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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EA SERIES TRUST 284,915.0 $7.9M 1.16% NEW $27.73
2 IEZ ISHARES TR 271,745.0 $7.9M 1.16% NEW $28.95 +5.7%
3 RING ISHARES INC 83,060.0 $6.6M 0.96% NEW $78.98 -5.5%
4 AGG ISHARES TR 11,605.0 $1.2M 0.17% NEW $99.27 -0.5%
5 GQGU ADVISORS INNER CIRCLE FD III 36,397.0 $979K 0.14% NEW $26.91 -2.5%
6 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 9,065.0 $404K 0.06% NEW $44.61 +7.5%
7 DELL DELL TECHNOLOGIES INC Technology 2,286.0 $375K 0.06% NEW $164.13 +85.8%
8 IUS INVESCO EXCH TRD SLF IDX FD 6,036.0 $350K 0.05% NEW $57.91 +13.1%
9 LNG CHENIERE ENERGY INC Energy 1,065.0 $302K 0.04% NEW $283.76 -18.6%
10 ESGD ISHARES TR 2,833.0 $271K 0.04% NEW $95.62 +8.3%
11 DOW DOW HLDGS INC Basic Materials 6,039.0 $252K 0.04% NEW $41.65 -17.2%
12 SU SUNCOR ENERGY INC NEW Energy 3,526.0 $233K 0.03% NEW $66.11 -3.2%
13 GSG ISHARES S&P GSCI COMMODITY- Financial Services 6,980.0 $225K 0.03% NEW $32.25 -1.0%
14 VYM VANGUARD WHITEHALL FDS 1,445.0 $214K 0.03% NEW $148.10 +6.9%
15 IYE ISHARES TR 3,290.0 $213K 0.03% NEW $64.77 -6.7%
16 FITB FIFTH THIRD BANCORP Financial Services 4,521.0 $210K 0.03% NEW $46.46 +7.4%
17 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10,506.0 $89K 0.01% NEW $8.45 +51.8%

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%