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Painted Porch Advisors - Q1 2026 13F Filings

PA

Painted Porch Advisors LLC

CIK: 0002024585
Address: California Santa Barbara 115 South La Cumbre Lane Suite 201
$209.53 M
Portfolio Value
67
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BRK.B Berkshire Hathaway
+$1.24 M
2. SPLV Invesco S&P 500 Low Volatility Etf
+$1.05 M
3. VEU Vanguard Ftse All-World Ex-Us Index Fund
+$1.01 M
4. VTV Vanguard Value Etf
+$875,252.91
5. DCOR Dimensional Us Core Equity 1 Etf
+$762,030

Top Sells

Q1 2026
1. EFA Ishares Msci Eafe Etf
−$25.74 M
2. VTI Vanguard Total Stock Market Etf
−$6.62 M
3. IVV Ishares Core S&P 500 Etf
−$1.56 M
4. IJR Ishares Core S&P Small Cap Etf
−$1.45 M
5. PEP Pepsico
−$1.28 M

Asset Allocation

Stocks/ETFs
-15.73%
$209.53 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Painted Porch Advisors Q1 2026 Filing Summary

Painted Porch Advisors LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 209.53 M reflecting a -15.73% change from the prior quarter, spanning 67 assets. The top 10 holdings comprised 80.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 11 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Painted Porch Advisors’s Q1 2026 Filing

Painted Porch Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Painted Porch Advisors reported a managed portfolio value of 209.53 M, consisting of 67 individual positions.

This page displays the raw filing documents. To see which stocks Painted Porch Advisors bought or sold during Q1 2026, please visit Painted Porch Advisors's Portfolio Analysis page.