§ 13F · FUND PROFILE
Well Done, LLC.
AUM · $743M (13F)Positions · 202Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 124K | $93M | 12.5% | +1% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 112 | $84M | 11.3% | ±0% |
| 3 | AVLC | AMERICAN CENTY ETF TR | 364K | $33M | 4.4% | +7% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 52K | $26M | 3.5% | +2% |
| 5 | IJH | ISHARES TR | 303K | $23M | 3.1% | −16% |
| 6 | USMV | ISHARES TR | 230K | $22M | 3.0% | +1% |
| 7 | QUAL | ISHARES TR | 82K | $18M | 2.4% | −1% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 458K | $18M | 2.4% | −2% |
| 9 | MTUM | ISHARES TR | 50K | $17M | 2.3% | −3% |
| 10 | BOXX | EA SERIES TRUST | 142K | $17M | 2.2% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELL SIGNAL
AC read
Well Done, LLC is a Other fund managing $743 million in assets. The fund runs a broad portfolio of 202 positions.
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