Better Way Financial, LLC

CIK 0001817720 · ALLENTOWN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗

Better Way Financial, LLC reported 9 positions worth $118.2M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SPYM (40.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$118.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

9 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SPYM	SPDR Portfolio S&P 500 ETF	SH	$47.9M	40.55%	545,492	—	—
▸ 2	QQQ	Invesco QQQ Trust Series 1	SH	$31.3M	26.47%	42,491	—	—
▸ 3	DIA	SPDR Dow Jones Industrial Average ETF Trust	SH	$23.4M	19.77%	44,732	—	—
▸ 4	XLF	Financial Select Sector SPDR Fund	SH	$5.7M	4.84%	106,623	—	—
▸ 5	GLD	SPDR Gold Shares	SH	$4.8M	4.05%	13,013	—	—
▸ 6	IBIT	iShares Bitcoin Trust ETF	SH	$4.1M	3.51%	124,545	—	—
▸ 7	UNH	UnitedHealth Group Inc	SH	$590.6K	0.50%	1,420	—	—
▸ 8	LXFR	Luxfer Holdings PLC	SH	$201.3K	0.17%	11,157	—	—
▸ 9	AGNC	AGNC Investment Corp	SH	$161.0K	0.14%	14,772	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Better Way Financial, LLC hold as of Q2 2026?

Better Way Financial, LLC reported 9 positions worth $118.2M in its Q2 2026 13F filing. Largest positions: SPYM (40.6%), QQQ (26.5%), DIA (19.8%), XLF (4.8%) and GLD (4.1%).

What did Better Way Financial, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Better Way Financial, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.