Well Done, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1667132
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$743.4M
Holdings
202
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Well Done, LLC disclosed 202 positions worth $743.4M in its Form 13F-HR for Q2 2026, followed by $BRK.A. During the quarter the fund opened 22 new positions and exited 17. The portfolio is most concentrated in Other (68.4% of disclosed assets). All figures are sourced directly from Well Done, LLC’s Form 13F-HR filing with the SEC under CIK 1667132.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
12.5% weight
Held 10 quarters
$BRK-A11.3% weight
Held 10 quarters
$BRK-A3.5% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
3.1% weight
Held 10 quarters
ISHARES TR - MSCI USA MIN
3.0% weight
Held 10 quarters
ISHARES TR - US INDUSTRIAL
6 quarters accumulating
WISDOMTREE TR - GLOB EX US
6 quarters accumulating
ISHARES TR - RUS MID CAP E
6 quarters accumulating
ISHARES TR - CORE S&P500 E
5 quarters accumulating
DIMENSIONAL ETF TRUST - IN
5 quarters accumulating
Sector Allocation
OtherFinancialsHealthcareIndustrialsTechnologyConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$92.9M124,013 sh- 73.8#126
Quality
$83.9M112 sh AMERICAN CENTY ETF TR - AVANTIS US LARG
—Quality
$32.7M363,663 sh- 73.8
Quality
$25.8M51,648 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$23.3M302,785 shISHARES TR - MSCI USA MIN ETF
—Quality
$22.2M230,337 shISHARES TR - MSCI USA QLT FCT
—Quality
$18.0M81,845 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$17.8M457,938 shISHARES TR - MSCI USA MMENTM
—Quality
$17.0M49,716 shEA SERIES TRUST - ALPHA ARCH 1-3
—Quality
$16.6M141,915 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $92.9M | 124,013 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8#126 | $83.9M | 112 |
| AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $32.7M | 363,663 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $25.8M | 51,648 |
| ISHARES TR - CORE S&P MCP ETF | — | $23.3M | 302,785 |
| ISHARES TR - MSCI USA MIN ETF | — | $22.2M | 230,337 |
| ISHARES TR - MSCI USA QLT FCT | — | $18.0M | 81,845 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $17.8M | 457,938 |
| ISHARES TR - MSCI USA MMENTM | — | $17.0M | 49,716 |
| EA SERIES TRUST - ALPHA ARCH 1-3 | — | $16.6M | 141,915 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Well Done, LLC's 202 positions.
Showing top 10 of 202 holdings.
Sector Allocation
Other
$508.8M
Financials
$160.2M
Healthcare
$21.6M
Industrials
$18.4M
Technology
$18.0M
Consumer Discretionary
$7.3M
Consumer Staples
$5.7M
Energy
$1.8M
Full Holdings — Well Done, LLC (Q2 2026)
All 202 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $92.9M | 12.5% | +1% | — |
| 2 | $BRK.A | BERKSHIRE HATHAWAY INC | $83.9M | 11.3% | +0% | 73.8 |
| 3 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $32.7M | 4.4% | +7% | — |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $25.8M | 3.5% | +2% | 73.8 |
| 5 | — | ISHARES TR - CORE S&P MCP ETF | $23.3M | 3.1% | -16% | — |
| 6 | — | ISHARES TR - MSCI USA MIN ETF | $22.2M | 3.0% | +1% | — |
| 7 | — | ISHARES TR - MSCI USA QLT FCT | $18.0M | 2.4% | -1% | — |
| 8 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $17.8M | 2.4% | -2% | — |
| 9 | — | ISHARES TR - MSCI USA MMENTM | $17.0M | 2.3% | -3% | — |
| 10 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $16.6M | 2.2% | +17% | — |
| 11 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $16.5M | 2.2% | +5% | — |
| 12 | — | ISHARES TR - CORE DIV GRWTH | $16.5M | 2.2% | -1% | — |
| 13 |  $ABBV | AbbVie Inc. | $12.2M | 1.6% | +0% | 72.6 |
| 14 | — | ISHARES TR - CORE S&P TTL STK | $10.0M | 1.4% | -1% | — |
| 15 | — | ISHARES TR - ISHARES SEMICDTR | $9.9M | 1.3% | -28% | — |
| 16 | — | ISHARES TR - EXPANDED TECH | $9.5M | 1.3% | NEW | — |
| 17 | — | ISHARES TR - US BR DEL SE ETF | $9.3M | 1.3% | +6% | — |
| 18 | — | EA SERIES TRUST - US QUAN VALUE | $9.2M | 1.2% | +9% | — |
| 19 | — | ISHARES TR - US AER DEF ETF | $9.1M | 1.2% | -7% | — |
| 20 | — | EA SERIES TRUST - TOWLE VALUE ETF | $9.1M | 1.2% | -0% | — |
| 21 | — | ISHARES TR - US INDUSTRIALS | $9.0M | 1.2% | +3% | — |
| 22 |  $GNTX | GENTEX CORP | $9.0M | 1.2% | -0% | 64.7 |
| 23 | — | ISHARES TR - US TELECOM ETF | $9.0M | 1.2% | NEW | — |
| 24 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $9.0M | 1.2% | -4% | — |
| 25 | — | ISHARES TR - US DIGI REAL ETF | $8.8M | 1.2% | NEW | — |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $8.2M | 1.1% | -1% | — |
| 27 | — | ISHARES TR - MSCI USA VALUE | $7.8M | 1.1% | -1% | — |
| 28 |  $IVZ | Invesco Ltd. | $7.6M | 1.0% | -5% | — |
| 29 | — | ISHARES TR - MSCI EAFE MIN VL | $6.7M | 0.9% | +0% | — |
| 30 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $6.5M | 0.9% | +10% | — |
| 31 | — | ISHARES TR - 1 3 YR TREAS BD | $6.1M | 0.8% | -15% | — |
| 32 | — | VANGUARD INDEX FDS - VALUE ETF | $6.1M | 0.8% | -69% | — |
| 33 | — | ISHARES INC - MSCI EMERG MRKT | $5.8M | 0.8% | -2% | — |
| 34 |  $SOFI | SoFi Technologies, Inc. | $5.1M | 0.7% | +13% | 62.4 |
| 35 | $IVZ | Invesco Ltd. | $4.9M | 0.7% | -27% | — |
| 36 | — | ISHARES TR - MSCI ACWI ETF | $4.9M | 0.7% | -3% | — |
| 37 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.7M | 0.6% | -3% | — |
| 38 |  $AAPL | Apple Inc. | $4.7M | 0.6% | -28% | 76.4 |
| 39 |  $IAU | ISHARES GOLD TRUST | $4.6M | 0.6% | -64% | — |
| 40 | — | VANGUARD WORLD FD - ESG US STK ETF | $4.3M | 0.6% | +0% | — |
| 41 | — | ISHARES TR - CORE S&P SCP ETF | $4.2M | 0.6% | -0% | — |
| 42 |  $ABT | ABBOTT LABORATORIES | $4.1M | 0.6% | -0% | 65.5 |
| 43 |  $AMZN | AMAZON COM INC | $4.0M | 0.5% | -13% | 68.7 |
| 44 |  $JPM | JPMORGAN CHASE & CO | $3.5M | 0.5% | -5% | 70.7 |
| 45 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $3.3M | 0.5% | +7% | — |
| 46 |  $DOV | DOVER Corp | $3.3M | 0.5% | +15% | 58.1 |
| 47 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.3M | 0.4% | -2% | — |
| 48 |  $MSFT | MICROSOFT CORP | $3.2M | 0.4% | -10% | 79.8 |
| 49 | — | T ROWE PRICE EXCHANGE-TRADED - INTER MU IN ETF | $2.9M | 0.4% | +0% | — |
| 50 |  $CL | COLGATE PALMOLIVE CO | $2.6M | 0.3% | +0% | 61.3 |
| 51 | — | ISHARES TR - CORE MSCI EAFE | $2.6M | 0.3% | +19% | — |
| 52 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.5M | 0.3% | -3% | — |
| 53 |  $SLV | iShares Silver Trust | $2.4M | 0.3% | -4% | — |
| 54 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 0.3% | -4% | 69 |
| 55 | — | ISHARES TR - MSCI INTL QUALTY | $2.4M | 0.3% | -3% | — |
| 56 |  $WT | WisdomTree, Inc. | $2.3M | 0.3% | -2% | 59.9 |
| 57 | — | WISDOMTREE TR - GLOB EX US QU FD | $2.2M | 0.3% | +6% | — |
| 58 |  $CAT | CATERPILLAR INC | $2.2M | 0.3% | -10% | 66.5 |
| 59 | — | EA SERIES TRUST - CAMBRIA GLOBAL E | $2.0M | 0.3% | NEW | — |
| 60 | — | ISHARES TR - RUS MID CAP ETF | $2.0M | 0.3% | +2% | — |
| 61 |  $BITB | Bitwise Bitcoin ETF | $2.0M | 0.3% | +42% | — |
| 62 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.3% | +0% | 64.6 |
| 63 | — | ISHARES INC - CORE MSCI EMKT | $2.0M | 0.3% | +13% | — |
| 64 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.9M | 0.3% | -0% | — |
| 65 | — | ISHARES TR - MSCI EAFE ETF | $1.9M | 0.3% | +0% | — |
| 66 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $1.8M | 0.2% | +0% | — |
| 67 | $WT | WisdomTree, Inc. | $1.7M | 0.2% | -0% | 59.9 |
| 68 | — | ISHARES TR - RUSSELL 3000 ETF | $1.7M | 0.2% | +0% | — |
| 69 | — | ISHARES TR - RUSSELL 2000 ETF | $1.7M | 0.2% | +0% | — |
| 70 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.5M | 0.2% | -0% | — |
| 71 |  $SYK | STRYKER CORP | $1.5M | 0.2% | +4% | 72.1 |
| 72 | — | EA SERIES TRUST - US QUAN MOMENTUM | $1.5M | 0.2% | +150% | — |
| 73 |  $GOOG | Alphabet Inc. | $1.4M | 0.2% | +1% | 78.2 |
| 74 | — | ISHARES TR - FLTG RATE NT ETF | $1.3M | 0.2% | +25% | — |
| 75 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $1.3M | 0.2% | +400% | — |
| 76 | $WT | WisdomTree, Inc. | $1.3M | 0.2% | -0% | 59.9 |
| 77 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | -1% | — |
| 78 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $1.2M | 0.2% | -14% | — |
| 79 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $1.1M | 0.1% | -5% | — |
| 80 |  $DE | DEERE & CO | $1.1M | 0.1% | -4% | 55.4 |
| 81 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | $1.1M | 0.1% | +0% | — |
| 82 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.1% | +2% | — |
| 83 |  $ETN | Eaton Corp plc | $1.1M | 0.1% | -0% | — |
| 84 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | -0% | 57.9 |
| 85 |  $NVDA | NVIDIA CORP | $1.1M | 0.1% | +304% | 85.9 |
| 86 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | -3% | — |
| 87 |  $WMT | Walmart Inc. | $1.0M | 0.1% | +1% | 60.2 |
| 88 | $WT | WisdomTree, Inc. | $958,770 | 0.1% | -2% | 59.9 |
| 89 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $944,629 | 0.1% | +0% | — |
| 90 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | $933,858 | 0.1% | NEW | — |
| 91 | $IVZ | Invesco Ltd. | $929,482 | 0.1% | -51% | — |
| 92 | — | ADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF | $924,484 | 0.1% | +0% | — |
| 93 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $921,638 | 0.1% | -0% | — |
| 94 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $914,285 | 0.1% | +0% | — |
| 95 | — | ISHARES TR - ESG OPTIMIZED | $911,142 | 0.1% | +0% | — |
| 96 | — | ISHARES TR - ESG AWARE MSCI | $910,373 | 0.1% | +0% | — |
| 97 | — | FLEXSHARES TR - STOX US ESG SLCT | $907,780 | 0.1% | +0% | — |
| 98 |  $MCD | MCDONALDS CORP | $883,103 | 0.1% | -2% | 69 |
| 99 | — | ISHARES TR - GLOBAL TECH ETF | $857,778 | 0.1% | +0% | — |
| 100 |  $GOOGL | Alphabet Inc. | $852,232 | 0.1% | -10% | 78.2 |
| 101 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $844,002 | 0.1% | +0% | 65 |
| 102 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $838,048 | 0.1% | +53% | — |
| 103 |  $MRVL | Marvell Technology, Inc. | $836,178 | 0.1% | +0% | 76.5 |
| 104 | — | ISHARES INC - MSCI GBL MIN VOL | $832,251 | 0.1% | +0% | — |
| 105 | — | FLEXSHARES TR - STOX GBL ESG SLT | $830,690 | 0.1% | +0% | — |
| 106 | — | EA SERIES TRUST - INTL QUAN VALUE | $766,303 | 0.1% | +1% | — |
| 107 |  $V | VISA INC. | $742,790 | 0.1% | -23% | 82.9 |
| 108 | — | ISHARES TR - US SML CP VALUE | $735,591 | 0.1% | -1% | — |
| 109 | $IVZ | Invesco Ltd. | $728,223 | 0.1% | +0% | — |
| 110 | — | EA SERIES TRUST - ALPHA ARCHITECT | $724,507 | 0.1% | NEW | — |
| 111 | — | ISHARES TR - RUS 1000 GRW ETF | $721,180 | 0.1% | +300% | — |
| 112 | $IVZ | Invesco Ltd. | $695,902 | 0.1% | -2% | — |
| 113 |  $HD | HOME DEPOT, INC. | $693,369 | 0.1% | -6% | 60.3 |
| 114 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $693,108 | 0.1% | +18% | — |
| 115 |  $PANW | Palo Alto Networks Inc | $690,907 | 0.1% | NEW | 65.5 |
| 116 |  $WTFC | WINTRUST FINANCIAL CORP | $682,578 | 0.1% | -9% | 60.3 |
| 117 | — | ISHARES TR - MSCI ACWI EX US | $610,631 | 0.1% | +21% | — |
| 118 | — | ISHARES TR - MSCI EMG MKT ETF | $606,455 | 0.1% | -0% | — |
| 119 |  $META | Meta Platforms, Inc. | $595,121 | 0.1% | +1% | 79.6 |
| 120 | — | EA SERIES TRUST - CAMBRIA GLOBAL | $584,266 | 0.1% | +0% | — |
| 121 | $IVZ | Invesco Ltd. | $575,665 | 0.1% | +0% | — |
| 122 |  $WFC | WELLS FARGO & COMPANY/MN | $562,035 | 0.1% | -0% | 61.8 |
| 123 |  $NUE | NUCOR CORP | $557,321 | 0.1% | +0% | 61.7 |
| 124 |  $ARKB | Ark 21Shares Bitcoin ETF | $537,972 | 0.1% | -9% | — |
| 125 | — | LISTED FDS TR - HORI KI INFL ETF | $534,066 | 0.1% | NEW | — |
| 126 |  $NEE | NEXTERA ENERGY INC | $525,999 | 0.1% | -12% | 64.6 |
| 127 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $524,424 | 0.1% | NEW | — |
| 128 |  $PEP | PEPSICO INC | $513,310 | 0.1% | -3% | 63.4 |
| 129 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $505,802 | 0.1% | +0% | — |
| 130 | — | ISHARES TR - EAFE VALUE ETF | $505,613 | 0.1% | +0% | — |
| 131 | $IVZ | Invesco Ltd. | $494,199 | 0.1% | +0% | — |
| 132 | — | ISHARES TR - ESG MSCI KLD ETF | $491,816 | 0.1% | -2% | — |
| 133 | $IVZ | Invesco Ltd. | $484,708 | 0.1% | +0% | — |
| 134 |  $CVX | CHEVRON CORP | $463,963 | 0.1% | -2% | 62.8 |
| 135 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $462,948 | 0.1% | +0% | — |
| 136 | — | ISHARES TR - RUS 2000 VAL ETF | $448,158 | 0.1% | +0% | — |
| 137 | $IVZ | Invesco Ltd. | $434,861 | 0.1% | +10% | — |
| 138 | — | ISHARES TR - CORE 80 20 ETF | $433,052 | 0.1% | +11% | — |
| 139 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $429,846 | 0.1% | NEW | — |
| 140 | — | FLEXSHARES TR - MORNSTAR UPSTR | $412,622 | 0.1% | +0% | — |
| 141 | — | VANGUARD INDEX FDS - GROWTH ETF | $404,256 | 0.1% | +493% | — |
| 142 |  $MO | ALTRIA GROUP, INC. | $404,216 | 0.1% | +0% | 67.4 |
| 143 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $397,388 | 0.1% | +0% | — |
| 144 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $394,170 | 0.1% | -25% | — |
| 145 | — | VANECK ETF TRUST - GOLD MINERS ETF | $394,151 | 0.1% | +15% | — |
| 146 | — | PROSHARES TR - S&P MDCP 400 DIV | $384,045 | 0.1% | +0% | — |
| 147 |  $MLKN | MILLERKNOLL, INC. | $379,401 | 0.1% | +0% | 50.5 |
| 148 |  $WPM | Wheaton Precious Metals Corp. | $374,925 | 0.1% | -20% | — |
| 149 | — | AMERICAN CENTY ETF TR - US EQT ETF | $359,777 | 0.1% | -31% | — |
| 150 |  $ALL | ALLSTATE CORP | $354,055 | 0.1% | -7% | 78.5 |
| 151 |  $AMAT | APPLIED MATERIALS INC /DE | $351,378 | 0.1% | NEW | 72.3 |
| 152 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $350,864 | 0.1% | +1% | 73.7 |
| 153 | $IVZ | Invesco Ltd. | $349,746 | 0.1% | +0% | — |
| 154 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $344,909 | 0.1% | NEW | — |
| 155 |  $BITW | Bitwise 10 Crypto Index ETF | $340,776 | 0.1% | +0% | — |
| 156 |  $AMGN | AMGEN INC | $339,307 | 0.1% | -13% | 79.2 |
| 157 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $334,272 | 0.0% | NEW | — |
| 158 |  $LMT | LOCKHEED MARTIN CORP | $329,621 | 0.0% | +1% | 65.6 |
| 159 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $325,883 | 0.0% | -2% | — |
| 160 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $312,677 | 0.0% | +0% | — |
| 161 | $IVZ | Invesco Ltd. | $309,609 | 0.0% | +0% | — |
| 162 |  $MU | MICRON TECHNOLOGY INC | $309,350 | 0.0% | -74% | 86.2 |
| 163 |  $FITB | FIFTH THIRD BANCORP | $304,568 | 0.0% | +20% | 63.2 |
| 164 |  $NOW | ServiceNow, Inc. | $302,407 | 0.0% | NEW | 72.9 |
| 165 | — | ISHARES TR - MSCI INTL VLU FT | $299,013 | 0.0% | -8% | — |
| 166 |  $ASML | ASML HOLDING NV | $298,416 | 0.0% | NEW | — |
| 167 |  $SLF | SUN LIFE FINANCIAL INC | $295,722 | 0.0% | +0% | — |
| 168 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $295,609 | 0.0% | +11% | — |
| 169 | — | ISHARES TR - ESG AW MSCI EAFE | $291,261 | 0.0% | +0% | — |
| 170 |  $AVGO | Broadcom Inc. | $288,224 | 0.0% | +10% | 84.5 |
| 171 |  $KO | COCA COLA CO | $284,743 | 0.0% | +0% | 69.5 |
| 172 | — | VANGUARD STAR FDS - VG TL INTL STK F | $283,998 | 0.0% | +0% | — |
| 173 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $279,523 | 0.0% | -0% | 70 |
| 174 | — | ISHARES TR - CORE 30 70 ETF | $271,197 | 0.0% | +0% | — |
| 175 |  $TGT | TARGET CORP | $265,922 | 0.0% | +0% | 60.7 |
| 176 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $262,300 | 0.0% | +0% | — |
| 177 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $261,249 | 0.0% | -2% | — |
| 178 | $IVZ | Invesco Ltd. | $260,848 | 0.0% | +0% | — |
| 179 |  $MMM | 3M CO | $260,838 | 0.0% | -7% | 64.9 |
| 180 |  $LLY | ELI LILLY & Co | $260,277 | 0.0% | NEW | 87.5 |
| 181 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $255,805 | 0.0% | -10% | — |
| 182 |  $LNG | Cheniere Energy, Inc. | $254,546 | 0.0% | +0% | 66.5 |
| 183 |  $AXP | AMERICAN EXPRESS CO | $241,173 | 0.0% | -1% | 69.4 |
| 184 | — | BITMINE IMMERSION TECHS INC - COM NEW | $239,580 | 0.0% | +0% | — |
| 185 | — | NORTHERN LTS FD TR IV - INSPIRE 100 ETF | $233,662 | 0.0% | -10% | — |
| 186 | — | NORTHERN LTS FD TR IV - INSPIRE GBL HOPE | $228,722 | 0.0% | -4% | — |
| 187 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $228,354 | 0.0% | +0% | — |
| 188 |  $PFE | PFIZER INC | $228,038 | 0.0% | -4% | 62 |
| 189 |  $ALPS | Alps Group Inc | $225,254 | 0.0% | -0% | — |
| 190 | — | SPDR SERIES TRUST - ST STR SP600 SML | $224,913 | 0.0% | NEW | — |
| 191 |  $URI | UNITED RENTALS, INC. | $219,781 | 0.0% | NEW | 63.9 |
| 192 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $219,180 | 0.0% | +0% | — |
| 193 |  $JCI | Johnson Controls International plc | $218,289 | 0.0% | NEW | — |
| 194 |  $INTC | INTEL CORP | $215,868 | 0.0% | NEW | 45.6 |
| 195 |  $PHG | KONINKLIJKE PHILIPS NV | $214,297 | 0.0% | +4% | — |
| 196 |  $MBWM | MERCANTILE BANK CORP | $214,062 | 0.0% | NEW | 54.6 |
| 197 |  $UFPI | UFP INDUSTRIES INC | $203,258 | 0.0% | +0% | 48.6 |
| 198 | — | ISHARES TR - U.S. FINLS ETF | $203,091 | 0.0% | NEW | — |
| 199 |  $WNC | WABASH NATIONAL Corp | $164,376 | 0.0% | +0% | 26.3 |
| 200 |  $CLF | CLEVELAND-CLIFFS INC. | $99,187 | 0.0% | +1% | 38.3 |
| 201 |  $RANI | Rani Therapeutics Holdings, Inc. | $39,552 | 0.0% | +0% | — |
| 202 |  $BNC | CEA Industries Inc. | $370 | 0.0% | +0% | 55.1 |
New Positions (22)
ISHARES TR - EXPANDED TECH$9.5M
ISHARES TR - US TELECOM ETF$9.0M
ISHARES TR - US DIGI REAL ETF$8.8M
EA SERIES TRUST - CAMBRIA GLOBAL E$2.0M
ETF SER SOLUTIONS - BAHL GA GROW ETF$933,858
EA SERIES TRUST - ALPHA ARCHITECT$724,507
$PANW Palo Alto Networks Inc$690,907 LISTED FDS TR - HORI KI INFL ETF$534,066
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$524,424
AMERICAN CENTY ETF TR - AVAN US SMAL ETF$429,846
$AMAT APPLIED MATERIALS INC /DE$351,378 AMERICAN CENTY ETF TR - INTL SMCP VLU$344,909
SCHWAB STRATEGIC TR - US LCAP GR ETF$334,272
$NOW ServiceNow, Inc.$302,407$ASML ASML HOLDING NV$298,416Exited Positions (17)
ISHARES TR
ISHARES INC
ISHARES TR
$COST COSTCO WHOLESALE CORP /NEW ISHARES TR
SELECT SECTOR SPDR TR
ISHARES TR
$DELL Dell Technologies Inc. VANGUARD WORLD FD
$DOW DOW INC.
$BKNG Booking Holdings Inc.
$SU SUNCOR ENERGY INC
$GSG iShares S&P GSCI Commodity-Indexed Trust
$HON HONEYWELL INTERNATIONAL INC JOHN HANCOCK EXCHANGE TRADED
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