Painted Porch Advisors LLC - Portfolio Stock Holdings

Painted Porch Advisors LLC disclosed 81 stock positions in a recent SEC 13F filing. $229,167,980 of stock holdings were filed, with the largest holdings including IJR, BRK.B, and EFA. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $571,924,848 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.