Better Way Financial, LLC reported 5 positions worth $9.89M for the quarter ended Jun 30, 2026. Its largest holding is Spdr Gold Trust at 48.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 13.0K | $4.79M | 48.46% | – | – | – | 0% |
| 2 | IBIT iShares Bitcoin Trust ETF | Others | 124.5K | $4.15M | 41.91% | – | – | – | 0.01% |
| 3 | UNH Unitedhealth Group Inc | Healthcare | 1,420 | $590.59K | 5.97% | – | – | – | 0% |
| 4 | LXFR Luxfer Holdings Plc | Industrials | 11.2K | $201.28K | 2.03% | – | – | – | 0.04% |
| 5 | AGNC AGNC Investment Corp. | Financial Services | 14.8K | $161.01K | 1.63% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Better Way Financial.
As of its Q2 2026 13F filing, Better Way Financial, LLC’s five largest positions were Spdr Gold Trust (GLD) at 48.5%, iShares Bitcoin Trust ETF (IBIT) at 41.9%, Unitedhealth Group Inc (UNH) at 6.0%, Luxfer Holdings Plc (LXFR) at 2.0%, AGNC Investment Corp. (AGNC) at 1.6% of the reported portfolio.
Better Way Financial, LLC reported a 13F portfolio worth $9.89M across 5 positions for Q2 2026.
From the Form 13F-HR reports Better Way Financial, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.