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Well Done

Latest statistics and disclosures from Well Done's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.A, IVV, BRK.B, AVLC, IJH, and represent 35.49% of Well Done's stock portfolio.
Added to shares of these 10 stocks: AVLC (+$23M), IJH (+$17M), VTV (+$12M), DFAI (+$6.7M), Ea Series Trust, AVLV, AAPL, AMZN, IAK, IYC.
Started 22 new stock positions in AVLC, SPGI, AVUS, GM, MGC, BKNG, SDOG, PYPL, AXP, RTX. AVDE, BMNR, TGT, WPM, CI, AVLV, HON, LLY, Cambria Global EW ETF, CSCO, Ea Series Trust, KO.
Reduced shares in these 10 stocks: , DGRS, SFLR, NVDA, DGRO, BSCP, PECO, OAKM, DFSV, .
Sold out of its positions in MIY, LNG, DFAC, BSCP, IBIT, PECO, XLY, XLF, XLC, UNP. DGRS, ASML.
Well Done was a net buyer of stock by $75M.
Well Done has $669M in assets under management (AUM), dropping by 13.92%.
Central Index Key (CIK): 0001667132

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Portfolio Holdings for Well Done

Well Done holds 197 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A)	12.6	$85M		112.00	754800.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	12.1	$81M		118k	684.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.8	$26M		51k	502.65	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	3.5	$23M	NEW	298k	78.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$23M	+275%	350k	66.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.4	$23M		244k	94.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$18M		90k	198.62	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$17M	+218%	91k	190.99	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$16M	-4%	225k	69.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.1	$14M	-2%	429k	32.89	View chart
Ishares Gold Tr Ishares New (IAU)	2.0	$14M	+4%	166k	81.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.0	$13M		53k	250.31	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$12M	+119%	320k	38.11	View chart
Abbvie (ABBV)	1.7	$11M		49k	228.49	View chart
Gentex Corporation (GNTX)	1.4	$9.4M		406k	23.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$9.0M		61k	148.69	View chart
Ishares Tr Us Br Del Se Etf (IAI)	1.3	$8.4M	+11%	47k	179.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.3	$8.4M	+10%	39k	214.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$7.7M	-2%	11k	681.89	View chart
Apple (AAPL)	1.1	$7.4M	+24%	27k	271.86	View chart
Ishares Tr Us Industrials (IYJ)	1.1	$7.4M	+14%	50k	148.17	View chart
Ishares Tr Us Consum Discre (IYC)	1.1	$7.3M	+14%	71k	103.13	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	1.1	$7.1M	+15%	53k	136.15	View chart
Ishares Tr Expanded Tech (IGV)	1.1	$7.0M	+14%	67k	105.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$7.0M		37k	191.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.0	$6.8M		91k	75.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.0	$6.7M	-3%	78k	86.25	View chart
Sofi Technologies (SOFI)	1.0	$6.6M		253k	26.18	View chart
Ea Series Trust Us Quan Value (QVAL)	0.9	$6.3M		128k	48.79	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.9	$6.2M	-4%	177k	35.15	View chart
Abbott Laboratories (ABT)	0.8	$5.6M		45k	125.29	View chart
Ishares Tr Msci Usa Value (VLUE)	0.8	$5.3M	-3%	39k	136.73	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.8	$5.1M	-2%	80k	64.04	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$5.1M	+11%	62k	82.82	View chart
Microsoft Corporation (MSFT)	0.7	$4.9M	+3%	10k	483.60	View chart
Ea Series Trust Towle Value Etf	0.7	$4.9M	NEW	187k	25.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$4.6M		7.3k	627.13	View chart
Amazon (AMZN)	0.7	$4.5M	+27%	20k	230.82	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.7	$4.5M	+4%	32k	141.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$4.3M	-2%	61k	69.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$3.9M	-3%	32k	120.96	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.6M		11k	322.23	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$3.6M	+4%	55k	64.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$3.2M		27k	120.18	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.5	$3.2M	+29%	27k	115.10	View chart
T Rowe Price Etf Intermediate Mun (TAXE)	0.4	$2.9M		57k	51.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.6M	NEW	34k	75.77	View chart
Johnson & Johnson (JNJ)	0.3	$2.3M		11k	206.95	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$2.3M		50k	45.45	View chart
Colgate-Palmolive Company (CL)	0.3	$2.2M		28k	79.02	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$2.2M		42k	51.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$2.1M	+32%	7.1k	303.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.1M		3.4k	614.31	View chart
Procter & Gamble Company (PG)	0.3	$2.0M		14k	143.31	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.3	$1.9M		45k	41.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.7M		9.7k	177.37	View chart
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA)	0.3	$1.7M		16k	110.80	View chart
Stryker Corporation (SYK)	0.3	$1.7M		4.8k	351.47	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.2	$1.6M	-18%	58k	28.36	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.6M	+3%	16k	96.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.6M		16k	96.03	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.5M	-5%	3.9k	386.85	View chart
Caterpillar (CAT)	0.2	$1.5M	-5%	2.6k	572.87	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.2	$1.5M		13k	114.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.5M		17k	89.46	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$1.5M	+83%	31k	47.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.4M	+93%	4.5k	313.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.4M	-6%	6.4k	219.78	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$1.3M		13k	98.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.3M	+8%	5.2k	246.14	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.2M		2.6k	480.57	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.2M	-3%	13k	89.43	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$1.2M		2.9k	412.77	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M	-9%	10k	111.41	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$1.1M		11k	103.36	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M	-4%	16k	67.22	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$1.1M	-3%	15k	71.62	View chart
Visa Com Cl A (V)	0.2	$1.0M	+41%	3.0k	350.71	View chart
McDonald's Corporation (MCD)	0.2	$1.0M		3.4k	305.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.0M	+7%	4.0k	252.92	View chart
Exxon Mobil Corporation (XOM)	0.1	$972k		8.1k	120.34	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$969k		12k	79.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$914k	-4%	2.9k	313.80	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$891k		10k	88.08	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$886k		31k	29.04	View chart
Deere & Company (DE)	0.1	$880k		1.9k	465.67	View chart
Home Depot (HD)	0.1	$860k	+4%	2.5k	344.10	View chart
Tesla Motors (TSLA)	0.1	$849k	+11%	1.9k	449.72	View chart
Meta Platforms Cl A (META)	0.1	$846k	+91%	1.3k	660.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$846k		2.1k	396.31	View chart
Cigna Corp (CI)	0.1	$844k	NEW	3.1k	275.23	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$828k	-10%	48k	17.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$825k	+14%	5.8k	141.06	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$823k		5.9k	139.35	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.1	$817k		5.2k	158.25	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$808k	+25%	16k	50.86	View chart
Eaton Corp SHS (ETN)	0.1	$800k		2.5k	318.51	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$779k		4.9k	159.88	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$778k		26k	29.61	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$760k	-2%	6.4k	118.75	View chart
Micron Technology (MU)	0.1	$758k	-13%	2.7k	285.41	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$731k		3.6k	205.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$687k	-9%	1.5k	473.30	View chart
Wintrust Financial Corporation (WTFC)	0.1	$680k	-9%	4.9k	139.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$671k	-7%	11k	62.37	View chart
Wells Fargo & Company (WFC)	0.1	$664k		7.1k	93.20	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$660k		14k	45.98	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$623k		5.9k	105.00	View chart
Pepsi (PEP)	0.1	$617k	+3%	4.3k	143.51	View chart
Ishares Tr Us Sml Cp Value (SVAL)	0.1	$614k	-8%	18k	34.33	View chart
NVIDIA Corporation (NVDA)	0.1	$614k	-53%	3.3k	186.50	View chart
Costco Wholesale Corporation (COST)	0.1	$605k	+133%	702.00	862.34	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$587k		4.8k	121.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$577k		29k	19.74	View chart
Nextera Energy (NEE)	0.1	$559k		7.0k	80.28	View chart
Ea Series Trust Cambria Global	0.1	$549k	NEW	11k	51.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$538k		4.5k	119.32	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.1	$521k		17k	31.46	View chart
Broadcom (AVGO)	0.1	$514k	+112%	1.5k	346.10	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$490k	+86%	24k	20.60	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$489k	NEW	18k	27.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$472k	+2%	6.6k	71.41	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$467k	-60%	13k	36.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$464k		2.3k	199.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$460k	+43%	8.4k	54.71	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$458k	NEW	4.1k	111.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$439k		18k	24.04	View chart
Chevron Corporation (CVX)	0.1	$438k		2.9k	152.41	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$432k		9.4k	45.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$418k		7.8k	53.76	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$416k	-18%	2.7k	155.12	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$414k	+96%	13k	32.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$406k	+100%	2.8k	143.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$397k	-17%	814.00	487.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$394k		6.6k	59.54	View chart
Altria (MO)	0.1	$392k	+3%	6.8k	57.66	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$383k		5.7k	67.13	View chart
Amgen (AMGN)	0.1	$378k	+4%	1.2k	327.31	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$367k		2.0k	181.22	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$363k		7.8k	46.67	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$360k		4.2k	85.77	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$356k		590.00	603.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$354k	+2%	731.00	483.67	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$353k		4.2k	84.22	View chart
Allstate Corporation (ALL)	0.1	$343k		1.6k	208.15	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$343k	-8%	3.8k	89.56	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$339k		5.7k	59.28	View chart
Herman Miller (MLKN)	0.1	$337k		18k	18.28	View chart
Booking Holdings (BKNG)	0.0	$332k	NEW	62.00	5355.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$326k	-13%	1.1k	301.15	View chart
International Business Machines (IBM)	0.0	$321k		1.1k	296.21	View chart
PNC Financial Services (PNC)	0.0	$311k	+12%	1.5k	208.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$308k		16k	19.57	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$294k	-25%	7.7k	38.05	View chart
Pfizer (PFE)	0.0	$292k		12k	24.90	View chart
American Express Company (AXP)	0.0	$289k	NEW	782.00	369.95	View chart
3M Company (MMM)	0.0	$286k		1.8k	160.06	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$283k		4.3k	65.29	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$280k		2.2k	128.83	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$276k	NEW	2.3k	117.52	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$274k	+73%	6.1k	44.71	View chart
Eli Lilly & Co. (LLY)	0.0	$273k	NEW	254.00	1074.68	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.0	$271k		6.7k	40.13	View chart
Coca-Cola Company (KO)	0.0	$269k	NEW	3.8k	69.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$265k		5.7k	46.59	View chart
Raytheon Technologies Corp (RTX)	0.0	$263k	NEW	1.4k	183.40	View chart
Global X Fds Global X Silver (SIL)	0.0	$262k		3.1k	83.52	View chart
Cisco Systems (CSCO)	0.0	$258k	NEW	3.4k	77.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$251k		3.3k	75.44	View chart
Nucor Corporation (NUE)	0.0	$248k		1.5k	163.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$247k		9.0k	27.43	View chart
Marvell Technology (MRVL)	0.0	$246k	+2%	2.9k	84.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$246k	NEW	3.0k	82.32	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$240k		1.9k	123.31	View chart
Sun Life Financial (SLF)	0.0	$235k		3.8k	62.40	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.0	$233k		1.8k	127.80	View chart
General Motors Company (GM)	0.0	$231k	NEW	2.8k	81.32	View chart
Palantir Technologies Cl A (PLTR)	0.0	$224k	+12%	1.3k	177.75	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$224k		2.8k	79.85	View chart
Paypal Holdings (PYPL)	0.0	$218k	NEW	3.7k	58.38	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.0	$217k		5.0k	43.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$213k		824.00	257.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$210k		627.00	335.27	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$206k		1.6k	128.93	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$206k		7.6k	27.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$206k		6.0k	34.26	View chart
Ufp Industries (UFPI)	0.0	$204k		2.2k	91.05	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$204k		4.5k	45.13	View chart
Honeywell International (HON)	0.0	$203k	NEW	1.0k	195.17	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$203k	NEW	807.00	251.17	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$201k	NEW	3.3k	60.46	View chart
Target Corporation (TGT)	0.0	$200k	NEW	2.1k	97.75	View chart
S&p Global (SPGI)	0.0	$200k	NEW	383.00	522.59	View chart
Farmland Partners (FPI)	0.0	$117k		12k	9.69	View chart
Wabash National Corporation (WNC)	0.0	$105k		12k	8.65	View chart
Rani Therapeutics Hldgs Com Cl A (RANI)	0.0	$70k		52k	1.35	View chart
Cea Industries *w Exp 02/11/202 (BNCWW)	0.0	$1.1k	+14%	20k	0.06	View chart

Past Filings by Well Done

SEC 13F filings are viewable for Well Done going back to 2016

Well Done 2025 Q4 filed Jan. 13, 2026
Well Done 2025 Q3 filed Oct. 28, 2025
Well Done 2025 Q2 filed July 15, 2025
Well Done 2025 Q1 filed April 21, 2025
Well Done 2024 Q4 filed Jan. 17, 2025
Well Done 2024 Q3 filed Oct. 17, 2024
Well Done 2024 Q2 filed July 18, 2024
Well Done 2024 Q1 filed April 18, 2024
Well Done 2023 Q4 filed Jan. 18, 2024
Well Done 2023 Q3 filed Oct. 16, 2023
Well Done 2023 Q2 filed July 20, 2023
Well Done 2023 Q1 filed April 20, 2023
Well Done 2022 Q4 filed Jan. 18, 2023
Well Done 2022 Q3 filed Oct. 14, 2022
Well Done 2022 Q2 filed July 18, 2022
Well Done 2022 Q1 filed April 20, 2022

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