StockDriftsStockDriftsTop 50 Well Done LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.8% | 122.2K | $93.6M | -1.43%(-1.78K) | $279.01(+176.93%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 10.72% | 105 | $78.4M | -6.25%(-7) | $210090.88(+284.02%) | 2026-09-30 | |
| AVLC | AMERICAN CENTY ETF TR | 4.6% | 373.0K | $33.7M | +2.57%(+9.33K) | $78.27(+16.50%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 4.35% | 268.8K | $31.8M | +89.38%(+126.85K) | $116.10(+2.22%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.49% | 51.2K | $25.5M | -0.86%(-444) | $275.15(+95.53%) | 2026-09-30 | |
| USMV | ISHARES TR | 3.03% | 227.7K | $22.2M | -1.13%(-2.60K) | $59.24(+72.55%) | 2026-09-30 | |
| IJH | ISHARES TR | 3% | 305.3K | $22.0M | +0.83%(+2.52K) | $62.90(+16.14%) | 2026-09-30 | |
| QUAL | ISHARES TR | 2.3% | 75.7K | $16.8M | -7.47%(-6.11K) | $75.36(+199.48%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.22% | 392.4K | $16.3M | -2.13%(-8.53K) | $32.74(+27.26%) | 2026-09-30 | |
| DGRO | ISHARES TR | 2.17% | 210.2K | $15.8M | -3.57%(-7.79K) | $41.59(+90.46%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.71% | +50.96% | +8.76% | +52.19% |
| Top 20 Holdings Unweighted | +15.21% | +52.92% | +8.00% | +46.95% |
Well Done LLC reports $731.51M in US-listed equity holdings across 213 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.8%), BRK.A (10.7%) and AVLC (4.6%). The top 20 holdings account for 62.5% of reported assets. Its disclosed equity book has returned +50.96% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Well Done LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1667132). View Well Done LLC’s 13F filings on SEC