Better Way Financial, LLC

Better Way Financial, LLC reported 9 holdings worth US$118M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 ยท Filed Jul 23, 2026

Better Way Financial, LLC reported 9 holdings worth US$118M as of Jun 30, 2026. Largest: Unitedhealth Group Incorporated and Agnc Investment Corp. Filed Jul 23, 2026 (Form 13F).

Holdings
9
Value as reported
US$118M

The filing in full

CompanySharesValue as reported% of portfolio
Unitedhealth Group Incorporated1,420US$591K0.50%
Agnc Investment Corp.14,772US$161K0.14%

Source

View original at SEC

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