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Rhonda Carter

Well Done, Llc

Assets Managed
$743.358M
Holdings
202
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.2%(2Q avg: 5.47%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Well Done, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Well Done, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 743.358M in assets, with a quarterly growth rate of 9.2% and a 2-quarter average growth rate of 5.47%. The portfolio is managed by Rhonda Carter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.35%
12.5%
$92.872M
124,013 shares@ $748.89 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
11.29%
$83.871M
112 shares@ $748850.0 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 7.15%
4.41%
$32.715M
363,663 shares@ $89.97 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.89%
3.48%
$25.844M
51,648 shares@ $500.4 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -15.78%
3.15%
$23.348M
302,785 shares@ $77.11 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 0.96%
2.99%
$22.218M
230,337 shares@ $96.46 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -0.79%
2.42%
$17.959M
81,845 shares@ $219.43 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Decreased -2.2%
2.39%
$17.763M
457,938 shares@ $38.8 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -2.62%
2.3%
$17.044M
49,716 shares@ $342.83 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 16.79%
2.24%
$16.617M
141,915 shares@ $117.1 avg price

1-10 of 202