Well Done, LLC
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$680.8M
Holdings
202
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
11.8%
02
$IVV
ISHARES TR
Q1 2026: New position (1.9k shares)
11.7%
03
$AVLC
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.9%
04
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (2.0k shares)
3.6%
05
$IJH
ISHARES TR
Held since at least Q1 2024
3.6%
06
$USMV
ISHARES TR
Q1 2026: New position (20.2k shares)
3.1%
07
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
2.6%
08
$DFSV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.4%
09
$QUAL
ISHARES TR
Q1 2026: New position (12.6k shares)
2.3%
10
$DGRO
ISHARES TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:58 UTC.