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
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$84.47M
14 %

112

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$78.63M
13 %

117,478

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$25.69M
4 %

51,096

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
$23.54M
4 %

247,419

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$17.79M
3 %

91,453

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$15.99M
3 %

234,822

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$14.00M
2 %

439,551

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$13.67M
2 %

53,304

GNTX
GNTX

GENTEX CORP

COM
$11.56M
2 %

408,550

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$11.50M
2 %

157,991

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