Painted Porch Advisors LLC
Painted Porch Advisors LLC reported 75 positions worth $228.8M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IJR (20.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJR | SH | $46.5M | 20.30% | 313,279 | — | — | |
| ▸ 2 | BRK-B | SH | $39.7M | 17.33% | 79,927 | — | — | |
| ▸ 3 | EFA | SH | $32.4M | 14.18% | 312,257 | — | — | |
| ▸ 4 | SPLV | SH | $24.3M | 10.60% | 323,825 | — | — | |
| ▸ 5 | AAPL | SH | $15.6M | 6.80% | 53,742 | — | — | |
| ▸ 6 | VTV | SH | $8.7M | 3.81% | 40,007 | — | — | |
| ▸ 7 | V | SH | $6.6M | 2.89% | 19,265 | — | — | |
| ▸ 8 | JNJ | SH | $3.2M | 1.39% | 12,488 | — | — | |
| ▸ 9 | CVX | SH | $2.3M | 1.02% | 14,050 | — | — | |
| ▸ 10 | ARES | SH | $2.3M | 0.99% | 20,307 | — | — |
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Frequently Asked Questions
What stocks does Painted Porch Advisors LLC hold as of Q2 2026?
Painted Porch Advisors LLC reported 75 positions worth $228.8M in its Q2 2026 13F filing. Largest positions: IJR (20.3%), BRK-B (17.3%), EFA (14.2%), SPLV (10.6%) and AAPL (6.8%).
What did Painted Porch Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Painted Porch Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.