Better Way Financial, LLC current holdings: USA Stocks
Better Way Financial, LLC reported $0.01 billion in share positions in stocks (listed in the US), 4 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are GLD, UNH, LXFR.
- GLD: Country of operation United States; Class EQ; Shares 13,013; Value $4,793,728.
- UNH: Country of operation United States; Class EQ; Shares 1,420; Value $590,592.
- LXFR: Country of operation —; Class EQ; Shares 11,157; Value $201,283.
- AGNC: Country of operation United States; Class EQ; Shares 14,772; Value $161,014.
Form 13F-HR as filed (SEC CIK 1817720): quarter ended 2026-06-30, filed 2026-07-23. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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