# Better Way Financial, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1817720. Source: https://holderbook.com/funds/1817720-better-way-financial-llc/

- Reported value: $118.2M
- Positions: 9
- Weight of the ten largest: 100.0%
- Filed: 2026-07-23

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $47.9M | 545,492 | 40.6% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $31.3M | 42,491 | 26.5% | 1 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $23.4M | 44,732 | 19.8% | 1 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $5.7M | 106,623 | 4.8% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $4.8M | 13,013 | 4.1% | 1 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $4.1M | 124,545 | 3.5% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $590.6K | 1,420 | 0.5% | 1 |
| LUXFER HLDGS PLC | [LXFR](https://holderbook.com/stocks/LXFR/) | $201.3K | 11,157 | 0.2% | 1 |
| AGNC INVT CORP | [AGNC](https://holderbook.com/stocks/AGNC/) | $161.0K | 14,772 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $118.2M | 9 |