13F Filings History of Second Half Financial Partners, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$225,248,003
Signature - Title
Leila Shaver - COUNSEL
Location
Sebring, FL
Summary
This page shows a list of all the recent 13F filings made by Second Half Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Second Half Financial Partners, LLC reported 102 stock holdings with total value $225,248,003 as of Q4 2025. Top holdings included BIL, QQQI, SPYI, DIVO, and RDVI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 102 $225,248,003 +$5,794,819 -$5,493,984 +$300,835 BIL, QQQI, SPYI, DIVO, RDVI 13F-HR 26 Jan 2026, 10:29
Q3 2025 96 $227,002,790 +$9,435,553 -$3,380,307 +$6,055,246 BIL, QQQI, SPYI, DIVO, OMAH 13F-HR 10 Nov 2025, 21:56
Q2 2025 90 $212,234,127 +$38,754,799 -$37,213,332 +$1,541,467 BIL, QQQI, SPYI, DIVO, OMAH 13F-HR 25 Jul 2025, 11:46
Q1 2025 82 $201,680,017 +$54,825,720 -$51,332,185 +$3,493,535 BIL, SPYI, DIVO, QQQI, JEPQ 13F-HR 07 May 2025, 12:09
Q4 2024 93 $204,665,423 +$81,078,956 -$57,016,596 +$24,062,360 SPYI, QQQI, JEPQ, RDVI, BIL 13F-HR 14 Feb 2025, 15:29
Q3 2024 93 $188,675,345 +$88,326,636 -$32,913,589 +$55,413,047 BIL, JEPQ, RDVI, SDVD, SCHD 13F-HR 08 Nov 2024, 12:07
Q2 2024 40 $124,917,739 +$15,618,926 -$114,207,399 -$98,588,473 BIL, JEPQ, RDVI, SDVD, BLK 13F-HR 08 Aug 2024, 13:23
Q1 2024 65 $224,866,807 +$56,580,803 -$38,457,107 +$18,123,696 BIL, SCHD, JEPQ, IEF, BLK 13F-HR 09 May 2024, 14:04
Q4 2023 53 $202,687,645 +$32,308,112 -$40,643,094 -$8,334,982 BIL, SCHD, IEF, JEPQ, BLV 13F-HR 07 Feb 2024, 19:35
Q3 2023 42 $200,794,891 +$64,367,940 -$294,240,084 -$229,872,144 BIL, IEF, JEPQ, BLV, SCHD Restatement 13 Nov 2023, 09:38
Q2 2023 152 $437,823,768 +$287,249,512 -$20,275,911 +$266,973,601 BIL, IEF, JEPI, QQQ, TLT 13F-HR 07 Aug 2023, 13:43
Q1 2023 37 $168,628,253 +$85,307,099 -$68,527,763 +$16,779,336 BIL, JEPI, IEF, JEPQ, BLK 13F-HR 11 May 2023, 15:00
Q4 2022 45 $151,842,786 +$67,339,796 -$3,603,967 +$63,735,829 TLT, JEPI, JEPQ, BLK, PICK 13F-HR 13 Feb 2023, 14:36
Q3 2022 35 $80,414,000 +$40,536,380 -$64,242,619 -$23,706,239 TLT, AAPL, JNJ, BLK, LHX 13F-HR 14 Nov 2022, 17:38
Q2 2022 60 $97,426,000 $0 $0 $0 DGS, UGI, SPY, LOW, JNJ 13F-HR 16 Sep 2022, 13:50
Q1 2022 60 $103,843,000 $0 $0 $0 DGS, UGI, SPY, TXN, LOW 13F-HR 20 Sep 2022, 15:21