Better Way Financial, LLC holds a concentrated book of 9 stocks worth $118.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). Their largest long position is Ste STR SPDR PT S&P 500 ETF at 41% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1817720/holdings"
Use Arkolith to show Better Way Financial, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Better Way Financial, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 9 / 9 | $27.4B |
| BANK OF AMERICA CORP /DE/ | 9 / 9 | $26.1B |
| BlackRock, Inc. | 9 / 9 | $22.0B |
| JPMORGAN CHASE & CO | 9 / 9 | $21.1B |
| GOLDMAN SACHS GROUP INC | 9 / 9 | $10.7B |
| WELLS FARGO & COMPANY/MN | 9 / 9 | $9.5B |
| UBS Group AG | 9 / 9 | $9.1B |
| JONES FINANCIAL COMPANIES LLLP | 9 / 9 | $9.0B |
Ranked by how many of Better Way Financial, LLC's top 9 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Portfolio S&P 500 ETF EQ | $47.9M | 545.5K | 40.6% | ▲New New position | |
| 2 | Invesco QQQ Trust Series 1 EQ | $31.3M | 42.5K | 26.5% | ▲New New position | |
| 3 | SPDR Dow Jones Industrial Average ETF Trust EQ | $23.4M | 44.7K | 19.8% | ▲New New position | |
| 4 | Financial Select Sector SPDR Fund EQ | $5.7M | 106.6K | 4.8% | ▲New New position | |
| 5 | SPDR Gold Shares EQ | $4.8M | 13.0K | 4.1% | ▲New New position | |
| 6 | iShares Bitcoin Trust ETF EQ | $4.1M | 124.5K | 3.5% | ▲New New position | |
| 7 | UnitedHealth Group Inc EQ | $591K | 1.4K | 0.5% | ▲New New position | |
| 8 | Luxfer Holdings PLC EQ | $201K | 11.2K | 0.2% | ▲New New position | |
| 9 | AGNC Investment Corp EQ | $161K | 14.8K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 9 | $118.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.