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Home > Institutional Investor > Well Done, Llc > Profile

Instuitional Investor - Well Done, Llc

Fund Profile
Filing Period:
Fund Name: Well Done, Llc
Portfolio Value $680,777,910
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 112 $80,431,680 11.81%
2.
Ishares Trust
 IEF 122,372 $79,934,688 11.74%
3.
American Centy Etf Tr
 339,426 $26,322,487 3.87%
4.
Berkshire Hathaway Inc
 BRK.A 50,694 $24,292,565 3.57%
5.
Ishares Trust
 IEF 359,539 $24,279,651 3.57%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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