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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $743M AUM 202 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 43 Added 64 Reduced 17 Exited
Page 1 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 124,013.0 $92.9M 12.49% +2K +1.3% $748.89 +3.2%
2 BERKSHIRE HATHAWAY INC DEL 112.0 $83.9M 11.28% $748850.00
3 AVLC AMERICAN CENTY ETF TR 363,663.0 $32.7M 4.40% +24K +7.1% $89.96 +2.2%
4 BERKSHIRE HATHAWAY INC DEL 51,648.0 $25.8M 3.48% +954.0 +1.9% $500.39
5 IJH ISHARES TR 302,785.0 $23.3M 3.14% -57K -15.8% $77.11 -0.1%
6 USMV ISHARES TR 230,337.0 $22.2M 2.99% +2K +0.9% $96.46 +4.4%
7 QUAL ISHARES TR 81,845.0 $18.0M 2.42% -657.0 -0.8% $219.43 +1.7%
8 DFSV DIMENSIONAL ETF TRUST 457,938.0 $17.8M 2.39% -10K -2.2% $38.79 +3.2%
9 MTUM ISHARES TR 49,716.0 $17.0M 2.29% -1K -2.6% $342.83 -11.3%
10 BOXX EA SERIES TRUST 141,915.0 $16.6M 2.23% +20K +16.8% $117.09 +0.7%
11 DFAI DIMENSIONAL ETF TRUST 400,918.0 $16.5M 2.23% +21K +5.4% $41.25 +4.3%
12 DGRO ISHARES TR 218,014.0 $16.5M 2.22% -2K -1.0% $75.79 +5.1%
13 ABBV ABBVIE INC Healthcare 48,290.0 $12.2M 1.64% $251.64 +5.7%
14 ITOT ISHARES TR 61,089.0 $10.0M 1.35% -909.0 -1.5% $164.27 +2.3%
15 SOXX ISHARES TR 15,472.0 $9.9M 1.33% -6K -28.1% $640.76 -19.1%
16 IGV ISHARES TR 104,489.0 $9.5M 1.27% NEW $90.60 +13.2%
17 IAI ISHARES TR 52,860.0 $9.3M 1.25% +3K +6.3% $175.33 +8.8%
18 QVAL EA SERIES TRUST 165,606.0 $9.2M 1.24% +13K +8.6% $55.45 +11.5%
19 ITA ISHARES TR 37,594.0 $9.1M 1.23% -3K -7.1% $242.42 +0.7%
20 EA SERIES TRUST 284,291.0 $9.1M 1.23% $32.05
Page 1 of 11  ·  202 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.1%
Healthcare 19.7%
Technology 14.7%
Consumer Cyclical 14.0%
Consumer Defensive 6.5%
Industrials 5.2%
Communication Services 2.6%
Energy 1.7%
Basic Materials 1.1%
Utilities 0.5%