Painted Porch Advisors LLC
CIK 0002024585 · SANTA BARBARA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$228.8M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IJR
ISHARES TR
20.3%
BRK-B
BERKSHIRE HATHAWAY INC DEL
17.3%
EFA
ISHARES TR
14.2%
SPLV
INVESCO EXCH TRADED FD TR II
10.6%
AAPL
APPLE INC
6.8%
VTV
VANGUARD INDEX FDS
3.8%
V
VISA INC
2.9%
JNJ
JOHNSON & JOHNSON
1.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.