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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $681M AUM 197 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 50 Added 73 Reduced 17 Exited
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 122,372.0 $79.9M 11.74% +4K +3.6% $653.21 +15.2%
2 AVLC AMERICAN CENTY ETF TR 339,426.0 $26.3M 3.87% +42K +14.1% $77.55 +14.9%
3 IJH ISHARES TR 359,539.0 $24.3M 3.57% +10K +2.9% $67.53 +10.2%
4 DFSV DIMENSIONAL ETF TRUST 468,270.0 $16.4M 2.41% +40K +9.2% $35.04 +7.9%
5 DFAI DIMENSIONAL ETF TRUST 380,405.0 $14.8M 2.18% +60K +18.8% $38.96 +7.1%
6 IAU ISHARES GOLD TR Financial Services 167,790.0 $14.8M 2.17% +2K +1.2% $88.16 -5.2%
7 BOXX EA SERIES TRUST 121,520.0 $14.1M 2.08% +94K +342.7% $116.29 +0.5%
8 ITA ISHARES TR 40,468.0 $8.9M 1.30% +1K +3.7% $218.75 +5.0%
9 ITOT ISHARES TR 61,998.0 $8.8M 1.30% +1K +1.9% $142.43 +15.0%
10 IAI ISHARES TR 49,730.0 $8.2M 1.20% +3K +6.1% $164.18 +7.8%
11 QVAL EA SERIES TRUST 152,531.0 $8.0M 1.17% +24K +19.0% $52.14 +7.2%
12 IYJ ISHARES TR 52,690.0 $7.8M 1.14% +3K +5.8% $147.54 +7.5%
13 IDHQ INVESCO EXCH TRADED FD TR II 214,430.0 $7.6M 1.11% +38K +21.4% $35.37 +16.5%
14 SHY ISHARES TR 88,181.0 $7.3M 1.07% +26K +42.9% $82.57 -0.4%
15 SOXX ISHARES TR 21,529.0 $7.1M 1.04% +20K +1887.9% $328.66 +69.4%
16 VLUE ISHARES TR 39,520.0 $5.6M 0.82% +505.0 +1.3% $142.19 +36.6%
17 DFAS DIMENSIONAL ETF TRUST 72,366.0 $5.1M 0.76% +11K +18.4% $71.13 +10.7%
18 IJR ISHARES TR 28,461.0 $3.5M 0.52% +2K +5.7% $124.31 +12.3%
19 VT VANGUARD INTL EQUITY INDEX F 18,447.0 $2.6M 0.38% +13K +215.4% $138.32 +13.4%
20 QQQ INVESCO QQQ TR Financial Services 3,530.0 $2.0M 0.30% +91.0 +2.6% $577.18 +25.9%
Page 1 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.2%
Healthcare 17.9%
Consumer Cyclical 12.7%
Technology 11.9%
Consumer Defensive 6.8%
Industrials 4.0%
Communication Services 2.2%
Energy 2.2%
Basic Materials 1.4%
Utilities 0.6%