Painted Porch Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed July 14, 2025), Painted Porch Advisors LLC reported 483 stock positions worth $202.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 17.1% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 16.8%) and iShares MSCI Eafe ETF (EFA, 10.4%). Compared with Q3 2024, it opened 100 new positions, sold out of 49, added to 142 and reduced 75. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +55%) and the biggest sale Invesco S&P Smallcap Low Vol (XSLV, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA BARBARA, CA
- CIK
- 0002024585
- Portfolio Value
- $202.7M (Q4 2024)
- SEC Filing
- 0001214659-25-010337 ↗ filed Jul 14, 2025
Holdings Value
Holdings 483 stocks · $202.7M
| BRK.B Berkshire Hathaway Inc. Class B | 17.12% | 76,584 | $34.7M | Add +4.8% |
| IJR iShares Core S&P Small-Cap E | 16.83% | 296,110 | $34.1M | Add +54.7% |
| EFA iShares MSCI Eafe ETF | 10.44% | 279,995 | $21.2M | Add +13.5% |
| SPLV Invesco S&P 500 Low Volatili | 10.02% | 290,102 | $20.3M | Add +5.8% |
| AAPL Apple Inc. | 5.46% | 44,173 | $11.1M | Reduce -1.9% |
| V Visa Inc. Class A | 3.78% | 24,244 | $7.7M | Reduce -34.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.17% | 22,146 | $6.4M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.23% | 26,697 | $4.5M | Add +28.9% |
| PG The Procter & Gamble Co. | 1.32% | 15,963 | $2.7M | Reduce -1.6% |
| CVX Chevron Corp. | 1.25% | 17,526 | $2.5M | Reduce -3.8% |
| MSFT Microsoft Corp. | 1.23% | 5,892 | $2.5M | Add +5.2% |
| WMT Walmart Inc. | 1.19% | 26,671 | $2.4M | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 1.09% | 3,752 | $2.2M | Add +8.7% |
| JNJ Johnson & Johnson | 1.00% | 14,065 | $2.0M | Add +0.1% |
| BDX Becton Dickinson and Co. | 0.98% | 8,735 | $2.0M | Reduce -4.3% |
| EMR Emerson Electric Co. | 0.93% | 15,224 | $1.9M | Add +0.8% |
| PEP Pepsico Inc. | 0.88% | 11,696 | $1.8M | Reduce -4.5% |
| ARES Ares Management Corp. Class A | 0.87% | 10,007 | $1.8M | Reduce -29.3% |
| KO The Coca-Cola Co. | 0.72% | 23,481 | $1.5M | Reduce -3.5% |
| YUM Yum! Brands Inc. | 0.65% | 9,892 | $1.3M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.63% | 4,934 | $1.3M | No change |
| UNP Union Pacific Corp. | 0.58% | 5,129 | $1.2M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.53% | 2,404 | $1.1M | Add +11.0% |
| IDXX Idexx Laboratories Inc. | 0.44% | 2,150 | $889K | No change |
| AMZN Amazon.com Inc. | 0.44% | 4,025 | $883K | Add +22.3% |
| AON Aon PLC Class A | 0.41% | 2,325 | $835K | Reduce -3.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 4,093 | $811K | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.39% | 4,150 | $786K | Add +5.7% |
| APD Air Products & Chemicals Inc. | 0.39% | 2,704 | $784K | Add +3.5% |
| META Meta Platforms Inc. Class A | 0.39% | 1,337 | $783K | Add +367.5% |
| ECL Ecolab Inc. | 0.37% | 3,200 | $750K | No change |
| XSLV Invesco S&P Smallcap Low Vol | 0.36% | 15,507 | $732K | Reduce -92.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.35% | 17,137 | $718K | Add +14.1% |
| QUAL iShares MSCI USA Quality Fac | 0.35% | 3,970 | $707K | Add +60.5% |
| EAGG iShares ESG Aware US Aggrega | 0.34% | 14,943 | $694K | Add +0.4% |
| RYN Rayonier Inc. | 0.34% | 26,200 | $684K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.33% | 1,722 | $665K | No change |
| MA Mastercard Inc. Class A | 0.31% | 1,203 | $633K | Add +23.8% |
| COP Conocophillips | 0.30% | 6,064 | $601K | Reduce -5.1% |
| LIN Linde PLC | 0.29% | 1,385 | $580K | Reduce -0.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.27% | 5,002 | $551K | No change |
| XYZ Block Inc. | 0.26% | 6,172 | $525K | Add +7161.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 877 | $514K | Add +11.4% |
| DE Deere & Co. | 0.24% | 1,127 | $478K | Add +2.5% |
| NFLX Netflix Inc. | 0.23% | 513 | $457K | Add +285.7% |
| TEAM Atlassian Corp. Class A | 0.22% | 1,812 | $441K | No change |
| EWBC East West Bancorp Inc. | 0.21% | 4,421 | $423K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.21% | 4,912 | $423K | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.21% | 3,136 | $421K | Add +13.8% |
| MNKD Mannkind Corp. | 0.17% | 53,432 | $344K | No change |
| FDX FedEx Corp. | 0.17% | 1,211 | $341K | No change |
| ABBV Abbvie Inc. | 0.16% | 1,861 | $331K | Add +11.8% |
| XOM Exxon Mobil Corp. | 0.16% | 3,056 | $329K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.16% | 1,718 | $327K | Add +5.7% |
| WELL Welltower Inc. | 0.16% | 2,545 | $321K | No change |
| CCB Coastal Financial Corp. | 0.15% | 3,500 | $297K | Add +75.0% |
| RMD Resmed Inc. | 0.14% | 1,284 | $294K | Add +11.3% |
| CHRD Chord Energy Corp. | 0.14% | 2,500 | $292K | No change |
| KMB Kimberly-Clark Corp. | 0.13% | 2,047 | $268K | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.12% | 4,226 | $250K | Add +19.0% |
| AVGO Broadcom Inc. | 0.12% | 1,056 | $245K | Add +138.9% |
| TSLA Tesla Inc. | 0.12% | 606 | $245K | Add +0.5% |
| APH Amphenol Corp. Class A | 0.12% | 3,389 | $235K | Add +46.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 2,050 | $223K | Add +1.1% |
| RBCAA Republic Bancorp Inc. Class A | 0.11% | 3,175 | $222K | No change |
| BSTZ BlackRock Sci & Tech TRM TR | 0.11% | 10,518 | $218K | Add +3.1% |
| COST Costco Wholesale Corp. | 0.10% | 220 | $202K | Add +4.8% |
| MANH Manhattan Associates Inc. | 0.10% | 734 | $198K | Add +26.6% |
| ABT Abbott Laboratories | 0.10% | 1,737 | $196K | Add +3.0% |
| GSLC Goldman Activebeta US LC ETF | 0.09% | 1,661 | $191K | Add +0.4% |
| MRSH Marsh & McLennan Cos | 0.09% | 894 | $190K | Add +48.0% |
| STT State Street Corp. | 0.09% | 1,845 | $181K | No change |
| HGTY Hagerty Inc. Class A | 0.09% | 18,638 | $180K | No change |
| ACN Accenture PLC Class A | 0.09% | 511 | $180K | Add +43.1% |
| JPM JPMorgan Chase & Co. | 0.09% | 727 | $174K | Add +144.0% |
| XLK SS Technology Select Sector | 0.08% | 736 | $171K | No change |
| MRK Merck & Co. Inc. | 0.08% | 1,672 | $166K | Add +4.4% |
| WM Waste Management Inc. | 0.08% | 813 | $164K | Add +37.8% |
| TGT Target Corp. | 0.08% | 1,202 | $163K | Reduce -16.2% |
| NWBI Northwest Bancshares Inc. | 0.08% | 12,225 | $161K | Reduce -16.7% |
| HD Home Depot Inc. | 0.08% | 414 | $161K | Add +59.2% |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 1,800 | $159K | New |
| ZTS Zoetis Inc. | 0.08% | 955 | $156K | Add +46.5% |
| MCS Marcus Corporation | 0.08% | 7,157 | $154K | No change |
| LULU Lululemon Athletica Inc. | 0.07% | 394 | $151K | Add +41.2% |
| GIS General Mills Inc. | 0.07% | 2,323 | $148K | Reduce -32.1% |
| SYK Stryker Corp. | 0.07% | 401 | $144K | Add +56.6% |
| ITW Illinois Tool Works | 0.07% | 557 | $141K | Add +53.0% |
| SNA Snap-on Inc. | 0.07% | 407 | $138K | Add +40.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 125 | $132K | Reduce -10.7% |
| EW Edwards Lifesciences Corp. | 0.06% | 1,751 | $130K | Add +44.5% |
| SEIC Sei Investments Company | 0.06% | 1,554 | $128K | Add +48.4% |
| FWONA Liberty Media Corp. Class A | 0.06% | 1,500 | $126K | No change |
| CRVL Corvel Corp. | 0.06% | 1,128 | $126K | Add +50.4% |
| WSM Williams-Sonoma Inc. | 0.06% | 657 | $122K | Add +47.0% |
| HOOD Robinhood Markets Inc. Class A | 0.06% | 3,208 | $120K | New |
| IWN iShares Russell 2000 Value E | 0.06% | 725 | $119K | No change |
| NSC Norfolk Southern Corp. | 0.06% | 500 | $117K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.06% | 666 | $117K | Add +47.0% |
| KR Kroger Co. | 0.06% | 1,905 | $116K | Add +37.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $386 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 14 | $386 | No change |
Lines left out (1) · $13 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ARKK ARK Innovation ETF | INNOVATION ETF | 0 | $13 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $202.7M.
Portfolio Sells Q3 2024 → Q4 2024
| XSLV Invesco S&P Smallcap Low Vol | Reduce -92.9% | 0.36% | −4.93 |
| V Visa Inc. Class A | Reduce -34.0% | 3.78% | −1.33 |
| ARES Ares Management Corp. Class A | Reduce -29.3% | 0.87% | −0.24 |
| IWF iShares Russell 1000 Growth | Reduce -94.5% | 0.01% | −0.19 |
| PEP Pepsico Inc. | Reduce -4.5% | 0.88% | −0.18 |
| VNQ Vanguard Real Estate ETF | Reduce -99.7% | 0.00% | −0.17 |
| KO The Coca-Cola Co. | Reduce -3.5% | 0.72% | −0.16 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.14 |
| BDX Becton Dickinson and Co. | Reduce -4.3% | 0.98% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Reduce -97.2% | 0.00% | −0.12 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.12 |
| CVX Chevron Corp. | Reduce -3.8% | 1.25% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 1.32% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.1% | 0.21% | −0.09 |
| UNP Union Pacific Corp. | Reduce -2.1% | 0.58% | −0.08 |
| GIS General Mills Inc. | Reduce -32.1% | 0.07% | −0.05 |
| LIN Linde PLC | Reduce -0.1% | 0.29% | −0.05 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.05 |
| YUM Yum! Brands Inc. | Reduce -0.1% | 0.65% | −0.05 |
| COP Conocophillips | Reduce -5.1% | 0.30% | −0.04 |
| TGT Target Corp. | Reduce -16.2% | 0.08% | −0.03 |
| PII Polaris Inc. | Reduce -47.6% | 0.02% | −0.03 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.02 |
| NWBI Northwest Bancshares Inc. | Reduce -16.7% | 0.08% | −0.02 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -23.1% | 0.05% | −0.02 |
| PSA Public Storage | Reduce -3.0% | 0.06% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -24.4% | 0.03% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.2% | 0.13% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -82.3% | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -9.0% | 0.03% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -12.9% | 0.03% | −0.01 |
| GWW WW Grainger Inc. | Reduce -10.7% | 0.07% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -41.3% | 0.01% | −0.01 |
| ADP Automatic Data Processing | Reduce -36.0% | 0.02% | −0.01 |
| AON Aon PLC Class A | Reduce -3.0% | 0.41% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -3.8% | 0.03% | −0.01 |
| COMT iShares Gsci Commodity Dynam | Sold out | 0.00% | −0.01 |
| DVN Devon Energy Corp. | Reduce -73.0% | 0.00% | −0.01 |
| F Ford Motor Co. | Reduce -82.4% | 0.00% | −0.01 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.01 |
| ARKQ ARK Autonomous Tech & Robot | Sold out | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -80.3% | 0.00% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -5.5% | 0.02% | −0.00 |
| SNEX Stonex Group Inc. | Sold out | 0.00% | −0.00 |
| BIV Vanguard Intermediate-Term B | Reduce -81.5% | 0.00% | −0.00 |
| SGOV iShares 0-3 Month Treasury B | Reduce -11.6% | 0.03% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -59.5% | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| IJR iShares Core S&P Small-Cap E | Add +54.7% | 16.83% | +5.50 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +28.9% | 2.23% | +0.40 |
| META Meta Platforms Inc. Class A | Add +367.5% | 0.39% | +0.30 |
| XYZ Block Inc. | Add +7161.2% | 0.26% | +0.26 |
| NFLX Netflix Inc. | Add +285.7% | 0.23% | +0.18 |
| AMZN Amazon.com Inc. | Add +22.3% | 0.44% | +0.13 |
| QUAL iShares MSCI USA Quality Fac | Add +60.5% | 0.35% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.8% | 17.12% | +0.10 |
| EMR Emerson Electric Co. | Add +0.8% | 0.93% | +0.10 |
| CCB Coastal Financial Corp. | Add +75.0% | 0.15% | +0.09 |
| AVGO Broadcom Inc. | Add +138.9% | 0.12% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +8.7% | 1.09% | +0.08 |
| IWR iShares Russell Mid-Cap ETF | New | 0.08% | +0.08 |
| MA Mastercard Inc. Class A | Add +23.8% | 0.31% | +0.07 |
| SPLV Invesco S&P 500 Low Volatili | Add +5.8% | 10.02% | +0.06 |
| HOOD Robinhood Markets Inc. Class A | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 0.39% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +144.0% | 0.09% | +0.05 |
| SCHR Schwab Intermediate-Term US | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +0.5% | 0.12% | +0.04 |
| APH Amphenol Corp. Class A | Add +46.6% | 0.12% | +0.04 |
| NVDA Nvidia Corp. | Add +13.8% | 0.21% | +0.04 |
| LULU Lululemon Athletica Inc. | Add +41.2% | 0.07% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.03% | +0.03 |
| COR Cencora Inc. | New | 0.03% | +0.03 |
| NUSC Nuveen ESG Small-Cap ETF | Add +14.1% | 0.35% | +0.03 |
| CSCO Cisco Systems Inc. | Add +19.0% | 0.12% | +0.03 |
| SEIC Sei Investments Company | Add +48.4% | 0.06% | +0.03 |
| HD Home Depot Inc. | Add +59.2% | 0.08% | +0.03 |
| SNA Snap-on Inc. | Add +40.3% | 0.07% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +48.0% | 0.09% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.4% | 0.25% | +0.03 |
| WSM Williams-Sonoma Inc. | Add +47.0% | 0.06% | +0.03 |
| ACN Accenture PLC Class A | Add +43.1% | 0.09% | +0.02 |
| GILD Gilead Sciences Inc. | New | 0.02% | +0.02 |
| SYK Stryker Corp. | Add +56.6% | 0.07% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +5.7% | 0.16% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +44.5% | 0.06% | +0.02 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.02% | +0.02 |
| ITW Illinois Tool Works | Add +53.0% | 0.07% | +0.02 |
| AAON Aaon Inc. | Add +77.6% | 0.04% | +0.02 |
| CRVL Corvel Corp. | Add +50.4% | 0.06% | +0.02 |
| T AT&T Inc. | Add +140.5% | 0.03% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +91.2% | 0.04% | +0.02 |
| WM Waste Management Inc. | Add +37.8% | 0.08% | +0.02 |
| ENB Enbridge Inc. | New | 0.02% | +0.02 |
| SPGI S&P Global Inc. | Add +57.6% | 0.06% | +0.02 |
| MO Altria Group Inc. | Add +416.4% | 0.02% | +0.02 |
| KR Kroger Co. | Add +37.8% | 0.06% | +0.02 |
| BLK BlackRock Inc. | Add +3400.0% | 0.02% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| ARKK ARK Innovation ETF | INNOVATION ETF | Reduce -100.0% | 0 | $13 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 75 | $228.8M | IJR, BRK.B, EFA, SPLV, AAPL |
| Q1 2026 | 67 | $209.5M | IJR, BRK.B, EFA, SPLV, AAPL |
| Q4 2025 | 71 | $248.7M | EFA, IJR, BRK.B, SPLV, AAPL |
| Q3 2025 | 467 | $262.4M | EFA, IJR, BRK.B, SPLV, AAPL |
| Q2 2025 | 465 | $243.7M | EFA, IJR, BRK.B, SPLV, AAPL |
| Q1 2025 | 528 | $238.9M | EFA, BRK.B, IJR, SPLV, AAPL |
| Q4 2024 | 483 | $202.7M | BRK.B, IJR, EFA, SPLV, AAPL |
| Q3 2024 | 433 | $197.6M | BRK.B, IJR, EFA, SPLV, AAPL |
| Q2 2024 | 402 | $177.0M | BRK.B, IJR, EFA, SPLV, V |
| Q1 2024 | 64 | $163.6M | BRK.B, IJR, EFA, SPLV, V |