Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Painted Porch Advisors LLC (CIK 2024585) reported $209.5M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJR ($40.1M, 19.12%), BRK/B ($38.1M, 18.19%), EFA ($31.8M, 15.16%), SPLV ($23.7M, 11.30%), AAPL ($13.7M, 6.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $40.1M | 19.12% | 322,311 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.1M | 18.19% | 79,536 | Added |
| 3 | EFA | ISHARES TR | $31.8M | 15.16% | 327,117 | Trimmed |
| 4 | SPLV | INVESCO EXCH TRADED FD TR II | $23.7M | 11.30% | 323,783 | Added |
| 5 | AAPL | APPLE INC | $13.7M | 6.52% | 53,837 | Trimmed |
| 6 | VTV | VANGUARD INDEX FDS | $7.8M | 3.72% | 39,765 | Added |
| 7 | V | VISA INC | $6.0M | 2.84% | 19,704 | Trimmed |
| 8 | CVX | CHEVRON CORPORATION | $2.9M | 1.39% | 14,050 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.37% | 11,714 | Trimmed |
| 10 | WMT | WALMART INC | $2.6M | 1.23% | 20,741 | Added |
| 11 | ARES | ARES MANAGEMENT CORPORATION | $2.2M | 1.06% | 20,306 | Added |
| 12 | PG | PROCTER & GAMBLE CO | $2.1M | 0.98% | 14,201 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.0M | 0.95% | 5,389 | Trimmed |
| 14 | EMR | EMERSON ELEC CO | $1.7M | 0.81% | 12,999 | Trimmed |
| 15 | AMGN | AMGEN INC | $1.7M | 0.79% | 4,732 | Trimmed |
| 16 | KO | COCA COLA CO | $1.5M | 0.74% | 20,381 | Trimmed |
| 17 | IVV | ISHARES TR | $1.5M | 0.73% | 2,356 | Trimmed |
| 18 | YUM | YUM BRANDS INC | $1.3M | 0.62% | 8,342 | Trimmed |
| 19 | VBR | VANGUARD INDEX FDS | $1.3M | 0.62% | 6,019 | Added |
| 20 | IDXX | IDEXX LABS INC | $1.2M | 0.58% | 2,150 | Hold |
| 21 | BDX | BECTON DICKINSON & CO | $1.2M | 0.56% | 7,450 | Trimmed |
| 22 | GOOG | ALPHABET INC | $1.1M | 0.52% | 3,820 | Trimmed |
| 23 | UNP | UNION PAC CORP | $1.0M | 0.48% | 4,124 | Trimmed |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.48% | 13,441 | New |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $911,259 | 0.43% | 1,401 | Added |
Source: SEC Form 13F filings · as of 2026-03-31