Painted Porch Advisors LLC
CIK 2024585 · Holdings on Jun 30, 2025 · First reported Jul 14, 2025
Top ten holdings
Q2 2025- EFA21.54%
- IJR15.42%
- BRK.B15.26%
- SPLV9.12%
- AAPL4.40%
- V3.35%
- VTI2.79%
- VTV2.31%
- IVV1.24%
- ARES1.21%
Share classes counted separately76.64%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight decreased · -1.77 pp17.03% → 15.26%Shares +121 (+0.16%)
- EFAWeight increased · +1.49 pp20.05% → 21.54%Shares +1.28K (+0.22%)
- IJRWeight increased · +0.81 pp14.61% → 15.42%Shares +9.88K (+2.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EFAISHARES MSCI EAFE ETFETF View history and evidence | $52.49M | 21.54% | 587.22K shares | 20.05% → 21.54%+1.49 pp +1.28K (+0.22%) | Added | ↗▾ |
| 02 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $37.56M | 15.42% | 343.70K shares | 14.61% → 15.42%+0.81 pp +9.88K (+2.96%) | Added | ↗▾ |
| 03 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $37.17M | 15.26% | 76.52K shares | 17.03% → 15.26%-1.77 pp +121 (+0.16%) | Added | ↗▾ |
| 04 | SPLVINVESCO S&P 500 LOW VOLATILIETF View history and evidence | $22.23M | 9.12% | 305.31K shares | 9.44% → 9.12%-0.32 pp +3.67K (+1.22%) | Added | ↗▾ |
| 05 | AAPLAPPLE INCStock View history and evidence | $10.72M | 4.40% | 52.27K shares | 4.90% → 4.40%-0.50 pp -475 (-0.90%) | Reduced | ↗▾ |
| 06 | VVISA INC-CLASS A SHARESStock View history and evidence | $8.17M | 3.35% | 23.00K shares | 3.43% → 3.35%-0.08 pp -356 (-1.52%) | Reduced | ↗▾ |
| 07 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $6.81M | 2.79% | 22.41K shares | 2.55% → 2.79%+0.24 pp +218 (+0.98%) | Added | ↗▾ |
| 08 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $5.63M | 2.31% | 31.85K shares | 2.21% → 2.31%+0.10 pp +1.30K (+4.27%) | Added | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $3.02M | 1.24% | 4.87K shares | 1.15% → 1.24%+0.09 pp -35 (-0.71%) | Reduced | ↗▾ |
| 10 | ARESARES MANAGEMENT CORP - AStock View history and evidence | $2.95M | 1.21% | 17.06K shares | 1.10% → 1.21%+0.11 pp -809 (-4.53%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 91
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CHRD CHORD ENERGY CORP | Non-derivative | -2,500 | -$281.80K | SEC filing ↗ | SEC filing ↗ |
| STT STATE STREET CORP | Non-derivative | -1,845 | -$165.18K | SEC filing ↗ | SEC filing ↗ |
| HOOD ROBINHOOD MARKETS INC - A | Non-derivative | -3,208 | -$133.52K | SEC filing ↗ | SEC filing ↗ |
3 / 91 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2024585 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 243658739
}Research all 467 reported holdings.
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