Filed: 12/9/2025ACC: 0001214659-25-017727
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 471 equity positions with a total reported market value of $262.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
471
Positions
$262.39M
Total AUM (reported)
2.05M
Total Shares
Allocation by class
ETF$150.86M57.5%
STOCK$109.86M41.9%
REIT$1.03M0.4%
CEF$333.8K0.1%
ADR$309.5K0.1%
Portfolio Concentration
Top 3$136.03M51.8%
4–10$64.23M24.5%
11–25$25.24M9.6%
Rest$36.89M14.1%
Top 3 weight
51.8%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Sole
Full voting authority
2.05M
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)
Sole471
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings471
Rows:
iShares MSCI EAFE
SOLEShares598.44K
TypeSH
Market value$55.88M
21.30%
Sole
598.44K
Shared
0.00
None
0.00
iShares S&P 600 Index
SOLEShares342.65K
TypeSH
Market value$40.72M
15.52%
Sole
342.65K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares78.44K
TypeSH
Market value$39.43M
15.03%
Sole
78.44K
Shared
0.00
None
0.00
Invesco S&P Low Vol Index
SOLEShares311.85K
TypeSH
Market value$22.91M
8.73%
Sole
311.85K
Shared
0.00
None
0.00
Apple
SOLEShares53.80K
TypeSH
Market value$13.70M
5.22%
Sole
53.80K
Shared
0.00
None
0.00
Visa
SOLEShares21.94K
TypeSH
Market value$7.49M
2.85%
Sole
21.94K
Shared
0.00
None
0.00
Vanguard Total Stock Market Index
SOLEShares22.65K
TypeSH
Market value$7.43M
2.83%
Sole
22.65K
Shared
0.00
None
0.00
Vanguard Value Index Fund
SOLEShares34.48K
TypeSH
Market value$6.43M
2.45%
Sole
34.48K
Shared
0.00
None
0.00
iShares Core S&P 500
SOLEShares4.82K
TypeSH
Market value$3.23M
1.23%
Sole
4.82K
Shared
0.00
None
0.00
Microsoft
SOLEShares5.85K
TypeSH
Market value$3.03M
1.16%
Sole
5.85K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares12.63K
TypeSH
Market value$2.34M
0.89%
Sole
12.62K
Shared
0.00
None
0.00
Ares Management
SOLEShares14.63K
TypeSH
Market value$2.34M
0.89%
Sole
14.63K
Shared
0.00
None
0.00
Chevron
SOLEShares14.78K
TypeSH
Market value$2.29M
0.87%
Sole
14.78K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares21.85K
TypeSH
Market value$2.25M
0.86%
Sole
21.85K
Shared
0.00
None
0.00
Procter and Gamble CO
SOLEShares14.39K
TypeSH
Market value$2.21M
0.84%
Sole
14.39K
Shared
0.00
None
0.00
Emerson Electric Company
SOLEShares13.78K
TypeSH
Market value$1.81M
0.69%
Sole
13.78K
Shared
0.00
None
0.00
Becton Dickinson
SOLEShares7.97K
TypeSH
Market value$1.49M
0.57%
Sole
7.97K
Shared
0.00
None
0.00
Coca Cola
SOLEShares21.11K
TypeSH
Market value$1.40M
0.53%
Sole
21.11K
Shared
0.00
None
0.00
Idexx labs Inc
SOLEShares2.15K
TypeSH
Market value$1.37M
0.52%
Sole
2.15K
Shared
0.00
None
0.00
Amgen Inc
SOLEShares4.76K
TypeSH
Market value$1.34M
0.51%
Sole
4.76K
Shared
0.00
None
0.00
PepsiCo
SOLEShares9.53K
TypeSH
Market value$1.34M
0.51%
Sole
9.52K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares2.15K
TypeSH
Market value$1.32M
0.50%
Sole
2.15K
Shared
0.00
None
0.00
Yum Brands
SOLEShares8.60K
TypeSH
Market value$1.31M
0.50%
Sole
8.60K
Shared
0.00
None
0.00
Amazon
SOLEShares5.86K
TypeSH
Market value$1.29M
0.49%
Sole
5.86K
Shared
0.00
None
0.00
Alphabet Class C
SOLEShares4.69K
TypeSH
Market value$1.14M
0.43%
Sole
4.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares MSCI EAFESOLE | ETF | 598.44K | SH | $55.88M 21.30% | 598.44K | 0.00 | 0.00 |
iShares S&P 600 IndexSOLE | ETF | 342.65K | SH | $40.72M 15.52% | 342.65K | 0.00 | 0.00 |
Berkshire HathawaySOLE | Stock | 78.44K | SH | $39.43M 15.03% | 78.44K | 0.00 | 0.00 |
Invesco S&P Low Vol IndexSOLE | ETF | 311.85K | SH | $22.91M 8.73% | 311.85K | 0.00 | 0.00 |
AppleSOLE | Stock | 53.80K | SH | $13.70M 5.22% | 53.80K | 0.00 | 0.00 |
VisaSOLE | Stock | 21.94K | SH | $7.49M 2.85% | 21.94K | 0.00 | 0.00 |
Vanguard Total Stock Market IndexSOLE | ETF | 22.65K | SH | $7.43M 2.83% | 22.65K | 0.00 | 0.00 |
Vanguard Value Index FundSOLE | ETF | 34.48K | SH | $6.43M 2.45% | 34.48K | 0.00 | 0.00 |
iShares Core S&P 500SOLE | ETF | 4.82K | SH | $3.23M 1.23% | 4.82K | 0.00 | 0.00 |
MicrosoftSOLE | Stock | 5.85K | SH | $3.03M 1.16% | 5.85K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Stock | 12.63K | SH | $2.34M 0.89% | 12.62K | 0.00 | 0.00 |
Ares ManagementSOLE | Stock | 14.63K | SH | $2.34M 0.89% | 14.63K | 0.00 | 0.00 |
ChevronSOLE | Stock | 14.78K | SH | $2.29M 0.87% | 14.78K | 0.00 | 0.00 |
Walmart IncSOLE | Stock | 21.85K | SH | $2.25M 0.86% | 21.85K | 0.00 | 0.00 |
Procter and Gamble COSOLE | Stock | 14.39K | SH | $2.21M 0.84% | 14.39K | 0.00 | 0.00 |
Emerson Electric CompanySOLE | Stock | 13.78K | SH | $1.81M 0.69% | 13.78K | 0.00 | 0.00 |
Becton DickinsonSOLE | Stock | 7.97K | SH | $1.49M 0.57% | 7.97K | 0.00 | 0.00 |
Coca ColaSOLE | Stock | 21.11K | SH | $1.40M 0.53% | 21.11K | 0.00 | 0.00 |
Idexx labs IncSOLE | Stock | 2.15K | SH | $1.37M 0.52% | 2.15K | 0.00 | 0.00 |
Amgen IncSOLE | Stock | 4.76K | SH | $1.34M 0.51% | 4.76K | 0.00 | 0.00 |
PepsiCoSOLE | Stock | 9.53K | SH | $1.34M 0.51% | 9.52K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 2.15K | SH | $1.32M 0.50% | 2.15K | 0.00 | 0.00 |
Yum BrandsSOLE | Stock | 8.60K | SH | $1.31M 0.50% | 8.60K | 0.00 | 0.00 |
AmazonSOLE | Stock | 5.86K | SH | $1.29M 0.49% | 5.86K | 0.00 | 0.00 |
Alphabet Class CSOLE | Stock | 4.69K | SH | $1.14M 0.43% | 4.69K | 0.00 | 0.00 |
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