Better Way Financial, LLC
CIK 0001817720 · ALLENTOWN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$118.2M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR Portfolio S&P 500 ETF
40.6%
QQQ
Invesco QQQ Trust Series 1
26.5%
DIA
SPDR Dow Jones Industrial Average ETF Trust
19.8%
XLF
Financial Select Sector SPDR Fund
4.8%
GLD
SPDR Gold Shares
4.1%
IBIT
iShares Bitcoin Trust ETF
3.5%
UNH
UnitedHealth Group Inc
0.5%
LXFR
Luxfer Holdings PLC
0.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.