account_balance
Investment manager · 13F filer · SEC CIK 1667132
Well Done, LLC
Reported value$732Mas of Sep 30, 2026
Positions213 21 new, 10 sold out
Top 10 weight48.7%IVV alone is 13%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.8%
Berkshire Hathaway Inc
10.7%Trimmed −6%
AVLCAmerican Centy ETF Tr
4.6%Added +3%
BOXXEa Series Trust
4.3%Added +89%
BRK-BBerkshire Hathaway Inc
3.5%
USMViShares Tr
3.0%
IJHiShares Tr
3.0%
QUALiShares Tr
2.3%Trimmed −7%
DFAIDimensional ETF Trust
2.2%Trimmed −2%
DGROiShares Tr
2.2%Trimmed −4%
MTUMiShares Tr
2.0%Trimmed −9%
ABBVAbbVie Inc.
1.7%
IVViShares Tr
12.8%
AVLCAmerican Centy ETF Tr
4.6%
BOXXEa Series Trust
4.3%
USMV3.0%
IJHiShares Tr
3.0%
QUAL2.3%
DFAI2.2%
DGRO
MTUM2.0%
ABBVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.8% Held
Berkshire Hathaway Inc 10.7% Trimmed −6%
AVLC American Centy ETF Tr 4.6% Added +3%
BOXX Ea Series Trust 4.3% Added +89%
BRK-B Berkshire Hathaway Inc 3.5% HeldUSMV iShares Tr 3.0% Held
IJH iShares Tr 3.0% Held
QUAL iShares Tr 2.3% Trimmed −7%
DFAI Dimensional ETF Trust 2.2% Trimmed −2%
DGRO iShares Tr 2.2% Trimmed −4%
MTUM iShares Tr 2.0% Trimmed −9%
ABBV AbbVie Inc. 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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