Fund Holdings — Painted Porch Advisors LLC

Total Portfolio Value
$248.66M
Total Bought
$25.99M
Total Sold
$19.44M
Net Transaction
+$6.55M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
▲▼
Change
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INVESCO EXCH TRADED FD TR11309,393+309,382522,0978.89%+22,092
APPLE INC(AAPL)53,79755,696+1,89913,69815,1416.09%+1,443
ISHARES TR598,442592,096-6,34655,87756,85922.87%+982
ZILLOW GROUP INC(Z)012,450+12,45008490.34%+849
ALPHABET INC(GOOG)3,8184,051+2339301,2710.51%+341
VANGUARD INDEX FDS34,48135,304+8236,4306,7432.71%+312
JOHNSON & JOHNSON(JNJ)12,62512,467-1582,3412,5801.04%+239
AMGEN INC(AMGN)4,7574,75701,3421,5570.63%+215
ZILLOW GROUP INC(Z)02,959+2,95902020.08%+202
VANGUARD INDEX FDS22,65322,720+677,4347,6173.06%+183
ALPHABET INC(GOOG)4,6874,162-5251,1391,3030.52%+163
BROADCOM INC(AVGO)1,2991,665+3664295760.23%+148
VANGUARD INDEX FDS4,8825,266+3841,0191,1150.45%+96
IDEXX LABS INC(IDXX)2,1502,15001,3741,4550.58%+81
WALMART INC(WMT)21,85020,731-1,1192,2522,3100.93%+58
ISHARES GOLD TR(IAU)10,50010,50004044510.18%+47
COCA COLA CO(KO)21,11420,581-5331,4001,4390.58%+39
EAST WEST BANCORP INC(EWBC)5,8385,83806216560.26%+35
WORLD GOLD TR(GLDM)3,0573,128+712342670.11%+33
HAGERTY INC(HGTY)18,63818,63802242500.10%+26
ARES MANAGEMENT CORPORATION(ARES)14,63514,63502,3402,3650.95%+25
ISHARES TR
CORE MSCI EAFE
10,84210,851+99479710.39%+24
EXXON MOBIL CORP2,9882,98803373600.14%+23
AMPHENOL CORP NEW1,8271,82702262470.10%+21
ISHARES TR4,8244,739-853,2293,2461.31%+17
WELLTOWER INC(WELL)2,1962,19603914080.16%+16
MANNKIND CORP(MNKD)53,43253,43202873030.12%+16
BLACKROCK SCIENCE &(BSTZ)11,59512,029+4342572720.11%+15
ISHARES TR
MSCI USA QLT FCT
3,4333,43306686820.27%+14
NVIDIA CORPORATION(NVDA)2,1312,192+613984090.16%+11
DEERE & CO(DE)1,1271,12705155250.21%+9
SCHWAB STRATEGIC TR11,64811,649+13723800.15%+8
ISHARES TR2,1042,10402332390.10%+7
META PLATFORMS INC(META)1,2361,382+1469089120.37%+5
GOLDMAN SACHS ETF TR1,6741,679+52182220.09%+4
VANGUARD ADMIRAL FDS INC2,3172,31702562570.10%+1
B2GOLD CORP COM(BTG)00000—-0
Astrazeneca Plc Sponsored(AZN)00000—-0
Albemarle Corp Com(ALB)00000—-0
Zimvie Inc10-100—-0
MILLROSE PPTYS INC COM CL A(MRP)20-200—-0
STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
ST STR SP600SM C
10-100—-0
Yandex Class A(NBIS)10-100—-0
STEM INC COM NEW(STEM)70-700—-0
Cardiol Therapeutics Inc(CRDL)1470-14700—-0
LUCID GROUP INC COM NEW(LCID)70-700—-0
STITCH FIX INC COM CL A(SFIX)520-5200—-0
TVARDI THERAPEUTICS INC COM60-600—-0
iShares Semiconductor Fund10-100—-0
STMICROELECTRONICS N V NY REGISTRY(STM)100-1000—-0
DELL TECHNOLOGIES INC CL C(DELL)20-200—-0
ZSCALER INC COM(ZS)10-100—-0
VANGUARD INDEX FDS1,4531,45303043040.12%-0
ABRDN Physical Precious Metals Basket Shares ETF20-200—-0
Delta Air Lines Inc(DAL)60-600—-0
Occidental Petroleum(OXY)140-1400—-0
Pfizer Inc(PFE)160-1600—-0
HUBSPOT INC COM(HUBS)10-100—-0
The Trade Desk Inc(TTD)100-1000—-0
WARNER BROS DISCOVERY INC COM SER A(WBD)290-2910—-1
LENNAR CORP CL B(LEN)50-510—-1
DECKERS OUTDOOR CORP COM(DECK)60-610—-1
Autodesk Inc20-210—-1
STATE STREET SPDR S&P SEMICONDUCTOR ETF
ST STR SP SEMI
20-210—-1
ONTO INNOVATION INC COM(ONTO)50-510—-1
iShares Bitcoin Trust ETF(IBIT)100-1010—-1
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF
GBL LISTED PVT
100-1010—-1
Global X Cybersecurity
CYBRSCURTY ETF
220-2210—-1
WIX COM LTD SHS
SHS
50-510—-1
Copart inc(CPRT)200-2010—-1
INDEPENDENCE RLTY TR INC COM(IRT)610-6110—-1
Vanguard Russell 2000
VNG RUS2000IDX
100-1010—-1
SPROUTS FMRS MKT INC COM(SFM)100-1010—-1
VANECK INDONESIA INDEX ETF
INDONESIA INDEX
680-6810—-1
NEXPOINT RESIDENTIAL TR INC COM(NXRT)340-3410—-1
DICKS SPORTING GOODS INC COM(DKS)50-510—-1
CAMDEN PPTY TR SH BEN INT(CPT)100-1010—-1
ISHARES MSCI SAUDI ARABIA ETF
MSCI SAUDI ARBIA
290-2910—-1
MID-AMER APT CMNTYS INC COM(MAA)80-810—-1
DAN IVES WEDBUSH AI REVOLUTION ETF380-3810—-1
CUSTOMERS BANCORP INC COM(CUBB)200-2010—-1
APOLLO GLOBAL MGMT INC COM(APO)100-1010—-1
AMPLIFY AI POWERED EQUITY ETF300-3010—-1
GODADDY INC CL A(GDDY)100-1010—-1
MODINE MFG CO COM(MOD)100-1010—-1
AXON ENTERPRISE INC COM(AXON)20-210—-1
Fortrea Holdings Common Stock(FTRE)1800-18020—-2
Best Buy Inc(BBY)220-2220—-2
BOOZ ALLEN HAMILTON HLDG CORP CL A170-1720—-2
SOLVENTUM CORP COM SHS(SOLV)250-2520—-2
PROLOGIS INC. COM(PLD)160-1620—-2
AVALONBAY CMNTYS INC COM100-1020—-2
FERRARI N V COM
COM
40-420—-2
Vanguard Intermediate- Term Bond Index250-2520—-2
AGNC INVT CORP COM(AGNC)2000-20020—-2
Chipotle Mexican Grill(CMG)500-5020—-2
PNC FINL SVCS GROUP INC COM(PNC)100-1020—-2
Annaly Capital Management1000-10020—-2
Ares Capital Corp(ARCC)1000-10020—-2
SPDR Nuveen Bloomberg Barclays Muni
ST STR NUVEE ETF
450-4520—-2
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Painted Porch Advisors LLC — 13F Holdings — Q4 2025 | TickerTrail