Better Way Financial, LLC ETF holdings
Allentown, PA
Reported $117.3M in 6 ETFs in its Form 13F for June 30, 2026.
ETF value
$117.3M
ETFs held
6
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
99.2%
of $118.2M
Top 6 of 6 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $47.9M | 545,492 | New position |
| QQQ | Invesco QQQ Trust | $31.3M | 42,491 | New position |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $23.4M | 44,732 | New position |
| XLF | State Street Financial Select Sector SPDR ETF | $5.7M | 106,623 | New position |
| GLD | SPDR Gold Shares | $4.8M | 13,013 | New position |
| IBIT | iShares Bitcoin Trust ETF | $4.1M | 124,545 | New position |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001817720. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Better Way Financial, LLC own?
Better Way Financial, LLC reported 6 ETF positions worth $117.3M in its Form 13F for June 30, 2026. The largest was SPYM, at $47.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.