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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 3 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESGV VANGUARD WORLD FD 32,249.0 $3.6M 0.53% $112.27 +17.9%
42 IJR ISHARES TR 28,461.0 $3.5M 0.52% +2K +5.7% $124.31 +12.3%
43 MSFT MICROSOFT CORP Technology 9,558.0 $3.5M 0.52% -500.0 -5.0% $370.15 +11.2%
44 JPM JPMORGAN CHASE & CO Financial Services 11,099.0 $3.3M 0.48% -185.0 -1.6% $294.16 +1.2%
45 SLV ISHARES SILVER TR Financial Services 47,506.0 $3.2M 0.47% -8K -14.2% $68.14 -1.0%
46 TAXE T ROWE PRICE ETF INC 56,905.0 $2.9M 0.42% $50.73 +0.4%
47 AVLV AMERICAN CENTY ETF TR 34,275.0 $2.8M 0.41% $80.61 +12.1%
48 VT VANGUARD INTL EQUITY INDEX F 18,447.0 $2.6M 0.38% +13K +215.4% $138.32 +13.5%
49 JNJ JOHNSON & JOHNSON Healthcare 9,871.0 $2.4M 0.35% -1K -10.3% $244.45 -5.2%
50 CL COLGATE PALMOLIVE CO Consumer Defensive 27,800.0 $2.4M 0.35% -316.0 -1.1% $85.23 +7.3%
51 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,971.0 $2.4M 0.35% -79.0 -1.1% $337.95 +24.0%
52 ISHARES TR 49,363.0 $2.3M 0.34% -336.0 -0.7% $46.23
53 DON WISDOMTREE TR 41,724.0 $2.2M 0.32% -322.0 -0.8% $52.54 +5.6%
54 QQQ INVESCO QQQ TR Financial Services 3,530.0 $2.0M 0.30% +91.0 +2.6% $577.18 +26.0%
55 IEFA ISHARES TR 22,154.0 $2.0M 0.29% +6K +34.4% $90.53 +8.1%
56 PG PROCTER & GAMBLE CO Consumer Defensive 13,369.0 $1.9M 0.28% -265.0 -1.9% $144.44 +2.2%
57 DNL WISDOMTREE TR 45,089.0 $1.8M 0.27% $40.37 +11.1%
58 VOE VANGUARD INDEX FDS 9,769.0 $1.8M 0.26% +64.0 +0.7% $184.28 +6.0%
59 EFA ISHARES TR 18,217.0 $1.8M 0.26% +2K +11.8% $97.13 +7.7%
60 IWR ISHARES TR 17,697.0 $1.7M 0.25% +1K +8.3% $97.23 +9.8%
Page 3 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 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%