Well Done, LLC Portfolio Holdings
Well Done, LLC
- $521 Million
- Q2 2025
Well Done, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $521 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $81.6M, Ishares Core S&P 500 ETF with a value of $71.2M, Berkshire Hathaway Inc Class B with a value of $23.4M, Ishares Msci Usa Min Vol Facto with a value of $22.9M, and Ishares Msci Usa Quality Facto with a value of $16.9M.
Examining the 13F form we can see an decrease of $35.3M in the current position value, from $557M to 521M.
Below you can find more details about Well Done, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$521 Million
ETFs: $339 Million
Financial Services: $118 Million
Healthcare: $19.5 Million
Consumer Cyclical: $14.8 Million
Technology: $13.9 Million
Consumer Defensive: $7.53 Million
Industrials: $4.14 Million
Energy: $1.5 Million
Other: $2.66 Million