Fund Holdings

Well Done, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ISHARES TR114,619117,478+2,85971,166,36578,627,82313.39%+7,461,458
ISHARES TR43,45893,112+49,6542,695,2126,076,4721.03%+3,381,260
GENTEX CORP(GNTX)393,009408,550+15,5418,642,26411,561,9581.97%+2,919,694
BERKSHIRE HATHAWAY INC DEL112112081,625,60084,470,40014.38%+2,844,800
BERKSHIRE HATHAWAY INC DEL48,15451,096+2,94223,391,76925,688,0044.37%+2,296,235
ABBVIE INC(ABBV)49,62549,250-3759,211,26911,403,4231.94%+2,192,154
INVESCO EXCH TRADED FD TR II123,410184,197+60,7874,070,0626,198,2301.06%+2,128,168
SPDR S&P 500 ETF TR(SPY)9,14711,661+2,5145,651,2897,768,1761.32%+2,116,887
SOFI TECHNOLOGIES INC(SOFI)253,700253,395-3054,619,8776,694,6961.14%+2,074,819
ISHARES GOLD TR(IAU)152,691157,991+5,3009,521,81111,497,0061.96%+1,975,195
T ROWE PRICE ETF INC25,00056,905+31,9051,242,7502,884,5150.49%+1,641,765
ISHARES SILVER TR(SLV)28,86052,848+23,988946,8972,239,1700.38%+1,292,273
ISHARES TR37,23042,106+4,8766,297,0137,447,7101.27%+1,150,697
DIMENSIONAL ETF TRUST437,588439,551+1,96312,878,20113,995,3042.38%+1,117,103
APPLE INC(AAPL)22,22821,938-2904,560,4545,586,0730.95%+1,025,619
ISHARES TR33,80935,165+1,3566,377,6847,358,6281.25%+980,944
DIMENSIONAL ETF TRUST126,672145,609+18,9374,379,0355,292,8920.90%+913,857
ISHARES TR92,47291,453-1,01916,905,69217,787,6063.03%+881,914
ISHARES TR53,86153,304-55712,943,66413,669,8482.33%+726,184
ISHARES TR2,5214,192+1,671884,8711,588,5170.27%+703,646
ISHARES TR60,31860,716+3988,145,2738,843,2971.51%+698,024
ISHARES TR54,97558,105+3,1306,019,7626,682,6571.14%+662,895
ISHARES TR58,87162,210+3,3395,865,8226,519,6081.11%+653,786
ISHARES TR244,014247,419+3,40522,905,58223,539,4254.01%+633,843
ISHARES TR240,213234,822-5,39115,359,21215,986,7142.72%+627,502
ISHARES TR05,937+5,9370612,7580.10%+612,758
ISHARES TR04,841+4,8410598,3000.10%+598,300
INVESCO QQQ TR2,6453,423+7781,459,0882,055,0670.35%+595,979
INVESCO EXCH TRADED FD TR II04,508+4,5080545,7390.09%+545,739
ISHARES TR41,15943,689+2,5305,857,2636,373,1331.09%+515,870
ISHARES TR40,50540,419-864,585,5155,054,4070.86%+468,892
ISHARES TR02,298+2,2980450,0870.08%+450,087
EA SERIES TRUST17,40821,171+3,7631,961,5332,410,5310.41%+448,998
ISHARES TR41,99045,277+3,2875,645,9236,068,5021.03%+422,579
JOHNSON & JOHNSON(JNJ)10,70111,033+3321,634,5642,045,6830.35%+411,119
SELECT SECTOR SPDR TR01,409+1,4090397,1410.07%+397,141
ISHARES TR12,94016,614+3,6741,080,2311,450,5690.25%+370,338
INVESCO EXCH TRD SLF IDX FD10,86429,204+18,340213,478575,6110.10%+362,133
VANECK ETF TRUST04,197+4,1970320,6510.05%+320,651
WINTRUST FINL CORP(WTFC)3,2095,366+2,157397,824710,6740.12%+312,850
VANGUARD WORLD FD33,25533,353+983,646,0073,950,3300.67%+304,323
SELECT SECTOR SPDR TR05,617+5,6170302,5880.05%+302,588
JPMORGAN CHASE & CO.(JPM)11,32211,327+53,282,2453,572,8940.61%+290,649
EA SERIES TRUST132,139130,752-1,3875,815,4246,099,5821.04%+284,158
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,3275,334+71,206,5121,489,7330.25%+283,221
NVIDIA CORPORATION(NVDA)6,6067,091+4851,043,6271,323,0340.23%+279,407
VANGUARD INDEX FDS28,56028,544-165,047,6945,323,1710.91%+275,477
SELECT SECTOR SPDR TR01,115+1,1150267,1990.05%+267,199
INVESCO EXCH TRD SLF IDX FD012,772+12,7720262,7210.04%+262,721
ALPHABET INC(GOOG)1,8102,352+542318,976571,7720.10%+252,796
ISHARES BITCOIN TRUST ETF(IBIT)03,864+3,8640251,1600.04%+251,160
SELECT SECTOR SPDR TR02,038+2,0380241,2390.04%+241,239
ISHARES TR27,00526,850-1552,951,2783,190,6090.54%+239,331
ISHARES TR30,95830,514-4443,981,1214,218,2560.72%+237,135
BROADCOM INC(AVGO)0699+6990230,6080.04%+230,608
GLOBAL X FDS03,137+3,1370224,7040.04%+224,704
ISHARES TR4,3984,846+448948,9941,172,5670.20%+223,573
DIMENSIONAL ETF TRUST64,17762,978-1,1994,088,7114,311,4620.73%+222,751
ALPHABET INC(GOOG)2,9603,063+103525,074745,9940.13%+220,920
CATERPILLAR INC(CAT)2,8562,783-731,108,7281,327,9090.23%+219,181
SELECT SECTOR SPDR TR2,0393,311+1,272300,793510,6560.09%+209,863
DIMENSIONAL ETF TRUST05,437+5,4370209,7060.04%+209,706
VANGUARD INDEX FDS0824+8240209,5270.04%+209,527
KONINKLIJKE PHILIPS N V(PHG)07,601+7,6010207,2160.04%+207,216
NUCOR CORP(NUE)01,518+1,5180205,5830.04%+205,583
VANGUARD INDEX FDS0626+6260205,4350.03%+205,435
PALANTIR TECHNOLOGIES INC(PLTR)01,120+1,1200204,3110.03%+204,311
DIMENSIONAL ETF TRUST06,456+6,4560202,5900.03%+202,590
ISHARES TR01,599+1,5990202,4980.03%+202,498
VANGUARD INDEX FDS7,5657,345-2204,297,1474,497,9320.77%+200,785
FIRST TR EXCHNG TRADED FD VI06,000+6,0000200,5200.03%+200,520
FIRST TR EXCHANGE TRADED FD13,34413,174-1701,086,2021,273,6630.22%+187,461
TESLA INC(TSLA)1,8071,687-120574,012750,2430.13%+176,231
ISHARES TR14,66515,713+1,0481,348,7091,517,0650.26%+168,356
ISHARES INC15,61716,704+1,087937,4891,101,1280.19%+163,639
CHEVRON CORP NEW(CVX)2,2052,927+722315,734454,5340.08%+138,800
MICRON TECHNOLOGY INC(MU)3,0453,058+13375,296511,6650.09%+136,369
VANGUARD INTL EQUITY INDEX F4,4875,112+625576,612704,4340.12%+127,822
INVESCO EXCHANGE TRADED FD T93,20692,177-1,0296,641,8146,755,6681.15%+113,854
SPDR GOLD TR(GLD)2,1652,160-5659,957767,8160.13%+107,859
VANGUARD WORLD FD2,8982,89801,061,1611,166,2140.20%+105,053
INVESCO EXCHANGE TRADED FD T37,52836,488-1,0406,820,2316,921,7741.18%+101,543
WALMART INC(WMT)10,60110,998+3971,036,5661,133,4540.19%+96,888
AMAZON COM INC(AMZN)14,95215,360+4083,280,3193,372,5960.57%+92,277
MICROSOFT CORP(MSFT)9,9119,687-2244,929,5735,017,6380.85%+88,065
WISDOMTREE TR(WT)41,78841,680-1082,094,4062,179,8610.37%+85,455
SELECT SECTOR SPDR TR2,7423,537+795232,549315,9960.05%+83,447
INNOVATOR ETFS TRUST31,95731,95701,072,7961,151,4110.20%+78,615
HARRIS OAKMARK ETF TRUST70,94370,94301,821,8161,899,8540.32%+78,038
VANGUARD WORLD FD15,02915,267+238984,3791,059,0720.18%+74,693
VANGUARD INDEX FDS10,0329,860-1721,649,7531,721,3590.29%+71,606
ISHARES TR1,6121,6120684,423755,0770.13%+70,654
ALTRIA GROUP INC(MO)6,1646,530+366361,395431,3720.07%+69,977
ISHARES TR16,29016,29001,456,1631,520,9980.26%+64,835
ISHARES TR1,1511,248+97274,744338,3580.06%+63,614
INVESCO EXCH TRADED FD TR II3,8303,773-57869,793932,3840.16%+62,591
WISDOMTREE TR(WT)14,04713,911-1361,176,2961,237,5230.21%+61,227
INVESCO EXCHANGE TRADED FD T10,84110,84101,016,4521,077,3790.18%+60,927
WISDOMTREE TR(WT)17,16317,1630798,938857,8070.15%+58,869
ASML HOLDING N V351350-1281,288338,8320.06%+57,544
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