Filed: 7/14/2025ACC: 0001214659-25-010341
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 467 equity positions with a total reported market value of $243.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
467
Positions
$243.66M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
ETF$138.54M56.9%
STOCK$103.29M42.4%
REIT$1.17M0.5%
ADR$377.5K0.2%
CEF$290.9K0.1%
Portfolio Concentration
Top 3$127.23M52.2%
4–10$59.54M24.4%
11–25$24.52M10.1%
Rest$32.37M13.3%
Top 3 weight
52.2%
Top 10 weight
76.7%
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)
Sole467
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings467
Rows:
iShares MSCI EAFE
SOLEShares587.22K
TypeSH
Market value$52.49M
21.54%
Sole
587.22K
Shared
0.00
None
0.00
iShares S&P 600 Index
SOLEShares343.70K
TypeSH
Market value$37.56M
15.42%
Sole
343.70K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares76.52K
TypeSH
Market value$37.17M
15.26%
Sole
76.52K
Shared
0.00
None
0.00
Invesco S&P Low Vol Index
SOLEShares305.31K
TypeSH
Market value$22.23M
9.12%
Sole
305.31K
Shared
0.00
None
0.00
Apple
SOLEShares52.27K
TypeSH
Market value$10.72M
4.40%
Sole
52.27K
Shared
0.00
None
0.00
Visa
SOLEShares23K
TypeSH
Market value$8.17M
3.35%
Sole
23K
Shared
0.00
None
0.00
Vanguard Total Stock Market Index
SOLEShares22.41K
TypeSH
Market value$6.81M
2.79%
Sole
22.41K
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares31.85K
TypeSH
Market value$5.63M
2.31%
Sole
31.85K
Shared
0.00
None
0.00
iShares Core S&P 500
SOLEShares4.87K
TypeSH
Market value$3.02M
1.24%
Sole
4.87K
Shared
0.00
None
0.00
Ares Management
SOLEShares17.06K
TypeSH
Market value$2.95M
1.21%
Sole
17.06K
Shared
0.00
None
0.00
Microsoft
SOLEShares5.84K
TypeSH
Market value$2.90M
1.19%
Sole
5.84K
Shared
0.00
None
0.00
Procter and Gamble CO
SOLEShares14.24K
TypeSH
Market value$2.27M
0.93%
Sole
14.23K
Shared
0.00
None
0.00
Chevron
SOLEShares15.53K
TypeSH
Market value$2.22M
0.91%
Sole
15.53K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares21.86K
TypeSH
Market value$2.14M
0.88%
Sole
21.86K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares13.03K
TypeSH
Market value$1.99M
0.82%
Sole
13.03K
Shared
0.00
None
0.00
Emerson Electric Company
SOLEShares13.83K
TypeSH
Market value$1.84M
0.76%
Sole
13.83K
Shared
0.00
None
0.00
Coca Cola
SOLEShares21.11K
TypeSH
Market value$1.49M
0.61%
Sole
21.11K
Shared
0.00
None
0.00
Becton Dickinson
SOLEShares8.37K
TypeSH
Market value$1.44M
0.59%
Sole
8.37K
Shared
0.00
None
0.00
PepsiCo
SOLEShares10.63K
TypeSH
Market value$1.40M
0.58%
Sole
10.63K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares4.78K
TypeSH
Market value$1.34M
0.55%
Sole
4.78K
Shared
0.00
None
0.00
Yum Brands
SOLEShares8.57K
TypeSH
Market value$1.27M
0.52%
Sole
8.57K
Shared
0.00
None
0.00
Union Pac Corp
SOLEShares5.13K
TypeSH
Market value$1.18M
0.48%
Sole
5.13K
Shared
0.00
None
0.00
Idexx labs Inc
SOLEShares2.15K
TypeSH
Market value$1.15M
0.47%
Sole
2.15K
Shared
0.00
None
0.00
Alphabet Class C
SOLEShares5.44K
TypeSH
Market value$958.4K
0.39%
Sole
5.44K
Shared
0.00
None
0.00
Vanguard Small Cap Value Index
SOLEShares4.71K
TypeSH
Market value$917.5K
0.38%
Sole
4.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares MSCI EAFESOLE | ETF | 587.22K | SH | $52.49M 21.54% | 587.22K | 0.00 | 0.00 |
iShares S&P 600 IndexSOLE | ETF | 343.70K | SH | $37.56M 15.42% | 343.70K | 0.00 | 0.00 |
Berkshire HathawaySOLE | Stock | 76.52K | SH | $37.17M 15.26% | 76.52K | 0.00 | 0.00 |
Invesco S&P Low Vol IndexSOLE | ETF | 305.31K | SH | $22.23M 9.12% | 305.31K | 0.00 | 0.00 |
AppleSOLE | Stock | 52.27K | SH | $10.72M 4.40% | 52.27K | 0.00 | 0.00 |
VisaSOLE | Stock | 23K | SH | $8.17M 3.35% | 23K | 0.00 | 0.00 |
Vanguard Total Stock Market IndexSOLE | ETF | 22.41K | SH | $6.81M 2.79% | 22.41K | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | ETF | 31.85K | SH | $5.63M 2.31% | 31.85K | 0.00 | 0.00 |
iShares Core S&P 500SOLE | ETF | 4.87K | SH | $3.02M 1.24% | 4.87K | 0.00 | 0.00 |
Ares ManagementSOLE | Stock | 17.06K | SH | $2.95M 1.21% | 17.06K | 0.00 | 0.00 |
MicrosoftSOLE | Stock | 5.84K | SH | $2.90M 1.19% | 5.84K | 0.00 | 0.00 |
Procter and Gamble COSOLE | Stock | 14.24K | SH | $2.27M 0.93% | 14.23K | 0.00 | 0.00 |
ChevronSOLE | Stock | 15.53K | SH | $2.22M 0.91% | 15.53K | 0.00 | 0.00 |
Walmart IncSOLE | Stock | 21.86K | SH | $2.14M 0.88% | 21.86K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 13.03K | SH | $1.99M 0.82% | 13.03K | 0.00 | 0.00 |
Emerson Electric CompanySOLE | Stock | 13.83K | SH | $1.84M 0.76% | 13.83K | 0.00 | 0.00 |
Coca ColaSOLE | Stock | 21.11K | SH | $1.49M 0.61% | 21.11K | 0.00 | 0.00 |
Becton DickinsonSOLE | Stock | 8.37K | SH | $1.44M 0.59% | 8.37K | 0.00 | 0.00 |
PepsiCoSOLE | Stock | 10.63K | SH | $1.40M 0.58% | 10.63K | 0.00 | 0.00 |
Amgen IncSOLE | Stock | 4.78K | SH | $1.34M 0.55% | 4.78K | 0.00 | 0.00 |
Yum BrandsSOLE | Stock | 8.57K | SH | $1.27M 0.52% | 8.57K | 0.00 | 0.00 |
Union Pac CorpSOLE | Stock | 5.13K | SH | $1.18M 0.48% | 5.13K | 0.00 | 0.00 |
Idexx labs IncSOLE | Stock | 2.15K | SH | $1.15M 0.47% | 2.15K | 0.00 | 0.00 |
Alphabet Class CSOLE | Stock | 5.44K | SH | $958.4K 0.39% | 5.44K | 0.00 | 0.00 |
Vanguard Small Cap Value IndexSOLE | ETF | 4.71K | SH | $917.5K 0.38% | 4.70K | 0.00 | 0.00 |
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