Well Done, LLC - Portfolio overview

Well Done, LLC has 216 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. BRKA - BERKSHIRE HATHAWAY INC DEL, 11.47%
2. IVV - ISHARES TR, 11.40%
3. AVLC - AMERICAN CENTY ETF TR, 3.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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