Better Way Financial, LLC: 13F holdings
CIK 18177202026Q2
| Positions | 9 |
|---|---|
| Reported value | $118.2m |
| Filed | 2026-07-23 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR Portfolio S&P 500 ETF | 545,492 | $47.9m | 40.6% |
| QQQ Invesco QQQ Trust Series 1 | 42,491 | $31.3m | 26.5% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 44,732 | $23.4m | 19.8% |
| XLF Financial Select Sector SPDR Fund | 106,623 | $5.7m | 4.8% |
| GLD SPDR Gold Shares | 13,013 | $4.8m | 4.1% |
| IBIT iShares Bitcoin Trust ETF | 124,545 | $4.1m | 3.5% |
| UNH UnitedHealth Group Inc | 1,420 | $590,592 | 0.5% |
| Luxfer Holdings PLC | 11,157 | $201,283 | 0.2% |
| AGNC AGNC Investment Corp | 14,772 | $161,014 | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1817720")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.