Painted Porch Advisors LLC

Est. AUM

$209.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P SCP ETF	$40.1M	322311	19.12%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$38.1M	79536	18.19%	SOLE
3	ISHARES TR	MSCI EAFE ETF	$31.8M	327117	15.16%	SOLE
4	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$23.7M	323783	11.30%	SOLE
5	APPLE INC	COM	$13.7M	53837	6.52%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$7.8M	39765	3.72%	SOLE
7	VISA INC	COM CL A	$6.0M	19704	2.84%	SOLE
8	CHEVRON CORPORATION	COM	$2.9M	14050	1.39%	SOLE
9	JOHNSON & JOHNSON	COM	$2.9M	11714	1.37%	SOLE
10	WALMART INC	COM	$2.6M	20741	1.23%	SOLE
11	ARES MANAGEMENT CORPORATION	CL A COM STK	$2.2M	20306	1.06%	SOLE
12	PROCTER & GAMBLE CO	COM	$2.1M	14201	0.98%	SOLE
13	MICROSOFT CORP	COM	$2.0M	5389	0.95%	SOLE
14	EMERSON ELEC CO	COM	$1.7M	12999	0.81%	SOLE
15	AMGEN INC	COM	$1.7M	4732	0.79%	SOLE
16	COCA COLA CO	COM	$1.6M	20381	0.74%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$1.5M	2356	0.73%	SOLE
18	VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	6019	0.62%	SOLE
19	YUM BRANDS INC	COM	$1.3M	8342	0.62%	SOLE
20	IDEXX LABS INC	COM	$1.2M	2150	0.58%	SOLE
21	BECTON DICKINSON & CO	COM	$1.2M	7450	0.56%	SOLE
22	ALPHABET INC	CAP STK CL C	$1.1M	3820	0.52%	SOLE
23	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.0M	13441	0.48%	SOLE
24	UNION PAC CORP	COM	$1.0M	4124	0.48%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$911K	1401	0.43%	SOLE
26	ECOLAB INC	COM	$851K	3200	0.41%	SOLE
27	AMAZON COM INC	COM	$809K	3882	0.39%	SOLE
28	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$762K	10572	0.36%	SOLE
29	META PLATFORMS INC	CL A	$727K	1270	0.35%	SOLE
30	ISHARES TR	ESG AWR US AGRGT	$699K	14705	0.33%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$672K	2096	0.32%	SOLE
32	CONOCOPHILLIPS	COM	$627K	4747	0.30%	SOLE
33	EAST WEST BANCORP INC	COM	$623K	5838	0.30%	SOLE
34	AON PLC	SHS CL A	$602K	1864	0.29%	SOLE
35	ALPHABET INC	CAP STK CL A	$588K	2046	0.28%	SOLE
36	DEERE & CO	COM	$587K	1043	0.28%	SOLE
37	VANGUARD INDEX FDS	S&P 500 ETF SHS	$582K	974	0.28%	SOLE
38	ADOBE INC	COM	$575K	2367	0.27%	SOLE
39	EXXON MOBIL CORP	COM	$535K	3151	0.26%	SOLE
40	NUSHARES ETF TR	NUVEEN ESG SMLCP	$524K	11620	0.25%	SOLE
41	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$503K	14157	0.24%	SOLE
42	ISHARES GOLD TR	SHARES REPRESENT	$490K	10500	0.23%	SOLE
43	ISHARES TR	SP SMCP600VL ETF	$486K	4105	0.23%	SOLE
44	NETFLIX INC.	COM	$433K	4500	0.21%	SOLE
45	WELLTOWER INC	COM	$433K	2189	0.21%	SOLE
46	AIR PRODUCTS AND CHEMICALS I	COM	$391K	1345	0.19%	SOLE
47	BLOCK INC	CL A	$375K	6225	0.18%	SOLE
48	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$364K	5121	0.17%	SOLE
49	ABBVIE INC	COM	$362K	1664	0.17%	SOLE
50	ZEBRA TECHNOLOGIES CORPORATI	CL A	$360K	1722	0.17%	SOLE

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.