Painted Porch Advisors LLC
75 holdingsFiling period: 2026-06-30Current AUM: $231.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | 313.3K | $46.5M | $43.9M | 18.92% | -9,032 | 2026-06-30 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 79.9K | $39.7M | $39.7M | 17.10% | +391 | 2026-06-30 |
| 3 | EFA | ISHARES TR | 312.3K | $32.4M | $32.9M | 14.19% | -14,860 | 2026-06-30 |
| 4 | SPLV | INVESCO EXCH TRADED FD TR II | 323.8K | $24.3M | $23.8M | 10.25% | +42 | 2026-06-30 |
| 5 | AAPL | APPLE INC | 53.7K | $15.6M | $17.8M | 7.68% | -95 | 2026-06-30 |
| 6 | VTV | VANGUARD INDEX FDS | 40.0K | $8.7M | $8.9M | 3.84% | +242 | 2026-06-30 |
| 7 | V | VISA INC | 19.3K | $6.6M | $7.2M | 3.12% | -439 | 2026-06-30 |
| 8 | JNJ | JOHNSON & JOHNSON | 12.5K | $3.2M | $3.3M | 1.44% | +774 | 2026-06-30 |
| 9 | CVX | CHEVRON CORPORATION | 14.1K | $2.3M | $3.1M | 1.32% | -- | 2026-06-30 |
| 10 | ARES | ARES MANAGEMENT CORPORATION | 20.3K | $2.3M | $2.6M | 1.13% | +1 | 2026-06-30 |
| 11 | WMT | WALMART INC | 19.0K | $2.1M | $2.0M | 0.88% | -1,776 | 2026-06-30 |
| 12 | PG | PROCTER & GAMBLE CO | 14.2K | $2.1M | $2.1M | 0.90% | -2 | 2026-06-30 |
| 13 | EMR | EMERSON ELEC CO | 13.0K | $1.9M | $1.9M | 0.82% | -- | 2026-06-30 |
| 14 | IVV | ISHARES TR | 2.5K | $1.9M | $1.9M | 0.81% | +117 | 2026-06-30 |
| 15 | MSFT | MICROSOFT CORP | 5.0K | $1.8M | $2.5M | 1.06% | -434 | 2026-06-30 |
| 16 | NTRS | NORTHERN TR CORP | 10.4K | $1.8M | $1.9M | 0.80% | -- | 2026-06-30 |
| 17 | AMGN | AMGEN INC | 4.7K | $1.7M | $1.8M | 0.77% | -- | 2026-06-30 |
| 18 | KO | COCA COLA CO | 20.4K | $1.7M | $1.8M | 0.78% | +8 | 2026-06-30 |
| 19 | VBR | VANGUARD INDEX FDS | 6.1K | $1.5M | $1.5M | 0.64% | +99 | 2026-06-30 |
| 20 | GOOG | ALPHABET INC | 3.9K | $1.4M | $1.3M | 0.57% | +67 | 2026-06-30 |
| 21 | YUM | YUM BRANDS INC | 8.3K | $1.3M | $1.2M | 0.51% | -- | 2026-06-30 |
| 22 | IDXX | IDEXX LABS INC | 2.1K | $1.1M | $1.1M | 0.47% | -- | 2026-06-30 |
| 23 | BDX | BECTON DICKINSON & CO | 7.5K | $1.1M | $1.4M | 0.60% | -- | 2026-06-30 |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | 13.5K | $1.1M | $1.1M | 0.49% | +18 | 2026-06-30 |
| 25 | UNP | UNION PAC CORP | 4.0K | $1.1M | $1.1M | 0.49% | -86 | 2026-06-30 |
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