Well Done, LLC
Q2 2025 13F Holdings
- Locationholland, MI
- Num holdings
176
- Value ($000)
$533,200
- Date Filed07/15/2025
- Form type13F-HR
- CIK0001667132
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $81.63M | 15 % | 112 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $71.17M | 13 % | 114,619 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $23.39M | 4 % | 48,154 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $22.91M | 4 % | 244,014 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $16.91M | 3 % | 92,472 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $15.36M | 3 % | 240,213 | ||
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $12.94M | 2 % | 53,861 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $12.88M | 2 % | 437,588 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $9.52M | 2 % | 152,691 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $9.21M | 2 % | 49,625 |
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