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Disclosery

13F-HR filed by Painted Porch Advisors LLC

Painted Porch Advisors LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-24, with 75 holding rows worth $228,833,351.

Accession
0001214659-26-008866
Filer
CIK 2024585
Filed
2026-07-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 75 entries on the cover page, a total value of $228,833,351 stated on the cover page (in dollars after the unit check, H1), rows summing to $228,833,351 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 filedCUSIPClassAmountValueValue read asType
iShares Core S&P Small-Cap ETF464287804SHS313,279$46,462,355dollars as filed
Berkshire Hathaway Inc084670702COM79,927$39,658,894dollars as filed
ISHARES TR464287465MSCI EAFE ETF312,257$32,437,245dollars as filed
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL323,825$24,254,508dollars as filed
Apple Inc037833100COM53,742$15,550,707dollars as filed
Vanguard Value ETF922908744SHS40,007$8,718,643dollars as filed
Visa Inc92826C839COM19,265$6,609,629dollars as filed
Johnson & Johnson478160104COM12,488$3,171,608dollars as filed
Chevron Corporation166764100COM14,050$2,328,928dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock20,307$2,260,319dollars as filed
Walmart Inc.931142103COM18,965$2,147,946dollars as filed
Procter & Gamble Co742718109COM14,199$2,082,188dollars as filed
EMERSON ELEC CO COM291011104Stock12,999$1,860,807dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,473$1,852,224dollars as filed
Microsoft Corp594918104COM4,955$1,848,417dollars as filed
NORTHERN TR CORP COM665859104Stock10,362$1,801,330dollars as filed
Amgen Inc.031162100COM4,732$1,713,552dollars as filed
Coca-Cola Company191216100COM20,389$1,657,029dollars as filed
Vanguard Small-Cap Value ETF922908611SHS6,118$1,486,662dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,887$1,373,529dollars as filed
YUM BRANDS INC COM988498101Stock8,342$1,333,552dollars as filed
IDEXX LABS INC COM45168D104Stock2,150$1,131,846dollars as filed
BECTON DICKINSON & CO075887109COM7,450$1,127,409dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS13,459$1,127,149dollars as filed
Union Pacific Corporation907818108COM4,038$1,098,336dollars as filed
Dimensional US Small Cap ETF25434V500COM12,820$1,055,599dollars as filed
SPY78462F103SHS1,406$1,050,133dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE16,728$920,207dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF10,572$866,693dollars as filed
Amazon.com, Inc023135106COM3,432$817,983dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,838$753,627dollars as filed
VTI922908769COM1,916$709,156dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS14,705$697,164dollars as filed
Vanguard S&P 500 ETF922908363COM999$686,424dollars as filed
ECOLAB INC COM278865100Stock2,400$668,664dollars as filed
Deere & Company244199105COM1,027$651,457dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,821$650,683dollars as filed
AON PLC SHS CL AG0403H108Stock1,864$618,270dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP11,649$607,146dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU8,620$602,538dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,624$598,249dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS4,115$562,496dollars as filed
META PLATFORMS INC CL A30303M102COM970$546,391dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY14,357$534,951dollars as filed
WELLTOWER INC COM95040Q104REIT2,189$496,837dollars as filed
ConocoPhillips20825C104COM4,747$493,498dollars as filed
Adobe Inc00724F101COM2,357$483,232dollars as filed
BLOCK INC CL A852234103Stock6,225$473,100dollars as filed
Cisco Systems,Inc.17275R102COM3,962$465,377dollars as filed
Dimensional International Value ETF25434V807SHS8,108$437,994dollars as filed
iShares Gold Trust Micro ETF of Benef Interest46436F103SHS10,500$420,105dollars as filed
AbbVie,Inc.00287Y109COM1,664$418,729dollars as filed
Vanguard Small-Cap ETF922908751SHS1,304$395,231dollars as filed
FLEXSHARES TR33939L662HIG YLD VL ETF9,500$382,470dollars as filed
BLACKROCK SCIENCE & TECHNOLO09260K101SHS BEN INT12,504$375,501dollars as filed
Micron Technology,Inc.595112103COM320$369,545dollars as filed
NVIDIA Corp67066G104COM1,820$364,216dollars as filed
Linde plcG54950103COM645$334,716dollars as filed
AIR PRODS & CHEMS INC009158106COM1,097$321,618dollars as filed
RAYONIER INC COM754907103REIT14,421$306,879dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF2,210$303,963dollars as filed
Netflix, Inc64110L106COM4,011$286,385dollars as filed
MasterCard, Inc57636Q104COM545$279,912dollars as filed
Eli Lilly and Company532457108COM229$274,720dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS3,415$271,219dollars as filed
JPMorgan Chase & Co46625H100COM774$253,350dollars as filed
Merck & Co.,Inc.58933Y105COM1,934$248,519dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG1,683$238,835dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS2,375$229,093dollars as filed
MANNKIND CORP COM NEW56400P706Stock53,432$227,620dollars as filed
General Electric Company369604301COM608$227,228dollars as filed
HAGERTY INC A405166109COMMON STOCK18,638$222,165dollars as filed
NOVO-NORDISK A S ADR670100205ADR4,312$206,717dollars as filed
FLEXSHARES TR33939L837INTL QLTDV IDX5,790$200,102dollars as filed
PUTNAM ETF TRUST746729763FRANKLIN NY MUNI16,541$131,832dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-008866this filing2026-07-24acceptance time not in the bulk data set