Painted Porch Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 9, 2025), Painted Porch Advisors LLC reported 467 stock positions worth $262.4 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 21.3% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 15.5%) and Berkshire Hathaway Class B (BRK.B, 15.0%). Compared with Q2 2025, it opened 45 new positions, sold out of 41, added to 70 and reduced 67. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale Visa Class A (V, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA BARBARA, CA
- CIK
- 0002024585
- Portfolio Value
- $262.4M (Q3 2025)
- SEC Filing
- 0001214659-25-017727 ↗ filed Dec 9, 2025
Holdings Value
Holdings 467 stocks · $262.4M
| EFA iShares MSCI Eafe ETF | 21.30% | 598,442 | $55.9M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 15.52% | 342,649 | $40.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 15.03% | 78,438 | $39.4M | Add +2.5% |
| SPLV Invesco S&P 500 Low Volatili | 8.73% | 311,848 | $22.9M | Add +2.1% |
| AAPL Apple Inc. | 5.22% | 53,797 | $13.7M | Add +2.9% |
| V Visa Inc. Class A | 2.85% | 21,943 | $7.5M | Reduce -4.6% |
| VTI VG Morningstar TS MKT ETF-US | 2.83% | 22,653 | $7.4M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.45% | 34,481 | $6.4M | Add +8.3% |
| IVV iShares Core S&P 500 ETF | 1.23% | 4,824 | $3.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 1.16% | 5,854 | $3.0M | Add +0.3% |
| JNJ Johnson & Johnson | 0.89% | 12,625 | $2.3M | Reduce -3.1% |
| ARES Ares Management Corp. Class A | 0.89% | 14,635 | $2.3M | Reduce -14.2% |
| CVX Chevron Corp. | 0.87% | 14,776 | $2.3M | Reduce -4.8% |
| WMT Walmart Inc. | 0.86% | 21,850 | $2.3M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.84% | 14,386 | $2.2M | Add +1.1% |
| EMR Emerson Electric Co. | 0.69% | 13,784 | $1.8M | Reduce -0.4% |
| BDX Becton Dickinson and Co. | 0.57% | 7,970 | $1.5M | Reduce -4.8% |
| KO The Coca-Cola Co. | 0.53% | 21,114 | $1.4M | No change |
| IDXX Idexx Laboratories Inc. | 0.52% | 2,150 | $1.4M | No change |
| AMGN Amgen Inc. | 0.51% | 4,757 | $1.3M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.51% | 9,525 | $1.3M | Reduce -10.4% |
| VOO Vanguard S&P 500 ETF | 0.50% | 2,149 | $1.3M | Add +141.7% |
| YUM Yum! Brands Inc. | 0.50% | 8,597 | $1.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.49% | 5,855 | $1.3M | Add +51.0% |
| GOOGL Alphabet Inc. Class A | 0.43% | 4,687 | $1.1M | Reduce -13.8% |
| UNP Union Pacific Corp. | 0.42% | 4,626 | $1.1M | Reduce -9.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.39% | 4,882 | $1.0M | Add +3.8% |
| ADBE Adobe Inc. | 0.39% | 2,873 | $1.0M | Add +22.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 10,842 | $947K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,418 | $945K | Add +60.0% |
| GOOG Alphabet Inc. Class C | 0.35% | 3,818 | $930K | Add +142.4% |
| META Meta Platforms Inc. Class A | 0.35% | 1,236 | $908K | No change |
| ECL Ecolab Inc. | 0.33% | 3,200 | $876K | No change |
| AON Aon PLC Class A | 0.29% | 2,169 | $773K | Reduce -6.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.27% | 16,234 | $716K | Reduce -13.2% |
| EAGG iShares ESG Aware US Aggrega | 0.27% | 14,705 | $706K | Reduce -7.8% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 3,433 | $668K | No change |
| MA Mastercard Inc. Class A | 0.25% | 1,161 | $660K | Reduce -0.2% |
| EWBC East West Bancorp Inc. | 0.24% | 5,838 | $621K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 2,344 | $596K | Add +7225.0% |
| NFLX Netflix Inc. | 0.22% | 480 | $575K | No change |
| DE Deere & Co. | 0.20% | 1,127 | $515K | No change |
| ZBRA Zebra Technologies Corp. Class A | 0.20% | 1,722 | $512K | No change |
| COP Conocophillips | 0.19% | 5,314 | $503K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 2,244 | $484K | New |
| LIN Linde PLC | 0.18% | 1,008 | $479K | Reduce -18.6% |
| APD Air Products & Chemicals Inc. | 0.18% | 1,690 | $461K | Reduce -19.2% |
| XYZ Block Inc. | 0.17% | 6,172 | $446K | No change |
| AVGO Broadcom Inc. | 0.16% | 1,299 | $429K | Add +28.9% |
| TSLA Tesla Inc. | 0.16% | 956 | $425K | Add +80.4% |
| ABBV Abbvie Inc. | 0.16% | 1,789 | $414K | No change |
| IAUM iShares Gold Trust Micro | 0.15% | 10,500 | $404K | No change |
| NVDA Nvidia Corp. | 0.15% | 2,131 | $398K | Add +1.6% |
| WELL Welltower Inc. | 0.15% | 2,196 | $391K | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 0.14% | 11,648 | $372K | Add +69.1% |
| RYN Rayonier Inc. | 0.14% | 13,750 | $365K | Reduce -42.1% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 2,513 | $354K | New |
| RMD Resmed Inc. | 0.13% | 1,255 | $344K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 2,988 | $337K | No change |
| CCB Coastal Financial Corp. | 0.12% | 2,900 | $314K | Reduce -17.1% |
| CSCO Cisco Systems Inc. | 0.12% | 4,551 | $311K | Add +9.9% |
| VXF Vanguard Extended Market ETF | 0.12% | 1,453 | $304K | No change |
| MNKD Mannkind Corp. | 0.11% | 53,432 | $287K | No change |
| BSTZ BlackRock Sci & Tech TRM TR | 0.10% | 11,595 | $257K | Add +3.0% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.10% | 2,317 | $256K | No change |
| ORCL Oracle Corp. | 0.09% | 874 | $246K | New |
| NOBL Proshares S&P 500 Dividend A | 0.09% | 2,370 | $244K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 403 | $242K | Add +837.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 4,312 | $239K | Reduce -2.3% |
| GLDM SPDR Gold Minishares Trust | 0.09% | 3,057 | $234K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.09% | 2,104 | $233K | Add +2.6% |
| APH Amphenol Corp. Class A | 0.09% | 1,827 | $226K | No change |
| ABT Abbott Laboratories | 0.09% | 1,678 | $225K | No change |
| HGTY Hagerty Inc. Class A | 0.09% | 18,638 | $224K | No change |
| TEAM Atlassian Corp. Class A | 0.08% | 1,392 | $222K | Reduce -0.2% |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 1,674 | $218K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.08% | 223 | $206K | No change |
| KMB Kimberly-Clark Corp. | 0.08% | 1,597 | $199K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 1,800 | $174K | No change |
| MRK Merck & Co. Inc. | 0.06% | 2,017 | $169K | Add +11.1% |
| XLK SS Technology Select Sector | 0.06% | 596 | $168K | Reduce -19.0% |
| MRSH Marsh & McLennan Cos | 0.06% | 814 | $164K | No change |
| SBUX Starbucks Corp. | 0.06% | 1,802 | $152K | Add +85.2% |
| HD Home Depot Inc. | 0.06% | 373 | $151K | Add +16.6% |
| RBCAA Republic Bancorp Inc. Class A | 0.06% | 2,000 | $145K | No change |
| MANH Manhattan Associates Inc. | 0.05% | 689 | $141K | No change |
| ILCG iShares Morningstar Growth E | 0.05% | 1,313 | $137K | New |
| PM Philip Morris International | 0.05% | 836 | $136K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.05% | 430 | $136K | No change |
| SYK Stryker Corp. | 0.05% | 359 | $133K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 676 | $128K | Reduce -22.8% |
| IWN iShares Russell 2000 Value E | 0.05% | 725 | $128K | No change |
| ITW Illinois Tool Works | 0.05% | 489 | $128K | No change |
| WM Waste Management Inc. | 0.05% | 570 | $126K | No change |
| SNA Snap-on Inc. | 0.05% | 363 | $126K | No change |
| VTWV Vanguard Russell 2000 Value | 0.05% | 805 | $125K | No change |
| ZTS Zoetis Inc. | 0.05% | 856 | $125K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 443 | $125K | Add +233.1% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 415 | $125K | No change |
| AMT American Tower Corp. | 0.05% | 647 | $124K | Add +18.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $357 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 14 | $357 | No change |
Lines left out (3) · $19 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ALB Albemarle Corp. | COM | 0 | $10 |
| AZN Astrazeneca PLC-Spons ADR | COM | 0 | $8 |
| BTG B2GOLD Corp. | COM | 0 | $1 |
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: $262.4M.
Portfolio Sells Q2 2025 → Q3 2025
| V Visa Inc. Class A | Reduce -4.6% | 2.85% | −0.50 |
| ARES Ares Management Corp. Class A | Reduce -14.2% | 0.89% | −0.32 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.29 |
| RYN Rayonier Inc. | Reduce -42.1% | 0.14% | −0.08 |
| EMR Emerson Electric Co. | Reduce -0.4% | 0.69% | −0.07 |
| UNP Union Pacific Corp. | Reduce -9.8% | 0.42% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -19.2% | 0.18% | −0.07 |
| PEP Pepsico Inc. | Reduce -10.4% | 0.51% | −0.07 |
| LIN Linde PLC | Reduce -18.6% | 0.18% | −0.06 |
| AON Aon PLC Class A | Reduce -6.7% | 0.29% | −0.05 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.04 |
| EAGG iShares ESG Aware US Aggrega | Reduce -7.8% | 0.27% | −0.04 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -13.2% | 0.27% | −0.04 |
| CVX Chevron Corp. | Reduce -4.8% | 0.87% | −0.04 |
| XSLV Invesco S&P Smallcap Low Vol | Reduce -97.6% | 0.00% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.51% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.3% | 0.09% | −0.03 |
| TEAM Atlassian Corp. Class A | Reduce -0.2% | 0.08% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Sold out | 0.00% | −0.03 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -56.3% | 0.01% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -4.8% | 0.57% | −0.02 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.02 |
| AGNC AGNC Investment Corp. | Reduce -96.4% | 0.00% | −0.02 |
| CCB Coastal Financial Corp. | Reduce -17.1% | 0.12% | −0.02 |
| WMT Walmart Inc. | Reduce -0.0% | 0.86% | −0.02 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -43.0% | 0.02% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -22.8% | 0.05% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.25% | −0.02 |
| RSPN Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.02 |
| NWBI Northwest Bancshares Inc. | Sold out | 0.00% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -59.9% | 0.01% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -78.8% | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -82.6% | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -86.9% | 0.00% | −0.01 |
| FN Fabrinet | Reduce -53.7% | 0.01% | −0.01 |
| XLK SS Technology Select Sector | Reduce -19.0% | 0.06% | −0.01 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 1.23% | −0.01 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.01 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Sold out | 0.00% | −0.01 |
| TGT Target Corp. | Reduce -0.3% | 0.04% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -30.7% | 0.01% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -20.0% | 0.05% | −0.01 |
| EIX Edison International | Sold out | 0.00% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -36.2% | 0.01% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +2.9% | 5.22% | +0.82 |
| VOO Vanguard S&P 500 ETF | Add +141.7% | 0.50% | +0.29 |
| GOOG Alphabet Inc. Class C | Add +142.4% | 0.35% | +0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7225.0% | 0.23% | +0.22 |
| VIG Vanguard Dividend Apprec ETF | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +51.0% | 0.49% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.3% | 2.45% | +0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +60.0% | 0.36% | +0.14 |
| VYM Vanguard High DVD Yield ETF | New | 0.14% | +0.14 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| NOBL Proshares S&P 500 Dividend A | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | Add +80.4% | 0.16% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +837.2% | 0.09% | +0.08 |
| SCHG Schwab US Large-Cap Growth | Add +69.1% | 0.14% | +0.06 |
| ILCG iShares Morningstar Growth E | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +28.9% | 0.16% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.1% | 2.83% | +0.04 |
| SPEU State Street SPDR Portfolio | New | 0.03% | +0.03 |
| BSMU Invesco Bulletshares 2030 MB | New | 0.03% | +0.03 |
| CMF iShares California Muni Bond | New | 0.03% | +0.03 |
| NKE Nike Inc. Class B | Add +587.9% | 0.04% | +0.03 |
| IBM Intl Business Machines Corp. | Add +233.1% | 0.05% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| GDX Vaneck Gold Miners ETF | Add +216.4% | 0.04% | +0.03 |
| CLX Clorox Company | New | 0.03% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.03% | +0.03 |
| CL Colgate-Palmolive Co. | New | 0.02% | +0.02 |
| SBUX Starbucks Corp. | Add +85.2% | 0.06% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.02% | +0.02 |
| AOM iShares Core 40/60 Moderate | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +304.6% | 0.03% | +0.02 |
| YBTC Roundhill Bitcoin CC STR ETF | Add +237.2% | 0.03% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | New | 0.02% | +0.02 |
| PDN Inv Rafi Dev MKT US SM-Usdin | New | 0.02% | +0.02 |
| NVDA Nvidia Corp. | Add +1.6% | 0.15% | +0.02 |
| ADBE Adobe Inc. | Add +22.8% | 0.39% | +0.01 |
| EEM iShares MSCI Emerging Market | New | 0.01% | +0.01 |
| SHLD Global X Defense Tech ETF | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +735.7% | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +125.7% | 0.02% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.8% | 0.39% | +0.01 |
| WELL Welltower Inc. | Add +0.3% | 0.15% | +0.01 |
| HD Home Depot Inc. | Add +16.6% | 0.06% | +0.01 |
| IYG iShares U.S. Financial Servi | New | 0.01% | +0.01 |
| AIRR First Trust Rba American Ind | New | 0.01% | +0.01 |
| EQIX Equinix Inc. | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +780.0% | 0.01% | +0.01 |
| FBT First Trust Nyse Arca Biotec | New | 0.01% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.01% | +0.01 |
| MMM 3M Co. | Add +400.0% | 0.01% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| ARKK ARK Innovation ETF | INNOVATION ETF | Sold out | 0 | $16before exit |
| ALB Albemarle Corp. | COM | New | 0 | $10 |
| AZN Astrazeneca PLC-Spons ADR | COM | Reduce -100.0% | 0 | $8 |
| BTG B2GOLD Corp. | COM | Reduce -100.0% | 0 | $1 |
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 |