Painted Porch Advisors LLC

Q2 2026 13F-HR Holdings

Location
Santa Barbara, CA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$228,833
Net value change ($000)
+19,299 (9.2%)
New positions
14
Sold out positions
6
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJR 6,395 16.0%
AAPL 1,888 13.8%
NTRS 1,801 NEW
BRK-B 1,545 4.1%
DFUV 920 NEW
VTV 917 11.8%
DFAS 692 190.1%
EFA 664 2.1%
V 655 11.0%
DFAT 603 NEW
Top Reduces (Value $000, Stocks/ETFs)
CVX -578 -19.9%
XOM -535 -100.0%
WMT -430 -16.7%
ZBRA -360 -100.0%
SCHG -342 -100.0%
WAT -306 -100.0%
ZG -207 -100.0%
NLR -206 -100.0%
ECL -182 -21.4%
META -181 -24.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type