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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 6 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 697.0 $695K 0.10% -5.0 -0.7% $996.43 +0.7%
102 HD HOME DEPOT INC Consumer Cyclical 2,099.0 $690K 0.10% -400.0 -16.0% $328.89 -3.3%
103 ARKB ARK 21SHARES BITCOIN ETF Financial Services 30,510.0 $686K 0.10% $22.49 +10.5%
104 XMLV INVESCO EXCH TRADED FD TR II 10,685.0 $673K 0.10% -69.0 -0.6% $62.97 +3.6%
105 WTFC WINTRUST FINL CORP Financial Services 4,658.0 $647K 0.10% -208.0 -4.3% $138.94 +8.5%
106 SVAL ISHARES TR 17,700.0 $636K 0.09% -180.0 -1.0% $35.94 +11.4%
107 NEE NEXTERA ENERGY INC Utilities 6,801.0 $632K 0.09% -161.0 -2.3% $92.88 -5.6%
108 IWF ISHARES TR 1,452.0 $619K 0.09% $426.40 -70.5%
109 PEP PEPSICO INC Consumer Defensive 3,915.0 $608K 0.09% -382.0 -8.9% $155.29 -4.9%
110 META META PLATFORMS INC Communication Services 1,044.0 $598K 0.09% -237.0 -18.5% $572.38 +11.0%
111 IXN ISHARES TR 5,937.0 $594K 0.09% $99.97 +39.4%
112 CVX CHEVRON CORPORATION Energy 2,843.0 $588K 0.09% -33.0 -1.1% $206.90 -11.8%
113 BSCR INVESCO EXCH TRD SLF IDX FD 29,286.0 $575K 0.08% $19.62 +0.0%
114 IXP ISHARES TR 4,841.0 $556K 0.08% $114.86 +8.4%
115 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,183.0 $548K 0.08% +2K +78.2% $131.01 -3.0%
116 DFAX DIMENSIONAL ETF TRUST 16,004.0 $544K 0.08% +3K +26.4% $33.97 +10.7%
117 WFC WELLS FARGO & CO Financial Services 6,807.0 $542K 0.08% -313.0 -4.4% $79.61 -4.4%
118 GEW EA SERIES TRUST 10,682.0 $539K 0.08% $50.43 +8.4%
119 QMOM EA SERIES TRUST 7,417.0 $507K 0.07% +3K +71.1% $68.31 +16.1%
120 SPMO INVESCO EXCH TRADED FD TR II 4,508.0 $505K 0.07% $112.11 +33.4%
Page 6 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%