Better Way Financial, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Better Way Financial, LLC reported 9 stock positions worth $118.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 40.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 26.5%) and SS SPDR Dow Jones Indus Avg (DIA, 19.8%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001817720
- Portfolio Value
- $118.2M (Q2 2026)
- SEC Filing
- 0001817720-26-000003 ↗ filed Jul 23, 2026
Holdings 9 stocks · $118.2M
| SPYM Ste STR SPDR PT S&P 500 ETF | 40.55% | 545,492 | $47.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 26.47% | 42,491 | $31.3M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 19.77% | 44,732 | $23.4M | — |
| XLF SS Financial Select Sector | 4.84% | 106,623 | $5.7M | — |
| GLD SPDR Gold Shares | 4.06% | 13,013 | $4.8M | — |
| IBIT iShares Bitcoin Trust ETF | 3.51% | 124,545 | $4.1M | — |
| UNH Unitedhealth Group Inc. | 0.50% | 1,420 | $591K | — |
| LXFR Luxfer Holdings PLC | 0.17% | 11,157 | $201K | — |
| AGNC AGNC Investment Corp. | 0.14% | 14,772 | $161K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $118.2M | SPYM, QQQ, DIA, XLF, GLD |