Well Done, LLC - Portfolio Stock Holdings

Well Done, LLC disclosed 213 stock positions in a recent SEC 13F filing. $669,291,670 of stock holdings were filed, with the largest holdings including BRK.A, IVV, and AVLC. This filing represented positions held on March 31, 2026, and was filed on April 14, 2026.

We estimate the fund has a total AUM of $2,002,870,528 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.