Q2 2026 13F · SEC CIK 2024585

Painted Porch Advisors LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $228.8M
Reported positions: 75
Holdings vs S&P 500, 3 yrs: —
Assets under management: $571.9M

Painted Porch Advisors LLC is a wealth manager that reported 75 positions worth $228.8M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Ishares Tr (IJR, 20.3%), Berkshire Hathaway Inc Del (BRK-B, 17.3%), Ishares Tr (EFA, 14.2%).

Painted Porch Advisors LLC holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Painted Porch Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IJRIshares Tr	20.3%	19.1%	313,279	-2.8%	$46.5M
BRK-BBerkshire Hathaway Inc Del	17.3%	18.2%	79,927	+0.5%	$39.7M
EFAIshares Tr	14.2%	15.2%	312,257	-4.5%	$32.4M
SPLVInvesco Exch Traded Fd Tr II	10.6%	11.3%	323,825	+0.0%	$24.3M
AAPLApple Inc	6.8%	6.5%	53,742	-0.2%	$15.6M
VTVVanguard Index Fds	3.8%	3.7%	40,007	+0.6%	$8.7M
VVisa Inc	2.9%	2.8%	19,265	-2.2%	$6.6M
JNJJohnson & Johnson	1.4%	1.4%	12,488	+6.6%	$3.2M
CVXChevron Corporation	1.0%	1.4%	14,050	+0.0%	$2.3M
ARESAres Management Corp	1.0%	1.1%	20,307	+0.0%	$2.3M
WMTWalmart Inc	0.9%	1.2%	18,965	-8.6%	$2.1M
PGProcter & Gamble Co	0.9%	1.0%	14,199	-0.0%	$2.1M
EMREmerson Elec Co	0.8%	0.8%	12,999	+0.0%	$1.9M
IVVIshares Tr	0.8%	0.7%	2,473	+5.0%	$1.9M
MSFTMicrosoft Corp	0.8%	1.0%	4,955	-8.1%	$1.8M
NTRSNorthern Trust Corp	0.8%	—	10,362	—	$1.8M
AMGNAmgen Inc	0.7%	0.8%	4,732	+0.0%	$1.7M
KOCoca Cola Co	0.7%	0.7%	20,389	+0.0%	$1.7M
VBRVanguard Index Fds	0.7%	0.6%	6,118	+1.6%	$1.5M
GOOGAlphabet Inc	0.6%	0.5%	3,887	+1.8%	$1.4M
YUMYum Brands Inc	0.6%	0.6%	8,342	+0.0%	$1.3M
IDXXIdexx Labs Inc	0.5%	0.6%	2,150	+0.0%	$1.1M
BDXBecton Dickinson & Co	0.5%	0.6%	7,450	+0.0%	$1.1M
VEUVanguard Intl Equity Index F	0.5%	0.5%	13,459	+0.1%	$1.1M
UNPUnion Pac Corp	0.5%	0.5%	4,038	-2.1%	$1.1M
DFASDimensional ETF Trust	0.5%	0.2%	12,820	+150.3%	$1.1M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.4%	1,406	+0.4%	$1.1M
DFUVDimensional ETF Trust	0.4%	—	16,728	—	$920K
DCORDimensional US Core Equity 1 ETF	0.4%	0.4%	10,572	+0.0%	$867K
AMZNAmazon Com Inc	0.4%	0.4%	3,432	-11.6%	$818K
EWBCEast West Bancorp Inc	0.3%	0.3%	5,838	+0.0%	$754K
VTIVanguard Index Fds	0.3%	0.3%	1,916	-8.6%	$709K
EAGGIshares Tr	0.3%	0.3%	14,705	+0.0%	$697K
VOOVanguard Index Fds	0.3%	0.3%	999	+2.6%	$686K
ECLEcolab Inc	0.3%	0.4%	2,400	-25.0%	$669K
DEDeere & Co	0.3%	0.3%	1,027	-1.5%	$651K
GOOGLAlphabet Inc	0.3%	0.3%	1,821	-11.0%	$651K
AONAon PLC	0.3%	0.3%	1,864	+0.0%	$618K
NUSCNushares ETF Tr	0.3%	0.3%	11,649	+0.2%	$607K
DFATDimensional ETF Trust	0.3%	—	8,620	—	$603K
GLDSpdr Gold Tr	0.3%	—	1,624	—	$598K
IJSIshares Tr	0.2%	0.2%	4,115	+0.2%	$562K
METAMeta Platforms Inc	0.2%	0.3%	970	-23.6%	$546K
DFICDimensional ETF Trust	0.2%	0.2%	14,357	+1.4%	$535K
WELLWelltower Inc	0.2%	0.2%	2,189	+0.0%	$497K
COPConocophillips	0.2%	0.3%	4,747	+0.0%	$493K
ADBEAdobe Inc	0.2%	0.3%	2,357	-0.4%	$483K
SQBlock Inc	0.2%	0.2%	6,225	+0.0%	$473K
CSCOCisco Sys Inc	0.2%	—	3,962	—	$465K
DFIVDimensional ETF Trust	0.2%	—	8,108	—	$438K

What Painted Porch Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$228.8M	75
Q1 2026	$209.5M	67
Q4 2025	$248.7M	71
Q3 2025	$262.4M	471
Q2 2025	$243.7M	467
Q1 2025	$238.9M	530

Questions about Painted Porch Advisors LLC's portfolio

What stocks does Painted Porch Advisors LLC own?

Painted Porch Advisors LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 75 positions worth $228.8M. The largest are Ishares Tr (IJR) at 20.3%, Berkshire Hathaway Inc Del (BRK-B) at 17.3%, Ishares Tr (EFA) at 14.2%, Invesco Exch Traded Fd Tr II (SPLV) at 10.6% and Apple Inc (AAPL) at 6.8%.

What did Painted Porch Advisors LLC buy last quarter?

In Q2 2026, Painted Porch Advisors LLC added Dimensional ETF Trust (DFAS) (+150.3% shares) and Johnson & Johnson (JNJ) (+6.6% shares), compared with its Q1 2026 filing.

What did Painted Porch Advisors LLC sell last quarter?

In Q2 2026, Painted Porch Advisors LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Gold Trust Micro (IAUM), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Air Products and Chemicals I (APD), cut from its top 50 Abbvie Inc (ABBV), Ecolab Inc (ECL) (-25.0% shares), Meta Platforms Inc (META) (-23.6% shares) and Amazon Com Inc (AMZN) (-11.6% shares), compared with its Q1 2026 filing.

When is Painted Porch Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Painted Porch Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Painted Porch Advisors LLC manage?

Painted Porch Advisors LLC reported $571.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $228.8M.