Painted Porch Advisors LLC

CIK 0002024585 • 9 13F filings • Jul 14, 2025 – Jul 24, 2026

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Filer information

Filed by: Painted Porch Advisors LLC, Director of Operations
Address: 115 SOUTH LA CUMBRE LANE, SUITE 201, SANTA BARBARA, CA, 93105
Phone: 805-567-4288
AUM: $248.7M

AUM over time

$228.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q3 2024

Q2 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $248.7M71 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$210K	0.1%	1,678 SH	New
ABBVIE INC	COM	$401K	0.2%	1,756 SH	New
ADOBE INC	COM	$909K	0.4%	2,596 SH	New
AIR PRODS & CHEMS INC	COM	$332K	0.1%	1,345 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.5%	4,162 SH	New
ALPHABET INC	CAP STK CL C	$1.3M	0.5%	4,051 SH	New
AMAZON COM INC	COM	$952K	0.4%	4,123 SH	New
AMGEN INC	COM	$1.6M	0.6%	4,757 SH	New
AMPHENOL CORP NEW	CL A	$247K	0.1%	1,827 SH	New
AON PLC	SHS CL A	$658K	0.3%	1,864 SH	New
APPLE INC	COM	$15.1M	6.1%	55,696 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$2.4M	1.0%	14,635 SH	New
BECTON DICKINSON & CO	COM	$1.5M	0.6%	7,520 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$38.7M	15.6%	76,949 SH	New
BLACKROCK SCIENCE &	SHS BEN INT	$272K	0.1%	12,029 SH	New
BLOCK INC	CL A	$405K	0.2%	6,225 SH	New
BROADCOM INC	COM	$576K	0.2%	1,665 SH	New
CHEVRON CORP NEW	COM	$2.2M	0.9%	14,476 SH	New
CISCO SYS INC	COM	$305K	0.1%	3,961 SH	New
COCA COLA CO	COM	$1.4M	0.6%	20,581 SH	New
CONOCOPHILLIPS	COM	$490K	0.2%	5,239 SH	New
DEERE & CO	COM	$525K	0.2%	1,127 SH	New
EAST WEST BANCORP INC	COM	$656K	0.3%	5,838 SH	New
ECOLAB INC	COM	$840K	0.3%	3,200 SH	New
EMERSON ELEC CO	COM	$1.8M	0.7%	13,419 SH	New
EXXON MOBIL CORP	COM	$360K	0.1%	2,988 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$222K	0.1%	1,679 SH	New
HAGERTY INC	CL A COM	$250K	0.1%	18,638 SH	New
IDEXX LABS INC	COM	$1.5M	0.6%	2,150 SH	New
INVESCO EXCH TRADED FD TR	S&P500 LOW VOL	$22.1M	8.9%	309,393 SH	New
ISHARES GOLD TR	SHARES REPRESENT	$451K	0.2%	10,500 SH	New
ISHARES TR	CORE MSCI EAFE	$971K	0.4%	10,851 SH	New
ISHARES TR	CORE S&P SCP ETF	$40.1M	16.1%	333,976 SH	New
ISHARES TR	CORE S&P500 ETF	$3.2M	1.3%	4,739 SH	New
ISHARES TR	ESG AWR US AGRGT	$704K	0.3%	14,705 SH	New
ISHARES TR	MSCI EAFE ETF	$56.9M	22.9%	592,096 SH	New
ISHARES TR	MSCI USA QLT FCT	$682K	0.3%	3,433 SH	New
ISHARES TR	SP SMCP600VL ETF	$239K	0.1%	2,104 SH	New
JOHNSON & JOHNSON	COM	$2.6M	1.0%	12,467 SH	New
LINDE PLC	SHS	$275K	0.1%	645 SH	New
MANNKIND CORP	COM NEW	$303K	0.1%	53,432 SH	New
MASTERCARD INCORPORATED	CL A	$626K	0.3%	1,096 SH	New
META PLATFORMS INC	CL A	$912K	0.4%	1,382 SH	New
MICROSOFT CORP	COM	$2.7M	1.1%	5,607 SH	New
NETFLIX INC	COM	$451K	0.2%	4,810 SH	New
NOVO-NORDISK A S	ADR	$219K	0.1%	4,312 SH	New
NUSHARES ETF TR	NUVEEN ESG SMLCP	$596K	0.2%	13,342 SH	New
NVIDIA CORPORATION	COM	$409K	0.2%	2,192 SH	New
PEPSICO INC	COM	$1.3M	0.5%	8,947 SH	New
PROCTER AND GAMBLE CO	COM	$2.1M	0.8%	14,386 SH	New
RAYONIER INC	COM	$312K	0.1%	14,421 SH	New
RESMED INC	COM	$302K	0.1%	1,255 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$380K	0.2%	11,649 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$870K	0.3%	1,275 SH	New
TESLA INC	COM	$216K	0.1%	481 SH	New
UNION PAC CORP	COM	$966K	0.4%	4,174 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$257K	0.1%	2,317 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$304K	0.1%	1,453 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	0.4%	1,640 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.4%	5,266 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$317K	0.1%	1,228 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$7.6M	3.1%	22,720 SH	New
VANGUARD INDEX FDS	VALUE ETF	$6.7M	2.7%	35,304 SH	New
VISA INC	COM CL A	$7.4M	3.0%	21,171 SH	New
WALMART INC	COM	$2.3M	0.9%	20,731 SH	New
WELLTOWER INC	COM	$408K	0.2%	2,196 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$267K	0.1%	3,128 SH	New
YUM BRANDS INC	COM	$1.3M	0.5%	8,392 SH	New
ZEBRA TECHNOLOGIES	CL A	$418K	0.2%	1,722 SH	New
ZILLOW GROUP INC	CL A	$202K	0.1%	2,959 SH	New
ZILLOW GROUP INC	CL C CAP STK	$849K	0.3%	12,450 SH	New

Sold (vs prior filing)

3M — $40K
AAON INC COM PAR $0.004 — $89K
Abbott Labs — $196K
Abbvie Inc — $331K
ABRDN Physical Platinum Shares ETF — $5K
ABRDN Physical Precious Metals Basket Shares ETF — $220
ABRDN PHYSICAL SILVER SHARES ETF — $3K
Accenture PLC Ireland SHS Class A — $180K
Adobe Systems — $1.1M
Advanced Micro Devices — $10K
AFFIRM HLDGS INC COM CL A — $2K
AGNC INVT CORP COM — $19K
Air Prods & Chems Inc — $784K
Airbnb Inc — $3K
ALEXANDRIA REAL ESTATE EQ INC COM — $1K
Alibaba Group Holding Sponsored — $6K
Alphabet Class A — $327K
Alphabet Class C — $786K
Altria Group Inc — $45K
Amazon — $883K
… and 465 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Mar 19, 2026	Q4 2025	13F-HR	0001214659-26-003474	$248.7M	View
Jul 14, 2025	Q4 2024	13F-HR	0001214659-25-010337	$202.7M	View
Dec 9, 2025	Q3 2025