Arkolith/Funds/Well Done, LLC

Well Done, LLC

CIK 1667132
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Well Done, LLC holds a focused book of 202 stocks worth $743.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares Expanded Tech-Softwa and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Well Done, LLC's latest
holdings, largest changes, and filing provenance.
Opened
22
new positions
Added to
61
existing
Trimmed
79
reduced
Sold out
17
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.9%
+12.0%/yr · since Oct '25
Their reported book
+8.8%
held from quarter-end
S&P 500
+8.4%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Well Done, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Well Done, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
47%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

28% mapped to company sectors

ETF / fund or unclassified
72%
Financials
18%
Health Care
3%
Information Technology
2%
Consumer Discretionary
2%
Materials
1%
Industrials
1%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Well Done, LLC

Manager / fundShared namesTheir $ in those
RAYMOND JAMES FINANCIAL INC78 / 80$85.8B
LPL Financial LLC78 / 80$82.0B
OSAIC HOLDINGS, INC.77 / 80$14.8B
Farther Finance Advisors, LLC77 / 80$2.7B
MORGAN STANLEY76 / 80$402.5B
JPMORGAN CHASE & CO76 / 80$300.1B
WELLS FARGO & COMPANY/MN76 / 80$142.8B
ROYAL BANK OF CANADA76 / 80$112.9B

Ranked by how many of Well Done, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

202 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$92.9M124.0K
12.5%
+1.3%
Added · +2K sh
2Berkshire Hathaway Inc Del
CL A
$83.9M112
11.3%
Held
3American Centy ETF TR
AVANTIS US LARG
$32.7M363.7K
4.4%
+7.1%
Added · +24K sh
4Berkshire Hathaway Inc Del
CL B NEW
$25.8M51.6K
3.5%
+1.9%
Added · +954 sh
5Ishares TR
CORE S&P MCP ETF
$23.3M302.8K
3.1%
−16%
Reduced · −57K sh
6Ishares TR
MSCI USA MIN ETF
$22.2M230.3K
3.0%
+0.9%
Added · +2K sh
7Ishares TR
MSCI USA QLT FCT
$18.0M81.8K
2.4%
−0.8%
Reduced · −657 sh
8Dimensional ETF Trust
US SMALL CAP ETF
$17.8M457.9K
2.4%
−2.2%
Reduced · −10K sh
9Ishares TR
MSCI USA MMENTM
$17.0M49.7K
2.3%
−2.6%
Reduced · −1K sh
10Ea Series Trust
ALPHA ARCH 1-3
$16.6M141.9K
2.2%
+17%
Added · +20K sh
11Dimensional ETF Trust
INTL CORE EQT MK
$16.5M400.9K
2.2%
+5.4%
Added · +21K sh
12Ishares TR
CORE DIV GRWTH
$16.5M218.0K
2.2%
−1.0%
Reduced · −2K sh
13Abbvie Inc
COM
$12.2M48.3K
1.6%
+0.1%
Added · +42 sh
14Ishares TR
CORE S&P TTL STK
$10.0M61.1K
1.3%
−1.5%
Reduced · −909 sh
15Ishares TR
ISHARES SEMICDTR
$9.9M15.5K
1.3%
−28%
Reduced · −6K sh
16Ishares TR
EXPANDED TECH
$9.5M104.5K
1.3%
New
New position
17Ishares TR
US BR DEL SE ETF
$9.3M52.9K
1.2%
+6.3%
Added · +3K sh
18Ea Series Trust
US QUAN VALUE
$9.2M165.6K
1.2%
+8.6%
Added · +13K sh
19Ishares TR
US AER DEF ETF
$9.1M37.6K
1.2%
−7.1%
Reduced · −3K sh
20Ea Series Trust
TOWLE VALUE ETF
$9.1M284.3K
1.2%
−0.2%
Reduced · −624 sh
21Ishares TR
US INDUSTRIALS
$9.0M54.2K
1.2%
+3.0%
Added · +2K sh
22Gentex Corp
COM
$9.0M357.3K
1.2%
−0.1%
Reduced · −380 sh
23Ishares TR
US TELECOM ETF
$9.0M213.1K
1.2%
New
New position
24Invesco Exch Traded FD TR II
S&P INTL QULTY
$9.0M205.3K
1.2%
−4.3%
Reduced · −9K sh
25Ishares TR
US DIGI REAL ETF
$8.8M73.1K
1.2%
New
New position
26State STR SPDR S&P 500 ETF T
TR UNIT
$8.2M10.9K
1.1%
−1.3%
Reduced · −141 sh
27Ishares TR
MSCI USA VALUE
$7.8M39.1K
1.1%
−1.0%
Reduced · −385 sh
28Invesco Exchange Traded FD T
S&P500 QUALITY
$7.6M83.9K
1.0%
−5.3%
Reduced · −5K sh
29Ishares TR
MSCI EAFE MIN VL
$6.7M75.9K
0.9%
+0.2%
Added · +159 sh
30Dimensional ETF Trust
US SMALL CAP ETF
$6.5M79.4K
0.9%
+9.8%
Added · +7K sh
31Ishares TR
1 3 YR TREAS BD
$6.1M74.8K
0.8%
−15%
Reduced · −13K sh
32Vanguard Index FDS
VALUE ETF
$6.1M27.9K
0.8%
−69%
Reduced · −63K sh
33Ishares Inc
MSCI EMERG MRKT
$5.8M77.0K
0.8%
−1.7%
Reduced · −1K sh
34Sofi Technologies Inc
COM
$5.1M285.9K
0.7%
+13%
Added · +34K sh
35Invesco Exchange Traded FD T
S&P500 EQL WGT
$4.9M23.2K
0.7%
−27%
Reduced · −9K sh
36Ishares TR
MSCI ACWI ETF
$4.9M30.9K
0.7%
−2.6%
Reduced · −825 sh
37Vanguard Index FDS
S&P 500 ETF SHS
$4.7M6.8K
0.6%
−2.8%
Reduced · −193 sh
38Apple Inc
COM
$4.7M16.1K
0.6%
−28%
Reduced · −6K sh
39Ishares Gold TR
ISHARES NEW
$4.6M61.2K
0.6%
−64%
Reduced · −107K sh
40Vanguard World FD
ESG US STK ETF
$4.3M32.3K
0.6%
~0%
Added · +2 sh
41Ishares TR
CORE S&P SCP ETF
$4.2M28.5K
0.6%
~0%
Reduced · −4 sh
42Abbott Laboratories
COM
$4.1M44.7K
0.5%
−0.2%
Reduced · −109 sh
43Amazon Com Inc
COM
$4.0M17.0K
0.5%
−13%
Reduced · −2K sh
44JPMorgan Chase & Co
COM
$3.5M10.6K
0.5%
−4.7%
Reduced · −520 sh
45American Centy ETF TR
US LARGE CAP VLU
$3.3M36.7K
0.5%
+7.0%
Added · +2K sh
46Vanguard Intl Equity Index F
TT WRLD ST ETF
$3.3M21.2K
0.4%
+15%
Added · +3K sh
47Taiwan Semiconductor Manufac
SPONSORED ADS
$3.3M6.8K
0.4%
−2.2%
Reduced · −151 sh
48Microsoft Corp
COM
$3.2M8.6K
0.4%
−9.9%
Reduced · −949 sh
49T Rowe Price Exchange-Traded
INTER MU IN ETF
$2.9M56.9K
0.4%
Held
50Colgate Palmolive Co
COM
$2.6M27.9K
0.3%
+0.2%
Added · +65 sh
Showing 50 of 202 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026202$743.4M13F-HR
Q1 2026Mar 31, 2026Apr 14, 2026197$680.8M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026197$669.1M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025187$587.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.