What is Well Done, LLC's portfolio value?

As of Q4 2025, Well Done, LLC manages $407K across 197 reported positions in their SEC 13F filing.

What are Well Done, LLC's top holdings?

Well Done, LLC's largest 13F positions include BRK/B, AVLC, IJH, representing approximately 17.4% of the reported portfolio.

How many stocks does Well Done, LLC hold?

Well Done, LLC holds 197 reported positions as of their Q4 2025 13F filing.

When did Well Done, LLC last file a 13F?

The most recent 13F filing from Well Done, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Well Done, LLC

CIK: 0001667132SEC EDGAR →

Portfolio Value

$407K

Holdings

197

As of

Q4 2025

New Positions

197

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	BRK/B BERKSHIRE HATHAWAY INC DEL	50,845	$25K	6.14%
2	AVLC AMERICAN CENTY ETF TR	297,469	$23K	5.65%
3	IJH ISHARES TR	349,562	$23K	5.65%
4	USMV ISHARES TR	244,249	$22K	5.40%
5	VTV VANGUARD INDEX FDS	90,966	$17K	4.18%
6	QUAL ISHARES TR	89,858	$17K	4.18%
7	DGRO ISHARES TR	224,760	$15K	3.68%
8	DFSV DIMENSIONAL ETF TRUST	428,720	$14K	3.44%
9	MTUM ISHARES TR	52,761	$13K	3.19%
10	IAU* ISHARES GOLD TR	165,718	$13K	3.19%

Quarterly Changes

Top Buys

BRK/BNEW

$25K

IJHNEW

$23K

AVLCNEW

$23K

USMVNEW

$22K

VTVNEW

$17K

Top Sells

No sells this quarter

New Positions (197)

$25K · 51K shares

$23K · 350K shares

$23K · 297K shares

$22K · 244K shares

$17K · 91K shares

$17K · 90K shares

$15K · 225K shares

$14K · 429K shares

$13K · 53K shares

$13K · 166K shares

$12K · 320K shares

$11K · 49K shares

$9K · 406K shares

$9K · 61K shares

$8K · 39K shares

$8K · 47K shares

$7K · 71K shares

$7K · 50K shares

$7K · 27K shares

$7K · 52K shares

$7K · 67K shares

$7K · 37K shares

$6K · 78K shares

$6K · 177K shares

$6K · 128K shares

$6K · 91K shares

$6K · 253K shares

$5K · 39K shares

$5K · 62K shares

$5K · 45K shares

$5K · 80K shares

$4K · 61K shares

$4K · 10K shares

$4K · 187K shares

$4K · 20K shares

$4K · 32K shares

$3K · 32K shares

$3K · 27K shares

$3K · 55K shares

$3K · 11K shares

$3K · 27K shares

$2K · 28K shares

$2K · 34K shares

$2K · 7K shares

$2K · 57K shares

$2K · 11K shares

$2K · 50K shares

$2K · 42K shares

$1K · 13K shares

$1K · 3K shares

$1K · 6K shares

$1K · 3K shares

$1K · 4K shares

$1K · 11K shares

$1K · 16K shares

$1K · 16K shares

$1K · 16K shares

$1K · 13K shares

$1K · 16K shares

$1K · 45K shares

$1K · 10K shares

$1K · 31K shares

$1K · 5K shares

$1K · 14K shares

$1K · 5K shares

$1K · 3K shares

$1K · 3K shares

$1K · 5K shares

$1K · 4K shares

$1K · 16K shares

$1K · 3K shares

$1K · 13K shares

$1K · 58K shares

$1K · 10K shares

$1K · 15K shares

$80 · 118K shares

$7 · 11K shares

$4 · 7K shares

$2 · 3K shares

$0 · 702 shares

$0 · 3K shares

$0 · 29K shares

$0 · 13K shares

$0 · 18K shares

$0 · 4K shares

$0 · 17K shares

$0 · 62 shares

$0 · 8K shares

$0 · 6K shares

$0 · 24K shares

$0 · 112 shares

$0 · 4K shares

$0 · 7K shares

$0 · 1K shares

$0 · 2K shares

$0 · 2K shares

$0 · 7K shares

$0 · 6K shares

$0 · 2K shares

$0 · 2K shares

$0 · 6K shares

$0 · 2K shares

$0 · 5K shares

$0 · 26K shares

$0 · 5K shares

$0 · 4K shares

$0 · 1K shares

$0 · 8K shares

$0 · 9K shares

$0 · 7K shares

BIBL

$0 · 5K shares

AOA

$0 · 4K shares

BNCWW

$0 · 20K shares

$0 · 6K shares

$0 · 731 shares

$0 · 11K shares

$0 · 814 shares

$0 · 48K shares

$0 · 52K shares

$0 · 1K shares

$0 · 31K shares

$0 · 12K shares

$0 · 3K shares

$0 · 4K shares

$0 · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	126	$304K	74.7%
Unknown	15	$47K	11.5%
Healthcare	10	$19K	4.7%
Technology	13	$17K	4.2%
Consumer Cyclical	8	$14K	3.4%
Consumer Defensive	7	$4K	1.0%
Industrials	8	$1K	0.2%
Communication Services	3	$1K	0.2%
Utilities	1	$0	0.0%
Basic Materials	3	$0	0.0%
Real Estate	1	$0	0.0%
Energy	2	$0	0.0%