Well Done, LLC: 13F holdings
CIK 16671322026Q2
| Positions | 202 |
|---|
| Reported value | $743.4m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 202 (+5 vs prior quarter) |
|---|
| Reported value | $743.4m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 124,013 | $92.9m | 12.5% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 112 | $83.9m | 11.3% |
| SPYM AMERICAN CENTY ETF TR | 363,663 | $32.7m | 4.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 51,648 | $25.8m | 3.5% |
| IJH ISHARES TR | 302,785 | $23.3m | 3.1% |
| USMV ISHARES TR | 230,337 | $22.2m | 3.0% |
| QUAL ISHARES TR | 81,845 | $18.0m | 2.4% |
| DIMENSIONAL ETF TRUST | 457,938 | $17.8m | 2.4% |
| MTUM ISHARES TR | 49,716 | $17.0m | 2.3% |
| BOXX EA SERIES TRUST | 141,915 | $16.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1667132")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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