Arkolith/Funds/Painted Porch Advisors LLC

Painted Porch Advisors LLC

CIK 2024585
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Painted Porch Advisors LLC holds a concentrated book of 75 reported positions worth $228.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Northern Trust Corp and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ishares Core S&P Small-Cap E at 20% of the reported non-option book. Cloning the disclosed picks since 2025 would be +20% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.6%
+16.6%/yr · since Jul '25
Their reported book
+16.6%
held from quarter-end
S&P 500
+23.6%
same window
$10K$11K$11K$12K$13KJul '25Oct '25Dec '25Mar '26Jun '26Sep '26
Painted Porch Advisors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.0 points over this window.

Growth of $10,000 cloning Painted Porch Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
69%
Top 10 holdings
79%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

44% mapped to company sectors

ETFs / funds
55%
Financials
23%
Information Technology
10%
Health Care
4%
Consumer Discretionary
2%
Industrials
2%
Materials
1%
Energy
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Painted Porch Advisors LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 75$2.9B
Donor Advised Charitable Giving, Inc.9 / 75$4.4B
Swiss Re Ltd34 / 75$1.0B
Hoffman, Alan N Investment Management7 / 75$153.1M
Richard Young Associates, Ltd.15 / 75$135.0M
Trans-Canada Capital Inc.8 / 75$1.6B
Ardent Capital Management, Inc.21 / 75$197.3M
Draper Asset Management, LLC8 / 75$161.8M

Ranked by the share of each fund's own book sitting in the names it shares with Painted Porch Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

75 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P SCP ETF
$46.5M313.3K
20.3%
−2.8%
Reduced · −9K sh
2Berkshire Hathaway Inc Del
CL B NEW
$39.7M79.9K
17.3%
+0.5%
Added · +391 sh
3Ishares TR
MSCI EAFE ETF
$32.4M312.3K
14.2%
−4.5%
Reduced · −15K sh
4Invesco Exch Traded FD TR II
S&P500 LOW VOL
$24.3M323.8K
10.6%
~0%
Added · +42 sh
5Apple Inc
COM
$15.6M53.7K
6.8%
−0.2%
Reduced · −95 sh
6Vanguard Index FDS
VALUE ETF
$8.7M40.0K
3.8%
+0.6%
Added · +242 sh
7Visa Inc
COM CL A
$6.6M19.3K
2.9%
−2.2%
Reduced · −439 sh
8Johnson & Johnson
COM
$3.2M12.5K
1.4%
+6.6%
Added · +774 sh
9Chevron Corporation
COM
$2.3M14.1K
1.0%
Held
10Ares Management Corporation
CL A COM STK
$2.3M20.3K
1.0%
~0%
Added · +1 sh
11Walmart Inc
COM
$2.1M19.0K
0.9%
−8.6%
Reduced · −2K sh
12Procter & Gamble Co
COM
$2.1M14.2K
0.9%
~0%
Reduced · −2 sh
13Emerson Elec Co
COM
$1.9M13.0K
0.8%
Held
14Ishares TR
CORE S&P500 ETF
$1.9M2.5K
0.8%
+5.0%
Added · +117 sh
15Microsoft Corp
COM
$1.8M5.0K
0.8%
−8.1%
Reduced · −434 sh
16Northern TR Corp
COM
$1.8M10.4K
0.8%
New
New position
17Amgen Inc
COM
$1.7M4.7K
0.7%
Held
18Coca Cola Co
COM
$1.7M20.4K
0.7%
~0%
Added · +8 sh
19Vanguard Index FDS
SM CP VAL ETF
$1.5M6.1K
0.6%
+1.6%
Added · +99 sh
20Alphabet Inc
CAP STK CL C
$1.4M3.9K
0.6%
+1.8%
Added · +67 sh
21Yum Brands Inc
COM
$1.3M8.3K
0.6%
Held
22Idexx Labs Inc
COM
$1.1M2.1K
0.5%
Held
23Becton Dickinson & Co
COM
$1.1M7.5K
0.5%
Held
24Vanguard Intl Equity Index F
ALLWRLD EX US
$1.1M13.5K
0.5%
+0.1%
Added · +18 sh
25Union Pac Corp
COM
$1.1M4.0K
0.5%
−2.1%
Reduced · −86 sh
26Dimensional ETF Trust
US SMALL CAP ETF
$1.1M12.8K
0.5%
+150%
Added · +8K sh
27State STR SPDR S&P 500 ETF T
TR UNIT
$1.1M1.4K
0.5%
+0.3%
Added · +5 sh
28Dimensional ETF Trust
US MKTWIDE VALUE
$920K16.7K
0.4%
New
New position
29Dimensional ETF Trust
US COR EQU 1 ETF
$867K10.6K
0.4%
Held
30Amazon Com Inc
COM
$818K3.4K
0.4%
−12%
Reduced · −450 sh
31East West Bancorp Inc
COM
$754K5.8K
0.3%
Held
32Vanguard Index FDS
TOTAL STK MKT
$709K1.9K
0.3%
−8.6%
Reduced · −180 sh
33Ishares TR
ESG AWR US AGRGT
$697K14.7K
0.3%
Held
34Vanguard Index FDS
S&P 500 ETF SHS
$686K999
0.3%
+2.6%
Added · +25 sh
35Ecolab Inc
COM
$669K2.4K
0.3%
−25%
Reduced · −800 sh
36Deere & Co
COM
$651K1.0K
0.3%
−1.5%
Reduced · −16 sh
37Alphabet Inc
CAP STK CL A
$651K1.8K
0.3%
−11%
Reduced · −225 sh
38Aon PLC
SHS CL A
$618K1.9K
0.3%
Held
39Nushares ETF TR
NUVEEN ESG SMLCP
$607K11.6K
0.3%
+0.2%
Added · +29 sh
40Dimensional ETF Trust
US TARGETED VLU
$603K8.6K
0.3%
New
New position
41SPDR Gold TR
GOLD SHS
$598K1.6K
0.3%
New
New position
42Ishares TR
SP SMCP600VL ETF
$562K4.1K
0.2%
+0.2%
Added · +10 sh
43Meta Platforms Inc
CL A
$546K970
0.2%
−24%
Reduced · −300 sh
44Dimensional ETF Trust
INTL CORE EQUITY
$535K14.4K
0.2%
+1.4%
Added · +200 sh
45Welltower Inc
COM
$497K2.2K
0.2%
Held
46ConocoPhillips
COM
$493K4.7K
0.2%
Held
47Adobe Inc
COM
$483K2.4K
0.2%
−0.4%
Reduced · −10 sh
48Block Inc
CL A
$473K6.2K
0.2%
Held
49Cisco Sys Inc
COM
$465K4.0K
0.2%
+16%
Added · +553 sh
50Dimensional ETF Trust
INTERNATNAL VAL
$438K8.1K
0.2%
New
New position
Showing 50 of 75 positions
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Filing history

As-of date vs the date the SEC received each filing

$262.4M · Q3 2025Q2 2025 · $243.7MQ2 2026 · $228.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d75$228.8M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d67$209.5M13F-HR
Q4 2025Dec 31, 2025Mar 19, 202678d71$248.7M13F-HR
Q3 2025Sep 30, 2025Dec 9, 202570d471$262.4M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202514d467$243.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.