Painted Porch Advisors
Latest statistics and disclosures from Painted Porch Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, IJR, BRK.B, SPLV, AAPL, and represent 69.54% of Painted Porch Advisors's stock portfolio.
- Added to shares of these 10 stocks: Z, AAPL, NFLX, ZG, VTV, AVGO, META, VBR, GOOG, VTI.
- Started 2 new stock positions in ZG, Z.
- Reduced shares in these 10 stocks: IJR, BRK.B, EFA, VIG, AMZN, VYM, VOO, CCB, VB, V.
- Sold out of its positions in AAON, AGNC, AMN, T, PPLT, GLTR, SIVR, AMD, AFRM, ALB.
- Painted Porch Advisors was a net seller of stock by $-17M.
- Painted Porch Advisors has $249M in assets under management (AUM), dropping by -5.23%.
- Central Index Key (CIK): 0002024585
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Portfolio Holdings for Painted Porch Advisors
Painted Porch Advisors holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Eafe Etf (EFA) | 22.9 | $57M | 592k | 96.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 16.1 | $40M | -2% | 334k | 120.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 15.6 | $39M | 77k | 502.65 |
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| Invesco Exch Traded Fd Tr S&p500 Low Vol (SPLV) | 8.9 | $22M | 309k | 71.42 |
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| Apple (AAPL) | 6.1 | $15M | +3% | 56k | 271.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $7.6M | 23k | 335.27 |
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| Visa Com Cl A (V) | 3.0 | $7.4M | -3% | 21k | 350.71 |
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| Vanguard Index Fds Value Etf (VTV) | 2.7 | $6.7M | +2% | 35k | 190.99 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.2M | 4.7k | 684.98 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.7M | -4% | 5.6k | 483.59 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.6M | 13k | 206.95 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 1.0 | $2.4M | 15k | 161.63 |
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| Wal-Mart Stores (WMT) | 0.9 | $2.3M | -5% | 21k | 111.41 |
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| Chevron Corporation (CVX) | 0.9 | $2.2M | -2% | 15k | 152.41 |
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| Procter & Gamble Company (PG) | 0.8 | $2.1M | 14k | 143.31 |
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| Emerson Electric (EMR) | 0.7 | $1.8M | -2% | 13k | 132.72 |
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| Amgen (AMGN) | 0.6 | $1.6M | 4.8k | 327.31 |
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| Becton, Dickinson and (BDX) | 0.6 | $1.5M | -5% | 7.5k | 194.07 |
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| IDEXX Laboratories (IDXX) | 0.6 | $1.5M | 2.2k | 676.53 |
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| Coca-Cola Company (KO) | 0.6 | $1.4M | -2% | 21k | 69.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.3M | -11% | 4.2k | 313.01 |
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| Pepsi (PEP) | 0.5 | $1.3M | -6% | 8.9k | 143.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.3M | +6% | 4.1k | 313.81 |
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| Yum! Brands (YUM) | 0.5 | $1.3M | -2% | 8.4k | 151.28 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.1M | +7% | 5.3k | 211.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.0M | -23% | 1.6k | 627.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $971k | 11k | 89.46 |
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| Union Pacific Corporation (UNP) | 0.4 | $966k | -9% | 4.2k | 231.32 |
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| Amazon (AMZN) | 0.4 | $952k | -29% | 4.1k | 230.82 |
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| Meta Platforms Cl A (META) | 0.4 | $912k | +11% | 1.4k | 660.09 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $909k | -9% | 2.6k | 349.99 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $870k | -10% | 1.3k | 682.01 |
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| Zillow Group Cl C Cap Stk (Z) | 0.3 | $849k | NEW | 13k | 68.22 |
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| Ecolab (ECL) | 0.3 | $840k | 3.2k | 262.52 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $704k | 15k | 47.85 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $682k | 3.4k | 198.62 |
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| Aon Shs Cl A (AON) | 0.3 | $658k | -14% | 1.9k | 352.88 |
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| East West Ban (EWBC) | 0.3 | $656k | 5.8k | 112.39 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $626k | -5% | 1.1k | 570.89 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $596k | -17% | 13k | 44.65 |
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| Broadcom (AVGO) | 0.2 | $576k | +28% | 1.7k | 346.10 |
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| Deere & Company (DE) | 0.2 | $525k | 1.1k | 465.57 |
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| ConocoPhillips (COP) | 0.2 | $490k | 5.2k | 93.61 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.2 | $451k | 11k | 42.99 |
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| Netflix (NFLX) | 0.2 | $451k | +902% | 4.8k | 93.76 |
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| Zebra Technologies Cl A (ZBRA) | 0.2 | $418k | 1.7k | 242.82 |
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| NVIDIA Corporation (NVDA) | 0.2 | $409k | +2% | 2.2k | 186.52 |
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| Welltower Inc Com reit (WELL) | 0.2 | $408k | 2.2k | 185.61 |
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| Block Cl A (XYZ) | 0.2 | $405k | 6.2k | 65.09 |
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| Abbvie (ABBV) | 0.2 | $401k | 1.8k | 228.49 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $380k | 12k | 32.62 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $360k | 3.0k | 120.34 |
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| Air Products & Chemicals (APD) | 0.1 | $332k | -20% | 1.3k | 247.02 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $317k | -47% | 1.2k | 257.97 |
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| Rayonier (RYN) | 0.1 | $312k | +4% | 14k | 21.65 |
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| Cisco Systems (CSCO) | 0.1 | $305k | -12% | 4.0k | 77.02 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $304k | 1.5k | 209.12 |
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| Mannkind Corp Com New (MNKD) | 0.1 | $303k | 53k | 5.67 |
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| ResMed (RMD) | 0.1 | $302k | 1.3k | 240.87 |
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| Linde SHS (LIN) | 0.1 | $275k | -36% | 645.00 | 426.39 |
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| Blackrock Science & Shs Ben Int (BSTZ) | 0.1 | $272k | +3% | 12k | 22.61 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $267k | +2% | 3.1k | 85.37 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $257k | 2.3k | 110.96 |
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| Hagerty Cl A Com (HGTY) | 0.1 | $251k | 19k | 13.44 |
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| Amphenol Corp Cl A (APH) | 0.1 | $247k | 1.8k | 135.14 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $239k | 2.1k | 113.75 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $222k | 1.7k | 132.34 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $219k | 4.3k | 50.88 |
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| Tesla Motors (TSLA) | 0.1 | $216k | -49% | 481.00 | 449.72 |
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| Abbott Laboratories (ABT) | 0.1 | $210k | 1.7k | 125.29 |
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| Zillow Group Cl A (ZG) | 0.1 | $202k | NEW | 3.0k | 68.23 |
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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 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