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PPA
Painted Porch Advisors Portfolio holdings
AUM
$229M
1-Year Est. Return
17.97%
This Fund
S&P 500
This Quarter
Est. Return
+1.73%
1 Year Est. Return
+17.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$249M
AUM Growth
-$13.7M
(-5.2%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-7.06%
Top 10 Holdings %
Top 10 Hldgs %
80.7%
Holding
470
New
2
Increased
15
Reduced
31
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zillow
Z
|
+$902K |
| 2 |
Apple
AAPL
|
+$510K |
| 3 |
Zillow
ZG
|
+$208K |
| 4 |
Vanguard Morningstar Value ETF
VTV
|
+$155K |
| 5 |
Broadcom
AVGO
|
+$131K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.04M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$741K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$602K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$484K |
| 5 |
Amazon
AMZN
|
+$396K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.37% |
| 2 | Technology | 8.49% |
| 3 | Healthcare | 3.41% |
| 4 | Consumer Staples | 2.85% |
| 5 | Communication Services | 2.01% |
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Painted Porch Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Painted Porch Advisors held 470 positions worth $249M, down 5.2% from $262M the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Painted Porch Advisors withdrew a net $17.5M in Q4 2025, closing 399 positions and reducing 31 holdings. Its most notable exit was Vanguard Dividend Appreciation ETF, an estimated $484K position sold in full.
By sector, the portfolio is most concentrated in Financials at 20% of assets, up from 20% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Painted Porch Advisors opened a new position in Zillow worth $849K.
- Painted Porch Advisors's largest Q4 2025 buy was Zillow: 12,450 shares worth $849K.
- Painted Porch Advisors added most to Apple in Q4 2025, an estimated $510K increase.
- Painted Porch Advisors's biggest Q4 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $1.04M.
- Painted Porch Advisors fully exited Vanguard Dividend Appreciation ETF in Q4 2025, selling an estimated $484K.
- Painted Porch Advisors's ten largest holdings make up 81% of its $249M portfolio in Q4 2025.
- Painted Porch Advisors opened 2 new positions and closed 399 in Q4 2025.
- Painted Porch Advisors's portfolio value fell 5.2% quarter-over-quarter to $249M.
Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.