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: $209.5M67 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$362K	0.2%	1,664 SH	New
ADOBE INC	COM	$575K	0.3%	2,367 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$391K	0.2%	1,345 SH	New
ALPHABET INC	CAP STK CL A	$588K	0.3%	2,046 SH	New
ALPHABET INC	CAP STK CL C	$1.1M	0.5%	3,820 SH	New
AMAZON COM INC	COM	$809K	0.4%	3,882 SH	New
AMGEN INC	COM	$1.7M	0.8%	4,732 SH	New
AON PLC	SHS CL A	$602K	0.3%	1,864 SH	New
APPLE INC	COM	$13.7M	6.5%	53,837 SH	New
ARES MANAGEMENT CORPORATION	CL A COM STK	$2.2M	1.1%	20,306 SH	New
BECTON DICKINSON & CO	COM	$1.2M	0.6%	7,450 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$38.1M	18.2%	79,536 SH	New
BLACKROCK SCIENCE & TECHNOLO	SHS BEN INT	$272K	0.1%	12,293 SH	New
BLOCK INC	CL A	$375K	0.2%	6,225 SH	New
CHEVRON CORPORATION	COM	$2.9M	1.4%	14,050 SH	New
CISCO SYS INC	COM	$264K	0.1%	3,409 SH	New
COCA COLA CO	COM	$1.5M	0.7%	20,381 SH	New
CONOCOPHILLIPS	COM	$627K	0.3%	4,747 SH	New
DEERE & CO	COM	$587K	0.3%	1,043 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$503K	0.2%	14,157 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$762K	0.4%	10,572 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$364K	0.2%	5,121 SH	New
EAST WEST BANCORP INC	COM	$623K	0.3%	5,838 SH	New
ECOLAB INC	COM	$851K	0.4%	3,200 SH	New
EMERSON ELEC CO	COM	$1.7M	0.8%	12,999 SH	New
EXXON MOBIL CORP	COM	$535K	0.3%	3,151 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$211K	0.1%	1,683 SH	New
HAGERTY INC	CL A COM	$196K	0.1%	18,638 SH	New
IDEXX LABS INC	COM	$1.2M	0.6%	2,150 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$23.7M	11.3%	323,783 SH	New
ISHARES GOLD TR	SHARES REPRESENT	$490K	0.2%	10,500 SH	New
ISHARES TR	CORE S&P SCP ETF	$40.1M	19.1%	322,311 SH	New
ISHARES TR	CORE S&P500 ETF	$1.5M	0.7%	2,356 SH	New
ISHARES TR	ESG AWR US AGRGT	$699K	0.3%	14,705 SH	New
ISHARES TR	MSCI EAFE ETF	$31.8M	15.2%	327,117 SH	New
ISHARES TR	SP SMCP600VL ETF	$486K	0.2%	4,105 SH	New
JOHNSON & JOHNSON	COM	$2.9M	1.4%	11,714 SH	New
LINDE PLC	SHS	$320K	0.2%	645 SH	New
MANNKIND CORP	COM NEW	$131K	0.1%	53,432 SH	New
MASTERCARD INCORPORATED	CL A	$272K	0.1%	545 SH	New
MERCK & CO INC	COM	$207K	0.1%	1,724 SH	New
META PLATFORMS INC	CL A	$727K	0.3%	1,270 SH	New
MICROSOFT CORP	COM	$2.0M	1.0%	5,389 SH	New
NETFLIX INC.	COM	$433K	0.2%	4,500 SH	New
NUSHARES ETF TR	NUVEEN ESG SMLCP	$524K	0.2%	11,620 SH	New
NVIDIA CORPORATION	COM	$329K	0.2%	1,888 SH	New
PROCTER & GAMBLE CO	COM	$2.1M	1.0%	14,201 SH	New
RAYONIER INC	COM	$297K	0.1%	14,421 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$342K	0.2%	11,744 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$911K	0.4%	1,401 SH	New
UNION PAC CORP	COM	$1.0M	0.5%	4,124 SH	New
VANECK ETF TRUST	URANIUM AND NUCL	$206K	0.1%	1,549 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$266K	0.1%	2,317 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$582K	0.3%	974 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	0.6%	6,019 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$334K	0.2%	1,276 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$672K	0.3%	2,096 SH	New
VANGUARD INDEX FDS	VALUE ETF	$7.8M	3.7%	39,765 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.0M	0.5%	13,441 SH	New
VISA INC	COM CL A	$6.0M	2.8%	19,704 SH	New
WALMART INC	COM	$2.6M	1.2%	20,741 SH	New
WATERS CORP	COM	$306K	0.1%	1,028 SH	New
WELLTOWER INC	COM	$433K	0.2%	2,189 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$289K	0.1%	3,121 SH	New
YUM BRANDS INC	COM	$1.3M	0.6%	8,342 SH	New
ZEBRA TECHNOLOGIES CORPORATI	CL A	$360K	0.2%	1,722 SH	New
ZILLOW GROUP INC	CL C CAP STK	$207K	0.1%	4,997 SH	New

Sold (vs prior filing)

3M — $4K
AAON INC COM PAR $0.004 — $37K
Abbott Labs — $224K
Abbvie Inc — $381K
ABRDN Physical Platinum Shares ETF — $6K
ABRDN Physical Precious Metals Basket Shares ETF — $259
ABRDN PHYSICAL SILVER SHARES ETF — $4K
Accenture PLC Ireland SHS Class A — $155K
Adobe Systems — $926K
Advanced Micro Devices — $8K
AFFIRM HLDGS INC COM CL A — $2K
AGNC INVT CORP COM — $2K
Air Prods & Chems Inc — $705K
Airbnb Inc — $3K
Alibaba Group Holding Sponsored — $9K
Alphabet Class A — $270K
Alphabet Class C — $682K
ALPS CLEAN ENERGY ETF — $749
Altria Group Inc — $44K
Amazon — $619K
… and 510 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