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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 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BITB BITWISE BITCOIN ETF TR Financial Services 61,918.0 $2.0M 0.27% +18K +42.0% $31.86 +23.8%
62 PG PROCTER & GAMBLE CO Consumer Defensive 13,416.0 $2.0M 0.27% $146.64 -2.5%
63 IEMG ISHARES INC 23,721.0 $2.0M 0.26% +3K +12.9% $82.84 -2.2%
64 VOE VANGUARD INDEX FDS 9,729.0 $1.9M 0.26% $197.60 +5.2%
65 EFA ISHARES TR 18,217.0 $1.9M 0.26% $103.88 +3.3%
66 AIRR FIRST TR EXCHANGE TRADED FD 13,174.0 $1.8M 0.24% $133.25 -13.4%
67 AIVL WISDOMTREE TR 13,281.0 $1.7M 0.23% $131.13 +2.3%
68 IWV ISHARES TR 3,946.0 $1.7M 0.23% $426.40 +1.9%
69 IWM ISHARES TR 5,558.0 $1.7M 0.23% $300.45 -0.9%
70 VIG VANGUARD SPECIALIZED FUNDS 6,420.0 $1.5M 0.20% $236.63 +2.4%
71 SYK STRYKER CORPORATION Healthcare 4,640.0 $1.5M 0.20% +170.0 +3.8% $314.84 +4.1%
72 QMOM EA SERIES TRUST 18,513.0 $1.5M 0.20% +11K +149.6% $78.73 -5.4%
73 GOOGL ALPHABET INC Communication Services 3,834.0 $1.4M 0.18% +48.0 +1.3% $357.37 -4.7%
74 FLOT ISHARES TR 25,073.0 $1.3M 0.17% +5K +24.8% $51.05 -0.1%
75 MGK VANGUARD WORLD FD 14,490.0 $1.3M 0.17% +12K +400.0% $87.91 +0.8%
76 DGRW WISDOMTREE TR 13,311.0 $1.3M 0.17% $95.62 +3.2%
77 RPV INVESCO EXCHANGE TRADED FD T 10,377.0 $1.2M 0.16% -88.0 -0.8% $113.82 +7.0%
78 DIA STATE STR SPDR DOW JONES IND Financial Services 2,243.0 $1.2M 0.16% -351.0 -13.5% $522.39 +1.0%
79 VSGX VANGUARD WORLD FD 13,859.0 $1.1M 0.15% -738.0 -5.1% $82.34 +0.6%
80 DE DEERE & CO Industrials 1,752.0 $1.1M 0.15% -69.0 -3.8% $634.47 -2.1%
Page 4 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%