StockDriftsStockDriftsTop 50 Well Done, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.49% | 124.0K | $92.9M | +1.34%(+1.64K) | $279.01(+178.62%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 11.28% | 112 | $83.9M | +0.00%(+0) | $210090.88(+274.00%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 4.4% | 363.7K | $32.7M | +7.14%(+24.24K) | $77.97(+18.44%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.48% | 51.6K | $25.8M | +1.88%(+954) | $275.15(+90.21%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.14% | 302.8K | $23.3M | -15.79%(-56.75K) | $62.81(+24.05%) | 2026-06-30 | |
| USMV | ISHARES TR | 2.99% | 230.3K | $22.2M | +0.95%(+2.17K) | $59.24(+70.36%) | 2026-06-30 | |
| QUAL | ISHARES TR | 2.42% | 81.8K | $18.0M | -0.80%(-657) | $75.36(+200.25%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.39% | 457.9K | $17.8M | -2.21%(-10.33K) | $29.79(+35.76%) | 2026-06-30 | |
| MTUM | ISHARES TR | 2.29% | 49.7K | $17.0M | -2.62%(-1.34K) | $84.78(+264.14%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 2.24% | 141.9K | $16.6M | +16.78%(+20.39K) | $114.64(+2.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.81% | +8.62% | +51.20% |
| Top 20 Holdings Unweighted | +14.79% | +51.26% | +7.92% | +46.36% |
Well Done, LLC reports $743.36M in US-listed equity holdings across 202 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.5%), BRK.A (11.3%) and AVLC (4.4%). The top 20 holdings account for 62.08% of reported assets. Its disclosed equity book has returned +49.81% on a three-year cumulative basis. Figures reflect the Q2 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