Painted Porch Advisors LLC: 13F holdings
CIK 20245852026Q2
| Positions | 75 |
|---|---|
| Reported value | $228.8m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IJR ISHARES TR | 313,279 | $46.5m | 20.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 79,927 | $39.7m | 17.3% |
| EFA ISHARES TR | 312,257 | $32.4m | 14.2% |
| SPLV INVESCO EXCH TRADED FD TR II | 323,825 | $24.3m | 10.6% |
| AAPL APPLE INC | 53,742 | $15.6m | 6.8% |
| VTV VANGUARD INDEX FDS | 40,007 | $8.7m | 3.8% |
| V VISA INC | 19,265 | $6.6m | 2.9% |
| JNJ JOHNSON & JOHNSON | 12,488 | $3.2m | 1.4% |
| CVX CHEVRON CORPORATION | 14,050 | $2.3m | 1.0% |
| ARES ARES MANAGEMENT CORPORATION | 20,307 | $2.3m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2024585")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.