Better Way Financial
ALLENTOWN, PAfiles as Better Way Financial, LLC
$118m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money.
Value
$118m
Stocks
9
Top 10 share
100.0%
Turnover
n/a
What changed this quarter
This is the first quarter we have for this fund, so we can't show changes yet.
Holdings
- Spdr Series TrustSPYM
- Share
- 40.6%
- Value
- $48m
- Shares
- 545,492
- Invesco QQQ TRQQQ
- Share
- 26.5%
- Value
- $31m
- Shares
- 42,491
- State STR Spdr DOW Jones INDDIA
- Share
- 19.8%
- Value
- $23m
- Shares
- 44,732
- Select Sector Spdr TRXLF
- Share
- 4.8%
- Value
- $6m
- Shares
- 106,623
- Spdr Gold TRGLD
- Share
- 4.1%
- Value
- $5m
- Shares
- 13,013
- Ishares Bitcoin Trust ETFIBIT
- Share
- 3.5%
- Value
- $4m
- Shares
- 124,545
- UnitedHealth GroupUNH
- Share
- 0.5%
- Value
- $590,592
- Shares
- 1,420
- Luxfer HoldingsLXFR
- Share
- 0.2%
- Value
- $201,283
- Shares
- 11,157
- AGNC InvestmentAGNC
- Share
- 0.1%
- Value
- $161,014
- Shares
- 14,772
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYM | 40.6% | $48m | 545,492 | |
| Invesco QQQ TRQQQ | 26.5% | $31m | 42,491 | |
| State STR Spdr DOW Jones INDDIA | 19.8% | $23m | 44,732 | |
| Select Sector Spdr TRXLF | 4.8% | $6m | 106,623 | |
| Spdr Gold TRGLD | 4.1% | $5m | 13,013 | |
| Ishares Bitcoin Trust ETFIBIT | 3.5% | $4m | 124,545 | |
| UnitedHealth GroupUNH | 0.5% | $590,592 | 1,420 | |
| Luxfer HoldingsLXFR | 0.2% | $201,283 | 11,157 | |
| AGNC InvestmentAGNC | 0.1% | $161,014 | 14,772 |
Over time and by industry
Value over time
Jun '26
Where the money is
Health care0.5%
Materials0.2%
Financial services0.1%
Other99.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.