§ 13F · FUND PROFILE
Better Way Financial, LLC.
AUM · $118M (13F)Positions · 9Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR Portfolio S&P 500 ETF | 545K | $48M | — | — |
| 2 | QQQ | Invesco QQQ Trust Series 1 | 42K | $31M | — | — |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | 45K | $23M | — | — |
| 4 | XLF | Financial Select Sector SPDR Fund | 107K | $6M | — | — |
| 5 | GLD | SPDR Gold Shares | 13K | $5M | — | — |
| 6 | IBIT | iShares Bitcoin Trust ETF | 125K | $4M | — | — |
| 7 | UNH | UnitedHealth Group Inc | 1K | $591K | — | — |
| 8 | LXFR | Luxfer Holdings PLC | 11K | $201K | — | — |
| 9 | AGNC | AGNC Investment Corp | 15K | $161K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BETTER SIGNAL
AC read
Better Way Financial, LLC is a institutional fund managing $118 million in assets. The fund runs a focused portfolio of just 9 positions.
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