Investor
Well Done, LLC
CIK 0001667132 · filed 2026-04-14 · SEC filing
13F book
$680.8M
Positions
197
17 new · 17 sold
Largest name
11.8%
Berkshire Hathaway Inc Del
Est. mark
−$13.2M
Price effect on 180 names still held. Flow $24.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 112 | $80.4M | 11.8% | −$4.11M | Held |
| Ishares Tr | — | 122.4K | $79.9M | 11.7% | −$3.75M | Added−$970K |
| American Centy Etf Tr | — | 339.4K | $26.3M | 3.9% | −$318.3K | Added$2.94M |
| Berkshire Hathaway Inc Del | — | 50.7K | $24.3M | 3.6% | −$1.19M | Cut−$1.26M |
| Ishares Tr | — | 359.5K | $24.3M | 3.6% | $534.8K | Added$1.21M |
| Ishares Tr | — | 228.2K | $21.2M | 3.1% | −$324.1K | Cut−$1.84M |
| Vanguard Index Fds | — | 91.3K | $17.9M | 2.6% | $473.9K | Added$535.3K |
| Dimensional Etf Trust | — | 468.3K | $16.4M | 2.4% | $921.7K | Added$2.31M |
| Ishares Tr | — | 82.5K | $15.8M | 2.3% | −$561.8K | Cut−$2.02M |
| Ishares Tr | — | 220.2K | $15.5M | 2.3% | $167.3K | Cut−$150.4K |
| Dimensional Etf Trust | — | 380.4K | $14.8M | 2.2% | $272.1K | Added$2.62M |
| Ishares Gold Tr | — | 167.8K | $14.8M | 2.2% | $1.16M | Added$1.34M |
| Ea Series Trust | — | 121.5K | $14.1M | 2.1% | $32.7K | Added$11M |
| Ishares Tr | — | 51.1K | $12.3M | 1.8% | −$526.8K | Cut−$953.6K |
| AbbVie Inc. | ABBV | 48.2K | $10.5M | 1.5% | −$530.7K | Cut−$742.8K |
| Ishares Tr | — | 40.5K | $8.85M | 1.3% | $158.4K | Added$476.9K |
| Ishares Tr | — | 62K | $8.83M | 1.3% | −$380.7K | Added−$212.8K |
| Ishares Tr | — | 49.7K | $8.16M | 1.2% | −$712K | Added−$242.4K |
| Ea Series Trust | — | 152.5K | $7.95M | 1.2% | $428.9K | Added$1.7M |
| Ea Series Trust | — | 284.9K | $7.9M | 1.2% | — | New |
| Ishares Tr | — | 271.7K | $7.87M | 1.2% | — | New |
| Gentex Corp | GNTX | 357.7K | $7.82M | 1.1% | −$507.9K | Cut−$1.62M |
| Ishares Tr | — | 52.7K | $7.77M | 1.1% | −$31.4K | Added$391.9K |
| Invesco Exch Traded Fd Tr Ii | — | 214.4K | $7.58M | 1.1% | $38.8K | Added$1.38M |
| Ishares Tr | — | 88.2K | $7.28M | 1.1% | −$15.4K | Added$2.17M |
| Spdr S&P 500 Etf Tr | — | 11.1K | $7.2M | 1.1% | −$349.2K | Cut−$536.7K |
| Ishares Tr | — | 21.5K | $7.08M | 1.0% | $29.8K | Added$6.75M |
| Ishares Tr | — | 75.7K | $6.92M | 1.0% | $387.7K | Cut$170.2K |
| Invesco Exchange Traded Fd T | — | 88.7K | $6.67M | 1.0% | $12.4K | Cut−$142.2K |
| Ishares Inc | — | 83.1K | $6.56M | 1.0% | — | New |
| Invesco Exchange Traded Fd T | — | 31.9K | $6.12M | 0.9% | $11.5K | Cut−$885.6K |
| Apple Inc. | AAPL | 22.3K | $5.67M | 0.8% | −$403.6K | Cut−$1.73M |
| Ishares Tr | — | 39.5K | $5.62M | 0.8% | $213K | Added$284.8K |
| Dimensional Etf Trust | — | 72.4K | $5.15M | 0.8% | $89.3K | Added$887.5K |
| Ishares Inc | — | 78.3K | $5.07M | 0.7% | $54.1K | Cut−$52.6K |
| Abbott Labs | ABT | 44.8K | $4.6M | 0.7% | −$1.01M | Cut−$1.03M |
| Ishares Tr | — | 31.7K | $4.39M | 0.6% | −$99K | Cut−$132.1K |
| Vanguard Index Fds | — | 7K | $4.18M | 0.6% | −$206.9K | Cut−$413.9K |
| Amazon Com Inc | AMZN | 19.4K | $4.04M | 0.6% | −$437.9K | Cut−$479K |
| SoFi Technologies, Inc. | SOFI | 252.1K | $4M | 0.6% | −$2.6M | Cut−$2.61M |
| Vanguard World Fd | — | 32.2K | $3.62M | 0.5% | −$280.2K | Cut−$288.6K |
| Ishares Tr | — | 28.5K | $3.54M | 0.5% | $111.2K | Added$303.2K |
| Microsoft Corp | MSFT | 9.56K | $3.54M | 0.5% | −$1.08M | Cut−$1.33M |
| Jpmorgan Chase & Co. | — | 11.1K | $3.26M | 0.5% | −$311.6K | Cut−$371.2K |
| Ishares Silver Tr | — | 47.5K | $3.24M | 0.5% | $176.7K | Cut−$331K |
| T Rowe Price Etf Inc | — | 56.9K | $2.89M | 0.4% | −$21.2K | Held |
| American Centy Etf Tr | — | 34.3K | $2.76M | 0.4% | $165.9K | Held |
| Vanguard Intl Equity Index F | — | 18.4K | $2.55M | 0.4% | −$16K | Added$1.73M |
| Johnson & Johnson | JNJ | 9.87K | $2.41M | 0.4% | $370.2K | Cut$134.9K |
| Colgate Palmolive Co | CL | 27.8K | $2.37M | 0.3% | $172.6K | Cut$147.7K |
| Taiwan Semiconductor Mfg Ltd | — | 6.97K | $2.36M | 0.3% | $237.4K | Cut$213.4K |
| Ishares Tr | — | 49.4K | $2.28M | 0.3% | $38.5K | Cut$23.2K |
| Wisdomtree Tr | — | 41.7K | $2.19M | 0.3% | $39.2K | Cut$22.6K |
| Invesco Qqq Tr | — | 3.53K | $2.04M | 0.3% | −$127.7K | Added−$75.2K |
| Ishares Tr | — | 22.2K | $2.01M | 0.3% | $17.6K | Added$530.5K |
| Procter And Gamble Co | PG | 13.4K | $1.93M | 0.3% | $15K | Cut−$22.9K |
| Wisdomtree Tr | — | 45.1K | $1.82M | 0.3% | −$38.3K | Added−$36.5K |
| Vanguard Index Fds | — | 9.77K | $1.8M | 0.3% | $67.1K | Added$78.9K |
| Ishares Tr | — | 18.2K | $1.77M | 0.3% | $17.9K | Added$205.1K |
| Ishares Tr | — | 17.7K | $1.72M | 0.3% | $15.7K | Added$148K |
| Invesco Exchange Traded Fd T | — | 15.5K | $1.71M | 0.3% | −$10.2K | Cut−$11.2K |
| Caterpillar Inc | CAT | 2.27K | $1.61M | 0.2% | $307.9K | Cut$97.7K |
| Bitwise Bitcoin Etf Tr | — | 43.6K | $1.61M | 0.2% | −$329.9K | Added$146.4K |
| Wisdomtree Tr | — | 13.3K | $1.54M | 0.2% | $9.67K | Added$34.2K |
| Stryker Corp | SYK | 4.47K | $1.47M | 0.2% | −$102.3K | Cut−$208.1K |
| Ishares Inc | — | 21K | $1.47M | 0.2% | $40.5K | Added$388.2K |
| Ishares Tr | — | 3.95K | $1.46M | 0.2% | −$63.8K | Held |
| First Tr Exchange Traded Fd | — | 13.2K | $1.46M | 0.2% | $164.1K | Held |
| Vanguard Specialized Funds | — | 6.42K | $1.38M | 0.2% | −$30.3K | Cut−$34.9K |
| Ishares Tr | — | 5.55K | $1.38M | 0.2% | $9.71K | Added$84.1K |
| Exxon Mobil Corp | — | 7.74K | $1.31M | 0.2% | $381.6K | Cut$340.7K |
| Spdr Gold Tr | — | 2.92K | $1.26M | 0.2% | $72.5K | Added$412.4K |
| Spdr Dow Jones Indl Average | — | 2.59K | $1.2M | 0.2% | −$44.6K | Added−$33.1K |
| Wisdomtree Tr | — | 13.3K | $1.17M | 0.2% | −$21.2K | Cut−$31.7K |
| Ishares Tr | — | 11.6K | $1.15M | 0.2% | — | New |
| Invesco Exchange Traded Fd T | — | 10.5K | $1.12M | 0.2% | $42.2K | Cut$22.9K |
| Walmart Inc. | WMT | 9K | $1.12M | 0.2% | $115.9K | Cut$5.91K |
| Alphabet Inc | — | 3.79K | $1.09M | 0.2% | −$96.3K | Cut−$334.2K |
| Vanguard World Fd | — | 2.9K | $1.06M | 0.2% | −$131.4K | Held |
| Vanguard World Fd | — | 14.6K | $1.05M | 0.2% | $1.61K | Cut−$8.13K |
| Mcdonalds Corp | MCD | 3.34K | $1.04M | 0.2% | $17.2K | Cut$5.93K |
| Deere & Co | DE | 1.82K | $1.03M | 0.2% | $178K | Cut$146.3K |
| Ishares Tr | — | 20.1K | $1.02M | 0.1% | $1.43K | Added$216K |
| First Tr Exchange Traded Fd | — | 12.1K | $990.6K | 0.1% | $21.4K | Held |
| Advisors Inner Circle Fd Iii | — | 36.4K | $979.4K | 0.1% | — | New |
| Wisdomtree Tr | — | 10.1K | $903.5K | 0.1% | $12.6K | Held |
| Eaton Corp Plc | ETN | 2.49K | $891.7K | 0.1% | $97.6K | Cut$91.6K |
| Innovator Etfs Trust | — | 24K | $849.6K | 0.1% | −$18.4K | Added$382.4K |
| Visa Inc. | V | 2.8K | $845.4K | 0.1% | −$135.6K | Cut−$199.8K |
| Invesco Exch Traded Fd Tr Ii | — | 3.53K | $839.3K | 0.1% | −$54K | Cut−$184.5K |
| Ishares Inc | — | 6.92K | $827.1K | 0.1% | $4.86K | Added$67.4K |
| Schwab Strategic Tr | — | 26.3K | $801.1K | 0.1% | $23.4K | Held |
| Flexshares Tr | — | 5.16K | $783.6K | 0.1% | −$33.6K | Held |
| Ishares Tr | — | 5.91K | $780.1K | 0.1% | −$42.8K | Held |
| Alphabet Inc | — | 2.69K | $770.2K | 0.1% | −$72.3K | Cut−$143.9K |
| Ishares Tr | — | 16.3K | $765.3K | 0.1% | $14.9K | Added$105.1K |
| Ea Series Trust | — | 22.2K | $755.4K | 0.1% | $41.4K | Added$234.5K |
| First Tr Exchange-Traded Alp | — | 4.88K | $751.4K | 0.1% | −$28K | Held |
| Huntington Bancshares Inc | — | 47.6K | $744.8K | 0.1% | −$80.9K | Cut−$83.3K |
| Flexshares Tr | — | 3.56K | $712.2K | 0.1% | −$19.2K | Held |
| Costco Whsl Corp New | — | 697 | $694.5K | 0.1% | $93.5K | Cut$89.1K |
| Home Depot, Inc. | HD | 2.1K | $690.3K | 0.1% | −$31.9K | Cut−$169.6K |
| Ark 21shares Bitcoin Etf | ARKB | 30.5K | $686.2K | 0.1% | −$199.8K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 10.7K | $672.8K | 0.1% | $6.43K | Cut$2.13K |
| Wintrust Finl Corp | — | 4.66K | $647.2K | 0.1% | −$4.1K | Cut−$33.2K |
| Ishares Tr | — | 17.7K | $636.1K | 0.1% | $28.5K | Cut$22.3K |
| Nextera Energy Inc | — | 6.8K | $631.7K | 0.1% | $85.7K | Cut$72.8K |
| Ishares Tr | — | 1.45K | $619.1K | 0.1% | −$68.1K | Held |
| Pepsico Inc | PEP | 3.92K | $607.9K | 0.1% | $46.1K | Cut−$8.71K |
| Meta Platforms, Inc. | META | 1.04K | $597.6K | 0.1% | −$91.8K | Cut−$248.3K |
| Ishares Tr | — | 5.94K | $593.5K | 0.1% | −$29.9K | Held |
| Chevron Corp New | CVX | 2.84K | $588.2K | 0.1% | $154.9K | Cut$149.9K |
| Invesco Exch Trd Slf Idx Fd | — | 29.3K | $574.7K | 0.1% | −$3.37K | Added−$2.17K |
| Ishares Tr | — | 4.84K | $556K | 0.1% | −$30.8K | Held |
| Wheaton Precious Metals Corp. | WPM | 4.18K | $548K | 0.1% | $31.7K | Added$272.1K |
| Dimensional Etf Trust | — | 16K | $543.7K | 0.1% | $15.7K | Added$129.4K |
| Wells Fargo Co New | — | 6.81K | $541.9K | 0.1% | −$92.5K | Cut−$121.7K |
| Ea Series Trust | — | 10.7K | $538.7K | 0.1% | −$10.4K | Held |
| Ea Series Trust | — | 7.42K | $506.7K | 0.1% | $13.1K | Added$223.7K |
| Invesco Exch Traded Fd Tr Ii | — | 4.51K | $505.4K | 0.1% | −$32.5K | Held |
| Ishares Tr | — | 8.88K | $504.5K | 0.1% | $17.5K | Added$44.8K |
| Vanguard Intl Equity Index F | — | 9.18K | $496.2K | 0.1% | $2.26K | Added$77.9K |
| Ishares Tr | — | 6.61K | $491.1K | 0.1% | $19.4K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 23.8K | $486.1K | 0.1% | −$4.21K | Held |
| Flexshares Tr | — | 8.37K | $461.9K | 0.1% | $78K | Cut$29.5K |
| Select Sector Spdr Tr | — | 2.84K | $459.3K | 0.1% | $17.7K | Added$43.1K |
| Ishares Tr | — | 6.65K | $455.4K | 0.1% | $7.65K | Added$71.9K |
| American Centy Etf Tr | — | 4.07K | $452.2K | 0.1% | −$2.44K | Cut−$5.46K |
| Schwab Strategic Tr | — | 18.3K | $451.9K | 0.1% | $13K | Held |
| Select Sector Spdr Tr | — | 3.37K | $448.1K | 0.1% | −$31.2K | Added$42.4K |
| Ishares Tr | — | 3.53K | $427.4K | 0.1% | −$16.6K | Added$147.9K |
| Nucor Corp | NUE | 2.5K | $422.8K | 0.1% | $9.12K | Added$174.5K |
| Ishares Tr | — | 2.32K | $421.6K | 0.1% | −$42.4K | Held |
| Vaneck Etf Trust | — | 4.53K | $415.6K | 0.1% | $25.2K | Added$55.6K |
| Dimensional Etf Trust | — | 6.62K | $413.6K | 0.1% | $19.3K | Held |
| Bitwise 10 Crypto Index Etf | BITW | 9.06K | $404.4K | 0.1% | — | New |
| Lockheed Martin Corp | LMT | 638 | $385.6K | 0.1% | $77K | Cut$32K |
| Ishares Tr | — | 2.02K | $384K | 0.1% | $17K | Held |
| Select Sector Spdr Tr | — | 6.26K | $383.6K | 0.1% | $101.6K | Added$109.3K |
| Amgen Inc | AMGN | 1.08K | $380.7K | 0.1% | $26.6K | Cut$2.33K |
| Dell Technologies Inc. | DELL | 2.29K | $375.2K | 0.1% | — | New |
| Altria Group, Inc. | MO | 5.59K | $369K | 0.1% | $46.6K | Cut−$22.6K |
| Proshares Tr | — | 4.19K | $362.4K | 0.1% | $9.19K | Held |
| Invesco Exchange Traded Fd T | — | 7.74K | $361.8K | 0.1% | $503 | Cut−$1.46K |
| Bitmine Immersion Tecnologie | — | 18K | $356K | 0.1% | −$132.7K | Held |
| Ishares Tr | — | 3.99K | $352.7K | 0.1% | −$4.09K | Added$10.2K |
| Invesco Exch Trd Slf Idx Fd | — | 6.04K | $349.6K | 0.1% | — | New |
| Spdr S&P Midcap 400 Etf Tr | — | 565 | $348.5K | 0.1% | $7.62K | Cut−$7.47K |
| Micron Technology Inc | MU | 1.02K | $346.3K | 0.1% | $53.7K | Cut−$411.5K |
| Vanguard Growth Etf | — | 792 | $345.9K | 0.1% | −$40.4K | Cut−$51.2K |
| Allstate Corp | — | 1.61K | $333.4K | 0.0% | −$1.3K | Cut−$9.42K |
| Invesco Exchange Traded Fd T | — | 5.71K | $311.6K | 0.0% | −$27K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 15.8K | $308.5K | 0.0% | −$709 | Added$482 |
| Ishares Tr | — | 7.73K | $306.8K | 0.0% | $12.6K | Held |
| Cheniere Energy, Inc. | LNG | 1.06K | $302.2K | 0.0% | — | New |
| Vanguard World Fd | — | 1.27K | $300.9K | 0.0% | −$12K | Added$98.2K |
| Pnc Finl Svcs Group Inc | — | 1.41K | $293.2K | 0.0% | −$902 | Cut−$17.6K |
| Pfizer Inc | PFE | 9.88K | $277.5K | 0.0% | $31.4K | Cut−$14K |
| Marvell Technology, Inc. | MRVL | 2.8K | $277.3K | 0.0% | $39.4K | Cut$31.6K |
| Schwab Strategic Tr | — | 9K | $276.1K | 0.0% | $29.3K | Held |
| Dimensional Etf Trust | — | 5.68K | $275.4K | 0.0% | $10.6K | Held |
| Ishares Tr | — | 2.83K | $270.9K | 0.0% | — | New |
| Millerknoll, Inc. | MLKN | 18.5K | $267.2K | 0.0% | −$70.4K | Added−$69.7K |
| Coca Cola Co | KO | 3.49K | $265.4K | 0.0% | $21.4K | Cut−$3.53K |
| Ishares Core 30 70 Con | — | 6.54K | $260.8K | 0.0% | −$1.57K | Cut−$10K |
| Vanguard Star Fds | — | 3.32K | $256.2K | 0.0% | $5.55K | Held |
| American Centy Etf Tr | — | 2.98K | $253.1K | 0.0% | $7.52K | Held |
| Dow Inc. | DOW | 6.04K | $251.5K | 0.0% | — | New |
| 3M CO | MMM | 1.73K | $251.2K | 0.0% | −$25.7K | Cut−$35.2K |
| Target Corp | TGT | 2.03K | $246.5K | 0.0% | $47.7K | Cut$46.1K |
| International Business Machs | — | 996 | $241.4K | 0.0% | −$53.6K | Cut−$79.7K |
| Booking Holdings Inc. | BKNG | 57 | $240K | 0.0% | −$65.3K | Cut−$92K |
| Invesco Exchange Traded Fd T | — | 1.82K | $237.2K | 0.0% | $3.97K | Held |
| Sun Life Financial Inc. | — | 3.77K | $235.9K | 0.0% | $603 | Held |
| Suncor Energy Inc New | — | 3.53K | $233.1K | 0.0% | — | New |
| Vanguard Index Fds | — | 723 | $231.9K | 0.0% | −$9.07K | Added$21.7K |
| J P Morgan Exchange Traded F | — | 1.95K | $228.2K | 0.0% | −$11.9K | Held |
| Nvidia Corp | NVDA | 1.3K | $226.5K | 0.0% | −$15.7K | Cut−$387K |
| Ishares S&P Gsci Commodity- | — | 6.98K | $225.1K | 0.0% | — | New |
| Honeywell Intl Inc | — | 990 | $223.9K | 0.0% | $30.6K | Cut$20.7K |
| Northern Lts Fd Tr Iv | — | 5K | $221.6K | 0.0% | $5.73K | Cut$4.69K |
| John Hancock Exchange Traded | — | 2.8K | $219.2K | 0.0% | −$4.42K | Held |
| American Express Co | AXP | 717 | $216.9K | 0.0% | −$48.4K | Cut−$72.4K |
| Alps Etf Tr | — | 3.32K | $215.7K | 0.0% | $15.2K | Cut$15.1K |
| Broadcom Inc. | AVGO | 694 | $214.8K | 0.0% | −$25.4K | Cut−$299.5K |
| Vanguard Whitehall Fds | — | 1.45K | $214K | 0.0% | — | New |
| Ishares Tr | — | 3.29K | $213.1K | 0.0% | — | New |
| Northern Lts Fd Tr Iv | — | 4.49K | $211.6K | 0.0% | $9.06K | Cut$7.85K |
| Fifth Third Bancorp | — | 4.52K | $210K | 0.0% | — | New |
| Koninklijke Philips N V | — | 7.6K | $208.3K | 0.0% | $2.43K | Held |
| Ufp Industries Inc | UFPI | 2.24K | $206.3K | 0.0% | $2.4K | Held |
| First Tr Exchng Traded Fd Vi | — | 6K | $202.6K | 0.0% | −$2.94K | Held |
| Vanguard Index Fds | — | 769 | $201.4K | 0.0% | $3.05K | Cut−$11.1K |
| Wabash Natl Corp | — | 12.2K | $105K | 0.0% | −$365 | Held |
| Cleveland-Cliffs Inc New | — | 10.5K | $88.8K | 0.0% | — | New |
| Rani Therapeutics Hldgs Inc | — | 52K | $38.2K | 0.0% | −$32K | Held |
| Cea Industries Inc | — | 20K | $612 | 0.0% | −$498 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.