Well Done, LLC Portfolio Holdings

Well Done, LLC

  • $619 Million
  • Q4 2025

Well Done, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $619 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $84.6M, Ishares Core S&P 500 ETF with a value of $79.8M, Berkshire Hathaway Inc Class B with a value of $25.9M, Ishares Msci Usa Min Vol Facto with a value of $23M, and Ishares Core S&P Mid Cap ETF with a value of $22.4M.

Examining the 13F form we can see an increase of $44.1M in the current position value, from $575M to 619M.

Below you can find more details about Well Done, LLC portfolio as well as his latest detailed transactions.

Portfolio value $619 Million
ETFs: $416 Million
Financial Services: $125 Million
Healthcare: $23.4 Million
Consumer Cyclical: $17.3 Million
Technology: $17.2 Million
Consumer Defensive: $7.36 Million
Industrials: $4.43 Million
Communication Services: $2.87 Million
Other: $2.78 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$84.6 Million 13.66% of portfolio
112
Q2 2025 Reduced 0.88%
$662B
$25.9 Million 4.18% of portfolio
50,845
Q4 2025 Reduced 0.49%
$414B
$11.5 Million 1.86% of portfolio
49,176
Q4 2025 Reduced 0.15%
$5.38B
$9.28 Million 1.5% of portfolio
405,618
Q4 2025 Reduced 0.72%
$4.3T
$7.28 Million 1.18% of portfolio
27,219
Q4 2025 Added 24.07%
$22.2B
$7.03 Million 1.14% of portfolio
252,794
Q4 2025 Reduced 0.24%
$228B
$5.84 Million 0.94% of portfolio
44,945
Q4 2025 Added 0.05%
$3.78T
$5.1 Million 0.82% of portfolio
10,058
Q4 2025 Added 3.83%
$2.39T
$4.6 Million 0.74% of portfolio
19,596
Q4 2025 Added 27.58%
$881B
$3.39 Million 0.55% of portfolio
11,284
Q4 2025 Reduced 0.38%
$65.7B
$2.22 Million 0.36% of portfolio
28,116
Q4 2025 Added 0.84%
$522B
$2.2 Million 0.35% of portfolio
11,008
Q4 2025 Reduced 0.23%
$346B
$1.99 Million 0.32% of portfolio
13,634
Q4 2025 Reduced 0.51%
$1.46T
$1.99 Million 0.32% of portfolio
7,050
Q4 2025 Added 32.17%
$136B
$1.72 Million 0.28% of portfolio
4,771
Q4 2025 Added 0.38%
$291B
$1.46 Million 0.24% of portfolio
2,638
Q4 2025 Reduced 5.21%
$224B
$1.03 Million 0.17% of portfolio
3,378
Q4 2025 Added 0.6%
$279B
$1.03 Million 0.17% of portfolio
9,990
Q4 2025 Reduced 9.17%
$533B
$970,000 0.16% of portfolio
2,980
Q4 2025 Added 41.43%
$144B
$899,000 0.15% of portfolio
1,889
Q4 2025 Reduced 0.42%
$490B
$950,000 0.15% of portfolio
8,077
Q4 2025 Added 1.3%
$140B
$885,000 0.14% of portfolio
2,512
Q4 2025 Reduced 0.08%
$367B
$894,000 0.14% of portfolio
2,499
Q4 2025 Added 4.6%
$82.8B
$832,000 0.13% of portfolio
3,067
Q4 2025 New
$1.37T
$780,000 0.13% of portfolio
1,281
Q4 2025 Added 91.77%
$1.74T
$831,000 0.13% of portfolio
2,913
Q4 2025 Reduced 4.9%
$22.7B
$750,000 0.12% of portfolio
47,730
Q4 2025 Reduced 10.02%
$1.29T
$772,000 0.12% of portfolio
1,888
Q4 2025 Added 11.91%
$268B
$655,000 0.11% of portfolio
2,655
Q4 2025 Reduced 13.18%
$317B
$593,000 0.1% of portfolio
7,120
Q4 2025 Reduced 0.25%
$7.79B
$624,000 0.1% of portfolio
4,866
Q4 2025 Reduced 9.32%
$168B
$596,000 0.1% of portfolio
6,962
Q4 2025 Added 0.43%
$465B
$613,000 0.1% of portfolio
3,290
Q4 2025 Reduced 53.6%
$204B
$635,000 0.1% of portfolio
4,297
Q4 2025 Added 3.94%
$404B
$640,000 0.1% of portfolio
702
Q4 2025 Added 133.22%
$139B
$509,000 0.08% of portfolio
1,486
Q4 2025 Added 112.59%
$303B
$445,000 0.07% of portfolio
2,876
Q4 2025 Reduced 1.74%
$123B
$344,000 0.06% of portfolio
731
Q4 2025 Added 2.09%
$183B
$395,000 0.06% of portfolio
1,156
Q4 2025 Added 4.33%
$57.9B
$352,000 0.06% of portfolio
1,647
Q4 2025 Added 0.55%
$104B
$394,000 0.06% of portfolio
6,791
Q4 2025 Added 4.0%
$91.4B
$295,000 0.05% of portfolio
1,789
Q4 2025 Added 1.02%
$191B
$297,000 0.05% of portfolio
62
Q4 2025 New
$266B
$322,000 0.05% of portfolio
1,084
Q4 2025 Reduced 0.09%
$141B
$293,000 0.05% of portfolio
11,706
Q4 2025 Reduced 1.05%
$38B
$224,000 0.04% of portfolio
1,522
Q4 2025 Added 0.26%
$306B
$271,000 0.04% of portfolio
3,847
Q4 2025 New
$34.7B
$223,000 0.04% of portfolio
3,771
Q3 2025 Added 0.37%
$47.1B
$244,000 0.04% of portfolio
2,348
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $619 Million
  • Prior Value $575 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 22 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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