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Dana Weymouth

Painted Porch Advisors Llc

Assets Managed
$209.534M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-15.73%(2Q avg: -10.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Painted Porch Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 209.534M in assets, with a quarterly growth rate of -15.73% and a 2-quarter average growth rate of -10.48%. 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 -3.49%
19.13%
$40.067M
322,311 shares@ $124.32 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.37%
18.19%
$38.114M
79,536 shares@ $479.2 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -44.75%
15.17%
$31.773M
327,117 shares@ $97.13 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 4.66%
11.31%
$23.681M
323,783 shares@ $73.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.33%
6.53%
$13.663M
53,837 shares@ $253.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 12.64%
3.73%
$7.802M
39,765 shares@ $196.21 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -6.92%
2.85%
$5.955M
19,704 shares@ $302.25 avg price
CVX
Chevron Corp
Recent Activity
Decreased -2.94%
1.39%
$2.907M
14,050 shares@ $206.9 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -6.03%
1.37%
$2.863M
11,714 shares@ $244.45 avg price
WMT
Walmart Inc
Recent Activity
Increased 0.05%
1.24%
$2.578M
20,741 shares@ $124.29 avg price

1-10 of 67