§ 13F · FUND PROFILE
Painted Porch Advisors LLC.
AUM · $229M (13F)Positions · 75Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 313K | $46M | 20.3% | −3% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 80K | $40M | 17.3% | ±0% |
| 3 | EFA | ISHARES TR | 312K | $32M | 14.2% | −5% |
| 4 | SPLV | INVESCO EXCH TRADED FD TR II | 324K | $24M | 10.6% | ±0% |
| 5 | AAPL | APPLE INC | 54K | $16M | 6.8% | ±0% |
| 6 | VTV | VANGUARD INDEX FDS | 40K | $9M | 3.8% | +1% |
| 7 | V | VISA INC | 19K | $7M | 2.9% | −2% |
| 8 | JNJ | JOHNSON & JOHNSON | 12K | $3M | 1.4% | +7% |
| 9 | CVX | CHEVRON CORPORATION | 14K | $2M | 1.0% | ±0% |
| 10 | ARES | ARES MANAGEMENT CORPORATION | 20K | $2M | 1.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PAINTED SIGNAL
AC read
Painted Porch Advisors LLC is a Other fund managing $229 million in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →