Long-term investor
Second Half Financial Partners, LLC @secondhalffinancialpartn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001946654).
Record
- Tracked since 2025-06-30 (473 days), 115 trades recorded
- Returns: week n/a · month n/a · 90 days -1.6% · 6 months +12.2% · 1 year -2.5% · all -2.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R663 · 17.6% · long · since 2025-06-30
- 78433H675 · 11.6% · long · since 2025-06-30
- 78433H303 · 8.8% · long · since 2025-06-30
- 032108409 · 7.7% · long · since 2025-06-30
- 33738D879 · 7.6% · long · since 2025-06-30
- 45259A514 · 6.5% · long · since 2025-06-30
- 78462F103 · 5.1% · long · since 2025-06-30
- 46090E103 · 2.2% · long · since 2025-06-30
- 464287721 · 1.5% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- 26922A222 · 1.5% · long · since 2025-06-30
- 26922A388 · 1.4% · long · since 2025-06-30