Painted Porch Advisors LLC Diversified Active

Location: Santa Barbara, CA

CIK: 0002024585 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $210M (100.0% shares, 0.0% debt)

Holdings (67)

IJR ISHARES TR 19.1%
Value $40.07M Shares 322,311 Est. Cost $110.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 18.2%
Value $38.11M Shares 79,536 Est. Cost $369.59 Unrealized +33.5%
EFA ISHARES TR 15.2%
Value $31.77M Shares 327,117 Est. Cost $79.43 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 11.3%
Value $23.68M Shares 323,783 Est. Cost $64.89 Unrealized
AAPL APPLE INC 6.5%
Value $13.66M Shares 53,837 Est. Cost $193.88 Unrealized +35.6%
VTV VANGUARD INDEX FDS 3.7%
Value $7.802M Shares 39,765 Est. Cost $170.02 Unrealized
V VISA INC 2.8%
Value $5.955M Shares 19,704 Est. Cost $242.67 Unrealized +35.6%
CVX CHEVRON CORPORATION 1.4%
Value $2.907M Shares 14,050 Est. Cost $137.80 Unrealized +24.7%
JNJ JOHNSON & JOHNSON 1.4%
Value $2.863M Shares 11,714 Est. Cost $143.85 Unrealized +58.4%
WMT WALMART INC 1.2%
Value $2.578M Shares 20,741 Est. Cost $54.61 Unrealized +123.5%
ARES ARES MANAGEMENT CORPORATION 1.1%
Value $2.215M Shares 20,306 Est. Cost $143.86 Unrealized +3.3%
PG PROCTER & GAMBLE CO 1.0%
Value $2.051M Shares 14,201 Est. Cost $141.06 Unrealized +7.6%
MSFT MICROSOFT CORP 1.0%
Value $1.995M Shares 5,389 Est. Cost $359.37 Unrealized +20.9%
EMR EMERSON ELEC CO 0.8%
Value $1.703M Shares 12,999 Est. Cost $88.59 Unrealized +67.6%
AMGN AMGEN INC 0.8%
Value $1.665M Shares 4,732 Est. Cost $255.35 Unrealized +36.9%
KO COCA COLA CO 0.7%
Value $1.55M Shares 20,381 Est. Cost $53.26 Unrealized +40.4%
IVV ISHARES TR 0.7%
Value $1.539M Shares 2,356 Est. Cost $510.21 Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value $1.308M Shares 6,019 Est. Cost $189.36 Unrealized
YUM YUM BRANDS INC 0.6%
Value $1.297M Shares 8,342 Est. Cost $119.86 Unrealized +31.3%
IDXX IDEXX LABS INC 0.6%
Value $1.208M Shares 2,150 Est. Cost $469.47 Unrealized +42.8%
BDX BECTON DICKINSON & CO 0.6%
Value $1.171M Shares 7,450 Est. Cost $236.24 Unrealized -29.0%
GOOG ALPHABET INC 0.5%
Value $1.096M Shares 3,820 Est. Cost $190.66 Unrealized +69.8%
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value $1.009M Shares 13,441 Est. Cost $75.10 Unrealized
UNP UNION PAC CORP 0.5%
Value $1.001M Shares 4,124 Est. Cost $209.24 Unrealized +16.3%
SPY STATE STR SPDR S&P 500 ETF T 0.4%
Value $911K Shares 1,401 Est. Cost $572.84 Unrealized
ECL ECOLAB INC 0.4%
Value $851K Shares 3,200 Est. Cost $175.85 Unrealized +62.8%
AMZN AMAZON COM INC 0.4%
Value $809K Shares 3,882 Est. Cost $196.79 Unrealized +15.3%
DCOR DIMENSIONAL ETF TRUST 0.4%
Value $762K Shares 10,572 Est. Cost $72.08 Unrealized
META META PLATFORMS INC 0.3%
Value $727K Shares 1,270 Est. Cost $574.06 Unrealized +14.2%
EAGG ISHARES TR 0.3%
Value $699K Shares 14,705 Est. Cost $47.19 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $672K Shares 2,096 Est. Cost $258.92 Unrealized
COP CONOCOPHILLIPS 0.3%
Value $627K Shares 4,747 Est. Cost $109.57 Unrealized -6.3%
EWBC EAST WEST BANCORP INC 0.3%
Value $623K Shares 5,838 Est. Cost $74.03 Unrealized +57.0%
AON AON PLC 0.3%
Value $602K Shares 1,864 Est. Cost $315.32 Unrealized +6.6%
GOOGL ALPHABET INC 0.3%
Value $588K Shares 2,046 Est. Cost $146.39 Unrealized +120.8%
DE DEERE & CO 0.3%
Value $587K Shares 1,043 Est. Cost $373.53 Unrealized +47.6%
VOO VANGUARD INDEX FDS 0.3%
Value $582K Shares 974 Est. Cost $589.88 Unrealized
ADBE ADOBE INC 0.3%
Value $575K Shares 2,367 Est. Cost $529.48 Unrealized -45.3%
XOM EXXON MOBIL CORP 0.3%
Value $535K Shares 3,151 Est. Cost $100.10 Unrealized +38.6%
NUSC NUSHARES ETF TR 0.2%
Value $524K Shares 11,620 Est. Cost $40.24 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.2%
Value $503K Shares 14,157 Est. Cost $35.53 Unrealized
IAUM ISHARES GOLD TR 0.2%
Value $490K Shares 10,500 Est. Cost $32.99 Unrealized
IJS ISHARES TR 0.2%
Value $486K Shares 4,105 Est. Cost $110.69 Unrealized
WELL WELLTOWER INC 0.2%
Value $433K Shares 2,189 Est. Cost $83.03 Unrealized +125.2%
NFLX NETFLIX INC. 0.2%
Value $433K Shares 4,500 Est. Cost $104.59 Unrealized -19.8%
APD AIR PRODUCTS AND CHEMICALS I 0.2%
Value $391K Shares 1,345 Est. Cost $260.73 Unrealized +4.1%
XYZ BLOCK INC 0.2%
Value $375K Shares 6,225 Est. Cost $81.87 Unrealized -26.3%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value $364K Shares 5,121 Est. Cost $71.13 Unrealized
ABBV ABBVIE INC 0.2%
Value $362K Shares 1,664 Est. Cost $140.14 Unrealized +58.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value $360K Shares 1,722 Est. Cost $228.27 Unrealized +9.1%
SCHG SCHWAB STRATEGIC TR 0.2%
Value $342K Shares 11,744 Est. Cost $30.31 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value $334K Shares 1,276 Est. Cost $254.33 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $329K Shares 1,888 Est. Cost $106.51 Unrealized +75.2%
LIN LINDE PLC 0.2%
Value $320K Shares 645 Est. Cost $385.84 Unrealized +19.2%
WAT WATERS CORP 0.1%
Value $306K Shares 1,028 Est. Cost $367.10 Unrealized 0.0%
RYN RAYONIER INC 0.1%
Value $297K Shares 14,421 Est. Cost $32.86 Unrealized
GLDM WORLD GOLD TR 0.1%
Value $289K Shares 3,121 Est. Cost $62.42 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $272K Shares 545 Est. Cost $441.45 Unrealized +22.1%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value $272K Shares 12,293 Est. Cost $20.08 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value $266K Shares 2,317 Est. Cost $101.23 Unrealized
CSCO CISCO SYS INC 0.1%
Value $264K Shares 3,409 Est. Cost $48.74 Unrealized +59.8%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value $211K Shares 1,683 Est. Cost $112.96 Unrealized
MRK MERCK & CO INC 0.1%
Value $207K Shares 1,724 Est. Cost $114.28 Unrealized 0.0%
Z ZILLOW GROUP INC 0.1%
Value $207K Shares 4,997 Est. Cost $72.41 Unrealized -18.9%
NLR VANECK ETF TRUST 0.1%
Value $206K Shares 1,549 Est. Cost $133.19 Unrealized
HGTY HAGERTY INC 0.1%
Value $196K Shares 18,638 Est. Cost $10.27 Unrealized +20.8%
MNKD MANNKIND CORP 0.1%
Value $131K Shares 53,432 Est. Cost $3.93 Unrealized +41.7%