Well Done, LLC
Well Done, LLC reported 202 positions worth $743.4M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (12.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $92.9M | 12.49% | 124,013 | — | — | |
| ▸ 2 | BRK-A | SH | $83.9M | 11.28% | 112 | — | — | |
| ▸ 3 | AVLC | SH | $32.7M | 4.40% | 363,663 | — | — | |
| ▸ 4 | BRK-B | SH | $25.8M | 3.48% | 51,648 | — | — | |
| ▸ 5 | IJH | SH | $23.3M | 3.14% | 302,785 | — | — | |
| ▸ 6 | USMV | SH | $22.2M | 2.99% | 230,337 | — | — | |
| ▸ 7 | QUAL | SH | $18.0M | 2.42% | 81,845 | — | — | |
| ▸ 8 | DFSV | SH | $17.8M | 2.39% | 457,938 | — | — | |
| ▸ 9 | MTUM | SH | $17.0M | 2.29% | 49,716 | — | — | |
| ▸ 10 | BOXX | SH | $16.6M | 2.24% | 141,915 | — | — |
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Frequently Asked Questions
What stocks does Well Done, LLC hold as of Q2 2026?
Well Done, LLC reported 202 positions worth $743.4M in its Q2 2026 13F filing. Largest positions: IVV (12.5%), BRK-A (11.3%), AVLC (4.4%), BRK-B (3.5%) and IJH (3.1%).
What did Well Done, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Well Done, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.