Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Better Way Financial, LLC (CIK 1817720) reported $118.2M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($47.9M, 40.55%), QQQ ($31.3M, 26.47%), DIA ($23.4M, 19.77%), XLF ($5.7M, 4.84%), GLD ($4.8M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR Portfolio S&P 500 ETF | $47.9M | 40.55% | 545,492 | New |
| 2 | QQQ | Invesco QQQ Trust Series 1 | $31.3M | 26.47% | 42,491 | New |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | $23.4M | 19.77% | 44,732 | New |
| 4 | XLF | Financial Select Sector SPDR Fund | $5.7M | 4.84% | 106,623 | New |
| 5 | GLD | SPDR Gold Shares | $4.8M | 4.06% | 13,013 | New |
| 6 | IBIT | iShares Bitcoin Trust ETF | $4.1M | 3.51% | 124,545 | New |
| 7 | UNH | UnitedHealth Group Inc | $590,592 | 0.50% | 1,420 | New |
| 8 | LXFR | Luxfer Holdings PLC | $201,283 | 0.17% | 11,157 | New |
| 9 | AGNC | AGNC Investment Corp | $161,014 | 0.14% | 14,772 | New |
Source: SEC Form 13F filings · as of 2026-06-30