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Filers›Hedge Fund›Well Done, LLC
DOSSIER · 13F-HR · Q1 2026

Well Done, LLC

Well Done's hedge fund based in Stamford, CT — $681M in tracked AUM across 197 positions as of Q1 2026.

WD
Well Done·Stamford, CT·Hedge Fund
CIK 0001667132 · last filed Mar 31, 2026
Total AUM
$681M
▲ 5.5%
vs prior
Holdings
197
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Well Done, LLC (CIK: 0001667132)
1. Portfolio Overview

Well Done, LLC has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 212.0%, growing from $214.44M to $669.11M. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or a consolidation of assets into this reporting entity during the quarter.

Th...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$80M11211.8%
02
IVV
ISHARES TR
$80M122K11.7%
03
AVLC
AMERICAN CENTY ETF TR
$26M339K3.9%
04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$24M51K3.6%
05
IJH
ISHARES TR
$24M360K3.6%
06
USMV
ISHARES TR
$21M228K3.1%
07
VTV
VANGUARD INDEX FDS
$18M91K2.6%
08
DFSV
DIMENSIONAL ETF TRUST
$16M468K2.4%
09
QUAL
ISHARES TR
$16M83K2.3%
10
DGRO
ISHARES TR
$15M220K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Well
haiku-4-5 · 197 positions indexed
Sector mix
  • Tech16%
  • Financials6%
  • Health Care11%
  • Cons. Disc.52%
  • Communications20%
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