Filed: 7/14/2025ACC: 0001214659-25-010335
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 434 equity positions with a total reported market value of $197.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
434
Positions
$197.61M
Total AUM (reported)
1.69M
Total Shares
Allocation by class
STOCK$102.43M51.8%
ETF$92.84M47.0%
REIT$1.45M0.7%
ADR$631.5K0.3%
CEF$249.7K0.1%
Portfolio Concentration
Top 3$76.65M38.8%
4–10$63.40M32.1%
11–25$27.91M14.1%
Rest$29.65M15.0%
Top 3 weight
38.8%
Top 10 weight
70.9%
Voting Authority Distribution
Total shares with voting rights: 1.69M
Sole
Full voting authority
1.69M
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)
Sole434
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings434
Rows:
Berkshire Hathaway
SOLEShares73.08K
TypeSH
Market value$33.63M
17.02%
Sole
73.08K
Shared
0.00
None
0.00
iShares S&P 600 Index
SOLEShares191.36K
TypeSH
Market value$22.38M
11.33%
Sole
191.36K
Shared
0.00
None
0.00
iShares MSCI EAFE
SOLEShares246.74K
TypeSH
Market value$20.63M
10.44%
Sole
246.74K
Shared
0.00
None
0.00
Invesco S&P Low Vol Index
SOLEShares274.22K
TypeSH
Market value$19.67M
9.95%
Sole
274.22K
Shared
0.00
None
0.00
Apple
SOLEShares45.02K
TypeSH
Market value$10.49M
5.31%
Sole
45.02K
Shared
0.00
None
0.00
Invesco S&P Sm Cap Low Vol Index
SOLEShares217.25K
TypeSH
Market value$10.45M
5.29%
Sole
217.25K
Shared
0.00
None
0.00
Visa
SOLEShares36.71K
TypeSH
Market value$10.09M
5.11%
Sole
36.71K
Shared
0.00
None
0.00
Vanguard Total Stock Market Index
SOLEShares22.13K
TypeSH
Market value$6.27M
3.17%
Sole
22.13K
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares20.70K
TypeSH
Market value$3.61M
1.83%
Sole
20.70K
Shared
0.00
None
0.00
Procter and Gamble CO
SOLEShares16.22K
TypeSH
Market value$2.81M
1.42%
Sole
16.22K
Shared
0.00
None
0.00
Chevron
SOLEShares18.22K
TypeSH
Market value$2.68M
1.36%
Sole
18.22K
Shared
0.00
None
0.00
Microsoft
SOLEShares5.60K
TypeSH
Market value$2.41M
1.22%
Sole
5.60K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares14.06K
TypeSH
Market value$2.28M
1.15%
Sole
14.06K
Shared
0.00
None
0.00
Ares Management
SOLEShares14.15K
TypeSH
Market value$2.20M
1.12%
Sole
14.15K
Shared
0.00
None
0.00
Becton Dickinson
SOLEShares9.13K
TypeSH
Market value$2.20M
1.11%
Sole
9.13K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares27.08K
TypeSH
Market value$2.19M
1.11%
Sole
27.08K
Shared
0.00
None
0.00
PepsiCo
SOLEShares12.25K
TypeSH
Market value$2.08M
1.05%
Sole
12.25K
Shared
0.00
None
0.00
iShares Core S&P 500
SOLEShares3.45K
TypeSH
Market value$1.99M
1.01%
Sole
3.45K
Shared
0.00
None
0.00
Coca Cola
SOLEShares24.34K
TypeSH
Market value$1.75M
0.88%
Sole
24.34K
Shared
0.00
None
0.00
Emerson Electric Company
SOLEShares15.10K
TypeSH
Market value$1.65M
0.84%
Sole
15.10K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares4.93K
TypeSH
Market value$1.59M
0.80%
Sole
4.93K
Shared
0.00
None
0.00
Yum Brands
SOLEShares9.90K
TypeSH
Market value$1.38M
0.70%
Sole
9.90K
Shared
0.00
None
0.00
Union Pac Corp
SOLEShares5.24K
TypeSH
Market value$1.29M
0.65%
Sole
5.24K
Shared
0.00
None
0.00
Adobe Systems
SOLEShares2.17K
TypeSH
Market value$1.12M
0.57%
Sole
2.17K
Shared
0.00
None
0.00
Idexx labs Inc
SOLEShares2.15K
TypeSH
Market value$1.09M
0.55%
Sole
2.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire HathawaySOLE | Stock | 73.08K | SH | $33.63M 17.02% | 73.08K | 0.00 | 0.00 |
iShares S&P 600 IndexSOLE | ETF | 191.36K | SH | $22.38M 11.33% | 191.36K | 0.00 | 0.00 |
iShares MSCI EAFESOLE | ETF | 246.74K | SH | $20.63M 10.44% | 246.74K | 0.00 | 0.00 |
Invesco S&P Low Vol IndexSOLE | ETF | 274.22K | SH | $19.67M 9.95% | 274.22K | 0.00 | 0.00 |
AppleSOLE | Stock | 45.02K | SH | $10.49M 5.31% | 45.02K | 0.00 | 0.00 |
Invesco S&P Sm Cap Low Vol IndexSOLE | ETF | 217.25K | SH | $10.45M 5.29% | 217.25K | 0.00 | 0.00 |
VisaSOLE | Stock | 36.71K | SH | $10.09M 5.11% | 36.71K | 0.00 | 0.00 |
Vanguard Total Stock Market IndexSOLE | ETF | 22.13K | SH | $6.27M 3.17% | 22.13K | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | ETF | 20.70K | SH | $3.61M 1.83% | 20.70K | 0.00 | 0.00 |
Procter and Gamble COSOLE | Stock | 16.22K | SH | $2.81M 1.42% | 16.22K | 0.00 | 0.00 |
ChevronSOLE | Stock | 18.22K | SH | $2.68M 1.36% | 18.22K | 0.00 | 0.00 |
MicrosoftSOLE | Stock | 5.60K | SH | $2.41M 1.22% | 5.60K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 14.06K | SH | $2.28M 1.15% | 14.06K | 0.00 | 0.00 |
Ares ManagementSOLE | Stock | 14.15K | SH | $2.20M 1.12% | 14.15K | 0.00 | 0.00 |
Becton DickinsonSOLE | Stock | 9.13K | SH | $2.20M 1.11% | 9.13K | 0.00 | 0.00 |
Walmart IncSOLE | Stock | 27.08K | SH | $2.19M 1.11% | 27.08K | 0.00 | 0.00 |
PepsiCoSOLE | Stock | 12.25K | SH | $2.08M 1.05% | 12.25K | 0.00 | 0.00 |
iShares Core S&P 500SOLE | ETF | 3.45K | SH | $1.99M 1.01% | 3.45K | 0.00 | 0.00 |
Coca ColaSOLE | Stock | 24.34K | SH | $1.75M 0.88% | 24.34K | 0.00 | 0.00 |
Emerson Electric CompanySOLE | Stock | 15.10K | SH | $1.65M 0.84% | 15.10K | 0.00 | 0.00 |
Amgen IncSOLE | Stock | 4.93K | SH | $1.59M 0.80% | 4.93K | 0.00 | 0.00 |
Yum BrandsSOLE | Stock | 9.90K | SH | $1.38M 0.70% | 9.90K | 0.00 | 0.00 |
Union Pac CorpSOLE | Stock | 5.24K | SH | $1.29M 0.65% | 5.24K | 0.00 | 0.00 |
Adobe SystemsSOLE | Stock | 2.17K | SH | $1.12M 0.57% | 2.17K | 0.00 | 0.00 |
Idexx labs IncSOLE | Stock | 2.15K | SH | $1.09M 0.55% | 2.15K | 0.00 | 0.00 |
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