DOSSIER · 13F-HR · Q2 2026

Better Way Financial, LLC

$118M in tracked AUM across 9 positions as of Q2 2026.

BW
CIK 0001817720 · last filed Jun 30, 2026
Total AUM
$118M
as of Q2 2026
Holdings
9
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Better Way Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR Portfolio S&P 500 ETF
$48M545K40.6%
02
QQQ
Invesco QQQ Trust Series 1
$31M42K26.5%
03
DIA
SPDR Dow Jones Industrial Average ETF Trust
$23M45K19.8%
04
XLF
Financial Select Sector SPDR Fund
$6M107K4.8%
05
GLD
SPDR Gold Shares
$5M13K4.1%
06
IBIT
iShares Bitcoin Trust ETF
$4M125K3.5%
07
UNH
UnitedHealth Group Inc
$591K1K0.5%
08
G5698W116
Luxfer Holdings PLC
$201K11K0.2%
09
AGNC
AGNC Investment Corp
$161K15K0.1%

Filing history

2026Q2Jun 30
$118M
9 positionsView →