Painted Porch Advisors LLC 13F Holdings · Q2 2026
Painted Porch Advisors LLC reported 75 securities worth $228.83M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IJR (20.30%), BRKB (17.33%), EFA (14.18%). Among its top 25 positions this quarter: 1 new, 10 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $46.5M | 20.30% | 313,279 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $39.7M | 17.33% | 79,927 | Added |
| 3 | EFA | ISHARES TR | $32.4M | 14.18% | 312,257 | Trimmed |
| 4 | SPLV | INVESCO EXCH TRADED FD TR II | $24.3M | 10.60% | 323,825 | Added |
| 5 | AAPL | APPLE INC | $15.6M | 6.80% | 53,742 | Trimmed |
| 6 | VTV | VANGUARD INDEX FDS | $8.7M | 3.81% | 40,007 | Added |
| 7 | V | VISA INC | $6.6M | 2.89% | 19,265 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $3.2M | 1.39% | 12,488 | Added |
| 9 | CVX | CHEVRON CORPORATION | $2.3M | 1.02% | 14,050 | Hold |
| 10 | ARES | ARES MANAGEMENT CORPORATION | $2.3M | 0.99% | 20,307 | Added |
| 11 | WMT | WALMART INC | $2.1M | 0.94% | 18,965 | Trimmed |
| 12 | PG | PROCTER & GAMBLE CO | $2.1M | 0.91% | 14,199 | Trimmed |
| 13 | EMR | EMERSON ELEC CO | $1.9M | 0.81% | 12,999 | Hold |
| 14 | IVV | ISHARES TR | $1.9M | 0.81% | 2,473 | Added |
| 15 | MSFT | MICROSOFT CORP | $1.8M | 0.81% | 4,955 | Trimmed |
| 16 | NTRS | NORTHERN TR CORP | $1.8M | 0.79% | 10,362 | New |
| 17 | AMGN | AMGEN INC | $1.7M | 0.75% | 4,732 | Hold |
| 18 | KO | COCA COLA CO | $1.7M | 0.72% | 20,389 | Added |
| 19 | VBR | VANGUARD INDEX FDS | $1.5M | 0.65% | 6,118 | Added |
| 20 | GOOG | ALPHABET INC | $1.4M | 0.60% | 3,887 | Added |
| 21 | YUM | YUM BRANDS INC | $1.3M | 0.58% | 8,342 | Hold |
| 22 | BDX | BECTON DICKINSON & CO | $1.1M | 0.49% | 7,450 | Hold |
| 23 | IDXX | IDEXX LABS INC | $1.1M | 0.49% | 2,150 | Hold |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.49% | 13,459 | Added |
| 25 | UNP | UNION PAC CORP | $1.1M | 0.48% | 4,038 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR