Painted Porch Advisors LLC
68 holdingsFiling period: 2026-03-31Current AUM: $230.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 322.3K | $40.1M | $46.9M | 20.39% | -11,665 | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 79.5K | $38.1M | $38.1M | 16.57% | +2.6K | 2026-03-31 |
| 3 | EFA | ISHARES TR | 327.1K | $31.8M | $34.5M | 15.02% | -264,979 | 2026-03-31 |
| 4 | SPLV | INVESCO EXCH TRADED FD TR II | 323.8K | $23.7M | $24.7M | 10.73% | +14.4K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 53.8K | $13.7M | $16.6M | 7.23% | -1,859 | 2026-03-31 |
| 6 | VTV | VANGUARD INDEX FDS | 39.8K | $7.8M | $8.7M | 3.80% | +4.5K | 2026-03-31 |
| 7 | V | VISA INC | 19.7K | $6.0M | $7.2M | 3.14% | -1,467 | 2026-03-31 |
| 8 | CVX | CHEVRON CORPORATION | 14.1K | $2.9M | $2.8M | 1.20% | -426 | 2026-03-31 |
| 9 | JNJ | JOHNSON & JOHNSON | 11.7K | $2.9M | $3.0M | 1.31% | -753 | 2026-03-31 |
| 10 | WMT | WALMART INC | 20.7K | $2.6M | $2.3M | 1.00% | +10 | 2026-03-31 |
| 11 | ARES | ARES MANAGEMENT CORPORATION | 20.3K | $2.2M | $2.6M | 1.13% | +5.7K | 2026-03-31 |
| 12 | PG | PROCTER & GAMBLE CO | 14.2K | $2.1M | $2.1M | 0.89% | -185 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 5.4K | $2.0M | $2.5M | 1.09% | -218 | 2026-03-31 |
| 14 | EMR | EMERSON ELEC CO | 13.0K | $1.7M | $1.9M | 0.85% | -420 | 2026-03-31 |
| 15 | AMGN | AMGEN INC | 4.7K | $1.7M | $1.8M | 0.79% | -25 | 2026-03-31 |
| 16 | KO | COCA COLA CO | 20.4K | $1.5M | $1.8M | 0.78% | -200 | 2026-03-31 |
| 17 | IVV | ISHARES TR | 2.4K | $1.5M | $1.8M | 0.77% | -2,383 | 2026-03-31 |
| 18 | VBR | VANGUARD INDEX FDS | 6.0K | $1.3M | $1.5M | 0.64% | +753 | 2026-03-31 |
| 19 | YUM | YUM BRANDS INC | 8.3K | $1.3M | $1.3M | 0.56% | -50 | 2026-03-31 |
| 20 | IDXX | IDEXX LABS INC | 2.1K | $1.2M | $1.2M | 0.52% | -- | 2026-03-31 |
| 21 | BDX | BECTON DICKINSON & CO | 7.5K | $1.2M | $1.2M | 0.54% | -70 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 3.8K | $1.1M | $1.4M | 0.59% | -231 | 2026-03-31 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | 13.4K | $1.0M | $1.1M | 0.48% | -- | 2026-03-31 |
| 24 | UNP | UNION PAC CORP | 4.1K | $1.0M | $1.2M | 0.52% | -50 | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 1.4K | $911K | $1.0M | 0.46% | +126 | 2026-03-31 |
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