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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 7 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BSCR INVESCO EXCH TRD SLF IDX FD 29,348.0 $576K 0.08% $19.62 +0.3%
122 WFC WELLS FARGO & CO Financial Services 6,801.0 $562K 0.08% $82.64 +1.5%
123 NUE NUCOR CORP Basic Materials 2,502.0 $557K 0.07% $222.75 +9.4%
124 ARKB ARK 21SHARES BITCOIN ETF Financial Services 27,645.0 $538K 0.07% -3K -9.4% $19.46 +31.3%
125 INFL LISTED FDS TR 10,707.0 $534K 0.07% NEW $49.88 +11.5%
126 NEE NEXTERA ENERGY INC Utilities 5,993.0 $526K 0.07% -808.0 -11.9% $87.77 -4.7%
127 AVEM AMERICAN CENTY ETF TR 5,435.0 $524K 0.07% NEW $96.49 -2.3%
128 PEP PEPSICO INC Consumer Defensive 3,791.0 $513K 0.07% -124.0 -3.2% $135.40 +6.0%
129 SCHF SCHWAB STRATEGIC TR 18,260.0 $506K 0.07% $27.70 +2.7%
130 EFV ISHARES TR 6,605.0 $506K 0.07% $76.55 +7.4%
131 RPG INVESCO EXCHANGE TRADED FD T 7,740.0 $494K 0.07% $63.85 -8.8%
132 DSI ISHARES TR 3,454.0 $492K 0.07% -73.0 -2.1% $142.39 +3.0%
133 BSCS INVESCO EXCH TRD SLF IDX FD 23,801.0 $485K 0.07% $20.36 +0.1%
134 CVX CHEVRON CORPORATION Energy 2,799.0 $464K 0.06% -44.0 -1.6% $165.76 +23.8%
135 DFAT DIMENSIONAL ETF TRUST 6,623.0 $463K 0.06% $69.90 +2.5%
136 IWN ISHARES TR 2,026.0 $448K 0.06% $221.20 +1.6%
137 IUS INVESCO EXCH TRD SLF IDX FD 6,631.0 $435K 0.06% +595.0 +9.9% $65.58 +6.5%
138 AOA ISHARES TR 4,437.0 $433K 0.06% +451.0 +11.3% $97.60 +1.4%
139 AVSC AMERICAN CENTY ETF TR 5,861.0 $430K 0.06% NEW $73.34 +0.7%
140 GUNR FLEXSHARES TR 8,373.0 $413K 0.06% $49.28 +15.5%
Page 7 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 34.4%
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%