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Painted Porch Advisors - Q2 2026 13F Filings

PA

Painted Porch Advisors LLC

CIK: 0002024585
Address: California Santa Barbara 115 South La Cumbre Lane Suite 201
$228.83 M
Portfolio Value
75
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. NTRS Northern Trust Corporation
+$1.8 M
2. DFUV Dimensional Us Marketwide Value Etf
+$920,207
3. DFAS Dimensional Us Small Cap Etf
+$633,935.78
4. DFAT Dimensional Us Targeted Value Etf
+$602,538
5. GLD Spdr Gold Shares
+$598,249

Top Sells

Q2 2026
1. EFA Ishares Msci Eafe Etf
−$1.54 M
2. IJR Ishares Core S&P Small Cap Etf
−$1.34 M
3. XOM Exxon Mobil Corporation
−$534,594
4. ZBRA Zebra Technologies Corporation
−$360,036
5. SCHG Schwab Us Large-Cap Growth Etf
−$342,103

Asset Allocation

Stocks/ETFs
+9.21%
$228.83 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Painted Porch Advisors Q2 2026 Filing Summary

Painted Porch Advisors LLC filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 228.83 M reflecting a +9.21% change from the prior quarter, spanning 75 assets. The top 10 holdings comprised 79.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 6 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 Q2 2026 Filing

Painted Porch Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Painted Porch Advisors reported a managed portfolio value of 228.83 M, consisting of 75 individual positions.

This page displays the raw filing documents. To see which stocks Painted Porch Advisors bought or sold during Q2 2026, please visit Painted Porch Advisors's Portfolio Analysis page.