Filed: 5/15/2026ACC: 0001214659-26-006232
📋 What this filing means
PAINTED PORCH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $209.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$209.53M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$43.28M20.7%
CORE S&P SCP ETF$40.07M19.1%
CL B NEW$38.11M18.2%
MSCI EAFE ETF$31.77M15.2%
S&P500 LOW VOL$23.68M11.3%
VALUE ETF$7.80M3.7%
COM CL A$5.96M2.8%
Portfolio Concentration
Top 3$109.95M52.5%
4–10$59.45M28.4%
11–25$21.72M10.4%
Rest$18.41M8.8%
Top 3 weight
52.5%
Top 10 weight
80.8%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
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)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
ISHARES TR
SOLEShares322.31K
TypeSH
Market value$40.07M
19.12%
Sole
322.31K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares79.54K
TypeSH
Market value$38.11M
18.19%
Sole
79.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares327.12K
TypeSH
Market value$31.77M
15.16%
Sole
327.12K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares323.78K
TypeSH
Market value$23.68M
11.30%
Sole
323.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares53.84K
TypeSH
Market value$13.66M
6.52%
Sole
53.84K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares39.77K
TypeSH
Market value$7.80M
3.72%
Sole
39.77K
Shared
0.00
None
0.00
VISA INC
SOLEShares19.70K
TypeSH
Market value$5.96M
2.84%
Sole
19.70K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares14.05K
TypeSH
Market value$2.91M
1.39%
Sole
14.05K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares11.71K
TypeSH
Market value$2.86M
1.37%
Sole
11.71K
Shared
0.00
None
0.00
WALMART INC
SOLEShares20.74K
TypeSH
Market value$2.58M
1.23%
Sole
20.74K
Shared
0.00
None
0.00
ARES MANAGEMENT CORPORATION
SOLEShares20.31K
TypeSH
Market value$2.22M
1.06%
Sole
20.31K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares14.20K
TypeSH
Market value$2.05M
0.98%
Sole
14.20K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.39K
TypeSH
Market value$1.99M
0.95%
Sole
5.39K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares13K
TypeSH
Market value$1.70M
0.81%
Sole
13K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares4.73K
TypeSH
Market value$1.66M
0.79%
Sole
4.73K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares20.38K
TypeSH
Market value$1.55M
0.74%
Sole
20.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.36K
TypeSH
Market value$1.54M
0.73%
Sole
2.36K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares6.02K
TypeSH
Market value$1.31M
0.62%
Sole
6.02K
Shared
0.00
None
0.00
YUM BRANDS INC
SOLEShares8.34K
TypeSH
Market value$1.30M
0.62%
Sole
8.34K
Shared
0.00
None
0.00
IDEXX LABS INC
SOLEShares2.15K
TypeSH
Market value$1.21M
0.58%
Sole
2.15K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares7.45K
TypeSH
Market value$1.17M
0.56%
Sole
7.45K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.82K
TypeSH
Market value$1.10M
0.52%
Sole
3.82K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares13.44K
TypeSH
Market value$1.01M
0.48%
Sole
13.44K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares4.12K
TypeSH
Market value$1.00M
0.48%
Sole
4.12K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares1.40K
TypeSH
Market value$911.3K
0.43%
Sole
1.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P SCP ETF | 322.31K | SH | $40.07M 19.12% | 322.31K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 79.54K | SH | $38.11M 18.19% | 79.54K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 327.12K | SH | $31.77M 15.16% | 327.12K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 323.78K | SH | $23.68M 11.30% | 323.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 53.84K | SH | $13.66M 6.52% | 53.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 39.77K | SH | $7.80M 3.72% | 39.77K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 19.70K | SH | $5.96M 2.84% | 19.70K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 14.05K | SH | $2.91M 1.39% | 14.05K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 11.71K | SH | $2.86M 1.37% | 11.71K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 20.74K | SH | $2.58M 1.23% | 20.74K | 0.00 | 0.00 |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 20.31K | SH | $2.22M 1.06% | 20.31K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 14.20K | SH | $2.05M 0.98% | 14.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.39K | SH | $1.99M 0.95% | 5.39K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 13K | SH | $1.70M 0.81% | 13K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 4.73K | SH | $1.66M 0.79% | 4.73K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 20.38K | SH | $1.55M 0.74% | 20.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.36K | SH | $1.54M 0.73% | 2.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 6.02K | SH | $1.31M 0.62% | 6.02K | 0.00 | 0.00 |
YUM BRANDS INCSOLE | COM | 8.34K | SH | $1.30M 0.62% | 8.34K | 0.00 | 0.00 |
IDEXX LABS INCSOLE | COM | 2.15K | SH | $1.21M 0.58% | 2.15K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 7.45K | SH | $1.17M 0.56% | 7.45K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 3.82K | SH | $1.10M 0.52% | 3.82K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 13.44K | SH | $1.01M 0.48% | 13.44K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 4.12K | SH | $1.00M 0.48% | 4.12K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.40K | SH | $911.3K 0.43% | 1.40K | 0.00 | 0.00 |
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