Painted Porch Advisors LLC holds a concentrated book of 67 stocks worth $209.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ftse All-World Ex-U and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ishares Core S&P Small-Cap E at 19% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2024585/holdings"
Use Arkolith to show Painted Porch Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P SCP ETF | $40.1M | 322.3K | 19.1% | ▼−3.5% Reduced · −12K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $38.1M | 79.5K | 18.2% | ▲+3.4% Added · +3K sh | |
| 3 | Ishares TR MSCI EAFE ETF | $31.8M | 327.1K | 15.2% | ▼−45% Reduced · −265K sh | |
| 4 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $23.7M | 323.8K | 11.3% | ▲+4.7% Added · +14K sh | |
| 5 | Apple Inc COM | $13.7M | 53.8K | 6.5% | ▼−3.3% Reduced · −2K sh | |
| 6 | Vanguard Index FDS VALUE ETF | $7.8M | 39.8K | 3.7% | ▲+13% Added · +4K sh | |
| 7 | Visa Inc COM CL A | $6.0M | 19.7K | 2.8% | ▼−6.9% Reduced · −1K sh | |
| 8 | Chevron Corporation COM | $2.9M | 14.1K | 1.4% | ▼−2.9% Reduced · −426 sh | |
| 9 | Johnson & Johnson COM | $2.9M | 11.7K | 1.4% | ▼−6.0% Reduced · −753 sh | |
| 10 | Walmart Inc COM | $2.6M | 20.7K | 1.2% | ▲~0% Added · +10 sh | |
| 11 | Ares Management Corporation CL A COM STK | $2.2M | 20.3K | 1.1% | ▲+39% Added · +6K sh | |
| 12 | Procter & Gamble Co COM | $2.1M | 14.2K | 1.0% | ▼−1.3% Reduced · −185 sh | |
| 13 | Microsoft Corp COM | $2.0M | 5.4K | 1.0% | ▼−3.9% Reduced · −218 sh | |
| 14 | Emerson Elec Co COM | $1.7M | 13.0K | 0.8% | ▼−3.1% Reduced · −420 sh | |
| 15 | Amgen Inc COM | $1.7M | 4.7K | 0.8% | ▼−0.5% Reduced · −25 sh | |
| 16 | Coca Cola Co COM | $1.5M | 20.4K | 0.7% | ▼−1.0% Reduced · −200 sh | |
| 17 | Ishares TR CORE S&P500 ETF | $1.5M | 2.4K | 0.7% | ▼−50% Reduced · −2K sh | |
| 18 | Vanguard Index FDS SM CP VAL ETF | $1.3M | 6.0K | 0.6% | ▲+14% Added · +753 sh | |
| 19 | Yum Brands Inc COM | $1.3M | 8.3K | 0.6% | ▼−0.6% Reduced · −50 sh | |
| 20 | Idexx Labs Inc COM | $1.2M | 2.1K | 0.6% | —Held | |
| 21 | Becton Dickinson & Co COM | $1.2M | 7.5K | 0.6% | ▼−0.9% Reduced · −70 sh | |
| 22 | Alphabet Inc CAP STK CL C | $1.1M | 3.8K | 0.5% | ▼−5.7% Reduced · −231 sh | |
| 23 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.0M | 13.4K | 0.5% | ▲New New position | |
| 24 | Union Pac Corp COM | $1.0M | 4.1K | 0.5% | ▼−1.2% Reduced · −50 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $911K | 1.4K | 0.4% | ▲+9.9% Added · +126 sh | |
| 26 | Ecolab Inc COM | $851K | 3.2K | 0.4% | —Held | |
| 27 | Amazon Com Inc COM | $809K | 3.9K | 0.4% | ▼−5.8% Reduced · −241 sh | |
| 28 | Dimensional ETF Trust US CORE EQUITY 1 | $762K | 10.6K | 0.4% | ▲New New position | |
| 29 | Meta Platforms Inc CL A | $727K | 1.3K | 0.3% | ▼−8.1% Reduced · −112 sh | |
| 30 | Ishares TR ESG AWR US AGRGT | $699K | 14.7K | 0.3% | —Held | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $672K | 2.1K | 0.3% | ▼−91% Reduced · −21K sh | |
| 32 | ConocoPhillips COM | $627K | 4.7K | 0.3% | ▼−9.4% Reduced · −492 sh | |
| 33 | East West Bancorp Inc COM | $623K | 5.8K | 0.3% | —Held | |
| 34 | Aon PLC SHS CL A | $602K | 1.9K | 0.3% | —Held | |
| 35 | Alphabet Inc CAP STK CL A | $588K | 2.0K | 0.3% | ▼−51% Reduced · −2K sh | |
| 36 | Deere & Co COM | $587K | 1.0K | 0.3% | ▼−7.5% Reduced · −84 sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $582K | 974 | 0.3% | ▼−41% Reduced · −666 sh | |
| 38 | Adobe Inc COM | $575K | 2.4K | 0.3% | ▼−8.8% Reduced · −229 sh | |
| 39 | Exxon Mobil Corp COM | $535K | 3.2K | 0.3% | ▲+5.5% Added · +163 sh | |
| 40 | Nushares ETF TR NUVEEN ESG SMLCP | $524K | 11.6K | 0.2% | ▼−13% Reduced · −2K sh | |
| 41 | Dimensional ETF Trust INTL CORE EQUITY | $503K | 14.2K | 0.2% | ▲New New position | |
| 42 | Ishares Gold TR SHARES REPRESENT | $490K | 10.5K | 0.2% | —Held | |
| 43 | Ishares TR SP SMCP600VL ETF | $486K | 4.1K | 0.2% | ▲+95% Added · +2K sh | |
| 44 | Welltower Inc COM | $433K | 2.2K | 0.2% | ▼−0.3% Reduced · −7 sh | |
| 45 | Netflix Inc. COM | $433K | 4.5K | 0.2% | ▼−6.4% Reduced · −310 sh | |
| 46 | Air Products And Chemicals I COM | $391K | 1.3K | 0.2% | —Held | |
| 47 | Block Inc CL A | $375K | 6.2K | 0.2% | —Held | |
| 48 | Dimensional ETF Trust US SMALL CAP ETF | $364K | 5.1K | 0.2% | ▲New New position | |
| 49 | Abbvie Inc COM | $362K | 1.7K | 0.2% | ▼−5.2% Reduced · −92 sh | |
| 50 | Zebra Technologies Corporati CL A | $360K | 1.7K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.