Painted Porch Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 19, 2026), Painted Porch Advisors LLC reported 71 stock positions worth $248.7 million. Its top holding was iShares MSCI Eafe ETF (EFA) at 22.9% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 16.1%) and Berkshire Hathaway Class B (BRK.B, 15.6%). Compared with Q3 2025, it opened 2 new positions, sold out of 398, added to 16 and reduced 31. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale an exit from Vanguard Dividend Apprec ETF (VIG).
- Most Recent 13F
- Q2 2026
- Location
- SANTA BARBARA, CA
- CIK
- 0002024585
- Portfolio Value
- $248.7M (Q4 2025)
- SEC Filing
- 0001214659-26-003474 ↗ filed Mar 19, 2026
Holdings Value
Holdings 71 stocks · $248.7M
| EFA iShares MSCI Eafe ETF | 22.87% | 592,096 | $56.9M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 16.14% | 333,976 | $40.1M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 15.55% | 76,949 | $38.7M | Reduce -1.9% |
| SPLV Invesco S&P 500 Low Volatili | 8.89% | 309,393 | $22.1M | Reduce -0.8% |
| AAPL Apple Inc. | 6.09% | 55,696 | $15.1M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 3.06% | 22,720 | $7.6M | Add +0.3% |
| V Visa Inc. Class A | 2.99% | 21,171 | $7.4M | Reduce -3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.71% | 35,304 | $6.7M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 1.31% | 4,739 | $3.2M | Reduce -1.8% |
| MSFT Microsoft Corp. | 1.09% | 5,607 | $2.7M | Reduce -4.2% |
| JNJ Johnson & Johnson | 1.04% | 12,467 | $2.6M | Reduce -1.3% |
| ARES Ares Management Corp. Class A | 0.95% | 14,635 | $2.4M | No change |
| WMT Walmart Inc. | 0.93% | 20,731 | $2.3M | Reduce -5.1% |
| CVX Chevron Corp. | 0.89% | 14,476 | $2.2M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.83% | 14,386 | $2.1M | No change |
| EMR Emerson Electric Co. | 0.72% | 13,419 | $1.8M | Reduce -2.6% |
| AMGN Amgen Inc. | 0.63% | 4,757 | $1.6M | No change |
| BDX Becton Dickinson and Co. | 0.59% | 7,520 | $1.5M | Reduce -5.7% |
| IDXX Idexx Laboratories Inc. | 0.58% | 2,150 | $1.5M | No change |
| KO The Coca-Cola Co. | 0.58% | 20,581 | $1.4M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.52% | 4,162 | $1.3M | Reduce -11.2% |
| PEP Pepsico Inc. | 0.52% | 8,947 | $1.3M | Reduce -6.1% |
| GOOG Alphabet Inc. Class C | 0.51% | 4,051 | $1.3M | Add +6.1% |
| YUM Yum! Brands Inc. | 0.51% | 8,392 | $1.3M | Reduce -2.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 5,266 | $1.1M | Add +7.9% |
| VOO Vanguard S&P 500 ETF | 0.41% | 1,640 | $1.0M | Reduce -23.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 10,851 | $971K | Add +0.1% |
| UNP Union Pacific Corp. | 0.39% | 4,174 | $966K | Reduce -9.8% |
| AMZN Amazon.com Inc. | 0.38% | 4,123 | $952K | Reduce -29.6% |
| META Meta Platforms Inc. Class A | 0.37% | 1,382 | $912K | Add +11.8% |
| ADBE Adobe Inc. | 0.37% | 2,596 | $909K | Reduce -9.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 1,275 | $870K | Reduce -10.1% |
| Z Zillow Group Inc. Class C | 0.34% | 12,450 | $849K | New |
| ECL Ecolab Inc. | 0.34% | 3,200 | $840K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.28% | 14,705 | $704K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.27% | 3,433 | $682K | No change |
| AON Aon PLC Class A | 0.26% | 1,864 | $658K | Reduce -14.1% |
| EWBC East West Bancorp Inc. | 0.26% | 5,838 | $656K | No change |
| MA Mastercard Inc. Class A | 0.25% | 1,096 | $626K | Reduce -5.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.24% | 13,342 | $596K | Reduce -17.8% |
| AVGO Broadcom Inc. | 0.23% | 1,665 | $576K | Add +28.2% |
| DE Deere & Co. | 0.21% | 1,127 | $525K | No change |
| COP Conocophillips | 0.20% | 5,239 | $490K | Reduce -1.4% |
| IAUM iShares Gold Trust Micro | 0.18% | 10,500 | $451K | No change |
| NFLX Netflix Inc. | 0.18% | 4,810 | $451K | Add +0.2% |
| ZBRA Zebra Technologies Corp. Class A | 0.17% | 1,722 | $418K | No change |
| NVDA Nvidia Corp. | 0.16% | 2,192 | $409K | Add +2.9% |
| WELL Welltower Inc. | 0.16% | 2,196 | $408K | No change |
| XYZ Block Inc. | 0.16% | 6,225 | $405K | Add +0.9% |
| ABBV Abbvie Inc. | 0.16% | 1,756 | $401K | Reduce -1.8% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 11,649 | $380K | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.14% | 2,988 | $360K | No change |
| APD Air Products & Chemicals Inc. | 0.13% | 1,345 | $332K | Reduce -20.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 1,228 | $317K | Reduce -47.6% |
| RYN Rayonier Inc. | 0.13% | 14,421 | $312K | Add +4.9% |
| CSCO Cisco Systems Inc. | 0.12% | 3,961 | $305K | Reduce -13.0% |
| VXF Vanguard Extended Market ETF | 0.12% | 1,453 | $304K | No change |
| MNKD Mannkind Corp. | 0.12% | 53,432 | $303K | No change |
| RMD Resmed Inc. | 0.12% | 1,255 | $302K | No change |
| LIN Linde PLC | 0.11% | 645 | $275K | Reduce -36.0% |
| BSTZ BlackRock Sci & Tech TRM TR | 0.11% | 12,029 | $272K | Add +3.7% |
| GLDM SPDR Gold Minishares Trust | 0.11% | 3,128 | $267K | Add +2.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.10% | 2,317 | $257K | No change |
| HGTY Hagerty Inc. Class A | 0.10% | 18,638 | $250K | No change |
| APH Amphenol Corp. Class A | 0.10% | 1,827 | $247K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.10% | 2,104 | $239K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.09% | 1,679 | $222K | Add +0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 4,312 | $219K | No change |
| TSLA Tesla Inc. | 0.09% | 481 | $216K | Reduce -49.7% |
| ABT Abbott Laboratories | 0.08% | 1,678 | $210K | No change |
| ZG Zillow Group Inc. Class A | 0.08% | 2,959 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.18 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.14 |
| CCB Coastal Financial Corp. | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -29.6% | 0.38% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -47.6% | 0.13% | −0.10 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.09 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -23.7% | 0.41% | −0.09 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.08 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.08 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.08 |
| TSLA Tesla Inc. | Reduce -49.7% | 0.09% | −0.07 |
| LIN Linde PLC | Reduce -36.0% | 0.11% | −0.07 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.07 |
| MSFT Microsoft Corp. | Reduce -4.2% | 1.09% | −0.07 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.06 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.06 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.06 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.06 |
| RBCAA Republic Bancorp Inc. Class A | Sold out | 0.00% | −0.06 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.05 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.05 |
| PM Philip Morris International | Sold out | 0.00% | −0.05 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.05 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.05 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.05 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.05 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.05 |
| VTWV Vanguard Russell 2000 Value | Sold out | 0.00% | −0.05 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.05 |
| GE General Electric | Sold out | 0.00% | −0.05 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.05 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.05 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.05 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.05 |
| KR Kroger Co. | Sold out | 0.00% | −0.04 |
| WES Western Midstream Partners L | Sold out | 0.00% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| MCS Marcus Corporation | Sold out | 0.00% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -20.4% | 0.13% | −0.04 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.04 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.04 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −0.04 |
| TGT Target Corp. | Sold out | 0.00% | −0.04 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.04 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +3.5% | 6.09% | +0.87 |
| Z Zillow Group Inc. Class C | New | 0.34% | +0.34 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.4% | 2.71% | +0.26 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 3.06% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +6.1% | 0.51% | +0.16 |
| ZG Zillow Group Inc. Class A | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +28.2% | 0.23% | +0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +7.9% | 0.45% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 0.39% | +0.03 |
| META Meta Platforms Inc. Class A | Add +11.8% | 0.37% | +0.02 |
| GLDM SPDR Gold Minishares Trust | Add +2.3% | 0.11% | +0.02 |
| NVDA Nvidia Corp. | Add +2.9% | 0.16% | +0.01 |
| BSTZ BlackRock Sci & Tech TRM TR | Add +3.7% | 0.11% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.0% | 0.15% | +0.01 |
| GSLC Goldman Activebeta US LC ETF | Add +0.3% | 0.09% | +0.01 |
| XYZ Block Inc. | Add +0.9% | 0.16% | −0.01 |
| RYN Rayonier Inc. | Add +4.9% | 0.13% | −0.01 |
| NFLX Netflix Inc. | Add +0.2% | 0.18% | −0.04 |
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 14 | $357before exit |
| ALB Albemarle Corp. | COM | Sold out | 0 | $10before exit |
| AZN Astrazeneca PLC-Spons ADR | COM | Sold out | 0 | $8before exit |
| BTG B2GOLD Corp. | COM | Sold out | 0 | $1before 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 |