StockDriftsStockDriftsTop 9 Better Way Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR Portfolio S&P 500 ETF | 40.55% | 545.5K | $47.9M | new | $81.13(+12.22%) | 2026-06-30 | |
| QQQ | Invesco QQQ Trust Series 1 | 26.47% | 42.5K | $31.3M | new | $647.34(+11.35%) | 2026-06-30 | |
| DIA | SPDR Dow Jones Industrial Average ETF Trust | 19.77% | 44.7K | $23.4M | new | $487.23(+11.00%) | 2026-06-30 | |
| XLF | Financial Select Sector SPDR Fund | 4.84% | 106.6K | $5.7M | new | $50.99(+13.52%) | 2026-06-30 | |
| GLD | SPDR Gold Shares | 4.06% | 13.0K | $4.8M | new | $391.48(+3.09%) | 2026-06-30 | |
| IBIT | iShares Bitcoin Trust ETF | 3.51% | 124.5K | $4.1M | new | $35.49(+2.35%) | 2026-06-30 | |
| UNH | UnitedHealth Group Inc | 0.5% | 1.4K | $591K | new | $338.71(+20.42%) | 2026-06-30 | |
| LXFR | Luxfer Holdings PLC | 0.17% | 11.2K | $201K | new | $14.99(+14.08%) | 2026-06-30 | |
| AGNC | AGNC Investment Corp | 0.14% | 14.8K | $161K | new | $10.37(+3.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Better Way Financial, LLC reports $118.21M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (40.5%), QQQ (26.5%) and DIA (19.8%). The top 20 holdings account for 100.01% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Better Way Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817720). View Better Way Financial, LLC’s 13F filings on SEC