Better Way Financial, LLC current holdings: USA ETF
Better Way Financial, LLC reported $0.11 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 5 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are SPYM, QQQ, DIA.
- SPYM: Country of operation United States; Class EQ; Shares 545,492; Value $47,937,906.
- QQQ: Country of operation —; Class EQ; Shares 42,491; Value $31,291,069.
- DIA: Country of operation —; Class EQ; Shares 44,732; Value $23,367,864.
- XLF: Country of operation —; Class EQ; Shares 106,623; Value $5,716,059.
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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