Institutional Fund
Painted Porch Advisors LLC
Santa Barbara, CACIK 20245858 filings on record
Portfolio Value
$209.53M
Q1 2026
Holdings
67
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-15.7%
from $248.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr19.1%
- Berkshire Hathaway Inc Del18.2%
- Ishares Tr15.2%
- Invesco Exch Traded Fd Tr II11.3%
- Apple Inc6.5%
- Vanguard Index Fds3.7%
- Other26.0%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 322.3K | $40.07M | 19.1% | −11.7K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 79.5K | $38.11M | 18.2% | +2.6K | Added |
| 3 | Ishares Tr | 327.1K | $31.77M | 15.2% | −265.0K | Reduced |
| 4 | Invesco Exch Traded Fd Tr II | 323.8K | $23.68M | 11.3% | +14.4K | Added |
| 5 | Apple Inc | 53.8K | $13.66M | 6.5% | −1.9K | Reduced |
| 6 | Vanguard Index Fds | 39.8K | $7.80M | 3.7% | +4.5K | Added |
| 7 | Visa Inc | 19.7K | $5.96M | 2.8% | −1.5K | Reduced |
| 8 | Chevron Corp New | 14.1K | $2.91M | 1.4% | −426 | Reduced |
| 9 | Johnson & Johnson | 11.7K | $2.86M | 1.4% | −753 | Reduced |
| 10 | Walmart Inc | 20.7K | $2.58M | 1.2% | +10 | Added |
57 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio