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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 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 USMV ISHARES TR 228,169.0 $21.2M 3.11% -16K -6.6% $92.74 +3.8%
2 QUAL ISHARES TR 82,502.0 $15.8M 2.33% -7K -8.2% $191.81 +12.0%
3 DGRO ISHARES TR 220,184.0 $15.5M 2.27% -5K -2.0% $70.18 +6.3%
4 MTUM ISHARES TR 51,056.0 $12.3M 1.80% -2K -3.2% $239.99 +29.9%
5 ABBV ABBVIE INC Healthcare 48,248.0 $10.5M 1.54% -928.0 -1.9% $217.49 -0.9%
6 GNTX GENTEX CORP Consumer Cyclical 357,699.0 $7.8M 1.15% -48K -11.8% $21.85 +9.9%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,066.0 $7.2M 1.06% -275.0 -2.4% $650.34 +15.2%
8 EFAV ISHARES TR 75,724.0 $6.9M 1.02% -3K -3.2% $91.37 -0.4%
9 SPHQ INVESCO EXCHANGE TRADED FD T 88,689.0 $6.7M 0.98% -2K -2.3% $75.19 +13.8%
10 RSP INVESCO EXCHANGE TRADED FD T 31,871.0 $6.1M 0.90% -5K -12.8% $191.92 +8.2%
11 AAPL APPLE INC Technology 22,335.0 $5.7M 0.83% -5K -17.9% $253.79 +22.4%
12 EEMV ISHARES INC 78,350.0 $5.1M 0.74% -2K -2.1% $64.73 +15.0%
13 ACWI ISHARES TR 31,723.0 $4.4M 0.65% -234.0 -0.7% $138.37 +13.7%
14 VOO VANGUARD INDEX FDS 6,995.0 $4.2M 0.61% -330.0 -4.5% $597.55 +15.2%
15 AMZN AMAZON COM INC Consumer Cyclical 19,418.0 $4.0M 0.59% -178.0 -0.9% $208.27 +29.9%
16 MSFT MICROSOFT CORP Technology 9,558.0 $3.5M 0.52% -500.0 -5.0% $370.15 +11.4%
17 JPM JPMORGAN CHASE & CO Financial Services 11,099.0 $3.3M 0.48% -185.0 -1.6% $294.16 +1.1%
18 SLV ISHARES SILVER TR Financial Services 47,506.0 $3.2M 0.47% -8K -14.2% $68.14 -1.0%
19 JNJ JOHNSON & JOHNSON Healthcare 9,871.0 $2.4M 0.35% -1K -10.3% $244.45 -5.1%
20 CL COLGATE PALMOLIVE CO Consumer Defensive 27,800.0 $2.4M 0.35% -316.0 -1.1% $85.23 +7.3%
Page 1 of 4  ·  73 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%