Second Half Financial Partners, LLC ADME — ETF SER SOLUTIONS

Ownership history in Second Half Financial Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Second Half Financial Partners, LLC reported ETF SER SOLUTIONS (ADME) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.57% in 2024 Q3. The latest visible filing shows ADME at 0.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ADME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Second Half Financial Partners, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ADME was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADME stock page Second Half Financial Partners, LLC fund profile Second Half Financial Partners, LLC full holdings
How Second Half Financial Partners, LLC held ADME — position size vs. price
% of Fund (quarterly)    ADME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 22,664 +185 +0.8% 0.52% $1.2M 2026-02-14 (Est.) $51.56
2025 Q3 REDUCED — — — 22,479 -1,027 -4.4% 0.51% $1.1M 2025-11-12 $51.73
2025 Q2 ADDED — — — 23,506 +422 +1.8% 0.53% $1.1M 2025-07-25 $48.97
2025 Q1 REDUCED — — — 23,084 -80 -0.3% 0.51% $1.0M 2025-05-07 $44.15
2024 Q4 REDUCED — — — 23,164 -290 -1.2% 0.53% $1.1M 2025-02-14 $48.01
2024 Q3 INITIATED — — — 23,454 — — 0.57% $1.1M 2024-11-08 $47.51

🏢 Other funds also holding ADME

As of 2026 Q1 — sorted by position size

6th Street Advisors, LLC 6.69% Lord & Richards Wealth Management, LLC 3.11% Park Place Capital Corp 3Y 2.91% Strong Retirement Solutions LLC 2.7% MBE Wealth Management, LLC 3Y 1.87% Renasant Bank 3Y 1.56% Cushing Capital Partners, LLC 1.28% Signal Advisors Wealth, LLC 1.05% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.88% SILVER OAK SECURITIES, INCORPORATED 3Y 0.36%

FAQ About Second Half Financial Partners, LLC and ADME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Second Half Financial Partners, LLC reported owning ADME?

Second Half Financial Partners, LLC reported ADME across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ADME position in Second Half Financial Partners, LLC's portfolio?

The largest reported portfolio weight for ADME was 0.57% in 2024 Q3.

What is the latest reported ADME position on this page?

The most recent filing on this page is 2025 Q4, when Second Half Financial Partners, LLC reported 22,664 shares, equal to 0.52% of portfolio, with an estimated market value of $1.2M.

What does the chart on this ADME ownership page compare?

The chart compares Second Half Financial Partners, LLC's quarterly ADME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Second Half Financial Partners, LLC time their ADME position?

Based on 13F filing dates vs. subsequent ADME price moves, Second Half Financial Partners, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on ADME relative to SPY over the holding period was -4.9%.

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