Filed: 3/19/2026ACC: 0001214659-26-003474
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $248.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$248.66M
Total AUM (reported)
1.88M
Total Shares
Allocation by class
MSCI EAFE ETF$56.86M22.9%
COM$46.87M18.9%
CORE S&P SCP ETF$40.14M16.1%
CL B NEW$38.68M15.6%
S&P500 LOW VOL$22.10M8.9%
TOTAL STK MKT$7.62M3.1%
COM CL A$7.42M3.0%
Portfolio Concentration
Top 3$135.67M54.6%
4–10$64.98M26.1%
11–25$25.46M10.2%
Rest$22.54M9.1%
Top 3 weight
54.6%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Sole
Full voting authority
1.88M
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)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
ISHARES TR
SOLEShares592.10K
TypeSH
Market value$56.86M
22.87%
Sole
592.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares333.98K
TypeSH
Market value$40.14M
16.14%
Sole
333.98K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares76.95K
TypeSH
Market value$38.68M
15.55%
Sole
76.95K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR
SOLEShares309.39K
TypeSH
Market value$22.10M
8.89%
Sole
309.39K
Shared
0.00
None
0.00
APPLE INC
SOLEShares55.70K
TypeSH
Market value$15.14M
6.09%
Sole
55.70K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares22.72K
TypeSH
Market value$7.62M
3.06%
Sole
22.72K
Shared
0.00
None
0.00
VISA INC
SOLEShares21.17K
TypeSH
Market value$7.42M
2.99%
Sole
21.17K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares35.30K
TypeSH
Market value$6.74M
2.71%
Sole
35.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.74K
TypeSH
Market value$3.25M
1.31%
Sole
4.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.61K
TypeSH
Market value$2.71M
1.09%
Sole
5.61K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares12.47K
TypeSH
Market value$2.58M
1.04%
Sole
12.47K
Shared
0.00
None
0.00
ARES MANAGEMENT CORPORATION
SOLEShares14.63K
TypeSH
Market value$2.37M
0.95%
Sole
14.63K
Shared
0.00
None
0.00
WALMART INC
SOLEShares20.73K
TypeSH
Market value$2.31M
0.93%
Sole
20.73K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares14.48K
TypeSH
Market value$2.21M
0.89%
Sole
14.48K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares14.39K
TypeSH
Market value$2.06M
0.83%
Sole
14.39K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares13.42K
TypeSH
Market value$1.78M
0.72%
Sole
13.42K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares4.76K
TypeSH
Market value$1.56M
0.63%
Sole
4.76K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares7.52K
TypeSH
Market value$1.46M
0.59%
Sole
7.52K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares2.15K
TypeSH
Market value$1.45M
0.58%
Sole
2.15K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares20.58K
TypeSH
Market value$1.44M
0.58%
Sole
20.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.16K
TypeSH
Market value$1.30M
0.52%
Sole
4.16K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares8.95K
TypeSH
Market value$1.28M
0.52%
Sole
8.95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.05K
TypeSH
Market value$1.27M
0.51%
Sole
4.05K
Shared
0.00
None
0.00
YUM BRANDS INC
SOLEShares8.39K
TypeSH
Market value$1.27M
0.51%
Sole
8.39K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.27K
TypeSH
Market value$1.12M
0.45%
Sole
5.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI EAFE ETF | 592.10K | SH | $56.86M 22.87% | 592.10K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 333.98K | SH | $40.14M 16.14% | 333.98K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 76.95K | SH | $38.68M 15.55% | 76.95K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TRSOLE | S&P500 LOW VOL | 309.39K | SH | $22.10M 8.89% | 309.39K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 55.70K | SH | $15.14M 6.09% | 55.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.72K | SH | $7.62M 3.06% | 22.72K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 21.17K | SH | $7.42M 2.99% | 21.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 35.30K | SH | $6.74M 2.71% | 35.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.74K | SH | $3.25M 1.31% | 4.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.61K | SH | $2.71M 1.09% | 5.61K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.47K | SH | $2.58M 1.04% | 12.47K | 0.00 | 0.00 |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 14.63K | SH | $2.37M 0.95% | 14.63K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 20.73K | SH | $2.31M 0.93% | 20.73K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 14.48K | SH | $2.21M 0.89% | 14.48K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 14.39K | SH | $2.06M 0.83% | 14.39K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 13.42K | SH | $1.78M 0.72% | 13.42K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 4.76K | SH | $1.56M 0.63% | 4.76K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 7.52K | SH | $1.46M 0.59% | 7.52K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 2.15K | SH | $1.45M 0.58% | 2.15K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 20.58K | SH | $1.44M 0.58% | 20.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.16K | SH | $1.30M 0.52% | 4.16K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 8.95K | SH | $1.28M 0.52% | 8.95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.05K | SH | $1.27M 0.51% | 4.05K | 0.00 | 0.00 |
YUM BRANDS INCSOLE | COM | 8.39K | SH | $1.27M 0.51% | 8.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 5.27K | SH | $1.12M 0.45% | 5.26K | 0.00 | 0.00 |
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