Painted Porch Advisors LLC

Q1 2024 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    64

  • Value ($000)

    $163,625

  • Date Filed
    10/22/2024
  • Form type
    13F-HR
  • CIK
    0002024585
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$28.55M
17 %

67,887

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$18.38M
11 %

166,280

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$16.82M
10 %

210,633

SPLV
SPLV

INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL
46138E354
$15.97M
10 %

242,385

V
V

VISA INC

COM CL A
92826C839
$10.59M
7 %

37,945

XSLV
XSLV

INVESCO EXCH TRADED FD TR II

S&P SMLCP LOW
46138G102
$8.59M
5 %

194,282

AAPL
AAPL

APPLE INC

COM
037833100
$7.90M
5 %

46,065

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$5.72M
4 %

22,024

ARES
ARES

ARES MANAGEMENT CORPORATION

CL A COM STK
03990B101
$4.07M
3 %

30,597

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$2.92M
2 %

18,490

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