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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 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VUG VANGUARD INDEX FDS 4,693.0 $404K 0.05% +4K +492.6% $86.14 +1.5%
142 MO ALTRIA GROUP INC Consumer Defensive 5,618.0 $404K 0.05% $71.95 -6.8%
143 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 565.0 $397K 0.05% $703.34 -0.8%
144 XLI SELECT SECTOR SPDR TR 2,128.0 $394K 0.05% -712.0 -25.1% $185.23 -2.8%
145 GDX VANECK ETF TRUST 5,224.0 $394K 0.05% +695.0 +15.3% $75.45 +35.7%
146 REGL PROSHARES TR 4,194.0 $384K 0.05% $91.57 +2.8%
147 MLKN MILLERKNOLL INC Consumer Cyclical 18,544.0 $379K 0.05% $20.46 +11.8%
148 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,338.0 $375K 0.05% -845.0 -20.2% $112.32 +38.9%
149 AVUS AMERICAN CENTY ETF TR 2,809.0 $360K 0.05% -1K -30.9% $128.08 +1.9%
150 ALL ALLSTATE CORP Financial Services 1,488.0 $354K 0.05% -120.0 -7.5% $237.94 +7.7%
151 AMAT APPLIED MATLS INC Technology 486.0 $351K 0.05% NEW $723.00 -33.0%
152 PNC PNC FINL SVCS GROUP INC Financial Services 1,425.0 $351K 0.05% +16.0 +1.1% $246.22 -1.6%
153 XLG INVESCO EXCHANGE TRADED FD T 5,712.0 $350K 0.05% $61.23 +1.4%
154 AVDV AMERICAN CENTY ETF TR 3,347.0 $345K 0.05% NEW $103.05 +8.5%
155 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 9,068.0 $341K 0.05% $37.58 +34.1%
156 AMGN AMGEN INC Healthcare 937.0 $339K 0.05% -145.0 -13.4% $362.12 +21.4%
157 SCHG SCHWAB STRATEGIC TR 9,878.0 $334K 0.04% NEW $33.84 +4.3%
158 LMT LOCKHEED MARTIN CORP Industrials 647.0 $330K 0.04% +9.0 +1.4% $509.46 +11.3%
159 XLE SELECT SECTOR SPDR TR 6,136.0 $326K 0.04% -126.0 -2.0% $53.11 +19.8%
160 DFUV DIMENSIONAL ETF TRUST 5,684.0 $313K 0.04% $55.01 +4.5%
Page 8 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%