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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 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGV ISHARES TR 104,489.0 $9.5M 1.27% NEW $90.60 +14.1%
2 IYZ ISHARES TR 213,136.0 $9.0M 1.21% NEW $42.31 +1.7%
3 IDGT ISHARES TR 73,077.0 $8.8M 1.18% NEW $119.74 -2.1%
4 EA SERIES TRUST 39,079.0 $2.0M 0.27% NEW $51.15
5 BGIG ETF SER SOLUTIONS 26,020.0 $934K 0.13% NEW $35.89 +2.9%
6 CAOS EA SERIES TRUST 8,018.0 $725K 0.10% NEW $90.36 +0.1%
7 PANW PALO ALTO NETWORKS INC Technology 2,026.0 $691K 0.09% NEW $341.02 +4.9%
8 INFL LISTED FDS TR 10,707.0 $534K 0.07% NEW $49.88 +11.5%
9 AVEM AMERICAN CENTY ETF TR 5,435.0 $524K 0.07% NEW $96.49 -2.3%
10 AVSC AMERICAN CENTY ETF TR 5,861.0 $430K 0.06% NEW $73.34 +0.7%
11 AMAT APPLIED MATLS INC Technology 486.0 $351K 0.05% NEW $723.00 -31.9%
12 AVDV AMERICAN CENTY ETF TR 3,347.0 $345K 0.05% NEW $103.05 +8.6%
13 SCHG SCHWAB STRATEGIC TR 9,878.0 $334K 0.04% NEW $33.84 +4.4%
14 NOW SERVICENOW INC Technology 3,046.0 $302K 0.04% NEW $99.28 +29.4%
15 ASML ASML HLDG NV Technology 150.0 $298K 0.04% NEW $1989.44 -11.3%
16 LLY ELI LILLY & CO Healthcare 217.0 $260K 0.04% NEW $1199.43 +4.7%
17 SPSM SPDR SERIES TRUST 3,900.0 $225K 0.03% NEW $57.67 -0.7%
18 URI UNITED RENTALS INC Industrials 194.0 $220K 0.03% NEW $1132.89 -3.0%
19 JCI JOHNSON CONTROLS INTERNATION Industrials 1,494.0 $218K 0.03% NEW $146.11 -2.1%
20 INTC INTEL CORP Technology 1,546.0 $216K 0.03% NEW $139.63 -35.5%
Page 1 of 2  ·  22 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 34.4%
Healthcare 19.8%
Technology 14.8%
Consumer Cyclical 14.1%
Consumer Defensive 6.6%
Industrials 5.2%
Communication Services 1.8%
Energy 1.7%
Basic Materials 1.2%
Utilities 0.5%