Portfolio (Quarterly) Guide ↗

Second Half Financial Partners, LLC

· CIK 0001946654

13F Portfolio $222M AUM 96 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 18 New 31 Added 27 Reduced 24 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RDVY	FIRST TR EXCHANGE TRADED FD	—	10,787	$749K	0.33%	SOLD
2	PWR	QUANTA SVCS INC	Industrials	1,584	$669K	0.30%	SOLD
3	FANG	DIAMONDBACK ENERGY INC	Energy	3,156	$474K	0.21%	SOLD
4	PGR	PROGRESSIVE CORP	Financial Services	1,910	$435K	0.19%	SOLD
5	NOW	SERVICENOW INC	Technology	2,815	$431K	0.19%	SOLD
6	AMT	AMERICAN TOWER CORP NEW	Real Estate	2,414	$424K	0.19%	SOLD
7	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	1,896	$423K	0.19%	SOLD
8	CPRT	COPART INC	Industrials	10,557	$413K	0.18%	SOLD
9	CHE	CHEMED CORP NEW	Healthcare	954	$408K	0.18%	SOLD
10	XLF	SELECT SECTOR SPDR TR	—	5,866	$321K	0.14%	SOLD
11	APP	APPLOVIN CORP	Technology	388	$261K	0.12%	SOLD
12	LOW	LOWES COS INC	Consumer Cyclical	1,056	$255K	0.11%	SOLD
13	AXP	AMERICAN EXPRESS CO	Financial Services	646	$239K	0.11%	SOLD
14	CIBR	FIRST TR EXCHANGE TRADED FD	—	3,156	$225K	0.10%	SOLD
15	AIRR	FIRST TR EXCHANGE TRADED FD	—	2,227	$219K	0.10%	SOLD
16	GRID	FIRST TR EXCHANGE TRADED FD	—	1,419	$217K	0.10%	SOLD
17	DHI	D R HORTON INC	Consumer Cyclical	1,494	$215K	0.10%	SOLD
18	MFC	MANULIFE FINL CORP	Financial Services	5,763	$209K	0.09%	SOLD
19	TFC	TRUIST FINL CORP	Financial Services	4,229	$208K	0.09%	SOLD
20	ISRG	INTUITIVE SURGICAL INC	Healthcare	367	$208K	0.09%	SOLD

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Sector Allocation

Financial Services 41.5%

Technology 20.5%

Industrials 10.3%

Consumer Cyclical 7.6%

Communication Services 5.5%

Healthcare 4.5%

Consumer Defensive 3.7%

Utilities 3.5%

Energy 2.4%

Basic Materials 0.5%