Well Done, LLC
•CIK: 1667132•Filing: Q4 2025
**Well Done, LLC** manages $669M across a diversified portfolio of 197 positions. The strategy exhibits a significant allocation to established value and market-cap weighted indices, notably holding $84.5M in BRK/A and $80.9M in IVV. Further concentration is evident in core holdings such as BRK/B ($25.6M), AVLC ($23.4M), and IJH ($23.1M). This structure suggests a disciplined, large-cap focus across defensive and growth sectors.
Total AUM
$669.1M
QoQ Performance
+13.9%
Positions
107
Top 10 Concentration
48.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
IVV
BRK/A12.6%
IVV12.1%
BRK/B3.8%
AVLC3.5%
IJH3.4%
USMV3.4%
QUAL2.7%
VTV2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.7%
Financial17.3%
ETF13.9%
Healthcare3.1%
Technology2.6%
Consumer1.4%
Industrial0.5%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW22 new positions
↑70 increased
↓61 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023