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Painted Porch Advisors LLC

Q2 2026 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    75

  • Value ($000)

    $228,833

  • Date Filed
    07/24/2026
  • Form type
    13F-HR
  • CIK
    0002024585
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$46.46M
20 %

313,279

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$39.66M
17 %

79,927

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$32.44M
14 %

312,257

S
SPLV

INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL
46138E354
$24.25M
11 %

323,825

A
AAPL

APPLE INC

COM
037833100
$15.55M
7 %

53,742

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$8.72M
4 %

40,007

V
V

VISA INC

COM CL A
92826C839
$6.61M
3 %

19,265

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$3.17M
1 %

12,488

C
CHV

CHEVRON CORPORATION

COM
166764100
$2.33M
1 %

14,050

A
ARES

ARES MANAGEMENT CORPORATION

CL A COM STK
03990B101
$2.26M
1 %

20,307

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