account_balance
Investment manager · 13F filer · SEC CIK 2024585
Painted Porch Advisors LLC
Reported value$229Mas of Jun 30, 2026
Positions75 14 new, 6 sold out
Top 10 weight79.3%IJR alone is 20%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IJRiShares Tr
20.3%Trimmed −3%
BRK-BBerkshire Hathaway Inc
17.3%
EFAiShares Tr
14.2%Trimmed −5%
SPLVInvesco Exch Traded Fd Tr II
10.6%
AAPLApple Inc.
6.8%
VTVVanguard Index FDS
3.8%
VVisa Inc.
2.9%Trimmed −2%
JNJJohnson & Johnson
1.4%
CVX1.0%ARES1.0%WMT0.9%PGIJRiShares Tr
20.3%Trimmed −3%
BRK-BBerkshire Hathaway Inc
17.3%
EFAiShares Tr
14.2%Trimmed −5%
SPLVInvesco Exch Traded Fd Tr II
10.6%
AAPLApple Inc.
6.8%
VTVVanguard Index FDS
3.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IJR iShares Tr 20.3% Trimmed −3%
BRK-B Berkshire Hathaway Inc 17.3% HeldEFA iShares Tr 14.2% Trimmed −5%
SPLV Invesco Exch Traded Fd Tr II 10.6% Held
AAPL Apple Inc. 6.8% HeldVTV Vanguard Index FDS 3.8% Held
V Visa Inc. 2.9% Trimmed −2%JNJ Johnson & Johnson 1.4% Added +7%CVX Chevron Corp 1.0% HeldARES Ares Management Corp 1.0% HeldWMT Walmart Inc. 0.9% Trimmed −9%PG Procter & Gamble Co 0.9% HeldWhat changed
Biggest moves since Mar 31, 2026
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