Titelia

Holdings of Second Half Financial Partners, LLC

79 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.3 % of the equity sleeve

Sector breakdown

  • Technology 7.4 %
  • Funds 4.3 %
  • Industrials 3.5 %
  • Consumer discretionary 2.4 %
  • Communication 1.9 %
  • Consumer staples 1.6 %
  • Utilities 1.6 %
  • Health care 1.3 %
  • Financials 1.1 %
  • Energy 0.9 %
  • Unattributed 74.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US79127.7M $100.00 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 469,31543M $
2First Trust Exchange-Traded Fund IV 628,11816M $
3State Street SPDR S&P 500 ETF Trust 17,96611.7M $
4Invesco QQQ Trust Series 1 6,9014M $
5ETF Series Solutions 82,3573.5M $
6Apple Inc 12,7713.2M $
7iShares U.S. Technology ETF 14,8552.7M $
8Schwab US Dividend Equity ETF 80,6692.5M $
9iShares Russell 2000 ETF 9,6482.4M $
10State Street Spdr Dow Jones Industrial Average Etf Trust 4,5892.1M $
11State Street Utilities Select Sector SPDR ETF 45,4452.1M $
12NVIDIA Corp 10,4001.8M $
13Invesco S&P 500 Equal Weight ETF 9,4431.8M $
14Dimensional ETF Trust 33,1731.3M $
15Exxon Mobil Corp 6,9241.2M $
16L3Harris Technologies Inc 2,9341M $
17General Dynamics Corp 2,9361M $
18Netflix Inc 9,912953K $
19Microsoft Corp 2,352870.6K $
20Rocket Cos Inc 58,819838.2K $
21Walmart Inc 6,690831.4K $
22Amazon.com Inc 3,945821.7K $
23JPMorgan Chase & Co 2,668784.8K $
24iShares Trust 8,075700K $
25Expedia Group Inc 2,903670.3K $
26Alphabet Inc 2,308663.7K $
27Tesla Inc 1,702632.7K $
28QUALCOMM Inc 4,811619.6K $
29Salesforce Inc 3,315618.8K $
30NextEra Energy Inc 6,597612.7K $
31Bristol-Myers Squibb Co 9,801594.4K $
32Altria Group, Inc. 8,900587.3K $
33Arista Networks Inc 4,640569.7K $
34Caterpillar Inc 791560.4K $
35Broadcom Inc 1,774549.1K $
36Exelixis Inc 12,717545.4K $
37Select Sector Spdr Trust 3,319536.8K $
38Lam Research Corp 2,434520K $
39Powell Industries Inc 949513.5K $
40AbbVie Inc 2,273494.3K $
41Berkshire Hathaway Inc 975467.2K $
42SELECT SECTOR SPDR TRUST (THE) 3,386450K $
43Invesco S&P 500 High Dividend Low Volatility ETF 8,347414.1K $
44iShares Trust 4,296410K $
45Coca-Cola Co/The 5,346406.5K $
46Motorola Solutions Inc 917398K $
47iShares Global Infrastructure ETF 5,810389.3K $
48Southern Co/The 3,749361.8K $
49Sterling Infrastructure Inc 856348.6K $
50TJX Cos Inc/The 2,160345K $
51First Trust SMID Cap Rising Dividend Achievers ETF 8,666341.7K $
52AT&T Inc 11,273326.8K $
53Home Depot Inc/The 989325.2K $
54Delta Air Lines Inc 4,767316.9K $
55Argan Inc 565307.7K $
56Entergy Corp 2,734307.2K $
57Eli Lilly & Co 322295.8K $
58RTX Corp 1,421274K $
59Johnson & Johnson 1,093267.3K $
60Dominion Energy Inc 4,320267.1K $
61Nuveen Municipal Value Fund Inc 29,464264.9K $
62Parker-Hannifin Corp 289258.7K $
63Meta Platforms Inc 446255.2K $
64Lockheed Martin Corp 418252.6K $
65Constellation Energy Corp. 903252.2K $
66Verizon Communications Inc 5,009251.5K $
67ISHARES TRUST 6,801241.6K $
68Palantir Technologies Inc 1,640239.9K $
69Duke Energy Corp 1,799235.6K $
70Grayscale Bitcoin Trust ETF 4,423233.4K $
71Twilio Inc 1,781224.1K $
72SPDR SERIES TRUST 2,070223.6K $
73McDonald's Corp. 711221K $
74Visa Inc 707213.7K $
75iShares Trust 941205.8K $
76Uber Technologies Inc 2,840204.3K $
77Union Pacific Corp 827200.7K $
78Dimensional ETF Trust 5,918200.4K $
79Rumble Inc 20,373103.9K $