Filed: 7/14/2025ACC: 0001214659-25-010339
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 530 equity positions with a total reported market value of $238.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
530
Positions
$238.88M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
ETF$127.95M53.6%
STOCK$108.95M45.6%
REIT$1.35M0.6%
ADR$379.7K0.2%
CEF$250.3K0.1%
Portfolio Concentration
Top 3$123.49M51.7%
4–10$59.20M24.8%
11–25$24.86M10.4%
Rest$31.34M13.1%
Top 3 weight
51.7%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 2.04M
Sole
Full voting authority
2.04M
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)
Sole530
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings530
Rows:
iShares MSCI EAFE
SOLEShares585.95K
TypeSH
Market value$47.89M
20.05%
Sole
585.95K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares76.40K
TypeSH
Market value$40.69M
17.03%
Sole
76.40K
Shared
0.00
None
0.00
iShares S&P 600 Index
SOLEShares333.82K
TypeSH
Market value$34.91M
14.61%
Sole
333.82K
Shared
0.00
None
0.00
Invesco S&P Low Vol Index
SOLEShares301.64K
TypeSH
Market value$22.54M
9.44%
Sole
301.64K
Shared
0.00
None
0.00
Apple
SOLEShares52.75K
TypeSH
Market value$11.72M
4.90%
Sole
52.74K
Shared
0.00
None
0.00
Visa
SOLEShares23.35K
TypeSH
Market value$8.18M
3.43%
Sole
23.35K
Shared
0.00
None
0.00
Vanguard Total Stock Market Index
SOLEShares22.19K
TypeSH
Market value$6.10M
2.55%
Sole
22.19K
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares30.55K
TypeSH
Market value$5.28M
2.21%
Sole
30.55K
Shared
0.00
None
0.00
iShares Core S&P 500
SOLEShares4.91K
TypeSH
Market value$2.76M
1.15%
Sole
4.90K
Shared
0.00
None
0.00
Chevron
SOLEShares15.70K
TypeSH
Market value$2.63M
1.10%
Sole
15.70K
Shared
0.00
None
0.00
Ares Management
SOLEShares17.87K
TypeSH
Market value$2.62M
1.10%
Sole
17.87K
Shared
0.00
None
0.00
Procter and Gamble CO
SOLEShares14.36K
TypeSH
Market value$2.45M
1.02%
Sole
14.35K
Shared
0.00
None
0.00
Microsoft
SOLEShares5.81K
TypeSH
Market value$2.18M
0.91%
Sole
5.81K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares13.10K
TypeSH
Market value$2.17M
0.91%
Sole
13.10K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares22.75K
TypeSH
Market value$2.00M
0.84%
Sole
22.75K
Shared
0.00
None
0.00
Becton Dickinson
SOLEShares8.37K
TypeSH
Market value$1.92M
0.80%
Sole
8.37K
Shared
0.00
None
0.00
PepsiCo
SOLEShares11.02K
TypeSH
Market value$1.65M
0.69%
Sole
11.02K
Shared
0.00
None
0.00
Coca Cola
SOLEShares21.47K
TypeSH
Market value$1.54M
0.64%
Sole
21.47K
Shared
0.00
None
0.00
Emerson Electric Company
SOLEShares13.87K
TypeSH
Market value$1.52M
0.64%
Sole
13.87K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares4.80K
TypeSH
Market value$1.49M
0.63%
Sole
4.80K
Shared
0.00
None
0.00
Yum Brands
SOLEShares8.57K
TypeSH
Market value$1.35M
0.56%
Sole
8.57K
Shared
0.00
None
0.00
Union Pac Corp
SOLEShares5.13K
TypeSH
Market value$1.21M
0.51%
Sole
5.13K
Shared
0.00
None
0.00
Aon
SOLEShares2.33K
TypeSH
Market value$927.9K
0.39%
Sole
2.33K
Shared
0.00
None
0.00
Adobe Systems
SOLEShares2.42K
TypeSH
Market value$926.2K
0.39%
Sole
2.42K
Shared
0.00
None
0.00
Idexx labs Inc
SOLEShares2.15K
TypeSH
Market value$902.9K
0.38%
Sole
2.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares MSCI EAFESOLE | ETF | 585.95K | SH | $47.89M 20.05% | 585.95K | 0.00 | 0.00 |
Berkshire HathawaySOLE | Stock | 76.40K | SH | $40.69M 17.03% | 76.40K | 0.00 | 0.00 |
iShares S&P 600 IndexSOLE | ETF | 333.82K | SH | $34.91M 14.61% | 333.82K | 0.00 | 0.00 |
Invesco S&P Low Vol IndexSOLE | ETF | 301.64K | SH | $22.54M 9.44% | 301.64K | 0.00 | 0.00 |
AppleSOLE | Stock | 52.75K | SH | $11.72M 4.90% | 52.74K | 0.00 | 0.00 |
VisaSOLE | Stock | 23.35K | SH | $8.18M 3.43% | 23.35K | 0.00 | 0.00 |
Vanguard Total Stock Market IndexSOLE | ETF | 22.19K | SH | $6.10M 2.55% | 22.19K | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | ETF | 30.55K | SH | $5.28M 2.21% | 30.55K | 0.00 | 0.00 |
iShares Core S&P 500SOLE | ETF | 4.91K | SH | $2.76M 1.15% | 4.90K | 0.00 | 0.00 |
ChevronSOLE | Stock | 15.70K | SH | $2.63M 1.10% | 15.70K | 0.00 | 0.00 |
Ares ManagementSOLE | Stock | 17.87K | SH | $2.62M 1.10% | 17.87K | 0.00 | 0.00 |
Procter and Gamble COSOLE | Stock | 14.36K | SH | $2.45M 1.02% | 14.35K | 0.00 | 0.00 |
MicrosoftSOLE | Stock | 5.81K | SH | $2.18M 0.91% | 5.81K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 13.10K | SH | $2.17M 0.91% | 13.10K | 0.00 | 0.00 |
Walmart IncSOLE | Stock | 22.75K | SH | $2.00M 0.84% | 22.75K | 0.00 | 0.00 |
Becton DickinsonSOLE | Stock | 8.37K | SH | $1.92M 0.80% | 8.37K | 0.00 | 0.00 |
PepsiCoSOLE | Stock | 11.02K | SH | $1.65M 0.69% | 11.02K | 0.00 | 0.00 |
Coca ColaSOLE | Stock | 21.47K | SH | $1.54M 0.64% | 21.47K | 0.00 | 0.00 |
Emerson Electric CompanySOLE | Stock | 13.87K | SH | $1.52M 0.64% | 13.87K | 0.00 | 0.00 |
Amgen IncSOLE | Stock | 4.80K | SH | $1.49M 0.63% | 4.80K | 0.00 | 0.00 |
Yum BrandsSOLE | Stock | 8.57K | SH | $1.35M 0.56% | 8.57K | 0.00 | 0.00 |
Union Pac CorpSOLE | Stock | 5.13K | SH | $1.21M 0.51% | 5.13K | 0.00 | 0.00 |
AonSOLE | Stock | 2.33K | SH | $927.9K 0.39% | 2.33K | 0.00 | 0.00 |
Adobe SystemsSOLE | Stock | 2.42K | SH | $926.2K 0.39% | 2.42K | 0.00 | 0.00 |
Idexx labs IncSOLE | Stock | 2.15K | SH | $902.9K 0.38% | 2.15K | 0.00 | 0.00 |
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