Painted Porch Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 80.8%; sector active share 55.4% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
74 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 55.9% | $128,107,751 |
| Financial Services | 23.2% | $53,168,822 |
| Technology | 8.5% | $19,554,342 |
| Healthcare | 3.7% | $8,520,635 |
| Consumer Defensive | 2.6% | $5,887,130 |
| Industrials | 1.7% | $3,837,825 |
| Communication Services | 1.2% | $2,856,939 |
| Energy | 1.2% | $2,822,426 |
| Consumer Cyclical | 0.9% | $2,151,534 |
| Basic Materials | 0.6% | $1,324,998 |
| Real Estate | 0.4% | $803,715 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAS | Dimensional U.S. Small Cap ETF | +7,699 | 12,820 | $1,055,598 | |
| JNJ | Johnson & Johnson | +774 | 12,488 | $3,171,577 | |
| CSCO | Cisco Systems, Inc. | +553 | 3,962 | $465,376 | |
| BRK-B | Berkshire Hathaway Inc | +391 | 79,927 | $39,994,671 | |
| GLDM | World Gold Trust | +294 | 3,415 | $271,219 | |
| VTV | VANGUARD VALUE INDEX FUND | +242 | 40,007 | $8,718,725 | |
| BSTZ | BlackRock Science & Technology Term Trust | +211 | 12,504 | $375,495 | |
| MRK | Merck & Co., Inc. | +210 | 1,934 | $248,519 | |
| DFIC | Dimensional International Core Equity 2 ETF | +200 | 14,357 | $534,941 | |
| IVV | iShares Core S&P 500 ETF | +117 | 2,473 | $1,852,004 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +99 | 6,118 | $1,486,612 | |
| GOOG | Alphabet Inc. | +67 | 3,887 | $1,373,393 | |
| SPLV | Invesco S&P 500 Low Volatility ETF | +42 | 323,825 | $24,254,492 | |
| NUSC | Nuveen ESG Small-Cap ETF | +29 | 11,649 | $607,145 | |
| VB | Vanguard Index Funds | +28 | 1,304 | $395,268 | |
| VOO | VANGUARD 500 INDEX FUND | +25 | 999 | $686,123 | |
| VEU | Vanguard International Equity Index Funds | +18 | 13,459 | $1,127,191 | |
| IJS | iShares S&P Small-Cap 600 Value ETF | +10 | 4,115 | $562,438 | |
| KO | Coca Cola Co | +8 | 20,389 | $1,657,014 | |
| SPY | Spdr S&P 500 ETF Trust | +5 | 1,406 | $1,049,958 | |
| ARES | Ares Management Corp | +1 | 20,307 | $2,260,372 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EFA | iShares MSCI EAFE ETF | −14,860 | 312,257 | $32,437,257 | |
| IJR | iShares Core S&P Small-Cap ETF | −9,032 | 313,279 | $46,462,408 | |
| WMT | Walmart Inc. | −1,776 | 18,965 | $2,147,975 | |
| ECL | Ecolab Inc. | −800 | 2,400 | $668,664 | |
| NFLX | Netflix Inc | −489 | 4,011 | $286,385 | |
| AMZN | Amazon Com Inc | −450 | 3,432 | $817,982 | |
| V | Visa Inc. | −439 | 19,265 | $6,609,628 | |
| MSFT | Microsoft Corp | −434 | 4,955 | $1,848,314 | |
| META | Meta Platforms, Inc. | −300 | 970 | $546,391 | |
| APD | Air Products & Chemicals, Inc. | −248 | 1,097 | $321,618 | |
| GOOGL | Alphabet Inc. | −225 | 1,821 | $650,770 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −180 | 1,916 | $708,996 | |
| VIOO | VANGUARD S&P SMALL-CAP 600 INDEX FUND | −107 | 2,210 | $303,963 | |
| AAPL | Apple Inc. | −95 | 53,742 | $15,550,785 | |
| UNP | Union Pacific Corp | −86 | 4,038 | $1,098,336 | |
| NVDA | Nvidia Corp | −68 | 1,820 | $364,163 | |
| DE | Deere & Co | −16 | 1,027 | $651,456 | |
| ADBE | Adobe Inc. | −10 | 2,357 | $483,232 | |
| PG | PROCTER & GAMBLE Co | −2 | 14,199 | $2,082,141 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NTRS | Northern Trust Corp | 10,362 | $1,801,330 | |
| DFUV | Dimensional U.S. Marketwide Value ETF | 16,728 | $920,207 | |
| DFAT | Dimensional U.S. Targeted Value ETF | 8,620 | $602,538 | |
| GLD | Spdr Gold Trust | 1,624 | $598,249 | |
| DFIV | Dimensional International Value ETF | 8,108 | $437,994 | |
| HYGV | FlexShares High Yield Value - Scored Bond Index Fund | 9,500 | $382,470 | |
| MU | Micron Technology Inc | 320 | $369,372 | |
| LLY | ELI LILLY & Co | 229 | $274,669 | |
| JPM | Jpmorgan Chase & Co | 774 | $253,353 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | 2,375 | $229,092 | |
| GE | General Electric Co | 608 | $227,227 | |
| NVO | Novo Nordisk A S | 4,312 | $206,717 | |
| IQDF | FlexShares International Quality Dividend Index Fund | 5,790 | $200,102 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 3,151 | $534,598 | |
| ZBRA | Zebra Technologies Corp | 1,722 | $360,035 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 11,744 | $342,102 | |
| WAT | Waters Corp | 1,028 | $306,138 | |
| Z | Zillow Group, Inc. | 4,997 | $206,775 | |
| NLR | VanEck Uranium and Nuclear ETF | 1,549 | $206,311 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 313,279 | $46,462,408 | 20.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 79,927 | $39,994,671 | 17.46% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 312,257 | $32,437,257 | 14.16% | |
| SPLV |
Invesco S&P 500 Low Volatility ETF
|
Added | 323,825 | $24,254,492 | 10.59% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,742 | $15,550,785 | 6.79% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 40,007 | $8,718,725 | 3.81% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 19,265 | $6,609,628 | 2.89% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 12,488 | $3,171,577 | 1.38% | |
| CVX |
Chevron Corp
Energy
|
Held | 14,050 | $2,328,928 | 1.02% | |
| ARES |
Ares Management Corp
Financial Services
|
Added | 20,307 | $2,260,372 | 0.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 18,965 | $2,147,975 | 0.94% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 14,199 | $2,082,141 | 0.91% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 12,999 | $1,860,806 | 0.81% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 2,473 | $1,852,004 | 0.81% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,955 | $1,848,314 | 0.81% | |
| NTRS |
Northern Trust Corp
Financial Services
|
NEW | 10,362 | $1,801,330 | 0.79% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 4,732 | $1,713,551 | 0.75% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 20,389 | $1,657,014 | 0.72% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 6,118 | $1,486,612 | 0.65% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 3,887 | $1,373,393 | 0.60% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 8,342 | $1,333,552 | 0.58% | |
| IDXX |
Idexx Laboratories Inc
Healthcare
|
Held | 2,150 | $1,131,846 | 0.49% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Held | 7,450 | $1,127,408 | 0.49% | |
| VEU |
Vanguard International Equity Index Funds
|
Added | 13,459 | $1,127,191 | 0.49% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 4,038 | $1,098,336 | 0.48% | |
| DFAS |
Dimensional U.S. Small Cap ETF
|
Added | 12,820 | $1,055,598 | 0.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,406 | $1,049,958 | 0.46% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
NEW | 16,728 | $920,207 | 0.40% | |
| DCOR |
Dimensional ETF Trust
|
Held | 10,572 | $866,692 | 0.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,432 | $817,982 | 0.36% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
Held | 5,838 | $753,627 | 0.33% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 1,916 | $708,996 | 0.31% | |
| EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
|
Held | 14,705 | $697,164 | 0.30% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 999 | $686,123 | 0.30% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 2,400 | $668,664 | 0.29% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,027 | $651,456 | 0.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,821 | $650,770 | 0.28% | |
| AON |
Aon plc
Financial Services
|
Held | 1,864 | $618,270 | 0.27% | |
| NUSC |
Nuveen ESG Small-Cap ETF
|
Added | 11,649 | $607,145 | 0.27% | |
| DFAT |
Dimensional U.S. Targeted Value ETF
|
NEW | 8,620 | $602,538 | 0.26% | |
| GLD |
Spdr Gold Trust
|
NEW | 1,624 | $598,249 | 0.26% | |
| IJS |
iShares S&P Small-Cap 600 Value ETF
|
Added | 4,115 | $562,438 | 0.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 970 | $546,391 | 0.24% | |
| DFIC |
Dimensional International Core Equity 2 ETF
|
Added | 14,357 | $534,941 | 0.23% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 2,189 | $496,837 | 0.22% | |
| COP |
Conocophillips
Energy
|
Held | 4,747 | $493,498 | 0.22% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 2,357 | $483,232 | 0.21% | |
| XYZ |
Block, Inc.
Technology
|
Held | 6,225 | $473,100 | 0.21% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,962 | $465,376 | 0.20% | |
| DFIV |
Dimensional International Value ETF
|
NEW | 8,108 | $437,994 | 0.19% |
Showing the top 50 of 74 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.