LEILA SHAVER

Second Half Financial Partners, Llc

Assets Managed

$222.105M

Holdings

Last Quarter

2026 - Q1

Filed Date

22d ago

Growth Rate

-1.39%(2Q avg: -1.08%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Second Half Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 222.105M in assets, with a quarterly growth rate of -1.39% and a 2-quarter average growth rate of -1.08%. 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	19.37%	$43.008M 469,315 shares@ $91.64 avg price
QQQI Neos Nasdaq-100 High Inc Etf Recent Activity	11.18%	$24.82M 499,503 shares@ $49.69 avg price
SPYI Neos S&p 500 High Income Etf Recent Activity	9%	$19.985M 404,802 shares@ $49.37 avg price
DIVO Amplify Cwp Enhanced Dividen Recent Activity Increased 0.01%	8.34%	$18.507M 412,650 shares@ $44.85 avg price	Increased 0.01%
RDVI Ft Vest Rising Dividend Achi Recent Activity	7.23%	$16.048M 628,118 shares@ $25.56 avg price
OMAH Vistashares Trg 15 Berkshire Recent Activity	7.03%	$15.6M 865,716 shares@ $18.02 avg price
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 1.63%	5.27%	$11.684M 17,966 shares@ $650.35 avg price	Increased 1.63%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 0.6%	1.8%	$3.983M 6,901 shares@ $577.21 avg price	Increased 0.6%
ACIO Aptus Collared Investment Op Recent Activity Increased 8.48%	1.56%	$3.456M 82,357 shares@ $41.97 avg price	Increased 8.48%
AAPL Apple Inc Recent Activity Increased 14.67%	1.46%	$3.241M 12,771 shares@ $253.79 avg price	Increased 14.67%

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