Institutional
Better Way Financial, LLC
CIK 0001817720
$118.2M
Reported AUM
9
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for Better Way Financial, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR Portfolio S&P 500 ETF | $87.31 | 1.61% | 18.80% | 73.56% | $47.9M | 40.55% | — | HELD |
| 2 | QQQ | Invesco QQQ Trust Series 1 | — | — | 24.01% | 85.38% | $31.3M | 26.47% | — | HELD |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | $521.51 | 1.18% | 21.49% | 60.52% | $23.4M | 19.77% | — | HELD |
| 4 | XLF | Financial Select Sector SPDR Fund | $57.00 | 0.56% | 12.64% | 61.91% | $5.7M | 4.84% | — | HELD |
| 5 | GLD | SPDR Gold Shares | $377.16 | 1.64% | 20.05% | 118.68% | $4.8M | 4.06% | — | HELD |
| 6 | IBIT | iShares Bitcoin Trust ETF | $36.70 | 1.94% | -42.85% | 3.61% | $4.1M | 3.51% | — | HELD |
| 7 | UNH | UnitedHealth Group Inc | $421.47 | 0.21% | 80.84% | 9.82% | $591K | 0.50% | — | HELD |
| 8 | LXFR | Luxfer Holdings PLC | $17.02 | -0.18% | 49.01% | -3.15% | $201K | 0.17% | — | HELD |
| 9 | AGNC | AGNC Investment Corp | $10.92 | 0.18% | 30.61% | 31.16% | $161K | 0.14% | — | HELD |
Source: SEC EDGAR · accession 0001817720-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.