Second Half Financial Partners, LLC

RIA/Wealth

Second Half Financial Partners, LLC is a RIA/Wealth based in Santa Fe, NM led by Leila Mehrizi Shaver, reporting $364.1M in AUM as of Q3 2025 with 84% ETF concentration, 73% concentrated in top 10 holdings, and 21% allocation to BIL.

CCOLeila Mehrizi Shaver

Portfolio Value: $209.2M
Positions: 94
Top Holding: BIL at 20.58%
Last Reported: Q3 2025

Address613 Old Santa Fe Trail, Santa Fe, NM, 87505, United States

Top Holdings

Largest long holdings in Second Half Financial Partners, LLC's portfolio (72.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$43.1M	20.58%	+$5.0M Bought	— 469.3K shares	Q1 2023 Held for 2y 8m
2 QQQI NEOS Nasdaq 100 High Income ETF QQQI	ETF ETF	$27.1M	12.94%	-$198.3K Sold	— 499.5K shares	Q4 2024 Held for 11 months
3 NEOS S&P 500 High Income SPYI	ETF ETF	$21.2M	10.12%	-$261.7K Sold	— 404.8K shares	Q4 2024 Held for 11 months
4 Amplify CWP Enhanced Dividend Income DIVO	ETF ETF	$18.4M	8.79%	-$158.9K Sold	— 412.6K shares	Q4 2024 Held for 11 months
5 FT Vest Rising Dividend Achievers Target Income RDVI	ETF ETF	$16.2M	7.76%	-$157.0K Sold	— 628.1K shares	Q1 2024 Held for 1y 8m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$12.0M	5.72%	-$423.0K Sold	— 18.0K shares	Q1 2022 Held for 3y 8m
7 Invesco QQQ Trust QQQ	ETF ETF	$4.1M	1.97%	+$79.3K Bought	— 6.9K shares	Q1 2022 Held for 3y 8m
8 iShares Russell 2000 IWM	ETF ETF	$3.4M	1.62%	-$5.6K Sold	— 14.0K shares	Q3 2024 Held for 1y 2m
9 Aptus Collared Investment Opportunity ACIO	ETF ETF	$3.3M	1.56%	-$153.6K Sold	— 75.2K shares	Q3 2024 Held for 1y 2m
10 Aptus Defined Risk DRSK	ETF ETF	$3.1M	1.48%	-$93.2K Sold	— 107.1K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Second Half Financial Partners, LLC's latest filing

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Market Value

$209.2M

Prior: $194.4M

Q/Q Change

+7.61%

+$14.8M

Net Flows % of MV

+1.84%

Turnover Ratio

3.04%

New Purchases

2 stocks

$528.2K

Added To

31 stocks

+$6.6M

Sold Out Of

4 stocks

$915.8K

Reduced Holdings

40 stocks

-$2.4M

Increased Positions

Position	Shares Δ	Change
1 Sterling Infrastructure, Inc. STRL	New	0 → 856.0 +$290.8K
2 SLV iShares Silver Trust SLV	New	0 → 5.6K +$237.4K
3 iShares 20+ Year Treasury Bond TLT	+42.87%	5.1K → 7.3K +$194.9K
4 Alphabet Inc. GOOGL	+25.18%	1.5K → 1.9K +$94.6K
5 CHE Chemed CHE	+23.36%	852.0 → 1.1K +$89.1K

Decreased Positions

Position	Shares Δ	Change
1 Advanced Micro Devices AMD	Sold	1.9K → 0 −$269.2K
2 GLD SPDR Gold Trust GLD	Sold	793.0 → 0 −$241.7K
3 Twilio TWLO	Sold	1.6K → 0 −$204.1K
4 Automatic Data Processing, Inc. ADP	Sold	651.0 → 0 −$200.8K
5 American Express AXP	-38.24%	1.0K → 646.0 −$132.9K

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Analytics

Portfolio insights and performance metrics for Second Half Financial Partners, LLC

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Sector Allocation

ETF

84.20%

Technology

4.60%

Consumer Cyclical

2.40%

Industrials

2.30%

Financial Services

1.60%

Communication Services

1.30%

Utilities

0.90%

Healthcare

0.80%

Consumer Defensive

0.70%

Energy

0.60%

Real Estate

0.20%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

9.38%

Large Cap ($10B - $200B)

5.32%

Mid Cap ($2B - $10B)

0.43%

Nano Cap (< $50M)

0.44%

N/A (ETF or Unknown)

84.42%

Portfolio Concentration

Top 10 Holdings %

72.53%

Top 20 Holdings %

82.22%

Top 50 Holdings %

93.91%

Top 100 Holdings %

100.0%