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Painted Porch Advisors Llc

Portfolio Manager
Painted Porch Advisors LLC
Performance
-0.64% (2026 Q1)
AUM (13F)
$209.53M
# of Holdings
67
Performance Rank
Allocation (Top 20)
88.72%

Painted Porch Advisors Llc Holdings Map

Top 50 Painted Porch Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IJR
ISHARES TR
19.12%322.3K$40.1M
-3.49%(-11.66K)
2025-Q1: 333.8K shares2025-Q2: 343.7K shares2025-Q3: 342.6K shares2025-Q4: 334.0K shares2026-Q1: 322.3K shares
$107.97(+24.04%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
18.19%79.5K$38.1M
+3.36%(+2.59K)
2025-Q1: 76.4K shares2025-Q2: 76.5K shares2025-Q3: 78.4K shares2025-Q4: 76.9K shares2026-Q1: 79.5K shares
$371.41(+29.96%)
2026-03-31
EFA
ISHARES TR
15.16%327.1K$31.8M
-44.75%(-264.98K)
2025-Q1: 585.9K shares2025-Q2: 587.2K shares2025-Q3: 598.4K shares2025-Q4: 592.1K shares2026-Q1: 327.1K shares
$76.93(+32.22%)
2026-03-31
SPLV
INVESCO EXCH TRADED FD TR II
11.3%323.8K$23.7M
+4.65%(+14.39K)
2025-Q1: 301.6K shares2025-Q2: 305.3K shares2025-Q3: 311.8K shares2025-Q4: 309.4K shares2026-Q1: 323.8K shares
$63.41(+14.08%)
2026-03-31
AAPL
APPLE INC
6.52%53.8K$13.7M
-3.34%(-1.86K)
2025-Q1: 52.7K shares2025-Q2: 52.3K shares2025-Q3: 53.8K shares2025-Q4: 55.7K shares2026-Q1: 53.8K shares
$194.02(+54.74%)
2026-03-31
VTV
VANGUARD INDEX FDS
3.72%39.8K$7.8M
+12.64%(+4.46K)
2025-Q1: 30.5K shares2025-Q2: 31.9K shares2025-Q3: 34.5K shares2025-Q4: 35.3K shares2026-Q1: 39.8K shares
$167.27(+23.56%)
2026-03-31
V
VISA INC
2.84%19.7K$6.0M
-6.93%(-1.47K)
2025-Q1: 23.4K shares2025-Q2: 23.0K shares2025-Q3: 21.9K shares2025-Q4: 21.2K shares2026-Q1: 19.7K shares
$245.26(+32.82%)
2026-03-31
CVX
CHEVRON CORPORATION
1.39%14.1K$2.9M
-2.94%(-426)
2025-Q1: 15.7K shares2025-Q2: 15.5K shares2025-Q3: 14.8K shares2025-Q4: 14.5K shares2026-Q1: 14.1K shares
$158.87(+20.29%)
2026-03-31
JNJ
JOHNSON & JOHNSON
1.37%11.7K$2.9M
-6.04%(-753)
2025-Q1: 13.1K shares2025-Q2: 13.0K shares2025-Q3: 12.6K shares2025-Q4: 12.5K shares2026-Q1: 11.7K shares
$156.19(+45.15%)
2026-03-31
WMT
WALMART INC
1.23%20.7K$2.6M
+0.05%(+10)
2025-Q1: 22.8K shares2025-Q2: 21.9K shares2025-Q3: 21.9K shares2025-Q4: 20.7K shares2026-Q1: 20.7K shares
$53.05(+147.79%)
2026-03-31

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