§ 13F · FUND PROFILE
Well Done, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $587M (13F)Positions · 187Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 112 | $80M | 11.8% | ±0% |
| 2 | IVV | ISHARES TR | 122K | $80M | 11.7% | +4% |
| 3 | AVLC | AMERICAN CENTY ETF TR | 339K | $26M | 3.9% | +14% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 51K | $24M | 3.6% | ±0% |
| 5 | IJH | ISHARES TR | 360K | $24M | 3.6% | +3% |
| 6 | USMV | ISHARES TR | 228K | $21M | 3.1% | −7% |
| 7 | VTV | VANGUARD INDEX FDS | 91K | $18M | 2.6% | ±0% |
| 8 | DFSV | DIMENSIONAL ETF TRUST | 468K | $16M | 2.4% | +9% |
| 9 | QUAL | ISHARES TR | 83K | $16M | 2.3% | −8% |
| 10 | DGRO | ISHARES TR | 220K | $15M | 2.3% | −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 $587 million in assets. The fund runs a portfolio of 187 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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