Painted Porch Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 14, 2025), Painted Porch Advisors LLC reported 528 stock positions worth $238.9 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 20.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 17.0%) and iShares Core S&P Small-Cap E (IJR, 14.6%). Compared with Q4 2024, it opened 95 new positions, sold out of 51, added to 71 and reduced 104. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +109%) and the biggest sale Visa Class A (V, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA BARBARA, CA
- CIK
- 0002024585
- Portfolio Value
- $238.9M (Q1 2025)
- SEC Filing
- 0001214659-25-010339 ↗ filed Jul 14, 2025
Holdings Value
Holdings 528 stocks · $238.9M
| EFA iShares MSCI Eafe ETF | 20.05% | 585,947 | $47.9M | Add +109.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 17.03% | 76,399 | $40.7M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 14.61% | 333,824 | $34.9M | Add +12.7% |
| SPLV Invesco S&P 500 Low Volatili | 9.44% | 301,643 | $22.5M | Add +4.0% |
| AAPL Apple Inc. | 4.90% | 52,746 | $11.7M | Add +19.4% |
| V Visa Inc. Class A | 3.43% | 23,354 | $8.2M | Reduce -3.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.55% | 22,189 | $6.1M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.21% | 30,547 | $5.3M | Add +14.4% |
| IVV iShares Core S&P 500 ETF | 1.15% | 4,905 | $2.8M | Add +30.7% |
| CVX Chevron Corp. | 1.10% | 15,701 | $2.6M | Reduce -10.4% |
| ARES Ares Management Corp. Class A | 1.10% | 17,867 | $2.6M | Add +78.5% |
| PG The Procter & Gamble Co. | 1.02% | 14,355 | $2.4M | Reduce -10.1% |
| MSFT Microsoft Corp. | 0.91% | 5,808 | $2.2M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.91% | 13,102 | $2.2M | Reduce -6.8% |
| WMT Walmart Inc. | 0.84% | 22,752 | $2.0M | Reduce -14.7% |
| BDX Becton Dickinson and Co. | 0.80% | 8,370 | $1.9M | Reduce -4.2% |
| PEP Pepsico Inc. | 0.69% | 11,016 | $1.7M | Reduce -5.8% |
| KO The Coca-Cola Co. | 0.64% | 21,472 | $1.5M | Reduce -8.6% |
| EMR Emerson Electric Co. | 0.64% | 13,870 | $1.5M | Reduce -8.9% |
| AMGN Amgen Inc. | 0.63% | 4,797 | $1.5M | Reduce -2.8% |
| YUM Yum! Brands Inc. | 0.56% | 8,567 | $1.3M | Reduce -13.4% |
| UNP Union Pacific Corp. | 0.51% | 5,129 | $1.2M | No change |
| AON Aon PLC Class A | 0.39% | 2,325 | $928K | No change |
| ADBE Adobe Inc. | 0.39% | 2,415 | $926K | Add +0.5% |
| IDXX Idexx Laboratories Inc. | 0.38% | 2,150 | $903K | No change |
| ECL Ecolab Inc. | 0.34% | 3,200 | $811K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.33% | 4,240 | $790K | Add +3.6% |
| META Meta Platforms Inc. Class A | 0.32% | 1,320 | $761K | Reduce -1.3% |
| EAGG iShares ESG Aware US Aggrega | 0.32% | 15,955 | $758K | Add +6.8% |
| APD Air Products & Chemicals Inc. | 0.30% | 2,392 | $705K | Reduce -11.5% |
| TFLO iShares Treasury Floating Ra | 0.29% | 13,866 | $702K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.29% | 18,151 | $696K | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 0.29% | 4,413 | $682K | Add +6.3% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 3,916 | $669K | Reduce -1.4% |
| RYN Rayonier Inc. | 0.28% | 23,750 | $662K | Reduce -9.3% |
| MA Mastercard Inc. Class A | 0.28% | 1,208 | $662K | Add +0.4% |
| LIN Linde PLC | 0.27% | 1,363 | $635K | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.26% | 3,251 | $619K | Reduce -19.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.24% | 4,802 | $569K | Reduce -4.0% |
| COP Conocophillips | 0.23% | 5,314 | $558K | Reduce -12.4% |
| DE Deere & Co. | 0.22% | 1,127 | $529K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 933 | $522K | Add +6.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 6,517 | $493K | Add +6417.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.20% | 1,723 | $487K | Add +0.1% |
| NFLX Netflix Inc. | 0.19% | 483 | $450K | Reduce -5.8% |
| EWBC East West Bancorp Inc. | 0.17% | 4,421 | $397K | No change |
| WELL Welltower Inc. | 0.16% | 2,545 | $390K | No change |
| ABBV Abbvie Inc. | 0.16% | 1,819 | $381K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.15% | 2,988 | $355K | Reduce -2.2% |
| XYZ Block Inc. | 0.14% | 6,172 | $335K | No change |
| CCB Coastal Financial Corp. | 0.13% | 3,500 | $316K | No change |
| NVDA Nvidia Corp. | 0.13% | 2,831 | $307K | Reduce -9.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 4,412 | $306K | Reduce -10.2% |
| TEAM Atlassian Corp. Class A | 0.12% | 1,395 | $296K | Reduce -23.0% |
| FDX FedEx Corp. | 0.12% | 1,211 | $295K | No change |
| RMD Resmed Inc. | 0.12% | 1,284 | $287K | No change |
| CHRD Chord Energy Corp. | 0.12% | 2,500 | $282K | No change |
| GOOG Alphabet Inc. Class C | 0.11% | 1,731 | $270K | Add +0.8% |
| MNKD Mannkind Corp. | 0.11% | 53,432 | $269K | No change |
| CSCO Cisco Systems Inc. | 0.11% | 4,187 | $258K | Reduce -0.9% |
| KMB Kimberly-Clark Corp. | 0.10% | 1,597 | $227K | Reduce -22.0% |
| ABT Abbott Laboratories | 0.09% | 1,686 | $224K | Reduce -2.9% |
| MRSH Marsh & McLennan Cos | 0.09% | 894 | $218K | No change |
| COST Costco Wholesale Corp. | 0.09% | 223 | $211K | Add +1.4% |
| RBCAA Republic Bancorp Inc. Class A | 0.08% | 3,175 | $203K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 2,050 | $200K | No change |
| BSTZ BlackRock Sci & Tech TRM TR | 0.08% | 10,878 | $193K | Add +3.4% |
| GLDM SPDR Gold Minishares Trust | 0.08% | 3,057 | $189K | New |
| WM Waste Management Inc. | 0.08% | 813 | $188K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 1,666 | $183K | Add +0.3% |
| HGTY Hagerty Inc. Class A | 0.07% | 18,638 | $168K | No change |
| MRK Merck & Co. Inc. | 0.07% | 1,848 | $166K | Add +10.5% |
| STT State Street Corp. | 0.07% | 1,845 | $165K | No change |
| ZTS Zoetis Inc. | 0.07% | 944 | $155K | Reduce -1.1% |
| ACN Accenture PLC Class A | 0.06% | 496 | $155K | Reduce -2.9% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 1,800 | $153K | No change |
| XLK SS Technology Select Sector | 0.06% | 736 | $152K | No change |
| SYK Stryker Corp. | 0.06% | 401 | $149K | No change |
| TSLA Tesla Inc. | 0.06% | 551 | $143K | Reduce -9.1% |
| HD Home Depot Inc. | 0.06% | 390 | $143K | Reduce -5.8% |
| SNA Snap-on Inc. | 0.06% | 407 | $137K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.06% | 3,208 | $134K | No change |
| ITW Illinois Tool Works | 0.06% | 538 | $133K | Reduce -3.4% |
| PM Philip Morris International | 0.06% | 836 | $133K | Reduce -9.3% |
| AMT American Tower Corp. | 0.05% | 603 | $131K | No change |
| APH Amphenol Corp. Class A | 0.05% | 1,997 | $131K | Reduce -41.1% |
| KR Kroger Co. | 0.05% | 1,905 | $129K | No change |
| MANH Manhattan Associates Inc. | 0.05% | 734 | $127K | No change |
| TGT Target Corp. | 0.05% | 1,188 | $124K | Reduce -1.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 125 | $123K | No change |
| AVGO Broadcom Inc. | 0.05% | 734 | $123K | Reduce -30.5% |
| FWONA Liberty Media Corp. Class A | 0.05% | 1,500 | $122K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.05% | 666 | $122K | No change |
| MCS Marcus Corporation | 0.05% | 7,157 | $119K | No change |
| NWBI Northwest Bancshares Inc. | 0.05% | 9,925 | $119K | Reduce -18.8% |
| EPD Enterprise Products Partners | 0.05% | 3,493 | $119K | No change |
| NSC Norfolk Southern Corp. | 0.05% | 500 | $118K | No change |
| SPGI S&P Global Inc. | 0.05% | 231 | $117K | Add +1.8% |
| WES Western Midstream Partners L | 0.05% | 2,824 | $116K | Add +2.1% |
| SCHR Schwab Intermediate-Term US | 0.05% | 4,536 | $113K | Add +5.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $387 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 14 | $387 | No change |
Lines left out (1) · $4 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| CCI Crown Castle Inc. | COM | 0 | $4 |
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: $238.9M.
Portfolio Sells Q4 2024 → Q1 2025
| V Visa Inc. Class A | Reduce -3.7% | 3.43% | −0.35 |
| WMT Walmart Inc. | Reduce -14.7% | 0.84% | −0.35 |
| XSLV Invesco S&P Smallcap Low Vol | Reduce -85.8% | 0.04% | −0.32 |
| MSFT Microsoft Corp. | Reduce -1.4% | 0.91% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -10.1% | 1.02% | −0.30 |
| EMR Emerson Electric Co. | Reduce -8.9% | 0.64% | −0.29 |
| PEP Pepsico Inc. | Reduce -5.8% | 0.69% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -19.2% | 0.26% | −0.18 |
| BDX Becton Dickinson and Co. | Reduce -4.2% | 0.80% | −0.17 |
| CVX Chevron Corp. | Reduce -10.4% | 1.10% | −0.15 |
| JNJ Johnson & Johnson | Reduce -6.8% | 0.91% | −0.09 |
| TEAM Atlassian Corp. Class A | Reduce -23.0% | 0.12% | −0.09 |
| APD Air Products & Chemicals Inc. | Reduce -11.5% | 0.30% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 17.03% | −0.09 |
| YUM Yum! Brands Inc. | Reduce -13.4% | 0.56% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.2% | 0.13% | −0.08 |
| NVDA Nvidia Corp. | Reduce -9.7% | 0.13% | −0.08 |
| KO The Coca-Cola Co. | Reduce -8.6% | 0.64% | −0.08 |
| AVGO Broadcom Inc. | Reduce -30.5% | 0.05% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.4% | 0.28% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.32% | −0.07 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.06 |
| COP Conocophillips | Reduce -12.4% | 0.23% | −0.06 |
| APH Amphenol Corp. Class A | Reduce -41.1% | 0.05% | −0.06 |
| TSLA Tesla Inc. | Reduce -9.1% | 0.06% | −0.06 |
| RYN Rayonier Inc. | Reduce -9.3% | 0.28% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -39.5% | 0.05% | −0.04 |
| WSM Williams-Sonoma Inc. | Reduce -53.1% | 0.02% | −0.04 |
| CRVL Corvel Corp. | Reduce -55.5% | 0.02% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -22.0% | 0.10% | −0.04 |
| NFLX Netflix Inc. | Reduce -5.8% | 0.19% | −0.04 |
| SEIC Sei Investments Company | Reduce -42.7% | 0.03% | −0.03 |
| SJM The JM Smucker Co. | Reduce -4.0% | 0.24% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.03 |
| GIS General Mills Inc. | Reduce -30.1% | 0.04% | −0.03 |
| KAI Kadant Inc. | Reduce -68.5% | 0.01% | −0.03 |
| NWBI Northwest Bancshares Inc. | Reduce -18.8% | 0.05% | −0.03 |
| COR Cencora Inc. | Sold out | 0.00% | −0.03 |
| AAON Aaon Inc. | Reduce -37.6% | 0.02% | −0.03 |
| TGT Target Corp. | Reduce -1.2% | 0.05% | −0.03 |
| CHE Chemed Corp. | Reduce -57.7% | 0.02% | −0.03 |
| HAE Haemonetics Corp. | Sold out | 0.00% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -53.1% | 0.02% | −0.02 |
| ACN Accenture PLC Class A | Reduce -2.9% | 0.06% | −0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.02 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| LIN Linde PLC | Reduce -1.6% | 0.27% | −0.02 |
| HD Home Depot Inc. | Reduce -5.8% | 0.06% | −0.02 |
| MMM 3M Co. | Reduce -91.8% | 0.00% | −0.02 |
| EIX Edison International | Reduce -50.0% | 0.01% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| EFA iShares MSCI Eafe ETF | Add +109.3% | 20.05% | +9.60 |
| TFLO iShares Treasury Floating Ra | New | 0.29% | +0.29 |
| ARES Ares Management Corp. Class A | Add +78.5% | 1.10% | +0.22 |
| IEFA iShares Core MSCI Eafe ETF | Add +6417.0% | 0.21% | +0.20 |
| GLDM SPDR Gold Minishares Trust | New | 0.08% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +30.7% | 1.15% | +0.06 |
| SCHO Schwab Short-Term US Treas | New | 0.03% | +0.03 |
| SECT Main Sector Rotation ETF | New | 0.03% | +0.03 |
| PNQI Invesco Nasdaq Internet ETF | New | 0.02% | +0.02 |
| GOVT iShares US Treasury Bond ETF | New | 0.02% | +0.02 |
| BITB Bitwise Bitcoin ETF | New | 0.02% | +0.02 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.02% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.01% | +0.01 |
| MTB M & T Bank Corp. | Add +1218.8% | 0.02% | +0.01 |
| BA The Boeing Co. | New | 0.01% | +0.01 |
| ECHO Echostar Corp. Class A | New | 0.01% | +0.01 |
| NTRS Northern Trust Corp. | New | 0.01% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.01% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +5300.0% | 0.01% | +0.01 |
| NXPI NXP Semiconductors NV | Add +270.3% | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| LKQ LKQ Corp. | New | 0.01% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +250.0% | 0.01% | +0.01 |
| KTOS Kratos Defense & Security | New | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +24.6% | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +307.0% | 0.01% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +52.4% | 0.02% | +0.00 |
| TSAT Telesat Corp. | New | 0.00% | +0.00 |
| MU Micron Technology Inc. | New | 0.00% | +0.00 |
| DOW Dow Inc. | Add +151.3% | 0.01% | +0.00 |
| DTH Wisdomtree International Hig | New | 0.00% | +0.00 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.00% | +0.00 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.00% | +0.00 |
| SN Sharkninja Inc. | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | New | 0.00% | +0.00 |
| ONON On Holding AG Class A | New | 0.00% | +0.00 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.00% | +0.00 |
| EWD iShares MSCI Sweden ETF | New | 0.00% | +0.00 |
| BARK Bark Inc. | New | 0.00% | +0.00 |
| O Realty Income Corp. | New | 0.00% | +0.00 |
| SLB SLB Ltd. | Add +16.7% | 0.03% | +0.00 |
| NUE Nucor Corp. | New | 0.00% | +0.00 |
| TOST Toast Inc. Class A | New | 0.00% | +0.00 |
| MORT Vaneck Mortgage REIT Income | New | 0.00% | +0.00 |
| ILCB iShares Morningstar U.S. Equ | Add +78.7% | 0.01% | +0.00 |
| DVYE iShares Emerging Markets Div | New | 0.00% | +0.00 |
| XLF SS Financial Select Sector | New | 0.00% | +0.00 |
| GM General Motors Co. | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| CCI Crown Castle Inc. | COM | New | 0 | $4 |
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 |