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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $743M AUM 202 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 43 Added 64 Reduced 17 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 124,013.0 $92.9M 12.49% +2K +1.3% $748.89 +2.7%
2 AVLC AMERICAN CENTY ETF TR 363,663.0 $32.7M 4.40% +24K +7.1% $89.96 +1.8%
3 BERKSHIRE HATHAWAY INC DEL 51,648.0 $25.8M 3.48% +954.0 +1.9% $500.39
4 USMV ISHARES TR 230,337.0 $22.2M 2.99% +2K +0.9% $96.46 +4.8%
5 BOXX EA SERIES TRUST 141,915.0 $16.6M 2.23% +20K +16.8% $117.09 +0.7%
6 DFAI DIMENSIONAL ETF TRUST 400,918.0 $16.5M 2.23% +21K +5.4% $41.25 +4.3%
7 IAI ISHARES TR 52,860.0 $9.3M 1.25% +3K +6.3% $175.33 +8.3%
8 QVAL EA SERIES TRUST 165,606.0 $9.2M 1.24% +13K +8.6% $55.45 +11.8%
9 IYJ ISHARES TR 54,248.0 $9.0M 1.22% +2K +3.0% $166.65 -1.1%
10 DFAS DIMENSIONAL ETF TRUST 79,436.0 $6.5M 0.88% +7K +9.8% $82.34 +0.3%
11 SOFI SOFI TECHNOLOGIES INC Financial Services 285,900.0 $5.1M 0.69% +34K +13.4% $17.93 -0.2%
12 AVLV AMERICAN CENTY ETF TR 36,677.0 $3.3M 0.45% +2K +7.0% $91.21 +3.4%
13 VT VANGUARD INTL EQUITY INDEX F 21,245.0 $3.3M 0.45% +3K +15.2% $156.95 +2.1%
14 IEFA ISHARES TR 26,431.0 $2.6M 0.34% +4K +19.3% $96.58 +3.7%
15 DNL WISDOMTREE TR 47,681.0 $2.2M 0.30% +3K +5.8% $46.18 +0.7%
16 IWR ISHARES TR 17,968.0 $2.0M 0.27% +271.0 +1.5% $110.32 +2.5%
17 BITB BITWISE BITCOIN ETF TR Financial Services 61,918.0 $2.0M 0.27% +18K +42.0% $31.86 +23.3%
18 IEMG ISHARES INC 23,721.0 $2.0M 0.26% +3K +12.9% $82.84 -2.3%
19 SYK STRYKER CORPORATION Healthcare 4,640.0 $1.5M 0.20% +170.0 +3.8% $314.84 +7.4%
20 QMOM EA SERIES TRUST 18,513.0 $1.5M 0.20% +11K +149.6% $78.73 -5.2%
Page 1 of 3  ·  43 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 34.1%
Healthcare 19.7%
Technology 14.7%
Consumer Cyclical 14.0%
Consumer Defensive 6.5%
Industrials 5.2%
Communication Services 2.6%
Energy 1.7%
Basic Materials 1.1%
Utilities 0.5%