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

Page 2 of 2 · 24 positions

← Prev 1 2

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	BLK	BLACKROCK INC	Financial Services	191	$204K	0.09%	SOLD
22	UNH	UNITEDHEALTH GROUP INC	Healthcare	619	$204K	0.09%	SOLD
23	AXON	AXON ENTERPRISE INC	Industrials	359	$204K	0.09%	SOLD
24	DIS	DISNEY WALT CO	Communication Services	1,778	$202K	0.09%	SOLD

Page 2 of 2 · 24 positions

← Prev 1 2

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%