Second Half Financial Partners
Second Half Financial Partners reported 109 stocks worth $244M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are BIL (17.6%), QQQI (11.6%) and SPYI (8.8%). Compared with Q1 2026, the fund opened new positions in QDPL, LAMR and XLF, added to QQQ, IYW and AAPL, trimmed SPY, ACIO and DRSK and sold out of XOM, QCOM and CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIL ST Stert Spdr Blmbg 1 3 | $43M | 17.6% | 469K | No change | 8 of 8 | |
| 2 |  QQQI Neos ETF Trust | $28.4M | 11.6% | 500K | No change | 7 of 8 | |
| 3 |  SPYI Neos ETF Trust | $21.5M | 8.8% | 405K | No change | 7 of 8 | |
| 4 |  DIVO Amplify ETF TR | $18.9M | 7.7% | 413K | No change | 7 of 8 | |
| 5 |  RDVI FT Vest Rising Dividend Achievers Target Income ETF | $18.5M | 7.6% | 628K | No change | 8 of 8 | |
| 6 |  OMAH Tidal Trust III | $16M | 6.5% | 866K | No change | 5 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $12.3M | 5.0% | 16K | −1,470 (−8%) | 8 of 8 | |
| 8 |  QQQ Invesco Qqq TR | $5.4M | 2.2% | 7,386 | +485 (+7%) | 8 of 8 | |
| 9 |  IYW Ishares US Technology | $3.8M | 1.6% | 15K | +100 (+1%) | 7 of 8 | |
| 10 |  AAPL Apple Inc | $3.7M | 1.5% | 13K | +18 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.2M | 6,924 |
 QCOM Qualcomm Inc | $620K | 4,811 |
 CRM Salesforce Inc | $619K | 3,315 |
 EXEL Exelixis Inc | $545K | 13K |
 XLI Select Sector Spdr TR | $537K | 3,319 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Second Half Financial Partners 13F FAQ
What does Second Half Financial Partners own?
Second Half Financial Partners reported 109 stocks worth $244M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are BIL (17.6%), QQQI (11.6%) and SPYI (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Second Half Financial Partners buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 31 added to, 30 trimmed and 13 sold out. New positions include QDPL, LAMR and XLF. It sold all of XOM, QCOM and CRM.
When will Second Half Financial Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Second Half Financial Partners's portfolio worth?
The Q2 2026 filing reports $244M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.