Well Done, LLC
CIK 1667132
13F filing for Q2 2026・No. 3,095
- Holdings
- US$743.36M
- Quarter change
- +US$62.58M
- Entries
- 202
- Net bought (estimate)
- −US$11.68M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 17
- Cut 79
- Added 59
- Corporate actions 0
- Unchanged 42
Largest holdings
202 stocks worth US$743.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 124,013 | US$92.87M | 12.49% |
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 112 | US$83.87M | 11.28% |
| AMERICAN CENTY ETF TRAVANTIS US LARG | Added | 363,663 | US$32.72M | 4.40% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 51,648 | US$25.84M | 3.48% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 302,785 | US$23.35M | 3.14% |
| ISHARES TRMSCI USA MIN ETF | Added | 230,337 | US$22.22M | 2.99% |
| ISHARES TRMSCI USA QLT FCT | Cut | 81,845 | US$17.96M | 2.42% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Cut | 457,938 | US$17.76M | 2.39% |
| ISHARES TRMSCI USA MMENTM | Cut | 49,716 | US$17.04M | 2.29% |
| EA SERIES TRUSTALPHA ARCH 1-3 | Added | 141,915 | US$16.62M | 2.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.