Better Way Financial, LLC 13F Holdings · Q2 2026
Better Way Financial, LLC reported 9 securities worth $118.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (40.55%), QQQ (26.47%), DIA (19.77%). Among its top 25 positions this quarter: 9 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR Portfolio S&P 500 ETF | $47.9M | 40.55% | 545,492 | New |
| 2 | QQQ | Invesco QQQ Trust Series 1 | $31.3M | 26.47% | 42,491 | New |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | $23.4M | 19.77% | 44,732 | New |
| 4 | XLF | Financial Select Sector SPDR Fund | $5.7M | 4.84% | 106,623 | New |
| 5 | GLD | SPDR Gold Shares | $4.8M | 4.06% | 13,013 | New |
| 6 | IBIT | iShares Bitcoin Trust ETF | $4.1M | 3.51% | 124,545 | New |
| 7 | UNH | UnitedHealth Group Inc | $590,592 | 0.50% | 1,420 | New |
| 8 | LXFR | Luxfer Holdings PLC | $201,283 | 0.17% | 11,157 | New |
| 9 | AGNC | AGNC Investment Corp | $161,014 | 0.14% | 14,772 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR