Filed: 7/14/2025ACC: 0001214659-25-010329
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 403 equity positions with a total reported market value of $177.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
403
Positions
$177.01M
Total AUM (reported)
1.62M
Total Shares
Allocation by class
STOCK$94.40M53.3%
ETF$80.37M45.4%
REIT$1.25M0.7%
ADR$739.9K0.4%
CEF$249.0K0.1%
Portfolio Concentration
Top 3$66.94M37.8%
4–10$57.65M32.6%
11–25$26.69M15.1%
Rest$25.73M14.5%
Top 3 weight
37.8%
Top 10 weight
70.4%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Sole
Full voting authority
1.62M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole403
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings403
Rows:
Berkshire Hathaway
SOLEShares71.95K
TypeSH
Market value$29.27M
16.54%
Sole
71.95K
Shared
0.00
None
0.00
iShares S&P 600 Index
SOLEShares182.72K
TypeSH
Market value$19.49M
11.01%
Sole
182.72K
Shared
0.00
None
0.00
iShares MSCI EAFE
SOLEShares232.15K
TypeSH
Market value$18.18M
10.27%
Sole
232.15K
Shared
0.00
None
0.00
Invesco S&P Low Vol Index
SOLEShares268.83K
TypeSH
Market value$17.46M
9.86%
Sole
268.83K
Shared
0.00
None
0.00
Visa
SOLEShares37.76K
TypeSH
Market value$9.91M
5.60%
Sole
37.76K
Shared
0.00
None
0.00
Invesco S&P Sm Cap Low Vol Index
SOLEShares215.48K
TypeSH
Market value$9.41M
5.31%
Sole
215.47K
Shared
0.00
None
0.00
Apple
SOLEShares44.61K
TypeSH
Market value$9.40M
5.31%
Sole
44.61K
Shared
0.00
None
0.00
Vanguard Total Stock Market Index
SOLEShares22.03K
TypeSH
Market value$5.89M
3.33%
Sole
22.03K
Shared
0.00
None
0.00
Chevron
SOLEShares18.29K
TypeSH
Market value$2.86M
1.62%
Sole
18.29K
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares16.94K
TypeSH
Market value$2.72M
1.54%
Sole
16.94K
Shared
0.00
None
0.00
Procter and Gamble CO
SOLEShares16.29K
TypeSH
Market value$2.69M
1.52%
Sole
16.29K
Shared
0.00
None
0.00
Microsoft
SOLEShares5.58K
TypeSH
Market value$2.49M
1.41%
Sole
5.58K
Shared
0.00
None
0.00
Becton Dickinson
SOLEShares9.22K
TypeSH
Market value$2.16M
1.22%
Sole
9.22K
Shared
0.00
None
0.00
PepsiCo
SOLEShares12.21K
TypeSH
Market value$2.01M
1.14%
Sole
12.21K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares13.64K
TypeSH
Market value$1.99M
1.13%
Sole
13.64K
Shared
0.00
None
0.00
iShares Core S&P 500
SOLEShares3.48K
TypeSH
Market value$1.91M
1.08%
Sole
3.48K
Shared
0.00
None
0.00
Ares Management
SOLEShares14.15K
TypeSH
Market value$1.89M
1.07%
Sole
14.15K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares27.18K
TypeSH
Market value$1.84M
1.04%
Sole
27.18K
Shared
0.00
None
0.00
Emerson Electric Company
SOLEShares15.34K
TypeSH
Market value$1.69M
0.95%
Sole
15.34K
Shared
0.00
None
0.00
Coca Cola
SOLEShares25.17K
TypeSH
Market value$1.60M
0.90%
Sole
25.17K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares4.93K
TypeSH
Market value$1.54M
0.87%
Sole
4.93K
Shared
0.00
None
0.00
Yum Brands
SOLEShares9.96K
TypeSH
Market value$1.32M
0.74%
Sole
9.96K
Shared
0.00
None
0.00
Union Pac Corp
SOLEShares5.78K
TypeSH
Market value$1.31M
0.74%
Sole
5.78K
Shared
0.00
None
0.00
Adobe Systems
SOLEShares2.17K
TypeSH
Market value$1.20M
0.68%
Sole
2.17K
Shared
0.00
None
0.00
Idexx labs Inc
SOLEShares2.15K
TypeSH
Market value$1.05M
0.59%
Sole
2.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire HathawaySOLE | Stock | 71.95K | SH | $29.27M 16.54% | 71.95K | 0.00 | 0.00 |
iShares S&P 600 IndexSOLE | ETF | 182.72K | SH | $19.49M 11.01% | 182.72K | 0.00 | 0.00 |
iShares MSCI EAFESOLE | ETF | 232.15K | SH | $18.18M 10.27% | 232.15K | 0.00 | 0.00 |
Invesco S&P Low Vol IndexSOLE | ETF | 268.83K | SH | $17.46M 9.86% | 268.83K | 0.00 | 0.00 |
VisaSOLE | Stock | 37.76K | SH | $9.91M 5.60% | 37.76K | 0.00 | 0.00 |
Invesco S&P Sm Cap Low Vol IndexSOLE | ETF | 215.48K | SH | $9.41M 5.31% | 215.47K | 0.00 | 0.00 |
AppleSOLE | Stock | 44.61K | SH | $9.40M 5.31% | 44.61K | 0.00 | 0.00 |
Vanguard Total Stock Market IndexSOLE | ETF | 22.03K | SH | $5.89M 3.33% | 22.03K | 0.00 | 0.00 |
ChevronSOLE | Stock | 18.29K | SH | $2.86M 1.62% | 18.29K | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | ETF | 16.94K | SH | $2.72M 1.54% | 16.94K | 0.00 | 0.00 |
Procter and Gamble COSOLE | Stock | 16.29K | SH | $2.69M 1.52% | 16.29K | 0.00 | 0.00 |
MicrosoftSOLE | Stock | 5.58K | SH | $2.49M 1.41% | 5.58K | 0.00 | 0.00 |
Becton DickinsonSOLE | Stock | 9.22K | SH | $2.16M 1.22% | 9.22K | 0.00 | 0.00 |
PepsiCoSOLE | Stock | 12.21K | SH | $2.01M 1.14% | 12.21K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 13.64K | SH | $1.99M 1.13% | 13.64K | 0.00 | 0.00 |
iShares Core S&P 500SOLE | ETF | 3.48K | SH | $1.91M 1.08% | 3.48K | 0.00 | 0.00 |
Ares ManagementSOLE | Stock | 14.15K | SH | $1.89M 1.07% | 14.15K | 0.00 | 0.00 |
Walmart IncSOLE | Stock | 27.18K | SH | $1.84M 1.04% | 27.18K | 0.00 | 0.00 |
Emerson Electric CompanySOLE | Stock | 15.34K | SH | $1.69M 0.95% | 15.34K | 0.00 | 0.00 |
Coca ColaSOLE | Stock | 25.17K | SH | $1.60M 0.90% | 25.17K | 0.00 | 0.00 |
Amgen IncSOLE | Stock | 4.93K | SH | $1.54M 0.87% | 4.93K | 0.00 | 0.00 |
Yum BrandsSOLE | Stock | 9.96K | SH | $1.32M 0.74% | 9.96K | 0.00 | 0.00 |
Union Pac CorpSOLE | Stock | 5.78K | SH | $1.31M 0.74% | 5.78K | 0.00 | 0.00 |
Adobe SystemsSOLE | Stock | 2.17K | SH | $1.20M 0.68% | 2.17K | 0.00 | 0.00 |
Idexx labs IncSOLE | Stock | 2.15K | SH | $1.05M 0.59% | 2.15K | 0.00 | 0.00 |
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