Better Way Financial, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
In the firm's words
- Wealth management / planning:
A recommended Third-Party Adviser’s investment strategies seek to balance risks and rewards to achieve your investment objectives.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 98.6%; sector active share 81.5% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
9 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.4% | $111,535,588 |
| Financial Services | 4.8% | $5,716,059 |
| Healthcare | 0.5% | $590,194 |
| Industrials | 0.2% | $201,272 |
| Real Estate | 0.1% | $161,014 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
First | 545,492 | $47,937,836 | 40.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 42,491 | $31,290,372 | 26.47% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 44,732 | $23,367,549 | 19.77% | |
| XLF |
State Street Corp
Financial Services
|
First | 106,623 | $5,716,059 | 4.84% | |
| GLD |
Spdr Gold Trust
|
First | 13,013 | $4,793,728 | 4.06% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 124,545 | $4,146,103 | 3.51% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 1,420 | $590,194 | 0.50% | |
| LXFR |
Luxfer Holdings PLC
Industrials
|
First | 11,157 | $201,272 | 0.17% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
First | 14,772 | $161,014 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.