DOSSIER · 13F-HR · Q2 2026

Painted Porch Advisors LLC

$229M in tracked AUM across 75 positions as of Q2 2026.

PP
CIK 0002024585 · last filed Jun 30, 2026
Total AUM
$229M
as of Q2 2026
Holdings
75
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Painted Porch Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IJR
ISHARES TR
$46M313K20.3%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$40M80K17.3%
03
EFA
ISHARES TR
$32M312K14.2%
04
SPLV
INVESCO EXCH TRADED FD TR II
$24M324K10.6%
05
AAPL
APPLE INC
$16M54K6.8%
06
VTV
VANGUARD INDEX FDS
$9M40K3.8%
07
V
VISA INC
$7M19K2.9%
08
JNJ
JOHNSON & JOHNSON
$3M12K1.4%
09
CVX
CHEVRON CORPORATION
$2M14K1.0%
10
ARES
ARES MANAGEMENT CORPORATION
$2M20K1.0%

Filing history

2026Q2Jun 30
$229M 9.2%
75 positionsView →
2026Q1Mar 31
$210M 15.7%
67 positionsView →
2025Q4Dec 31
$249M 681.0%
71 positionsView →
2025Q3Sep 30
$32M 86.9%
219 positionsView →
2025Q2Jun 30
$244M 2.0%
467 positionsLocked
2025Q1Mar 31
$239M 17.8%
530 positionsLocked
2024Q4Dec 31
$203M 2.6%
485 positionsLocked
2024Q3Sep 30
$198M 11.6%
434 positionsLocked
2024Q2Jun 30
$177M 8.2%
403 positionsLocked
2024Q1Mar 31
$164M 26.1%
64 positionsLocked
2023Q4Dec 31
$130M
49 positionsLocked