Well Done, LLC
RIA/Wealth
Well Done, LLC is a RIA/Wealth based in Holland, MI led by Brian Lee Vandenbrink, reporting $1.9B in AUM as of Q3 2025 with 63% ETF concentration, 51% concentrated in top 10 holdings, and minimal technology exposure.
CEOBrian Lee Vandenbrink
- Portfolio Value
- $585.4M
- Positions
- 185
- Top Holding
- BRK.A at 14.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Well Done, LLC's portfolio (50.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $84.5M | 14.43% | — | 0.01% 112.0 shares | |
ETF ETF | $78.6M | 13.43% | +$1.9M Bought | — 117.5K shares | |
Insurance - Diversified Financial Services | $25.7M | 4.39% | +$1.5M Bought | 0.00% 51.1K shares | |
ETF ETF | $23.5M | 4.02% | +$324.0K Bought | — 247.4K shares | |
ETF ETF | $17.8M | 3.04% | -$198.2K Sold | — 91.5K shares | |
ETF ETF | $16.0M | 2.73% | -$367.0K Sold | — 234.8K shares | |
ETF ETF | $14.0M | 2.39% | +$62.5K Bought | — 439.6K shares | |
ETF ETF | $13.7M | 2.34% | -$142.8K Sold | — 53.3K shares | |
Auto - Parts Consumer Cyclical | $11.6M | 1.97% | +$439.8K Bought | 0.19% 408.6K shares | |
Unknown Unknown | $11.5M | 1.96% | +$385.7K Bought | — 158.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Well Done, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Well Done, LLC
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