Well Done, LLC

Q3 2025 13F Holdings

  • Location
    holland, MI
  • Num holdings

    187

  • Value ($000)

    $587,334

  • Date Filed
    10/27/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$84.47M
14 %

112

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$78.63M
13 %

117,478

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$25.69M
4 %

51,096

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$23.54M
4 %

247,419

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$17.79M
3 %

91,453

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$15.99M
3 %

234,822

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$14.00M
2 %

439,551

M
MTUM

ISHARES TR

MSCI USA MMENTM
46432F396
$13.67M
2 %

53,304

G
GNTX

GENTEX CORP

COM
371901109
$11.56M
2 %

408,550

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$11.50M
2 %

157,991

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