Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Well Done, LLC (CIK 1667132) reported $680.8M across 196 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($80.4M, 11.81%), IVV ($79.9M, 11.74%), AVLC ($26.3M, 3.87%), IJH ($24.3M, 3.57%), BRK/B ($24.3M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $80.4M | 11.81% | 112 | Hold |
| 2 | IVV | ISHARES TR | $79.9M | 11.74% | 122,372 | Added |
| 3 | AVLC | AMERICAN CENTY ETF TR | $26.3M | 3.87% | 339,426 | Added |
| 4 | IJH | ISHARES TR | $24.3M | 3.57% | 359,539 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.3M | 3.57% | 50,694 | Trimmed |
| 6 | USMV | ISHARES TR | $21.2M | 3.11% | 228,169 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $17.9M | 2.63% | 91,279 | Added |
| 8 | DFSV | DIMENSIONAL ETF TRUST | $16.4M | 2.41% | 468,270 | Added |
| 9 | QUAL | ISHARES TR | $15.8M | 2.32% | 82,502 | Trimmed |
| 10 | DGRO | ISHARES TR | $15.5M | 2.27% | 220,184 | Trimmed |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $14.8M | 2.18% | 380,405 | Added |
| 12 | IAU | ISHARES GOLD TR | $14.8M | 2.17% | 167,790 | Added |
| 13 | BOXX | EA SERIES TRUST | $14.1M | 2.08% | 121,520 | Added |
| 14 | MTUM | ISHARES TR | $12.3M | 1.80% | 51,056 | Trimmed |
| 15 | ABBV | ABBVIE INC | $10.5M | 1.54% | 48,248 | Trimmed |
| 16 | ITOT | ISHARES TR | $8.8M | 1.30% | 61,998 | Added |
| 17 | ITA | ISHARES TR | $8.9M | 1.30% | 40,468 | Added |
| 18 | IAI | ISHARES TR | $8.2M | 1.20% | 49,730 | Added |
| 19 | QVAL | EA SERIES TRUST | $8.0M | 1.17% | 152,531 | Added |
| 20 | IEZ | ISHARES TR | $7.9M | 1.16% | 271,745 | New |
| 21 | EA SERIES TRUST | $7.9M | 1.16% | 284,915 | New | |
| 22 | GNTX | GENTEX CORP | $7.8M | 1.15% | 357,699 | Trimmed |
| 23 | IYJ | ISHARES TR | $7.8M | 1.14% | 52,690 | Added |
| 24 | IDHQ | INVESCO EXCH TRADED FD TR II | $7.6M | 1.11% | 214,430 | Added |
| 25 | SHY | ISHARES TR | $7.3M | 1.07% | 88,181 | Added |
Source: SEC Form 13F filings · as of 2026-03-31