Well Done, LLC

CIK: 0001667132SEC EDGAR →

Portfolio Value

$669K

Holdings

197

As of

Q4 2025

New Positions

197

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
BRK-B

BERKSHIRE HATHAWAY INC DEL

112$84K
12.56%
2
IVV

ISHARES TR

118,119$80K
11.96%
3
BRK/B

BERKSHIRE HATHAWAY INC DEL

50,845$25K
3.74%
4
AVLC

AMERICAN CENTY ETF TR

297,469$23K
3.44%
5
IJH

ISHARES TR

349,562$23K
3.44%
6
USMV

ISHARES TR

244,249$22K
3.29%
7
VTV

VANGUARD INDEX FDS

90,966$17K
2.54%
8
QUAL

ISHARES TR

89,858$17K
2.54%
9
DGRO

ISHARES TR

224,760$15K
2.24%
10
DFSV

DIMENSIONAL ETF TRUST

428,720$14K
2.09%

Quarterly Changes

Top Buys

BRK-BNEW
$84K
IVVNEW
$80K
BRK/BNEW
$25K
IJHNEW
$23K
AVLCNEW
$23K

Top Sells

No sells this quarter

New Positions (197)

BRK-B
$84K · 112 shares
IVV
$80K · 118K shares
BRK/B
$25K · 51K shares
IJH
$23K · 350K shares
AVLC
$23K · 297K shares
USMV
$22K · 244K shares
VTV
$17K · 91K shares
QUAL
$17K · 90K shares
DGRO
$15K · 225K shares
DFSV
$14K · 429K shares
IAU*
$13K · 166K shares
MTUM
$13K · 53K shares
DFAI
$12K · 320K shares
ABBV
$11K · 49K shares
GNTX
$9K · 406K shares
ITOT
$9K · 61K shares
ITA*
$8K · 39K shares
IAI
$8K · 47K shares
IYC
$7K · 71K shares
AAPL
$7K · 27K shares
RSP
$7K · 37K shares
IGV
$7K · 67K shares
SPY
$7K · 11K shares
IAK
$7K · 52K shares
IYJ
$7K · 50K shares
SOFI
$6K · 253K shares
SPHQ
$6K · 91K shares
EFAV
$6K · 78K shares
IDHQ
$6K · 177K shares
QVAL
$6K · 128K shares
ABT
$5K · 45K shares
SHY
$5K · 62K shares
VLUE
$5K · 39K shares
EEMV
$5K · 80K shares
AMZN
$4K · 20K shares
VOO
$4K · 7K shares
ACWI
$4K · 32K shares
DFAS
$4K · 61K shares
TCV
$4K · 187K shares
MSFT
$4K · 10K shares
IJR
$3K · 27K shares
JPM
$3K · 11K shares
SLV
$3K · 55K shares
ESGV
$3K · 32K shares
BOXX
$3K · 27K shares
IQLT
$2K · 50K shares
CL
$2K · 28K shares
AVLV
$2K · 34K shares
NDQ
$2K · 3K shares
TSM
$2K · 7K shares
DON
$2K · 42K shares
TAXE
$2K · 57K shares
JNJ
$2K · 11K shares
QQQM
$1K · 4K shares
GOOGL
$1K · 5K shares
RPV
$1K · 11K shares
IEMG
$1K · 16K shares
MCD
$1K · 3K shares
AIRR
$1K · 13K shares
OAKM
$1K · 58K shares
IWV
$1K · 4K shares
CAT
$1K · 3K shares
VIG
$1K · 6K shares
V
$1K · 3K shares
WMT
$1K · 10K shares
PG
$1K · 14K shares
IWM
$1K · 5K shares
SYK
$1K · 5K shares
BITB
$1K · 31K shares
VOE
$1K · 10K shares
MGK
$1K · 3K shares
VSGX
$1K · 15K shares
DGRW
$1K · 13K shares
DNL
$1K · 45K shares
CZA
$1K · 16K shares
DON
$1K · 3K shares
AIVL
$1K · 13K shares
IWR
$1K · 16K shares
EFA
$1K · 16K shares
AQLT
$1K · 16K shares
SIL
$0 · 3K shares
BSCR
$0 · 29K shares
SFLR
$0 · 13K shares
BMNR
$0 · 18K shares
PYPL
$0 · 4K shares
IVAL
$0 · 17K shares
BKNG
$0 · 62 shares
EEM
$0 · 8K shares
XLE
$0 · 6K shares
BSCS
$0 · 24K shares
AVUS
$0 · 4K shares
NEE
$0 · 7K shares
HON
$0 · 1K shares
IYW
$0 · 2K shares
WPM
$0 · 2K shares
AOK
$0 · 7K shares
DFUV
$0 · 6K shares
DSI
$0 · 2K shares
NUE
$0 · 2K shares
ACWV
$0 · 6K shares
DE
$0 · 2K shares
FTC
$0 · 5K shares
SCHV
$0 · 26K shares
WF2
$0 · 5K shares
GDX
$0 · 4K shares
IWF
$0 · 1K shares
RPG
$0 · 8K shares
GUNR
$0 · 9K shares
MO
$0 · 7K shares
BIBL
$0 · 5K shares
AOA
$0 · 4K shares
BNCWW
$0 · 20K shares
VT
$0 · 6K shares
LMT
$0 · 731 shares
GEW
$0 · 11K shares
VUG
$0 · 814 shares
HBAN
$0 · 48K shares
RANI
$0 · 52K shares
AVGO
$0 · 1K shares
ARKB
$0 · 31K shares
PFE
$0 · 12K shares
SDOG
$0 · 3K shares
REGL
$0 · 4K shares
FPI
$0 · 12K shares
META
$0 · 1K shares
TSLA
$0 · 2K shares
IYF
$0 · 2K shares
RFV
$0 · 2K shares
IXP*
$0 · 5K shares
DFAX
$0 · 13K shares
UFPI
$0 · 2K shares
MRVL
$0 · 3K shares
CI
$0 · 3K shares
BLES
$0 · 5K shares
ACWX
$0 · 6K shares
XLG
$0 · 6K shares
PNC
$0 · 1K shares
LLY
$0 · 254 shares
SUSA
$0 · 6K shares
LIE
$0 · 4K shares
CVX
$0 · 3K shares
DFAT
$0 · 7K shares
BBUS
$0 · 2K shares
SPGI
$0 · 383 shares
IWN
$0 · 2K shares
PEP
$0 · 4K shares
PHG
$0 · 8K shares
QMOM
$0 · 4K shares
AXP
$0 · 782 shares
WFC
$0 · 7K shares
SVAL
$0 · 18K shares
ESG
$0 · 5K shares
GQ9
$0 · 2K shares
ETN
$0 · 3K shares
VB
$0 · 824 shares
GM
$0 · 3K shares
IBM
$0 · 1K shares
KLMN
$0 · 5K shares
IVLU
$0 · 8K shares
VTI
$0 · 627 shares
KO
$0 · 4K shares
AVDE
$0 · 3K shares
FLOT
$0 · 16K shares
VWO
$0 · 8K shares
SCHF
$0 · 18K shares
EFV
$0 · 7K shares
FLEXSHARES TR
$0 · 4K shares
WNC
$0 · 12K shares
GOOG
$0 · 3K shares
XMLV
$0 · 11K shares
SOXX
$0 · 1K shares
DYH
$0 · 2K shares
AMGN
$0 · 1K shares
XLI
$0 · 3K shares
PLTR
$0 · 1K shares
MU
$0 · 3K shares
BUFR
$0 · 6K shares
HD
$0 · 2K shares
IXN
$0 · 6K shares
VXUS
$0 · 3K shares
BSCQ
$0 · 16K shares
RTX
$0 · 1K shares
MDY
$0 · 590 shares
ALS
$0 · 2K shares
DLN
$0 · 10K shares
JHML
$0 · 3K shares
SCHD
$0 · 9K shares
MMM
$0 · 2K shares
FXR
$0 · 12K shares
NVDA
$0 · 3K shares
XLK
$0 · 3K shares
XOM
$0 · 8K shares
CSCO
$0 · 3K shares
ESML
$0 · 14K shares
MLKN
$0 · 18K shares
MGC
$0 · 807 shares
COST
$0 · 702 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services126$395K67.6%
Unknown15$133K22.8%
Healthcare10$19K3.3%
Technology13$17K2.9%
Consumer Cyclical8$14K2.4%
Consumer Defensive7$4K0.7%
Communication Services3$1K0.2%
Industrials8$1K0.2%
Utilities1$00.0%
Basic Materials3$00.0%
Real Estate1$00.0%
Energy2$00.0%