Painted Porch Advisors

Painted Porch Advisors as of Dec. 31, 2025

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
Ishares Tr Core S&p Scp Etf (IJR) 16.1 $40M 334k 120.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 15.6 $39M 77k 502.65
Invesco Exch Traded Fd Tr S&p500 Low Vol (SPLV) 8.9 $22M 309k 71.42
Apple (AAPL) 6.1 $15M 56k 271.86
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $7.6M 23k 335.27
Visa Com Cl A (V) 3.0 $7.4M 21k 350.71
Vanguard Index Fds Value Etf (VTV) 2.7 $6.7M 35k 190.99
Ishares Tr Core S&p500 Etf (IVV) 1.3 $3.2M 4.7k 684.98
Microsoft Corporation (MSFT) 1.1 $2.7M 5.6k 483.59
Johnson & Johnson (JNJ) 1.0 $2.6M 13k 206.95
Ares Management Corporation Cl A Com Stk (ARES) 1.0 $2.4M 15k 161.63
Wal-Mart Stores (WMT) 0.9 $2.3M 21k 111.41
Chevron Corporation (CVX) 0.9 $2.2M 15k 152.41
Procter & Gamble Company (PG) 0.8 $2.1M 14k 143.31
Emerson Electric (EMR) 0.7 $1.8M 13k 132.72
Amgen (AMGN) 0.6 $1.6M 4.8k 327.31
Becton, Dickinson and (BDX) 0.6 $1.5M 7.5k 194.07
IDEXX Laboratories (IDXX) 0.6 $1.5M 2.2k 676.53
Coca-Cola Company (KO) 0.6 $1.4M 21k 69.91
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.3M 4.2k 313.01
Pepsi (PEP) 0.5 $1.3M 8.9k 143.51
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 4.1k 313.81
Yum! Brands (YUM) 0.5 $1.3M 8.4k 151.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.1M 5.3k 211.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.0M 1.6k 627.20
Ishares Tr Core Msci Eafe (IEFA) 0.4 $971k 11k 89.46
Union Pacific Corporation (UNP) 0.4 $966k 4.2k 231.32
Amazon (AMZN) 0.4 $952k 4.1k 230.82
Meta Platforms Cl A (META) 0.4 $912k 1.4k 660.09
Adobe Systems Incorporated (ADBE) 0.4 $909k 2.6k 349.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $870k 1.3k 682.01
Zillow Group Cl C Cap Stk (Z) 0.3 $849k 13k 68.22
Ecolab (ECL) 0.3 $840k 3.2k 262.52
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $704k 15k 47.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $682k 3.4k 198.62
Aon Shs Cl A (AON) 0.3 $658k 1.9k 352.88
East West Ban (EWBC) 0.3 $656k 5.8k 112.39
Mastercard Incorporated Cl A (MA) 0.3 $626k 1.1k 570.89
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $596k 13k 44.65
Broadcom (AVGO) 0.2 $576k 1.7k 346.10
Deere & Company (DE) 0.2 $525k 1.1k 465.57
ConocoPhillips (COP) 0.2 $490k 5.2k 93.61
Ishares Gold Tr Shares Represent (IAUM) 0.2 $451k 11k 42.99
Netflix (NFLX) 0.2 $451k 4.8k 93.76
Zebra Technologies Cl A (ZBRA) 0.2 $418k 1.7k 242.82
NVIDIA Corporation (NVDA) 0.2 $409k 2.2k 186.52
Welltower Inc Com reit (WELL) 0.2 $408k 2.2k 185.61
Block Cl A (XYZ) 0.2 $405k 6.2k 65.09
Abbvie (ABBV) 0.2 $401k 1.8k 228.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $380k 12k 32.62
Exxon Mobil Corporation (XOM) 0.1 $360k 3.0k 120.34
Air Products & Chemicals (APD) 0.1 $332k 1.3k 247.02
Vanguard Index Fds Small Cp Etf (VB) 0.1 $317k 1.2k 257.97
Rayonier (RYN) 0.1 $312k 14k 21.65
Cisco Systems (CSCO) 0.1 $305k 4.0k 77.02
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $304k 1.5k 209.12
Mannkind Corp Com New (MNKD) 0.1 $303k 53k 5.67
ResMed (RMD) 0.1 $302k 1.3k 240.87
Linde SHS (LIN) 0.1 $275k 645.00 426.39
Blackrock Science & Shs Ben Int (BSTZ) 0.1 $272k 12k 22.61
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $267k 3.1k 85.37
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $257k 2.3k 110.96
Hagerty Cl A Com (HGTY) 0.1 $251k 19k 13.44
Amphenol Corp Cl A (APH) 0.1 $247k 1.8k 135.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $239k 2.1k 113.75
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $222k 1.7k 132.34
Novo-nordisk A S Adr (NVO) 0.1 $219k 4.3k 50.88
Tesla Motors (TSLA) 0.1 $216k 481.00 449.72
Abbott Laboratories (ABT) 0.1 $210k 1.7k 125.29
Zillow Group Cl A (ZG) 0.1 $202k 3.0k 68.23