Filed: 7/14/2025ACC: 0001214659-25-010337
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 485 equity positions with a total reported market value of $202.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
485
Positions
$202.72M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
STOCK$104.39M51.5%
ETF$96.28M47.5%
REIT$1.29M0.6%
ADR$483.0K0.2%
CEF$272.3K0.1%
Portfolio Concentration
Top 3$90.00M44.4%
4–10$55.18M27.2%
11–25$24.64M12.2%
Rest$32.90M16.2%
Top 3 weight
44.4%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Sole
Full voting authority
1.67M
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)
Sole485
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings485
Rows:
Berkshire Hathaway
SOLEShares76.58K
TypeSH
Market value$34.71M
17.12%
Sole
76.58K
Shared
0.00
None
0.00
iShares S&P 600 Index
SOLEShares296.11K
TypeSH
Market value$34.12M
16.83%
Sole
296.11K
Shared
0.00
None
0.00
iShares MSCI EAFE
SOLEShares280K
TypeSH
Market value$21.17M
10.44%
Sole
280K
Shared
0.00
None
0.00
Invesco S&P Low Vol Index
SOLEShares290.10K
TypeSH
Market value$20.31M
10.02%
Sole
290.10K
Shared
0.00
None
0.00
Apple
SOLEShares44.17K
TypeSH
Market value$11.06M
5.46%
Sole
44.17K
Shared
0.00
None
0.00
Visa
SOLEShares24.24K
TypeSH
Market value$7.66M
3.78%
Sole
24.24K
Shared
0.00
None
0.00
Vanguard Total Stock Market Index
SOLEShares22.15K
TypeSH
Market value$6.42M
3.17%
Sole
22.15K
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares26.70K
TypeSH
Market value$4.52M
2.23%
Sole
26.70K
Shared
0.00
None
0.00
Procter and Gamble CO
SOLEShares15.96K
TypeSH
Market value$2.68M
1.32%
Sole
15.96K
Shared
0.00
None
0.00
Chevron
SOLEShares17.53K
TypeSH
Market value$2.54M
1.25%
Sole
17.53K
Shared
0.00
None
0.00
Microsoft
SOLEShares5.89K
TypeSH
Market value$2.48M
1.23%
Sole
5.89K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares26.67K
TypeSH
Market value$2.41M
1.19%
Sole
26.67K
Shared
0.00
None
0.00
iShares Core S&P 500
SOLEShares3.75K
TypeSH
Market value$2.21M
1.09%
Sole
3.75K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares14.06K
TypeSH
Market value$2.03M
1.00%
Sole
14.06K
Shared
0.00
None
0.00
Becton Dickinson
SOLEShares8.73K
TypeSH
Market value$1.98M
0.98%
Sole
8.73K
Shared
0.00
None
0.00
Emerson Electric Company
SOLEShares15.22K
TypeSH
Market value$1.89M
0.93%
Sole
15.22K
Shared
0.00
None
0.00
PepsiCo
SOLEShares11.70K
TypeSH
Market value$1.78M
0.88%
Sole
11.70K
Shared
0.00
None
0.00
Ares Management
SOLEShares10.01K
TypeSH
Market value$1.77M
0.87%
Sole
10.01K
Shared
0.00
None
0.00
Coca Cola
SOLEShares23.48K
TypeSH
Market value$1.46M
0.72%
Sole
23.48K
Shared
0.00
None
0.00
Yum Brands
SOLEShares9.89K
TypeSH
Market value$1.33M
0.65%
Sole
9.89K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares4.93K
TypeSH
Market value$1.29M
0.63%
Sole
4.93K
Shared
0.00
None
0.00
Union Pac Corp
SOLEShares5.13K
TypeSH
Market value$1.17M
0.58%
Sole
5.13K
Shared
0.00
None
0.00
Adobe Systems
SOLEShares2.40K
TypeSH
Market value$1.07M
0.53%
Sole
2.40K
Shared
0.00
None
0.00
Idexx labs Inc
SOLEShares2.15K
TypeSH
Market value$888.9K
0.44%
Sole
2.15K
Shared
0.00
None
0.00
Amazon
SOLEShares4.03K
TypeSH
Market value$883.0K
0.44%
Sole
4.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire HathawaySOLE | Stock | 76.58K | SH | $34.71M 17.12% | 76.58K | 0.00 | 0.00 |
iShares S&P 600 IndexSOLE | ETF | 296.11K | SH | $34.12M 16.83% | 296.11K | 0.00 | 0.00 |
iShares MSCI EAFESOLE | ETF | 280K | SH | $21.17M 10.44% | 280K | 0.00 | 0.00 |
Invesco S&P Low Vol IndexSOLE | ETF | 290.10K | SH | $20.31M 10.02% | 290.10K | 0.00 | 0.00 |
AppleSOLE | Stock | 44.17K | SH | $11.06M 5.46% | 44.17K | 0.00 | 0.00 |
VisaSOLE | Stock | 24.24K | SH | $7.66M 3.78% | 24.24K | 0.00 | 0.00 |
Vanguard Total Stock Market IndexSOLE | ETF | 22.15K | SH | $6.42M 3.17% | 22.15K | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | ETF | 26.70K | SH | $4.52M 2.23% | 26.70K | 0.00 | 0.00 |
Procter and Gamble COSOLE | Stock | 15.96K | SH | $2.68M 1.32% | 15.96K | 0.00 | 0.00 |
ChevronSOLE | Stock | 17.53K | SH | $2.54M 1.25% | 17.53K | 0.00 | 0.00 |
MicrosoftSOLE | Stock | 5.89K | SH | $2.48M 1.23% | 5.89K | 0.00 | 0.00 |
Walmart IncSOLE | Stock | 26.67K | SH | $2.41M 1.19% | 26.67K | 0.00 | 0.00 |
iShares Core S&P 500SOLE | ETF | 3.75K | SH | $2.21M 1.09% | 3.75K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 14.06K | SH | $2.03M 1.00% | 14.06K | 0.00 | 0.00 |
Becton DickinsonSOLE | Stock | 8.73K | SH | $1.98M 0.98% | 8.73K | 0.00 | 0.00 |
Emerson Electric CompanySOLE | Stock | 15.22K | SH | $1.89M 0.93% | 15.22K | 0.00 | 0.00 |
PepsiCoSOLE | Stock | 11.70K | SH | $1.78M 0.88% | 11.70K | 0.00 | 0.00 |
Ares ManagementSOLE | Stock | 10.01K | SH | $1.77M 0.87% | 10.01K | 0.00 | 0.00 |
Coca ColaSOLE | Stock | 23.48K | SH | $1.46M 0.72% | 23.48K | 0.00 | 0.00 |
Yum BrandsSOLE | Stock | 9.89K | SH | $1.33M 0.65% | 9.89K | 0.00 | 0.00 |
Amgen IncSOLE | Stock | 4.93K | SH | $1.29M 0.63% | 4.93K | 0.00 | 0.00 |
Union Pac CorpSOLE | Stock | 5.13K | SH | $1.17M 0.58% | 5.13K | 0.00 | 0.00 |
Adobe SystemsSOLE | Stock | 2.40K | SH | $1.07M 0.53% | 2.40K | 0.00 | 0.00 |
Idexx labs IncSOLE | Stock | 2.15K | SH | $888.9K 0.44% | 2.15K | 0.00 | 0.00 |
AmazonSOLE | Stock | 4.03K | SH | $883.0K 0.44% | 4.03K | 0.00 | 0.00 |
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