Well Done, LLC - Portfolio Stock Holdings

Well Done, LLC disclosed 218 stock positions in a recent SEC 13F filing. $743,358,119 of stock holdings were filed, with the largest holdings including IVV, BRK.A, and AVLC. This filing represented positions held on June 30, 2026, and was filed on July 24, 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.