Second Half Financial Partners, LLC
Second Half Financial Partners, LLC reported 109 positions worth $243.9M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: BIL (17.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIL | SH | $43.0M | 17.63% | 469,315 | — | — | |
| ▸ 2 | QQQI | SH | $28.4M | 11.63% | 499,503 | — | — | |
| ▸ 3 | SPYI | SH | $21.5M | 8.81% | 404,802 | — | — | |
| ▸ 4 | DIVO | SH | $18.9M | 7.73% | 412,651 | — | — | |
| ▸ 5 | RDVI | SH | $18.5M | 7.57% | 628,118 | — | — | |
| ▸ 6 | OMAH | SH | $16.0M | 6.54% | 865,716 | — | — | |
| ▸ 7 | SPY | SH | $12.3M | 5.05% | 16,496 | — | — | |
| ▸ 8 | QQQ | SH | $5.4M | 2.23% | 7,386 | — | — | |
| ▸ 9 | IYW | SH | $3.8M | 1.55% | 14,955 | — | — | |
| ▸ 10 | AAPL | SH | $3.7M | 1.52% | 12,789 | — | — |
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Frequently Asked Questions
What stocks does Second Half Financial Partners, LLC hold as of Q2 2026?
Second Half Financial Partners, LLC reported 109 positions worth $243.9M in its Q2 2026 13F filing. Largest positions: BIL (17.6%), QQQI (11.6%), SPYI (8.8%), DIVO (7.7%) and RDVI (7.6%).
What did Second Half Financial Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Second Half Financial Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.