Well Done, LLC
CIK: 1667132SEC EDGAR →
Portfolio Value
$271.5B
Holdings
197
As of
Q1 2026
New Positions
197
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 339,426 | $26.3B | 9.70% |
| 2 | ISHARES TR | 359,539 | $24.3B | 8.94% |
| 3 | ISHARES TR | 228,169 | $21.2B | 7.80% |
| 4 | DIMENSIONAL ETF TRUST | 468,270 | $16.4B | 6.04% |
| 5 | ISHARES TR | 220,184 | $15.5B | 5.69% |
| 6 | DIMENSIONAL ETF TRUST | 380,405 | $14.8B | 5.46% |
| 7 | ISHARES GOLD TR | 167,790 | $14.8B | 5.45% |
| 8 | EA SERIES TRUST | 152,531 | $8.0B | 2.93% |
| 9 | — EA SERIES TRUST | 284,915 | $7.9B | 2.91% |
| 10 | ISHARES TR | 271,745 | $7.9B | 2.90% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 126 | $226.6B | 83.5% |
| Unknown | 16 | $25.9B | 9.5% |
| Consumer Cyclical | 6 | $8.1B | 3.0% |
| Technology | 14 | $5.8B | 2.1% |
| Consumer Defensive | 7 | $3.0B | 1.1% |
| Utilities | 1 | $631.7M | 0.2% |
| Basic Materials | 5 | $547.6M | 0.2% |
| Healthcare | 8 | $543.3M | 0.2% |
| Energy | 4 | $235.3M | 0.1% |
| Industrials | 7 | $109.3M | 0.0% |
| Communication Services | 3 | $2.5M | 0.0% |