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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 4 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFA ISHARES TR 16,290.0 $1.6M 0.23% NEW $96.03 +9.2%
62 IWV ISHARES TR 3,946.0 $1.5M 0.23% NEW $386.85 +9.9%
63 CAT CATERPILLAR INC Industrials 2,638.0 $1.5M 0.23% NEW $572.87 +58.0%
64 AIVL WISDOMTREE TR 13,125.0 $1.5M 0.23% NEW $114.98 +10.5%
65 IEFA ISHARES TR 16,489.0 $1.5M 0.22% NEW $89.46 +9.6%
66 BITB BITWISE BITCOIN ETF TR Financial Services 30,684.0 $1.5M 0.22% NEW $47.56 -14.1%
67 GOOGL ALPHABET INC Communication Services 4,546.0 $1.4M 0.21% NEW $313.00 +25.3%
68 VIG VANGUARD SPECIALIZED FUNDS 6,446.0 $1.4M 0.21% NEW $219.78 +6.1%
69 AIRR FIRST TR EXCHANGE TRADED FD 13,174.0 $1.3M 0.19% NEW $98.32 +32.5%
70 IWM ISHARES TR 5,247.0 $1.3M 0.19% NEW $246.14 +18.1%
71 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,569.0 $1.2M 0.18% NEW $480.57 +5.5%
72 DGRW WISDOMTREE TR 13,447.0 $1.2M 0.18% NEW $89.43 +7.8%
73 MGK VANGUARD WORLD FD 2,898.0 $1.2M 0.18% NEW $412.77 -78.3%
74 WMT WALMART INC Consumer Defensive 9,990.0 $1.1M 0.17% NEW $111.41 +6.7%
75 RPV INVESCO EXCHANGE TRADED FD T 10,651.0 $1.1M 0.17% NEW $103.36 +9.8%
76 IEMG ISHARES INC 16,022.0 $1.1M 0.16% NEW $67.22 +23.9%
77 VSGX VANGUARD WORLD FD 14,733.0 $1.1M 0.16% NEW $71.62 +14.2%
78 V VISA INC Financial Services 2,980.0 $1.0M 0.16% NEW $350.71 -6.0%
79 MCD MCDONALDS CORP Consumer Cyclical 3,378.0 $1.0M 0.15% NEW $305.63 -7.5%
80 QQQM INVESCO EXCH TRADED FD TR II 4,048.0 $1.0M 0.15% NEW $252.92 +18.4%
Page 4 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%