Painted Porch Advisors
Latest statistics and disclosures from Painted Porch Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, BRK.B, EFA, SPLV, AAPL, and represent 69.20% of Painted Porch Advisors's stock portfolio.
- Added to shares of these 10 stocks: NTRS, DFUV, DFAS, DFAT, GLD, DFIV, HYGV, MU, LLY, JPM.
- Started 14 new stock positions in HYGV, DFAT, NVO, JPM, NTRS, DFUV, GE, IQDF, GLD, LLY. USMV, FTNY, DFIV, MU.
- Reduced shares in these 10 stocks: EFA, IJR, , ZBRA, SCHG, WAT, ECL, Z, NLR, WMT.
- Sold out of its positions in XOM, SCHG, NLR, WAT, ZBRA, Z.
- Painted Porch Advisors was a net buyer of stock by $1.8M.
- Painted Porch Advisors has $229M in assets under management (AUM), dropping by 9.21%.
- Central Index Key (CIK): 0002024585
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Portfolio Holdings for Painted Porch Advisors
Painted Porch Advisors holds 75 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 20.3 | $47M | -2% | 313k | 148.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 17.3 | $40M | 80k | 496.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 14.2 | $32M | -4% | 312k | 103.88 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 10.6 | $24M | 324k | 74.90 |
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| Apple (AAPL) | 6.8 | $16M | 54k | 289.36 |
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| Vanguard Index Fds Value Etf (VTV) | 3.8 | $8.7M | 40k | 217.93 |
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| Visa Com Cl A (V) | 2.9 | $6.6M | -2% | 19k | 343.09 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.2M | +6% | 13k | 253.97 |
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| Chevron Corporation (CVX) | 1.0 | $2.3M | 14k | 165.76 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 1.0 | $2.3M | 20k | 111.31 |
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| Wal-Mart Stores (WMT) | 0.9 | $2.1M | -8% | 19k | 113.26 |
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| Procter & Gamble Company (PG) | 0.9 | $2.1M | 14k | 146.64 |
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| Emerson Electric (EMR) | 0.8 | $1.9M | 13k | 143.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.9M | +4% | 2.5k | 748.98 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.8M | -8% | 5.0k | 373.04 |
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| Northern Trust Corporation (NTRS) | 0.8 | $1.8M | NEW | 10k | 173.84 |
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| Amgen (AMGN) | 0.7 | $1.7M | 4.7k | 362.12 |
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| Coca-Cola Company (KO) | 0.7 | $1.7M | 20k | 81.27 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.5M | 6.1k | 243.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | 3.9k | 353.36 |
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| Yum! Brands (YUM) | 0.6 | $1.3M | 8.3k | 159.86 |
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| IDEXX Laboratories (IDXX) | 0.5 | $1.1M | 2.2k | 526.44 |
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| Becton, Dickinson and (BDX) | 0.5 | $1.1M | 7.5k | 151.33 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $1.1M | 14k | 83.75 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.1M | -2% | 4.0k | 272.00 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.5 | $1.1M | +150% | 13k | 82.34 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.1M | 1.4k | 746.89 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $920k | NEW | 17k | 55.01 |
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| Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) | 0.4 | $867k | 11k | 81.98 |
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| Amazon (AMZN) | 0.4 | $818k | -11% | 3.4k | 238.34 |
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| East West Ban (EWBC) | 0.3 | $754k | 5.8k | 129.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $709k | -8% | 1.9k | 370.12 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $697k | 15k | 47.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $686k | +2% | 999.00 | 687.11 |
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| Ecolab (ECL) | 0.3 | $669k | -25% | 2.4k | 278.61 |
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| Deere & Company (DE) | 0.3 | $652k | 1.0k | 634.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $651k | -10% | 1.8k | 357.32 |
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| Aon Shs Cl A (AON) | 0.3 | $618k | 1.9k | 331.69 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.3 | $607k | 12k | 52.12 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $603k | NEW | 8.6k | 69.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $598k | NEW | 1.6k | 368.38 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $563k | 4.1k | 136.69 |
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| Meta Platforms Cl A (META) | 0.2 | $546k | -23% | 970.00 | 563.29 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $535k | 14k | 37.26 |
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| Welltower Inc Com reit (WELL) | 0.2 | $497k | 2.2k | 226.97 |
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| ConocoPhillips (COP) | 0.2 | $494k | 4.7k | 103.96 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $483k | 2.4k | 205.02 |
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| Block Cl A (XYZ) | 0.2 | $473k | 6.2k | 76.00 |
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| Cisco Systems (CSCO) | 0.2 | $465k | +16% | 4.0k | 117.46 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $438k | NEW | 8.1k | 54.02 |
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| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.2 | $420k | 11k | 40.01 |
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| Abbvie (ABBV) | 0.2 | $419k | 1.7k | 251.64 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $395k | +2% | 1.3k | 303.09 |
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| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.2 | $383k | NEW | 9.5k | 40.26 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.2 | $376k | 13k | 30.03 |
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| Micron Technology (MU) | 0.2 | $370k | NEW | 320.00 | 1154.83 |
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| NVIDIA Corporation (NVDA) | 0.2 | $364k | -3% | 1.8k | 200.12 |
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| Linde SHS (LIN) | 0.1 | $335k | 645.00 | 518.94 |
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| Air Products & Chemicals (APD) | 0.1 | $322k | -18% | 1.1k | 293.18 |
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| Rayonier (RYN) | 0.1 | $307k | 14k | 21.28 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $304k | -4% | 2.2k | 137.54 |
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| Netflix (NFLX) | 0.1 | $286k | -10% | 4.0k | 71.40 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $280k | 545.00 | 513.60 |
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| Eli Lilly & Co. (LLY) | 0.1 | $275k | NEW | 229.00 | 1199.65 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $271k | +9% | 3.4k | 79.42 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $253k | NEW | 774.00 | 327.33 |
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| Merck & Co (MRK) | 0.1 | $249k | +12% | 1.9k | 128.50 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $239k | 1.7k | 141.91 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $229k | NEW | 2.4k | 96.46 |
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| Mannkind Corp Com New (MNKD) | 0.1 | $228k | 53k | 4.26 |
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| Ge Aerospace Com New (GE) | 0.1 | $227k | NEW | 608.00 | 373.73 |
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| Hagerty Cl A Com (HGTY) | 0.1 | $222k | 19k | 11.92 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $207k | NEW | 4.3k | 47.94 |
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| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.1 | $200k | NEW | 5.8k | 34.56 |
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| Putnam Etf Trust Franklin Ny Muni (FTNY) | 0.1 | $132k | NEW | 17k | 7.97 |
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Past Filings by Painted Porch Advisors
SEC 13F filings are viewable for Painted Porch Advisors going back to 2024
- Painted Porch Advisors 2026 Q2 filed July 24, 2026
- Painted Porch Advisors 2026 Q1 filed May 15, 2026
- Painted Porch Advisors 2025 Q4 filed March 19, 2026
- Painted Porch Advisors 2025 Q3 filed Dec. 9, 2025
- Painted Porch Advisors 2024 Q2 filed July 14, 2025
- Painted Porch Advisors 2024 Q3 filed July 14, 2025
- Painted Porch Advisors 2024 Q4 filed July 14, 2025
- Painted Porch Advisors 2025 Q1 filed July 14, 2025
- Painted Porch Advisors 2025 Q2 filed July 14, 2025
- Painted Porch Advisors 2023 Q4 filed Oct. 22, 2024
- Painted Porch Advisors 2024 Q1 filed Oct. 22, 2024