HolderBook

Painted Porch Advisors LLC

Reported holdings as of Q2 2026, from 11 quarterly filings.

CIK
2024585
Reported value
$228.8M
Positions
75
Top 10 weight
79.3%
Filed
2026-07-24
Days after quarter end
24

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
ISHARES TRIJR$46.5M313,27920.30%+1.18pp11q-2.8%-$1.3M
BERKSHIRE HATHAWAY INC DELBRKB$39.7M79,92717.33%-0.86pp11qHELD
ISHARES TREFA$32.4M312,25714.18%-0.99pp11q-4.5%-$1.5M
INVESCO EXCH TRADED FD TR IISPLV$24.3M323,82510.60%-0.70pp11qHELD
APPLE INCAAPL$15.6M53,7426.80%+0.27pp11qHELD
VANGUARD INDEX FDSVTV$8.7M40,0073.81%+0.09pp11q+0.6%+$52.7K
VISA INCV$6.6M19,2652.89%+0.05pp11q-2.2%-$150.6K
JOHNSON & JOHNSONJNJ$3.2M12,4881.39%+0.02pp11q+6.6%+$196.6K
CHEVRON CORPORATIONCVX$2.3M14,0501.02%-0.37pp11qHELD
ARES MANAGEMENT CORPORATIONARES$2.3M20,3070.99%-0.07pp10qHELD
WALMART INCWMT$2.1M18,9650.94%-0.29pp11q-8.6%-$201.1K
PROCTER & GAMBLE COPG$2.1M14,1990.91%-0.07pp11qHELD
EMERSON ELEC COEMR$1.9M12,9990.81%flat11qHELD
ISHARES TRIVV$1.9M2,4730.81%+0.07pp11q+5.0%+$87.6K
MICROSOFT CORPMSFT$1.8M4,9550.81%-0.14pp11q-8.1%-$161.9K
NORTHERN TR CORPNTRS$1.8M10,3620.79%-newNEW
AMGEN INCAMGN$1.7M4,7320.75%-0.05pp11qHELD
COCA COLA COKO$1.7M20,3890.72%-0.02pp11qHELD
VANGUARD INDEX FDSVBR$1.5M6,1180.65%+0.03pp11q+1.6%+$24.1K
ALPHABET INCGOOG$1.4M3,8870.60%+0.08pp10q+1.8%+$23.7K
YUM BRANDS INCYUM$1.3M8,3420.58%-0.04pp11qHELD
IDEXX LABS INCIDXX$1.1M2,1500.49%-0.08pp11qHELD
BECTON DICKINSON & COBDX$1.1M7,4500.49%-0.07pp11qHELD
VANGUARD INTL EQUITY INDEX FVEU$1.1M13,4590.49%+0.01pp2qHELD
UNION PAC CORPUNP$1.1M4,0380.48%flat11q-2.1%-$23.4K
DIMENSIONAL ETF TRUSTDFAS$1.1M12,8200.46%+0.29pp2q+150.3%+$633.9K
STATE STR SPDR S&P 500 ETF TSPY$1.1M1,4060.46%+0.02pp11qHELD
DIMENSIONAL ETF TRUSTDFUV$920.2K16,7280.40%-newNEW
DIMENSIONAL ETF TRUSTDCOR$866.7K10,5720.38%+0.02pp2qHELD
AMAZON COM INCAMZN$818.0K3,4320.36%-0.03pp10q-11.6%-$107.3K
EAST WEST BANCORP INCEWBC$753.6K5,8380.33%+0.03pp10qHELD
VANGUARD INDEX FDSVTI$709.2K1,9160.31%-0.01pp11q-8.6%-$66.6K
ISHARES TREAGG$697.2K14,7050.30%-0.03pp10qHELD
VANGUARD INDEX FDSVOO$686.4K9990.30%+0.02pp9q+2.6%+$17.2K
ECOLAB INCECL$668.7K2,4000.29%-0.11pp11q-25.0%-$222.9K
DEERE & CODE$651.5K1,0270.28%flat10q-1.5%-$10.1K
ALPHABET INCGOOGL$650.7K1,8210.28%flat11q-11.0%-$80.4K
AON PLCAON$618.3K1,8640.27%-0.02pp11qHELD
NUSHARES ETF TRNUSC$607.1K11,6490.27%+0.02pp11qHELD
DIMENSIONAL ETF TRUSTDFAT$602.5K8,6200.26%-newNEW
SPDR GOLD TRGLD$598.2K1,6240.26%-newNEW
ISHARES TRIJS$562.5K4,1150.25%+0.01pp11qHELD
META PLATFORMS INCMETA$546.4K9700.24%-0.11pp9q-23.6%-$169.0K
DIMENSIONAL ETF TRUSTDFIC$535.0K14,3570.23%-0.01pp2q+1.4%+$7.5K
WELLTOWER INCWELL$496.8K2,1890.22%+0.01pp11qHELD
CONOCOPHILLIPSCOP$493.5K4,7470.22%-0.08pp11qHELD
ADOBE INCADBE$483.2K2,3570.21%-0.06pp11qHELD
BLOCK INCXYZ$473.1K6,2250.21%+0.03pp9qHELD
CISCO SYS INCCSCO$465.4K3,9620.20%+0.08pp9q+16.2%+$65.0K
DIMENSIONAL ETF TRUSTDFIV$438.0K8,1080.19%-newNEW
ISHARES GOLD TRUST MICROIAUM$420.1K10,5000.18%-0.05pp5qHELD
ABBVIE INCABBV$418.7K1,6640.18%+0.01pp11qHELD
VANGUARD INDEX FDSVB$395.2K1,3040.17%+0.01pp5q+2.2%+$8.5K
FLEXSHARES TRHYGV$382.5K9,5000.17%-newNEW
BLACKROCK SCIENCE & TECHNOLOBSTZ$375.5K12,5040.16%+0.03pp9q+1.7%+$6.3K
MICRON TECHNOLOGY INCMU$369.5K3200.16%-newNEW
NVIDIA CORPORATIONNVDA$364.2K1,8200.16%flat10q-3.6%-$13.6K
LINDE PLCLIN$334.7K6450.15%-0.01pp11qHELD
AIR PRODUCTS AND CHEMICALS IAPD$321.6K1,0970.14%-0.05pp11q-18.4%-$72.7K
RAYONIER INCRYN$306.9K14,4210.13%-0.01pp11qHELD
VANGUARD ADMIRAL FDS INCVIOO$304.0K2,2100.13%+0.01pp5q-4.6%-$14.7K
NETFLIX INCNFLX$286.4K4,0110.13%-0.08pp10q-10.9%-$34.9K
MASTERCARD INCORPORATEDMA$279.9K5450.12%-0.01pp11qHELD
ELI LILLY & COLLY$274.7K2290.12%-newNEW
WORLD GOLD TRGLDM$271.2K3,4150.12%-0.02pp6q+9.4%+$23.3K
JPMORGAN CHASE & COJPM$253.3K7740.11%-newNEW
MERCK & CO INCMRK$248.5K1,9340.11%+0.01pp2q+12.2%+$27.0K
GOLDMAN SACHS ETF TRGSLC$238.8K1,6830.10%flat8qHELD
ISHARES TRUSMV$229.1K2,3750.10%-newNEW
MANNKIND CORPMNKD$227.6K53,4320.10%+0.04pp10qHELD
GE AEROSPACEGE$227.2K6080.10%-newNEW
HAGERTY INCHGTY$222.2K18,6380.10%flat9qHELD
NOVO-NORDISK A SNVO$206.7K4,3120.09%-newNEW
FLEXSHARES TRIQDF$200.1K5,7900.09%-newNEW
PUTNAM ETF TRUSTFTNY$131.8K16,5410.06%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Insurance 17.7%Computer Hardware 7.0%Biotech & Pharma 3.2%Business Services 3.0%Software & IT Services 2.3%Retail & Consumer 1.9%Capital Markets 1.6%Other sectors 8.3%Not classified 55.0%
 
SectorValueShare
Insurance$40.5M17.7%
Computer Hardware$16.0M7.0%
Biotech & Pharma$7.4M3.2%
Business Services$6.9M3.0%
Software & IT Services$5.4M2.3%
Retail & Consumer$4.3M1.9%
Capital Markets$3.5M1.6%
Other sectors$18.9M8.3%
Not classified$125.9M55.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$228.8M75141316679.3%24
Q1 2026$209.5M67711311180.8%45
Q4 2025$248.7M712123140280.7%78
Q3 2025$262.4M4714663634276.3%70
Q2 2025$243.7M46728651269176.7%14
Q1 2025$238.9M53096641025176.5%105
Q4 2024$202.7M485100144714971.6%195
Q3 2024$197.6M4344369441270.9%287
Q2 2024$177.0M4033391428070.4%379
Q1 2024$163.6M6417317273.0%205
Q4 2023$129.7M49000075.8%296

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.