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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 3 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJR ISHARES TR 28,457.0 $4.2M 0.57% $148.31 -1.3%
42 ABT ABBOTT LABORATORIES Healthcare 44,700.0 $4.1M 0.55% $90.74 +25.9%
43 AMZN AMAZON COM INC Consumer Cyclical 16,967.0 $4.0M 0.54% -2K -12.6% $238.34 +9.1%
44 JPM JPMORGAN CHASE & CO Financial Services 10,579.0 $3.5M 0.47% -520.0 -4.7% $327.34 +7.4%
45 AVLV AMERICAN CENTY ETF TR 36,677.0 $3.3M 0.45% +2K +7.0% $91.21 +2.9%
46 VT VANGUARD INTL EQUITY INDEX F 21,245.0 $3.3M 0.45% +3K +15.2% $156.95 +1.9%
47 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,820.0 $3.3M 0.44% -151.0 -2.2% $477.57 -12.9%
48 MSFT MICROSOFT CORP Technology 8,609.0 $3.2M 0.43% -949.0 -9.9% $373.00 +29.0%
49 TAXE T ROWE PRICE EXCHANGE-TRADED 56,905.0 $2.9M 0.39% $51.27 -1.4%
50 CL COLGATE PALMOLIVE CO Consumer Defensive 27,865.0 $2.6M 0.34% $91.68 -2.2%
51 IEFA ISHARES TR 26,431.0 $2.6M 0.34% +4K +19.3% $96.58 +3.5%
52 QQQ INVESCO QQQ TR Financial Services 3,421.0 $2.5M 0.34% -109.0 -3.1% $736.40 -3.5%
53 SLV ISHARES SILVER TR Financial Services 45,420.0 $2.4M 0.33% -2K -4.4% $53.47 +15.3%
54 JNJ JOHNSON & JOHNSON Healthcare 9,432.0 $2.4M 0.32% -439.0 -4.5% $253.98 +5.3%
55 ISHARES TR 47,639.0 $2.4M 0.32% -2K -3.5% $49.55
56 DON WISDOMTREE TR 41,070.0 $2.3M 0.31% -654.0 -1.6% $56.52 +2.8%
57 DNL WISDOMTREE TR 47,681.0 $2.2M 0.30% +3K +5.8% $46.18 +0.8%
58 CAT CATERPILLAR INC Industrials 2,054.0 $2.2M 0.29% -217.0 -9.6% $1064.90 -23.4%
59 EA SERIES TRUST 39,079.0 $2.0M 0.27% NEW $51.15
60 IWR ISHARES TR 17,968.0 $2.0M 0.27% +271.0 +1.5% $110.32 +2.1%
Page 3 of 11  ·  202 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%