Painted Porch Advisors LLC — 13F Holdings & Portfolio
CIK 2024585 · latest 13F-HR filed 2026-05-15
Painted Porch Advisors LLC manages $209.5M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IJR (19.12%), BRK.B (18.19%), EFA (15.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 11, added to 18, and trimmed 29.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$209.5M
Long-equity book
67
Distinct positions
2026-03-31
Filed 2026-05-15
+7 / −11 / ↑18 / ↓29
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCH TRADED FD TR II$1.6M +7.2%
- VANGUARD INDEX FDS$1.1M +15.7%
- CHEVRON CORPORATION$700.7K +31.8%
- JOHNSON & JOHNSON$283.3K +11.0%
- WALMART INC$268.1K +11.6%
Top Trims
- ISHARES TR-$25.1M -44.1%
- VANGUARD INDEX FDS-$6.9M -91.2%
- ISHARES TR-$1.7M -52.6%
- APPLE INC-$1.5M -9.8%
- VISA INC-$1.5M -19.8%
New Positions
- VANGUARD INTL EQUITY INDEX F$1.0M
- DIMENSIONAL ETF TRUST$762.0K
- DIMENSIONAL ETF TRUST$503.0K
- DIMENSIONAL ETF TRUST$364.3K
- WATERS CORP$306.1K
Exited Positions
- PEPSICO INC$1.3M
- ISHARES TR$970.7K
- ISHARES TR$681.9K
- BROADCOM INC$576.3K
- VANGUARD INDEX FDS$303.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IJR | 464287804 | $40.1M | 19.12% | 322,311 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $38.1M | 18.19% | 79,536 | SH |
| 3 | ISHARES TR | EFA | 464287465 | $31.8M | 15.16% | 327,117 | SH |
| 4 | INVESCO EXCH TRADED FD TR II | SPLV | 46138E354 | $23.7M | 11.30% | 323,783 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $13.7M | 6.52% | 53,837 | SH |
| 6 | VANGUARD INDEX FDS | VTV | 922908744 | $7.8M | 3.72% | 39,765 | SH |
| 7 | VISA INC | V | 92826C839 | $6.0M | 2.84% | 19,704 | SH |
| 8 | CHEVRON CORPORATION | CVX | 166764100 | $2.9M | 1.39% | 14,050 | SH |
| 9 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.9M | 1.37% | 11,714 | SH |
| 10 | WALMART INC | WMT | 931142103 | $2.6M | 1.23% | 20,741 | SH |
| 11 | ARES MANAGEMENT CORPORATION | ARES | 03990B101 | $2.2M | 1.06% | 20,306 | SH |
| 12 | PROCTER & GAMBLE CO | PG | 742718109 | $2.1M | 0.98% | 14,201 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $2.0M | 0.95% | 5,389 | SH |
| 14 | EMERSON ELEC CO | EMR | 291011104 | $1.7M | 0.81% | 12,999 | SH |
| 15 | AMGEN INC | AMGN | 031162100 | $1.7M | 0.79% | 4,732 | SH |
| 16 | COCA COLA CO | KO | 191216100 | $1.5M | 0.74% | 20,381 | SH |
| 17 | ISHARES TR | IVV | 464287200 | $1.5M | 0.73% | 2,356 | SH |
| 18 | VANGUARD INDEX FDS | VBR | 922908611 | $1.3M | 0.62% | 6,019 | SH |
| 19 | YUM BRANDS INC | YUM | 988498101 | $1.3M | 0.62% | 8,342 | SH |
| 20 | IDEXX LABS INC | IDXX | 45168D104 | $1.2M | 0.58% | 2,150 | SH |
| 21 | BECTON DICKINSON & CO | BDX | 075887109 | $1.2M | 0.56% | 7,450 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $1.1M | 0.52% | 3,820 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $1.0M | 0.48% | 13,441 | SH |
| 24 | UNION PAC CORP | UNP | 907818108 | $1.0M | 0.48% | 4,124 | SH |
| 25 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $911.3K | 0.43% | 1,401 | SH |
| 26 | ECOLAB INC | ECL | 278865100 | $851.3K | 0.41% | 3,200 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $808.5K | 0.39% | 3,882 | SH |
| 28 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $762.0K | 0.36% | 10,572 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $726.6K | 0.35% | 1,270 | SH |
| 30 | ISHARES TR | EAGG | 46435U549 | $699.2K | 0.33% | 14,705 | SH |
| 31 | VANGUARD INDEX FDS | VTI | 922908769 | $672.3K | 0.32% | 2,096 | SH |
| 32 | CONOCOPHILLIPS | COP | 20825C104 | $626.6K | 0.30% | 4,747 | SH |
| 33 | EAST WEST BANCORP INC | EWBC | 27579R104 | $623.3K | 0.30% | 5,838 | SH |
| 34 | AON PLC | AON | G0403H108 | $601.7K | 0.29% | 1,864 | SH |
| 35 | ALPHABET INC | GOOGL | 02079K305 | $588.4K | 0.28% | 2,046 | SH |
| 36 | DEERE & CO | DE | 244199105 | $587.4K | 0.28% | 1,043 | SH |
| 37 | VANGUARD INDEX FDS | VOO | 922908363 | $581.8K | 0.28% | 974 | SH |
| 38 | ADOBE INC | ADBE | 00724F101 | $575.4K | 0.27% | 2,367 | SH |
| 39 | EXXON MOBIL CORP | XOM | 30231G102 | $534.6K | 0.26% | 3,151 | SH |
| 40 | NUSHARES ETF TR | NUSC | 67092P607 | $523.6K | 0.25% | 11,620 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $503.0K | 0.24% | 14,157 | SH |
| 42 | ISHARES GOLD TR | IAUM | 46436F103 | $490.4K | 0.23% | 10,500 | SH |
| 43 | ISHARES TR | IJS | 464287879 | $486.2K | 0.23% | 4,105 | SH |
| 44 | WELLTOWER INC | WELL | 95040Q104 | $432.8K | 0.21% | 2,189 | SH |
| 45 | NETFLIX INC. | NFLX | 64110L106 | $432.7K | 0.21% | 4,500 | SH |
| 46 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $390.7K | 0.19% | 1,345 | SH |
| 47 | BLOCK INC | XYZ | 852234103 | $374.6K | 0.18% | 6,225 | SH |
| 48 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $364.3K | 0.17% | 5,121 | SH |
| 49 | ABBVIE INC | ABBV | 00287Y109 | $361.9K | 0.17% | 1,664 | SH |
| 50 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 989207105 | $360.0K | 0.17% | 1,722 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $209.5M | 67 | 0001214659-26-006232 |
| 2025-12-31 | 2026-03-19 | $248.7M | 71 | 0001214659-26-003474 |
| 2025-09-30 | 2025-12-09 | $262.4M | 471 | 0001214659-25-017727 |