Second Half Financial Partners, LLC
•CIK: 1946654•Filing: Q4 2025
**Second Half Financial Partners, LLC** manages $225M across a diversified portfolio of 102 positions. The fund exhibits a clear focus on income and dividend-oriented strategies, evidenced by significant allocations to BIL ($42.9M), DIVO ($18.4M), and RDVI ($16.5M). Top holdings also include core equity proxies such as QQQI ($26.9M) and SPYI ($21.3M). This positioning suggests a mandate targeting consistent yield generation within established market segments.
Total AUM
$225.2M
QoQ Performance
-0.8%
Positions
81
Top 10 Concentration
73.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL
QQQI
SPYI
DIVO
RDVI
OMAH
SPY
BIL19.0%
QQQI11.9%
SPYI9.4%
DIVO8.2%
RDVI7.3%
OMAH7.2%
SPY5.4%
NDQ1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.8%
ETF5.4%
Technology3.5%
Consumer2.3%
Financial1.2%
Communication0.6%
Utilities0.6%
Healthcare0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑31 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022