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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $669M AUM 197 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 197 New
Page 2 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IYJ ISHARES TR 49,821.0 $7.4M 1.10% NEW $148.17 +7.1%
22 IYC ISHARES TR 71,104.0 $7.3M 1.10% NEW $103.13 +0.7%
23 IAK ISHARES TR 52,458.0 $7.1M 1.07% NEW $136.15 -2.1%
24 IGV ISHARES TR 66,590.0 $7.0M 1.05% NEW $105.69 -11.1%
25 RSP INVESCO EXCHANGE TRADED FD T 36,554.0 $7.0M 1.05% NEW $191.56 +8.8%
26 SPHQ INVESCO EXCHANGE TRADED FD T 90,749.0 $6.8M 1.02% NEW $75.05 +14.2%
27 EFAV ISHARES TR 78,246.0 $6.7M 1.01% NEW $86.25 +5.8%
28 SOFI SOFI TECHNOLOGIES INC Financial Services 252,794.0 $6.6M 0.99% NEW $26.18 -37.0%
29 QVAL EA SERIES TRUST 128,166.0 $6.3M 0.94% NEW $48.79 +15.2%
30 IDHQ INVESCO EXCH TRADED FD TR II 176,561.0 $6.2M 0.93% NEW $35.15 +18.0%
31 ABT ABBOTT LABS Healthcare 44,945.0 $5.6M 0.84% NEW $125.29 -30.8%
32 VLUE ISHARES TR 39,015.0 $5.3M 0.80% NEW $136.73 +42.0%
33 EEMV ISHARES INC 80,016.0 $5.1M 0.77% NEW $64.04 +17.0%
34 SHY ISHARES TR 61,693.0 $5.1M 0.76% NEW $82.82 -0.7%
35 MSFT MICROSOFT CORP Technology 10,058.0 $4.9M 0.73% NEW $483.60 -14.2%
36 TCV EA SERIES TRUST 187,308.0 $4.9M 0.72% NEW $25.90 +20.1%
37 VOO VANGUARD INDEX FDS 7,325.0 $4.6M 0.69% NEW $627.13 +10.0%
38 AMZN AMAZON COM INC Consumer Cyclical 19,596.0 $4.5M 0.68% NEW $230.82 +16.9%
39 ACWI ISHARES TR 31,957.0 $4.5M 0.68% NEW $141.49 +11.4%
40 DFAS DIMENSIONAL ETF TRUST 61,144.0 $4.3M 0.64% NEW $69.67 +13.5%
Page 2 of 10  ·  197 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 38.4%
Healthcare 18.6%
Consumer Cyclical 14.3%
Technology 14.1%
Consumer Defensive 6.0%
Industrials 3.6%
Communication Services 2.6%
Energy 1.1%
Basic Materials 0.6%
Utilities 0.5%