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Dana Weymouth

Painted Porch Advisors Llc

Assets Managed
$228.833M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
9.22%(2Q avg: -3.26%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Painted Porch Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Painted Porch Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 228.833M in assets, with a quarterly growth rate of 9.22% and a 2-quarter average growth rate of -3.26%. The portfolio is managed by Dana Weymouth, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.8%
20.31%
$46.462M
313,279 shares@ $148.31 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.5%
17.34%
$39.659M
79,927 shares@ $496.19 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -4.54%
14.18%
$32.437M
312,257 shares@ $103.88 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 0.02%
10.6%
$24.255M
323,825 shares@ $74.91 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.17%
6.8%
$15.551M
53,742 shares@ $289.36 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.61%
3.82%
$8.719M
40,007 shares@ $217.93 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -2.22%
2.89%
$6.61M
19,265 shares@ $343.1 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 6.61%
1.39%
$3.172M
12,488 shares@ $253.98 avg price
CVX
Chevron Corp
Recent Activity
1.02%
$2.329M
14,050 shares@ $165.76 avg price
ARES
Ares Management Corp - A
Recent Activity
Increased 0.01%
0.99%
$2.26M
20,307 shares@ $111.31 avg price

1-10 of 75