Painted Porch Advisors

Painted Porch Advisors as of March 31, 2026

Portfolio Holdings for Painted Porch Advisors

Painted Porch Advisors holds 67 positions in its portfolio as reported in the March 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) 19.1 $40M 322k 124.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 18.2 $38M 80k 479.20
Ishares Tr Msci Eafe Etf (EFA) 15.2 $32M 327k 97.13
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 11.3 $24M 324k 73.14
Apple (AAPL) 6.5 $14M 54k 253.79
Vanguard Index Fds Value Etf (VTV) 3.7 $7.8M 40k 196.20
Visa Com Cl A (V) 2.8 $6.0M 20k 302.24
Chevron Corporation (CVX) 1.4 $2.9M 14k 206.90
Johnson & Johnson (JNJ) 1.4 $2.9M 12k 244.44
Wal-Mart Stores (WMT) 1.2 $2.6M 21k 124.28
Ares Management Corporation Cl A Com Stk (ARES) 1.1 $2.2M 20k 109.10
Procter & Gamble Company (PG) 1.0 $2.1M 14k 144.44
Microsoft Corporation (MSFT) 1.0 $2.0M 5.4k 370.20
Emerson Electric (EMR) 0.8 $1.7M 13k 131.02
Amgen (AMGN) 0.8 $1.7M 4.7k 351.85
Coca-Cola Company (KO) 0.7 $1.5M 20k 76.05
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.5M 2.4k 653.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.3M 6.0k 217.24
Yum! Brands (YUM) 0.6 $1.3M 8.3k 155.48
IDEXX Laboratories (IDXX) 0.6 $1.2M 2.2k 561.89
Becton, Dickinson and (BDX) 0.6 $1.2M 7.5k 157.23
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.1M 3.8k 286.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.0M 13k 75.10
Union Pacific Corporation (UNP) 0.5 $1.0M 4.1k 242.62
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $911k 1.4k 650.43
Ecolab (ECL) 0.4 $851k 3.2k 266.02
Amazon (AMZN) 0.4 $809k 3.9k 208.27
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.4 $762k 11k 72.08
Meta Platforms Cl A (META) 0.3 $727k 1.3k 572.13
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $699k 15k 47.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $672k 2.1k 320.76
ConocoPhillips (COP) 0.3 $627k 4.7k 132.00
East West Ban (EWBC) 0.3 $623k 5.8k 106.76
Aon Shs Cl A (AON) 0.3 $602k 1.9k 322.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $588k 2.0k 287.59
Deere & Company (DE) 0.3 $587k 1.0k 563.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $582k 974.00 597.32
Adobe Systems Incorporated (ADBE) 0.3 $575k 2.4k 243.08
Exxon Mobil Corporation (XOM) 0.3 $535k 3.2k 169.66
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $524k 12k 45.06
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $503k 14k 35.53
Ishares Gold Tr Shares Represent (IAUM) 0.2 $490k 11k 46.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $486k 4.1k 118.44
Welltower Inc Com reit (WELL) 0.2 $433k 2.2k 197.71
Netflix (NFLX) 0.2 $433k 4.5k 96.15
Air Products & Chemicals (APD) 0.2 $391k 1.3k 290.49
Block Cl A (XYZ) 0.2 $375k 6.2k 60.18
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $364k 5.1k 71.13
Abbvie (ABBV) 0.2 $362k 1.7k 217.49
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $360k 1.7k 209.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $342k 12k 29.13
Vanguard Index Fds Small Cp Etf (VB) 0.2 $334k 1.3k 261.89
NVIDIA Corporation (NVDA) 0.2 $329k 1.9k 174.43
Linde SHS (LIN) 0.2 $320k 645.00 495.76
Waters Corporation (WAT) 0.1 $306k 1.0k 297.80
Rayonier (RYN) 0.1 $297k 14k 20.62
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $289k 3.1k 92.69
Mastercard Incorporated Cl A (MA) 0.1 $272k 545.00 499.66
Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.1 $272k 12k 22.15
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $266k 2.3k 114.83
Cisco Systems (CSCO) 0.1 $265k 3.4k 77.58
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $211k 1.7k 125.15
Merck & Co (MRK) 0.1 $207k 1.7k 120.32
Zillow Group Cl C Cap Stk (Z) 0.1 $207k 5.0k 41.38
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $206k 1.5k 133.19
Hagerty Cl A Com (HGTY) 0.1 $196k 19k 10.53
Mannkind Corp Com New (MNKD) 0.1 $131k 53k 2.45