Painted Porch Advisors

Painted Porch Advisors as of June 30, 2026

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 313k 148.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 17.3 $40M 80k 496.19
Ishares Tr Msci Eafe Etf (EFA) 14.2 $32M 312k 103.88
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 10.6 $24M 324k 74.90
Apple (AAPL) 6.8 $16M 54k 289.36
Vanguard Index Fds Value Etf (VTV) 3.8 $8.7M 40k 217.93
Visa Com Cl A (V) 2.9 $6.6M 19k 343.09
Johnson & Johnson (JNJ) 1.4 $3.2M 13k 253.97
Chevron Corporation (CVX) 1.0 $2.3M 14k 165.76
Ares Management Corporation Cl A Com Stk (ARES) 1.0 $2.3M 20k 111.31
Wal-Mart Stores (WMT) 0.9 $2.1M 19k 113.26
Procter & Gamble Company (PG) 0.9 $2.1M 14k 146.64
Emerson Electric (EMR) 0.8 $1.9M 13k 143.15
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.9M 2.5k 748.98
Microsoft Corporation (MSFT) 0.8 $1.8M 5.0k 373.04
Northern Trust Corporation (NTRS) 0.8 $1.8M 10k 173.84
Amgen (AMGN) 0.7 $1.7M 4.7k 362.12
Coca-Cola Company (KO) 0.7 $1.7M 20k 81.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.5M 6.1k 243.00
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.4M 3.9k 353.36
Yum! Brands (YUM) 0.6 $1.3M 8.3k 159.86
IDEXX Laboratories (IDXX) 0.5 $1.1M 2.2k 526.44
Becton, Dickinson and (BDX) 0.5 $1.1M 7.5k 151.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.1M 14k 83.75
Union Pacific Corporation (UNP) 0.5 $1.1M 4.0k 272.00
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $1.1M 13k 82.34
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.1M 1.4k 746.89
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $920k 17k 55.01
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.4 $867k 11k 81.98
Amazon (AMZN) 0.4 $818k 3.4k 238.34
East West Ban (EWBC) 0.3 $754k 5.8k 129.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $709k 1.9k 370.12
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $697k 15k 47.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $686k 999.00 687.11
Ecolab (ECL) 0.3 $669k 2.4k 278.61
Deere & Company (DE) 0.3 $652k 1.0k 634.33
Alphabet Cap Stk Cl A (GOOGL) 0.3 $651k 1.8k 357.32
Aon Shs Cl A (AON) 0.3 $618k 1.9k 331.69
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $607k 12k 52.12
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $603k 8.6k 69.90
Spdr Gold Tr Gold Shs (GLD) 0.3 $598k 1.6k 368.38
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $563k 4.1k 136.69
Meta Platforms Cl A (META) 0.2 $546k 970.00 563.29
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $535k 14k 37.26
Welltower Inc Com reit (WELL) 0.2 $497k 2.2k 226.97
ConocoPhillips (COP) 0.2 $494k 4.7k 103.96
Adobe Systems Incorporated (ADBE) 0.2 $483k 2.4k 205.02
Block Cl A (XYZ) 0.2 $473k 6.2k 76.00
Cisco Systems (CSCO) 0.2 $465k 4.0k 117.46
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $438k 8.1k 54.02
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.2 $420k 11k 40.01
Abbvie (ABBV) 0.2 $419k 1.7k 251.64
Vanguard Index Fds Small Cp Etf (VB) 0.2 $395k 1.3k 303.09
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.2 $383k 9.5k 40.26
Blackrock Science & Technolo Shs Ben Int (BSTZ) 0.2 $376k 13k 30.03
Micron Technology (MU) 0.2 $370k 320.00 1154.83
NVIDIA Corporation (NVDA) 0.2 $364k 1.8k 200.12
Linde SHS (LIN) 0.1 $335k 645.00 518.94
Air Products & Chemicals (APD) 0.1 $322k 1.1k 293.18
Rayonier (RYN) 0.1 $307k 14k 21.28
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $304k 2.2k 137.54
Netflix (NFLX) 0.1 $286k 4.0k 71.40
Mastercard Incorporated Cl A (MA) 0.1 $280k 545.00 513.60
Eli Lilly & Co. (LLY) 0.1 $275k 229.00 1199.65
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $271k 3.4k 79.42
JPMorgan Chase & Co. (JPM) 0.1 $253k 774.00 327.33
Merck & Co (MRK) 0.1 $249k 1.9k 128.50
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $239k 1.7k 141.91
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $229k 2.4k 96.46
Mannkind Corp Com New (MNKD) 0.1 $228k 53k 4.26
Ge Aerospace Com New (GE) 0.1 $227k 608.00 373.73
Hagerty Cl A Com (HGTY) 0.1 $222k 19k 11.92
Novo-nordisk A S Adr (NVO) 0.1 $207k 4.3k 47.94
Flexshares Tr Intl Qltdv Idx (IQDF) 0.1 $200k 5.8k 34.56
Putnam Etf Trust Franklin Ny Muni (FTNY) 0.1 $132k 17k 7.97