LEILA SHAVER

Second Half Financial Partners, Llc

Assets Managed

$243.919M

Holdings

109

Last Quarter

2026 - Q2

Filed Date

6d ago

Growth Rate

9.83%(2Q avg: 4.22%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Second Half Financial Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Second Half Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 243.919M in assets, with a quarterly growth rate of 9.83% and a 2-quarter average growth rate of 4.22%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity	17.64%	$43.008M 469,315 shares@ $91.64 avg price
QQQI Neos Nasdaq-100 High Inc Etf Recent Activity	11.63%	$28.367M 499,503 shares@ $56.79 avg price
SPYI Neos S&p 500 High Income Etf Recent Activity	8.82%	$21.491M 404,802 shares@ $53.09 avg price
DIVO Amplify Cwp Enhanced Dividen Recent Activity Increased 0.01%	7.74%	$18.858M 412,651 shares@ $45.71 avg price	Increased 0.01%
RDVI Ft Vest Rising Dividend Achi Recent Activity	7.58%	$18.467M 628,118 shares@ $29.41 avg price
OMAH Vistashares Trg 15 Berkshire Recent Activity	6.55%	$15.964M 865,716 shares@ $18.44 avg price
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -8.18%	5.06%	$12.319M 16,496 shares@ $746.78 avg price	Decreased -8.18%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 7.03%	2.23%	$5.439M 7,386 shares@ $736.44 avg price	Increased 7.03%
IYW Ishares Ustechnology Etf Recent Activity Increased 0.68%	1.55%	$3.772M 14,955 shares@ $252.24 avg price	Increased 0.68%
AAPL Apple Inc Recent Activity Increased 0.15%	1.52%	$3.701M 12,789 shares@ $289.37 avg price	Increased 0.15%

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