Painted Porch Advisors LLC — 13F holdings

Painted Porch Advisors LLC reported 75 holdings worth $229M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. IJR ISHARES TR — $46.5M (20.3%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $39.7M (17.3%)
3. EFA ISHARES TR — $32.4M (14.2%)
4. SPLV INVESCO EXCH TRADED FD TR II — $24.3M (10.6%)
5. AAPL APPLE INC — $15.6M (6.8%)
6. VTV VANGUARD INDEX FDS — $8.72M (3.8%)
7. V Visa Inc — $6.61M (2.9%)
8. JNJ JOHNSON & JOHNSON — $3.17M (1.4%)
9. CVX CHEVRON CORP NEW — $2.33M (1.0%)
10. ARES ARES MANAGEMENT CORPORATION — $2.26M (1.0%)