Better Way Financial
Better Way Financial reported 9 stocks worth $118M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are SPYM (40.5%), QQQ (26.5%) and DIA (19.8%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $47.9M | 40.5% | 545K | – | 1 of 1 | |
| 2 |  QQQ Invesco Qqq TR | $31.3M | 26.5% | 42K | – | 1 of 1 | |
| 3 |  DIA Spdr Dow Jones Indl Average | $23.4M | 19.8% | 45K | – | 1 of 1 | |
| 4 |  XLF Select Sector Spdr TR | $5.7M | 4.8% | 107K | – | 1 of 1 | |
| 5 |  GLD Spdr Gold TR | $4.8M | 4.1% | 13K | – | 1 of 1 | |
| 6 |  IBIT Ishares Bitcoin Trust ETF | $4.1M | 3.5% | 125K | – | 1 of 1 | |
| 7 |  UNH Unitedhealth Group Inc | $591K | 0.5% | 1,420 | – | 1 of 1 | |
| 8 |  LXFR Luxfer Hldgs PLC | $201K | 0.2% | 11K | – | 1 of 1 | |
| 9 |  AGNC Agnc Invt Corp | $161K | 0.1% | 15K | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Better Way Financial 13F FAQ
What does Better Way Financial own?
Better Way Financial reported 9 stocks worth $118M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are SPYM (40.5%), QQQ (26.5%) and DIA (19.8%). The table above lists every position in the filing (the top 10 without an account).
What did Better Way Financial buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Better Way Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Better Way Financial's portfolio worth?
The Q2 2026 filing reports $118M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.