,252 (-1.8%) Est. Cost $70.63 Unrealized
DEFR ETF SER SOLUTIONS 0.5%
Value $1.27M (-1.1%) Shares 47,497 (-1.7%) Est. Cost $25.78 Unrealized
RTX RTX CORPORATION 0.1%
Value $266K (-3.0%) Shares 1,402 (-1.3%) Est. Cost $196.61 Unrealized
RKT ROCKET COS INC 0.3%
Value $837K (-0.2%) Shares 53,129 (-9.7%) Est. Cost $20.15 Unrealized

Unchanged Positions (30)

QQQI NEOS ETF TRUST 11.6%
Value $28.37M Shares 499,503 Est. Cost $52.25 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 7.6%
Value $18.47M Shares 628,118 Est. Cost $24.19 Unrealized
SPYI NEOS ETF TRUST 8.8%
Value $21.49M Shares 404,802 Est. Cost $50.82 Unrealized
IYW ISHARES TR 1.5%
Value $3.772M Shares 14,955 Est. Cost $160.70 Unrealized
AAPL APPLE INC 1.5%
Value $3.701M Shares 12,789 Est. Cost $227.18 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.3%
Value $718K Shares 856 Est. Cost $283.87 Unrealized
OMAH TIDAL TRUST III 6.5%
Value $15.96M Shares 865,716 Est. Cost $19.30 Unrealized
DIVO AMPLIFY ETF TR 7.7%
Value $18.86M Shares 412,651 Est. Cost $40.70 Unrealized
DIA STATE STR SPDR DOW JONES IND 1.0%
Value $2.38M Shares 4,557 Est. Cost $340.98 Unrealized
POWL POWELL INDS INC 0.1%
Value $272K Shares 949 Est. Cost $180.41 Unrealized
ANET ARISTA NETWORKS INC 0.3%
Value $786K Shares 4,626 Est. Cost $135.05 Unrealized
STRV EA SERIES TRUST 0.6%
Value $1.433M Shares 29,659 Est. Cost $37.26 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value $853K Shares 2,934 Est. Cost $227.78 Unrealized
AGX ARGAN INC 0.2%
Value $451K Shares 565 Est. Cost $370.57 Unrealized
CLS CELESTICA INC 0.1%
Value $365K Shares 1,000 Est. Cost $201.61 Unrealized
ABBV ABBVIE INC 0.2%
Value $572K Shares 2,273 Est. Cost $129.71 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value $376K Shares 8,706 Est. Cost $33.49 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value $1.04M Shares 2,936 Est. Cost $273.18 Unrealized
D DOMINION ENERGY INC 0.1%
Value $295K Shares 4,320 Est. Cost $51.20 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $224K Shares 903 Est. Cost $263.84 Unrealized
RUM RUM GROUP INC 0.1%
Value $129K Shares 20,373 Est. Cost $10.96 Unrealized
UNP UNION PAC CORP 0.1%
Value $225K Shares 827 Est. Cost $243.32 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value $283K Shares 289 Est. Cost $628.26 Unrealized
LIN LINDE PLC 0.1%
Value $271K Shares 523 Est. Cost $443.85 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $279K Shares 1,097 Est. Cost $170.80 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value $424K Shares 8,347 Est. Cost $39.92 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value $314K Shares 2,734 Est. Cost $81.28 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value $272K Shares 29,464 Est. Cost $9.02 Unrealized
SO SOUTHERN CO 0.1%
Value $356K Shares 3,723 Est. Cost $87.99 Unrealized
BIL SPDR SERIES TRUST 17.6%
Value $43.01M Shares 469,315 Est. Cost $91.75 Unrealized