Painted Porch Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Painted Porch Advisors LLC reported 465 stock positions worth $243.7 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 21.5% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 15.4%) and Berkshire Hathaway Class B (BRK.B, 15.3%). Compared with Q1 2025, it opened 28 new positions, sold out of 90, added to 68 and reduced 133. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA BARBARA, CA
- CIK
- 0002024585
- Portfolio Value
- $243.7M (Q2 2025)
- SEC Filing
- 0001214659-25-010341 ↗ filed Jul 14, 2025
Holdings Value
Holdings 465 stocks · $243.7M
| EFA iShares MSCI Eafe ETF | 21.54% | 587,224 | $52.5M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 15.42% | 343,699 | $37.6M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 15.26% | 76,520 | $37.2M | Add +0.2% |
| SPLV Invesco S&P 500 Low Volatili | 9.12% | 305,312 | $22.2M | Add +1.2% |
| AAPL Apple Inc. | 4.40% | 52,271 | $10.7M | Reduce -0.9% |
| V Visa Inc. Class A | 3.35% | 22,998 | $8.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.79% | 22,407 | $6.8M | Add +1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.31% | 31,852 | $5.6M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 1.24% | 4,870 | $3.0M | Reduce -0.7% |
| ARES Ares Management Corp. Class A | 1.21% | 17,058 | $3.0M | Reduce -4.5% |
| MSFT Microsoft Corp. | 1.19% | 5,836 | $2.9M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.93% | 14,236 | $2.3M | Reduce -0.8% |
| CVX Chevron Corp. | 0.91% | 15,526 | $2.2M | Reduce -1.1% |
| WMT Walmart Inc. | 0.88% | 21,856 | $2.1M | Reduce -3.9% |
| JNJ Johnson & Johnson | 0.82% | 13,025 | $2.0M | Reduce -0.6% |
| EMR Emerson Electric Co. | 0.76% | 13,834 | $1.8M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.61% | 21,114 | $1.5M | Reduce -1.7% |
| BDX Becton Dickinson and Co. | 0.59% | 8,370 | $1.4M | No change |
| PEP Pepsico Inc. | 0.58% | 10,631 | $1.4M | Reduce -3.5% |
| AMGN Amgen Inc. | 0.55% | 4,782 | $1.3M | Reduce -0.3% |
| YUM Yum! Brands Inc. | 0.52% | 8,567 | $1.3M | No change |
| UNP Union Pacific Corp. | 0.48% | 5,126 | $1.2M | Reduce -0.1% |
| IDXX Idexx Laboratories Inc. | 0.47% | 2,150 | $1.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.39% | 5,438 | $958K | Add +23.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.38% | 4,705 | $917K | Add +11.0% |
| META Meta Platforms Inc. Class A | 0.37% | 1,236 | $912K | Reduce -6.4% |
| ADBE Adobe Inc. | 0.37% | 2,339 | $905K | Reduce -3.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 10,827 | $904K | Add +66.1% |
| ECL Ecolab Inc. | 0.35% | 3,200 | $862K | No change |
| AMZN Amazon.com Inc. | 0.35% | 3,877 | $851K | Add +19.3% |
| AON Aon PLC Class A | 0.34% | 2,325 | $829K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.31% | 18,700 | $762K | Add +3.0% |
| EAGG iShares ESG Aware US Aggrega | 0.31% | 15,955 | $759K | No change |
| TFLO iShares Treasury Floating Ra | 0.29% | 14,017 | $710K | Add +1.1% |
| MA Mastercard Inc. Class A | 0.27% | 1,163 | $654K | Reduce -3.7% |
| NFLX Netflix Inc. | 0.26% | 480 | $643K | Reduce -0.6% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 3,433 | $628K | Reduce -12.3% |
| APD Air Products & Chemicals Inc. | 0.24% | 2,092 | $590K | Reduce -12.5% |
| EWBC East West Bancorp Inc. | 0.24% | 5,838 | $590K | Add +32.0% |
| LIN Linde PLC | 0.24% | 1,238 | $581K | Reduce -9.2% |
| DE Deere & Co. | 0.24% | 1,127 | $573K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 886 | $547K | Reduce -5.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.22% | 1,722 | $531K | Reduce -0.1% |
| RYN Rayonier Inc. | 0.22% | 23,750 | $527K | No change |
| VOO Vanguard S&P 500 ETF | 0.21% | 889 | $505K | Add +568.4% |
| COP Conocophillips | 0.20% | 5,314 | $477K | No change |
| XYZ Block Inc. | 0.17% | 6,172 | $419K | No change |
| IAUM iShares Gold Trust Micro | 0.14% | 10,500 | $346K | New |
| CCB Coastal Financial Corp. | 0.14% | 3,500 | $339K | No change |
| WELL Welltower Inc. | 0.14% | 2,189 | $337K | Reduce -14.0% |
| ABBV Abbvie Inc. | 0.14% | 1,789 | $332K | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.14% | 2,097 | $331K | Reduce -25.9% |
| RMD Resmed Inc. | 0.13% | 1,255 | $324K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.13% | 2,988 | $322K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 4,412 | $305K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 4,142 | $287K | Reduce -1.1% |
| TEAM Atlassian Corp. Class A | 0.12% | 1,395 | $283K | No change |
| VXF Vanguard Extended Market ETF | 0.11% | 1,453 | $280K | New |
| GOOG Alphabet Inc. Class C | 0.11% | 1,575 | $279K | Reduce -9.0% |
| AVGO Broadcom Inc. | 0.11% | 1,008 | $278K | Add +37.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.10% | 2,317 | $235K | New |
| BSTZ BlackRock Sci & Tech TRM TR | 0.10% | 11,258 | $234K | Add +3.5% |
| ABT Abbott Laboratories | 0.09% | 1,678 | $228K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.09% | 223 | $221K | No change |
| KMB Kimberly-Clark Corp. | 0.08% | 1,597 | $206K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 2,051 | $204K | Add +0.1% |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 1,670 | $203K | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 6,888 | $201K | New |
| GLDM SPDR Gold Minishares Trust | 0.08% | 3,057 | $200K | No change |
| MNKD Mannkind Corp. | 0.08% | 53,432 | $200K | No change |
| HGTY Hagerty Inc. Class A | 0.08% | 18,638 | $188K | No change |
| XLK SS Technology Select Sector | 0.08% | 736 | $186K | No change |
| APH Amphenol Corp. Class A | 0.07% | 1,827 | $180K | Reduce -8.5% |
| MRSH Marsh & McLennan Cos | 0.07% | 814 | $178K | Reduce -8.9% |
| TSLA Tesla Inc. | 0.07% | 530 | $168K | Reduce -3.8% |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 1,800 | $166K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 876 | $159K | Add +59.9% |
| PM Philip Morris International | 0.06% | 835 | $152K | Reduce -0.1% |
| RBCAA Republic Bancorp Inc. Class A | 0.06% | 2,000 | $146K | Reduce -37.0% |
| MRK Merck & Co. Inc. | 0.06% | 1,816 | $144K | Reduce -1.7% |
| SYK Stryker Corp. | 0.06% | 359 | $142K | Reduce -10.5% |
| ACN Accenture PLC Class A | 0.06% | 456 | $136K | Reduce -8.1% |
| MANH Manhattan Associates Inc. | 0.06% | 689 | $136K | Reduce -6.1% |
| ZTS Zoetis Inc. | 0.05% | 856 | $133K | Reduce -9.3% |
| WM Waste Management Inc. | 0.05% | 570 | $130K | Reduce -29.9% |
| NSC Norfolk Southern Corp. | 0.05% | 500 | $128K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 430 | $125K | Reduce -2.3% |
| KR Kroger Co. | 0.05% | 1,724 | $124K | Reduce -9.5% |
| AMT American Tower Corp. | 0.05% | 548 | $121K | Reduce -9.1% |
| ITW Illinois Tool Works | 0.05% | 489 | $121K | Reduce -9.1% |
| MCS Marcus Corporation | 0.05% | 7,157 | $121K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 115 | $120K | Reduce -8.0% |
| TGT Target Corp. | 0.05% | 1,194 | $118K | Add +0.5% |
| HD Home Depot Inc. | 0.05% | 320 | $117K | Reduce -17.9% |
| IWN iShares Russell 2000 Value E | 0.05% | 725 | $114K | No change |
| OEF iShares S&P 100 ETF | 0.05% | 372 | $113K | No change |
| SNA Snap-on Inc. | 0.05% | 363 | $113K | Reduce -10.8% |
| VTWV Vanguard Russell 2000 Value | 0.05% | 805 | $112K | No change |
| WES Western Midstream Partners L | 0.05% | 2,890 | $112K | Add +2.3% |
| SPGI S&P Global Inc. | 0.05% | 209 | $110K | Reduce -9.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $290 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 14 | $290 | No change |
Lines left out (1) · $16 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ARKK ARK Innovation ETF | INNOVATION ETF | 0 | $16 |
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: $243.7M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.9% | 4.40% | −0.50 |
| SJM The JM Smucker Co. | Reduce -88.5% | 0.02% | −0.22 |
| CVX Chevron Corp. | Reduce -1.1% | 0.91% | −0.19 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −0.12 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.58% | −0.12 |
| FDX FedEx Corp. | Reduce -87.5% | 0.01% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.93% | −0.09 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.82% | −0.09 |
| AMGN Amgen Inc. | Reduce -0.3% | 0.55% | −0.08 |
| V Visa Inc. Class A | Reduce -1.5% | 3.35% | −0.08 |
| STT State Street Corp. | Sold out | 0.00% | −0.07 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -12.5% | 0.24% | −0.05 |
| ESSA Essa Bancorp Inc. | Sold out | 0.00% | −0.04 |
| NWBI Northwest Bancshares Inc. | Reduce -70.8% | 0.02% | −0.03 |
| CLX Clorox Company | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Reduce -1.7% | 0.61% | −0.03 |
| SECT Main Sector Rotation ETF | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -77.4% | 0.01% | −0.03 |
| LIN Linde PLC | Reduce -9.2% | 0.24% | −0.03 |
| WM Waste Management Inc. | Reduce -29.9% | 0.05% | −0.03 |
| WELL Welltower Inc. | Reduce -14.0% | 0.14% | −0.03 |
| RBCAA Republic Bancorp Inc. Class A | Reduce -37.0% | 0.06% | −0.02 |
| GNTX Gentex Corp. | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.14% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.48% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -12.3% | 0.26% | −0.02 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.02 |
| FWONA Liberty Media Corp. Class A | Reduce -46.7% | 0.03% | −0.02 |
| PNQI Invesco Nasdaq Internet ETF | Sold out | 0.00% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -8.9% | 0.07% | −0.02 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -3.1% | 0.37% | −0.02 |
| SLB SLB Ltd. | Reduce -31.9% | 0.02% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -62.0% | 0.01% | −0.01 |
| HD Home Depot Inc. | Reduce -17.9% | 0.05% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -7.6% | 0.04% | −0.01 |
| SNA Snap-on Inc. | Reduce -10.8% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 0.06% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.01 |
| ZTS Zoetis Inc. | Reduce -9.3% | 0.05% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -50.0% | 0.01% | −0.01 |
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.27% | −0.01 |
| ACN Accenture PLC Class A | Reduce -8.1% | 0.06% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -42.7% | 0.02% | −0.01 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -73.0% | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| EFA iShares MSCI Eafe ETF | Add +0.2% | 21.54% | +1.50 |
| IJR iShares Core S&P Small-Cap E | Add +3.0% | 15.42% | +0.80 |
| MSFT Microsoft Corp. | Add +0.5% | 1.19% | +0.28 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 2.79% | +0.24 |
| VOO Vanguard S&P 500 ETF | Add +568.4% | 0.21% | +0.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +66.1% | 0.37% | +0.16 |
| IAUM iShares Gold Trust Micro | New | 0.14% | +0.14 |
| VXF Vanguard Extended Market ETF | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +23.2% | 0.39% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.3% | 2.31% | +0.10 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +19.3% | 0.35% | +0.09 |
| SCHG Schwab US Large-Cap Growth | New | 0.08% | +0.08 |
| EWBC East West Bancorp Inc. | Add +32.0% | 0.24% | +0.08 |
| AVGO Broadcom Inc. | Add +37.3% | 0.11% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +11.0% | 0.38% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +443.9% | 0.04% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +59.9% | 0.07% | +0.03 |
| IEMG iShares Core MSCI Emerging | New | 0.03% | +0.03 |
| IWD iShares Russell 1000 Value E | New | 0.02% | +0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Add +3.0% | 0.31% | +0.02 |
| AGNC AGNC Investment Corp. | Add +2691.0% | 0.02% | +0.02 |
| MCHP Microchip Technology Inc. | New | 0.02% | +0.02 |
| BSTZ BlackRock Sci & Tech TRM TR | Add +3.5% | 0.10% | +0.02 |
| BND Vanguard Total Bond Market | Add +688.7% | 0.01% | +0.01 |
| YBTC Roundhill Bitcoin CC STR ETF | New | 0.01% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | New | 0.01% | +0.01 |
| CRM Salesforce Inc. | Add +260.0% | 0.01% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.01% | +0.01 |
| SN Sharkninja Inc. | Add +181.2% | 0.01% | +0.01 |
| NTRS Northern Trust Corp. | Add +30.6% | 0.02% | +0.01 |
| GSLC Goldman Activebeta US LC ETF | Add +0.2% | 0.08% | +0.01 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +9.2% | 0.03% | +0.01 |
| QINT American Century QLTY Diver | Add +1.6% | 0.04% | +0.00 |
| NANR Sta STR SP S&P Nor An Res-Ui | New | 0.00% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +67.6% | 0.01% | +0.00 |
| KOMP SS SPDR S&P Kensho Ne Comp | New | 0.00% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +380.0% | 0.00% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +83.3% | 0.01% | +0.00 |
| TOST Toast Inc. Class A | Add +79.2% | 0.01% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.00% | +0.00 |
| EWZ iShares MSCI Brazil ETF | New | 0.00% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.2% | 0.01% | +0.00 |
| PPLT Abrdn Physical Platinum SHRS | Add +39.1% | 0.00% | +0.00 |
| UPS United Parcel Service Class B | Add +31.7% | 0.01% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +5.4% | 0.02% | +0.00 |
| ANET Arista Networks Inc. | Add +43.3% | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| ARKK ARK Innovation ETF | INNOVATION ETF | Reduce -100.0% | 0 | $16 |
| CCI Crown Castle Inc. | COM | Sold out | 0 | $4before exit |
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 |