Painted Porch Advisors LLC

SANTA BARBARA, CA · CIK 2024585 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySanta Barbara, CA

$228.8m reported value +9.2% vs Q1 2026

75positions

79.3%in top 10

14 new 21 added 19 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P SCP ETF IJR	IJR	313,279	$46.5m20.30%	20.30%	Reduced -9.0k	-9,032 -2.8%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	79,927	$39.7m17.33%	17.33%	Added +391	+391 0.5%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	312,257	$32.4m14.18%	14.18%	Reduced -14.9k	-14,860 -4.5%
4	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	323,825	$24.3m10.60%	10.60%	Added +42	+42 0.0%
5	APPLE INC COM AAPL	AAPL	53,742	$15.6m6.80%	6.80%	Reduced -95	-95 -0.2%
6	VANGUARD INDEX FDS VALUE ETF VTV	VTV	40,007	$8.7m3.81%	3.81%	Added +242	+242 0.6%
7	VISA INC COM CL A V	V	19,265	$6.6m2.89%	2.89%	Reduced -439	-439 -2.2%
8	JOHNSON & JOHNSON COM JNJ	JNJ	12,488	$3.2m1.39%	1.39%	Added +774	+774 6.6%
9	CHEVRON CORP NEW COM CVX	CVX	14,050	$2.3m1.02%	1.02%	Unchanged
10	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	20,307	$2.3m0.99%	0.99%	Added +1	+1 0.0%
11	WALMART INC COM WMT	WMT	18,965	$2.1m0.94%	0.94%	Reduced -1.8k	-1,776 -8.6%
12	PROCTER AND GAMBLE CO COM PG	PG	14,199	$2.1m0.91%	0.91%	Reduced -2	-2 -0.0%
13	EMERSON ELEC CO COM EMR	EMR	12,999	$1.9m0.81%	0.81%	Unchanged
14	ISHARES TR CORE S&P500 ETF IVV	IVV	2,473	$1.9m0.81%	0.81%	Added +117	+117 5.0%
15	MICROSOFT CORP COM MSFT	MSFT	4,955	$1.8m0.81%	0.81%	Reduced -434	-434 -8.1%
16	NORTHERN TR CORP COM NTRS	NTRS	10,362	$1.8m0.79%	0.79%	New
17	AMGEN INC COM AMGN	AMGN	4,732	$1.7m0.75%	0.75%	Unchanged
18	COCA COLA CO COM KO	KO	20,389	$1.7m0.72%	0.72%	Added +8	+8 0.0%
19	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	6,118	$1.5m0.65%	0.65%	Added +99	+99 1.6%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	3,887	$1.4m0.60%	0.60%	Added +67	+67 1.8%
21	YUM BRANDS INC COM YUM	YUM	8,342	$1.3m0.58%	0.58%	Unchanged
22	IDEXX LABS INC COM IDXX	IDXX	2,150	$1.1m0.49%	0.49%	Unchanged
23	BECTON DICKINSON & CO COM BDX	BDX	7,450	$1.1m0.49%	0.49%	Unchanged
24	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	13,459	$1.1m0.49%	0.49%	Added +18	+18 0.1%
25	UNION PAC CORP COM UNP	UNP	4,038	$1.1m0.48%	0.48%	Reduced -86	-86 -2.1%
26	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	12,820	$1.1m0.46%	0.46%	Added +7.7k	+7,699 150.3%
27	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,406	$1.1m0.46%	0.46%	Added +5	+5 0.4%
28	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	16,728	$920.2k0.40%	0.40%	New
29	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		10,572	$866.7k0.38%	0.38%	Unchanged
30	AMAZON COM INC COM AMZN	AMZN	3,432	$818.0k0.36%	0.36%	Reduced -450	-450 -11.6%
31	EAST WEST BANCORP INC COM EWBC	EWBC	5,838	$753.6k0.33%	0.33%	Unchanged
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,916	$709.2k0.31%	0.31%	Reduced -180	-180 -8.6%
33	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	14,705	$697.2k0.30%	0.30%	Unchanged
34	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	999	$686.4k0.30%	0.30%	Added +25	+25 2.6%
35	ECOLAB INC COM ECL	ECL	2,400	$668.7k0.29%	0.29%	Reduced -800	-800 -25.0%
36	DEERE & CO COM DE	DE	1,027	$651.5k0.28%	0.28%	Reduced -16	-16 -1.5%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,821	$650.7k0.28%	0.28%	Reduced -225	-225 -11.0%
38	AON PLC SHS CL A AON	AON	1,864	$618.3k0.27%	0.27%	Unchanged
39	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	11,649	$607.1k0.27%	0.27%	Added +29	+29 0.2%
40	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	8,620	$602.5k0.26%	0.26%	New
41	SPDR GOLD TR GOLD SHS GLD	GLD	1,624	$598.2k0.26%	0.26%	New
42	ISHARES TR SP SMCP600VL ETF IJS	IJS	4,115	$562.5k0.25%	0.25%	Added +10	+10 0.2%
43	META PLATFORMS INC CL A META	META	970	$546.4k0.24%	0.24%	Reduced -300	-300 -23.6%
44	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	14,357	$535.0k0.23%	0.23%	Added +200	+200 1.4%
45	WELLTOWER INC COM WELL	WELL	2,189	$496.8k0.22%	0.22%	Unchanged
46	CONOCOPHILLIPS COM COP	COP	4,747	$493.5k0.22%	0.22%	Unchanged
47	ADOBE INC COM ADBE	ADBE	2,357	$483.2k0.21%	0.21%	Reduced -10	-10 -0.4%
48	BLOCK INC CL A XYZ	XYZ	6,225	$473.1k0.21%	0.21%	Unchanged
49	CISCO SYS INC COM CSCO	CSCO	3,962	$465.4k0.20%	0.20%	Added +553	+553 16.2%
50	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	8,108	$438.0k0.19%	0.19%	New
51	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	10,500	$420.1k0.18%	0.18%	Unchanged
52	ABBVIE INC COM ABBV	ABBV	1,664	$418.7k0.18%	0.18%	Unchanged
53	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,304	$395.2k0.17%	0.17%	Added +28	+28 2.2%
54	FLEXSHARES TR HIG YLD VL ETF HYGV	HYGV	9,500	$382.5k0.17%	0.17%	New
55	BLACKROCK SCIENCE & TECHNOLO SHS BEN INT BSTZ	BSTZ	12,504	$375.5k0.16%	0.16%	Added +211	+211 1.7%
56	MICRON TECHNOLOGY INC COM MU	MU	320	$369.5k0.16%	0.16%	New
57	NVIDIA CORPORATION COM NVDA	NVDA	1,820	$364.2k0.16%	0.16%	Reduced -68	-68 -3.6%
58	LINDE PLC SHS LIN	LIN	645	$334.7k0.15%	0.15%	Unchanged
59	AIR PRODS & CHEMS INC COM APD	APD	1,097	$321.6k0.14%	0.14%	Reduced -248	-248 -18.4%
60	RAYONIER INC COM RYN	RYN	14,421	$306.9k0.13%	0.13%	Unchanged
61	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	2,210	$304.0k0.13%	0.13%	Reduced -107	-107 -4.6%
62	NETFLIX INC COM NFLX	NFLX	4,011	$286.4k0.13%	0.13%	Reduced -489	-489 -10.9%
63	MASTERCARD INCORPORATED CL A MA	MA	545	$279.9k0.12%	0.12%	Unchanged
64	ELI LILLY & CO COM LLY	LLY	229	$274.7k0.12%	0.12%	New
65	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	3,415	$271.2k0.12%	0.12%	Added +294	+294 9.4%
66	JPMORGAN CHASE & CO COM JPM	JPM	774	$253.3k0.11%	0.11%	New
67	MERCK & CO INC COM MRK	MRK	1,934	$248.5k0.11%	0.11%	Added +210	+210 12.2%
68	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	1,683	$238.8k0.10%	0.10%	Unchanged
69	ISHARES TR MSCI USA MIN VOL USMV	USMV	2,375	$229.1k0.10%	0.10%	New
70	MANNKIND CORP COM NEW MNKD	MNKD	53,432	$227.6k0.10%	0.10%	Unchanged
71	GE AEROSPACE COM NEW GE	GE	608	$227.2k0.10%	0.10%	New
72	HAGERTY INC CL A COM HGTY	HGTY	18,638	$222.2k0.10%	0.10%	Unchanged
73	NOVO-NORDISK A S ADR NVO	NVO	4,312	$206.7k0.09%	0.09%	New
74	FLEXSHARES TR INTL QLTDV IDX IQDF	IQDF	5,790	$200.1k0.09%	0.09%	New
75	PUTNAM ETF TRUST FRANKLIN NY MUNI FTNY	FTNY	16,541	$131.8k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	3,151	$534.6k3.2k shares
ZEBRA TECHNOLOGIES CORPORATI ZBRA	ZBRA	1,722	$360.0k1.7k shares
SCHWAB STRATEGIC TR SCHG	SCHG	11,744	$342.1k11.7k shares
WATERS CORP WAT	WAT	1,028	$306.1k1.0k shares
ZILLOW GROUP INC Z	Z	4,997	$206.8k5.0k shares
VANECK ETF TRUST NLR	NLR	1,549	$206.3k1.5k shares