Painted Porch Advisors LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002024585 · SANTA BARBARA, CA

As of Jun 30, 2025, Painted Porch Advisors LLC reported 467 positions worth $241.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES MSCI EAFE ETF	EFA	—	587,224	$52.5M	21.72%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	343,699	$37.6M	15.54%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	76,520	$37.2M	15.38%
INVESCO S&P 500 LOW VOLATILITY ETF	SPLV	—	305,312	$22.2M	9.20%
APPLE INC	AAPL	Technology	52,271	0.7M	4.44%
VISA INC-CLASS A SHARES	V	Financial Services	22,998	$8.2M	3.38%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	22,407	$6.8M	2.82%
VANGUARD VALUE INDEX FUND	VTV	—	31,852	$5.6M	2.33%
ISHARES CORE S&P 500 ETF	IVV	—	4,870	$3.0M	1.25%
ARES MANAGEMENT CORP	ARES	Financial Services	17,058	$3.0M	1.22%
MICROSOFT CORP	MSFT	Technology	5,836	$2.9M	1.20%
PROCTER & GAMBLE CO	PG	Consumer Defensive	14,236	$2.3M	0.94%
CHEVRON CORP	CHV	Energy	15,526	$2.2M	0.92%
WALMART INC	WMT	Consumer Defensive	21,856	$2.1M	0.88%
JOHNSON & JOHNSON	JNJ	Healthcare	13,025	$2.0M	0.82%
EMERSON ELECTRIC CO	EMR	Industrials	13,834	.8M	0.76%
COCA COLA CO	KO	Consumer Defensive	21,114	.5M	0.62%
BECTON DICKINSON & CO	BDX	Healthcare	8,370	.4M	0.60%
PEPSICO INC	PEP	Consumer Defensive	10,631	.4M	0.58%
AMGEN INC	AMGN	Healthcare	4,782	.3M	0.55%
YUM BRANDS INC	YUM	Consumer Cyclical	8,567	.3M	0.53%
UNION PACIFIC CORP	UNP	Industrials	5,126	.2M	0.49%
IDEXX LABORATORIES INC	IDXX	Healthcare	2,150	.2M	0.48%
ALPHABET INC	GOOGL	Equity	5,438	$958.4K	0.40%
VANGUARD SMALL-CAP VALUE INDEX FUND	VBR	—	4,705	$917.5K	0.38%