Well Done, LLC

Q4 2025 13F Holdings

  • Location
    holland, MI
  • Num holdings

    197

  • Value ($000)

    $669,113

  • Date Filed
    01/13/2026
  • Form type
    13F-HR
  • CIK
    0001667132
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$84.54M
13 %

112

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$80.9M
12 %

118,119

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$25.56M
4 %

50,845

A
AVLC

AMERICAN CENTY ETF TR

AVANTIS US LARG
025072158
$23.39M
4 %

297,469

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$23.07M
3 %

349,562

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$23M
3 %

244,249

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$17.85M
3 %

89,858

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$17.37M
3 %

90,966

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$15.6M
2 %

224,760

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$14.1M
2 %

428,720

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