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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 4 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CZA INVESCO EXCHANGE TRADED FD T 15,526.0 $1.7M 0.25% $110.15 +6.6%
62 CAT CATERPILLAR INC Industrials 2,271.0 $1.6M 0.24% -367.0 -13.9% $708.46 +28.4%
63 BITB BITWISE BITCOIN ETF TR Financial Services 43,621.0 $1.6M 0.24% +13K +42.2% $36.81 +10.5%
64 AIVL WISDOMTREE TR 13,337.0 $1.5M 0.23% +212.0 +1.6% $115.71 +9.5%
65 SYK STRYKER CORPORATION Healthcare 4,470.0 $1.5M 0.22% -301.0 -6.3% $328.59 -6.9%
66 IEMG ISHARES INC 21,007.0 $1.5M 0.21% +5K +31.1% $69.75 +19.7%
67 IWV ISHARES TR 3,946.0 $1.5M 0.21% $370.68 +14.8%
68 AIRR FIRST TR EXCHANGE TRADED FD 13,174.0 $1.5M 0.21% $110.78 +16.8%
69 VIG VANGUARD SPECIALIZED FUNDS 6,425.0 $1.4M 0.20% $215.06 +8.4%
70 IWM ISHARES TR 5,547.0 $1.4M 0.20% +300.0 +5.7% $247.99 +17.1%
71 XOM EXXON MOBIL CORP Energy 7,737.0 $1.3M 0.19% -340.0 -4.2% $169.67 -12.8%
72 GLD SPDR GOLD TR Financial Services 2,924.0 $1.3M 0.18% +790.0 +37.0% $430.29 -5.1%
73 DIA STATE STR SPDR DOW JONES IND Financial Services 2,594.0 $1.2M 0.18% +25.0 +1.0% $463.19 +9.4%
74 DGRW WISDOMTREE TR 13,330.0 $1.2M 0.17% -117.0 -0.9% $87.84 +9.8%
75 AGG ISHARES TR 11,605.0 $1.2M 0.17% NEW $99.27 -0.5%
76 RPV INVESCO EXCHANGE TRADED FD T 10,465.0 $1.1M 0.17% -186.0 -1.8% $107.39 +5.3%
77 WMT WALMART INC Consumer Defensive 9,003.0 $1.1M 0.16% -987.0 -9.9% $124.28 -4.6%
78 GOOGL ALPHABET INC Communication Services 3,786.0 $1.1M 0.16% -760.0 -16.7% $287.56 +35.2%
79 MGK VANGUARD WORLD FD 2,898.0 $1.1M 0.16% $367.44 -75.6%
80 VSGX VANGUARD WORLD FD 14,597.0 $1.0M 0.15% -136.0 -0.9% $71.73 +14.2%
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 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%