SECOND HALF FINANCIAL PARTNERS, LLC

PrivateCIK: 1946654
Location

SEBRING, FL

109
Positions
$243.92M
Total AUM (reported)
4.52M
Total Shares

Allocation by class

TOTAL AUM$243.92M109 positions
ST STR BLO 1 ETF$43.01M17.6%
NASDAQ 100 HIGH$28.37M11.6%
COM$27.46M11.3%
NEOS S&P 500 HI$21.49M8.8%
CWP ENHANCED DIV$18.86M7.7%
FT VEST RIS$18.47M7.6%
VISTASHARES TRGT$15.96M6.5%

Portfolio Concentration

Top 338.1%4–1032.2%11–2513.3%Rest16.5%TOP 1070.3%0%100%
Top 3$92.87M38.1%
4–10$78.52M32.2%
11–25$32.35M13.3%
Rest$40.19M16.5%

Top 3 weight

38.1%

Top 10 weight

70.3%

Voting Authority Distribution

Total shares with voting rights: 4.52M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.52M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole109
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings109
Rows:

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares469.31K
TypeSH
Market value$43.01M
17.63%
Sole
0.00
Shared
0.00
None
469.31K

NEOS ETF TRUST

SOLE
NASDAQ 100 HIGH
Shares499.50K
TypeSH
Market value$28.37M
11.63%
Sole
0.00
Shared
0.00
None
499.50K

NEOS ETF TRUST

SOLE
NEOS S&P 500 HI
Shares404.80K
TypeSH
Market value$21.49M
8.81%
Sole
0.00
Shared
0.00
None
404.80K

AMPLIFY ETF TR

SOLE
CWP ENHANCED DIV
Shares412.65K
TypeSH
Market value$18.86M
7.73%
Sole
0.00
Shared
0.00
None
412.65K

FIRST TR EXCHANGE-TRADED FD

SOLE
FT VEST RIS
Shares628.12K
TypeSH
Market value$18.47M
7.57%
Sole
0.00
Shared
0.00
None
628.12K

TIDAL TRUST III

SOLE
VISTASHARES TRGT
Shares865.72K
TypeSH
Market value$15.96M
6.54%
Sole
0.00
Shared
0.00
None
865.72K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares16.50K
TypeSH
Market value$12.32M
5.05%
Sole
0.00
Shared
0.00
None
16.50K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares7.39K
TypeSH
Market value$5.44M
2.23%
Sole
0.00
Shared
0.00
None
7.39K

ISHARES TR

SOLE
U.S. TECH ETF
Shares14.96K
TypeSH
Market value$3.77M
1.55%
Sole
0.00
Shared
0.00
None
14.96K

APPLE INC

SOLE
COM
Shares12.79K
TypeSH
Market value$3.70M
1.52%
Sole
0.00
Shared
0.00
None
12.79K

ETF SER SOLUTIONS

SOLE
APTUS COLLRD INV
Shares79.29K
TypeSH
Market value$3.66M
1.50%
Sole
0.00
Shared
0.00
None
79.29K

ETF SER SOLUTIONS

SOLE
APTUS DEFINED
Shares116.97K
TypeSH
Market value$3.36M
1.38%
Sole
0.00
Shared
0.00
None
116.97K

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares9.06K
TypeSH
Market value$2.72M
1.12%
Sole
0.00
Shared
0.00
None
9.06K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares82.29K
TypeSH
Market value$2.61M
1.07%
Sole
0.00
Shared
0.00
None
82.29K

SELECT SECTOR SPDR TR

SOLE
ST STR UTIL ETF
Shares55.86K
TypeSH
Market value$2.53M
1.04%
Sole
0.00
Shared
0.00
None
55.86K

STATE STR SPDR DOW JONES IND

SOLE
UT SER 1
Shares4.56K
TypeSH
Market value$2.38M
0.98%
Sole
0.00
Shared
0.00
None
4.56K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares9.92K
TypeSH
Market value$2.11M
0.87%
Sole
0.00
Shared
0.00
None
9.92K

NVIDIA CORPORATION

SOLE
COM
Shares10.26K
TypeSH
Market value$2.05M
0.84%
Sole
0.00
Shared
0.00
None
10.26K

ETF SER SOLUTIONS

SOLE
APTUS LARGE CAP
Shares49.20K
TypeSH
Market value$2.05M
0.84%
Sole
0.00
Shared
0.00
None
49.20K

ETF SER SOLUTIONS

SOLE
APTUS INT ENH YL
Shares69.59K
TypeSH
Market value$1.91M
0.78%
Sole
0.00
Shared
0.00
None
69.59K

ETF SER SOLUTIONS

SOLE
APTUS ENHANCED
Shares72.17K
TypeSH
Market value$1.59M
0.65%
Sole
0.00
Shared
0.00
None
72.17K

EA SERIES TRUST

SOLE
STRIVE 500 ETF
Shares29.66K
TypeSH
Market value$1.43M
0.59%
Sole
0.00
Shared
0.00
None
29.66K

DIMENSIONAL ETF TRUST

SOLE
INTL CORE EQT MK
Shares32.52K
TypeSH
Market value$1.34M
0.55%
Sole
0.00
Shared
0.00
None
32.52K

ETF SER SOLUTIONS

SOLE
APTUS DRAWDOWN
Shares23.77K
TypeSH
Market value$1.32M
0.54%
Sole
0.00
Shared
0.00
None
23.77K

ETF SER SOLUTIONS

SOLE
APTU DEFD IN ETF
Shares47.50K
TypeSH
Market value$1.27M
0.52%
Sole
0.00
Shared
0.00
None
47.50K
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