13F-HR filed by Painted Porch Advisors LLC
Painted Porch Advisors LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 67 holding rows worth $209,533,759.
- Accession
- 0001214659-26-006232
- Filer
- CIK 2024585
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 67 entries on the cover page, a total value of $209,533,759 stated on the cover page (in dollars after the unit check, H1), rows summing to $209,533,759 with VALUE read as dollars as filed, 13F file number 028-24396. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 322,311 | $40,066,520 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 79,536 | $38,113,651 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 327,117 | $31,772,850 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 323,783 | $23,681,479 | dollars as filed | |
| Apple Inc | 037833100 | COM | 53,837 | $13,663,215 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 39,765 | $7,801,935 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 19,704 | $5,955,337 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 14,050 | $2,906,945 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 11,714 | $2,863,400 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 20,741 | $2,577,750 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 20,306 | $2,215,406 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 14,201 | $2,051,212 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,389 | $1,994,984 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 12,999 | $1,703,129 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 4,732 | $1,664,954 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 20,381 | $1,549,989 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,356 | $1,539,154 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 6,019 | $1,307,577 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 8,342 | $1,297,014 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 2,150 | $1,208,064 | dollars as filed | |
| BECTON DICKINSON & CO | 075887109 | COM | 7,450 | $1,171,364 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,820 | $1,095,843 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 13,441 | $1,009,419 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 4,124 | $1,000,565 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,401 | $911,259 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 3,200 | $851,264 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,882 | $808,504 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 10,572 | $762,030 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,270 | $726,605 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 14,705 | $699,223 | dollars as filed | |
| VTI | 922908769 | COM | 2,096 | $672,311 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 4,747 | $626,604 | dollars as filed | |
| EAST WEST BANCORP INC COM | 27579R104 | Stock | 5,838 | $623,265 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,864 | $601,662 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,046 | $588,402 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,043 | $587,395 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 974 | $581,789 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 2,367 | $575,370 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,151 | $534,594 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 11,620 | $523,597 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 14,157 | $502,998 | dollars as filed | |
| iShares Gold Trust Micro ETF of Benef Interest | 46436F103 | SHS | 10,500 | $490,350 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 4,105 | $486,198 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 2,189 | $432,787 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,500 | $432,675 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,345 | $390,709 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 6,225 | $374,621 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 5,121 | $364,257 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,664 | $361,903 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 1,722 | $360,036 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 11,744 | $342,103 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,276 | $334,178 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,888 | $329,318 | dollars as filed | |
| Linde plc | G54950103 | COM | 645 | $319,765 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 1,028 | $306,138 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 14,421 | $297,361 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 3,121 | $289,285 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 545 | $272,315 | dollars as filed | |
| BLACKROCK SCIENCE & TECHNOLO | 09260K101 | SHS BEN INT | 12,293 | $272,287 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 2,317 | $266,061 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,409 | $264,469 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 1,683 | $210,624 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 1,724 | $207,438 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 4,997 | $206,776 | dollars as filed | |
| VANECK ETF TRUST | 92189F601 | URANI NUCLE ETF | 1,549 | $206,311 | dollars as filed | |
| HAGERTY INC A | 405166109 | COMMON STOCK | 18,638 | $196,258 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 53,432 | $130,908 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-26-006232 | this filing | 2026-05-15 | acceptance time not in the bulk data set |