§ 13F · FUND PROFILE
Well Done, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $533.2T (13F)Positions · 176Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 112 | $84.5T | 12.6% | ±0% |
| 2 | IVV | ISHARES TR | 118K | $80.9T | 12.1% | +1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 51K | $25.6T | 3.8% | ±0% |
| 4 | AVLC | AMERICAN CENTY ETF TR | 297K | $23.4T | 3.5% | NEW |
| 5 | IJH | ISHARES TR | 350K | $23.1T | 3.4% | +275% |
| 6 | USMV | ISHARES TR | 244K | $23.0T | 3.4% | −1% |
| 7 | QUAL | ISHARES TR | 90K | $17.8T | 2.7% | −2% |
| 8 | VTV | VANGUARD INDEX FDS | 91K | $17.4T | 2.6% | +219% |
| 9 | DGRO | ISHARES TR | 225K | $15.6T | 2.3% | −4% |
| 10 | DFSV | DIMENSIONAL ETF TRUST | 429K | $14.1T | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELL SIGNAL
AC read
Well Done, LLC is a Other fund managing $533199.9 trillion in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed