Institutional Fund
Well Done, LLC
Holland, MICIK 16671325 filings on record
Portfolio Value
$680.78M
Q1 2026
Holdings
197
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+1.7%
from $669.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del11.8%
- Ishares Tr11.7%
- American Centy ETF Tr3.9%
- Berkshire Hathaway Inc Del3.6%
- Ishares Tr3.6%
- Ishares Tr3.1%
- Other62.3%
Portfolio Holdings
197 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 112 | $80.43M | 11.8% | 0 | Held |
| 2 | Ishares Tr | 122.4K | $79.93M | 11.7% | +4.3K | Added |
| 3 | American Centy ETF Tr | 339.4K | $26.32M | 3.9% | +42.0K | Added |
| 4 | Berkshire Hathaway Inc Del | 50.7K | $24.29M | 3.6% | −151 | Reduced |
| 5 | Ishares Tr | 359.5K | $24.28M | 3.6% | +10.0K | Added |
| 6 | Ishares Tr | 228.2K | $21.16M | 3.1% | −16.1K | Reduced |
| 7 | Vanguard Index Fds | 91.3K | $17.91M | 2.6% | +313 | Added |
| 8 | Dimensional ETF Trust | 468.3K | $16.41M | 2.4% | +39.5K | Added |
| 9 | Ishares Tr | 82.5K | $15.82M | 2.3% | −7.4K | Reduced |
| 10 | Ishares Tr | 220.2K | $15.45M | 2.3% | −4.6K | Reduced |
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