Institutional Manager · CIK 0002024585

Painted Porch Advisors LLC

SANTA BARBARA, CA · File #028-24396

Latest AUM

$262.4M

Positions

471

Top-10 Concentration

82.5%

Filings

Portfolio Value Over Time

2024-09

2025-06

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	iShares MSCI EAFE	464287465	+11,218	+$1.0M	+$2.3M
ADD	Berkshire Hathaway	BRK-A	+1,918	+$964,255	+$1.3M
ADD	Vanguard S&P 500 ETF	922908363	+1,260	+$771,441	+$39,164
EXITED	iShares Treasury Floating Rate Bond ETF	46434V860	-14,017	-$709,959	$0
ADD	Vanguard Small Cap Index Fund	922908751	+2,312	+$587,864	+$554
ADD	Alphabet Class A	GOOG	+2,243	+$546,260	+$104,186
ADD	Vanguard Value Index Fund	922908744	+2,629	+$490,288	+$310,581
NEW	Vanguard Dividend Appreciation Index	921908844	+2,244	+$484,233	$0
ADD	Invesco S&P Low Vol Index	IVZ	+6,536	+$480,266	+$201,532
ADD	Amazon	AMZN	+1,978	+$434,309	+$698

Sector Allocation

13.3%$34.8M

7.8%$20.5M

2.6%$6.7M

2.2%$5.7M

1.6%$4.1M

Consumer Discretionary

1.4%$3.6M

Energy

1.3%$3.5M

Communication Services

0.6%$1.6M

Materials

0.5%$1.4M

Real Estate

0.3%$785,023

Utilities

0.0%$105,075

Filing History

Dec 9, 202513F HOLDINGS REPORTQ/E Dec 2025471 pos · $262.4M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 2025467 pos · $243.7M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 2025530 pos · $238.9M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 2025434 pos · $197.6M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 2025403 pos · $177.0M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 2025485 pos · $202.7M
Oct 22, 202413F HOLDINGS REPORTQ/E Sep 202449 pos · $129.7M
Oct 22, 202413F HOLDINGS REPORTQ/E Sep 202464 pos · $163.6M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	iShares MSCI EAFE	464287465	598,442	$55.9M	23.01%
2	iShares S&P 600 Index	464287804	342,649	$40.7M	16.77%
3	Berkshire Hathaway	BRK-A	78,438	$39.4M	16.24%
4	Invesco S&P Low Vol Index	IVZ	311,848	$22.9M	9.44%
5	Apple	AAPL	53,797	$13.7M	5.64%
6	Visa	V	21,943	$7.5M	3.09%
7	Vanguard Total Stock Market Index	922908769	22,653	$7.4M	3.06%
8	Vanguard Value Index Fund	922908744	34,481	$6.4M	2.65%
9	iShares Core S&P 500	464287200	4,824	$3.2M	1.33%
10	Microsoft	MSFT	5,854	$3.0M	1.25%
11	Johnson & Johnson	JNJ	12,625	$2.3M	0.96%
12	Ares Management	ARES-PB	14,635	$2.3M	0.96%
13	Chevron	CVX	14,776	$2.3M	0.95%
14	Walmart Inc	WMT	21,850	$2.3M	0.93%
15	Procter and Gamble CO	742718109	14,386	$2.2M	0.91%
16	Emerson Electric Company	EMR	13,784	$1.8M	0.74%
17	Becton Dickinson	BDX	7,970	$1.5M	0.61%
18	Coca Cola	KO	21,114	$1.4M	0.58%
19	Idexx labs Inc	45168D104	2,150	$1.4M	0.57%
20	Amgen Inc	AMGN	4,757	$1.3M	0.55%