Painted Porch Advisors LLC

RIA/Wealth

Painted Porch Advisors LLC is a RIA/Wealth based in Santa Barbara, CA led by Brian Dennis Lloyd, reporting $518.2M in AUM as of Q3 2025 with 57% ETF concentration, 76% concentrated in top 10 holdings, and 21% allocation to EFA.

Managing PartnerBrian Dennis Lloyd

Portfolio Value: $262.4M
Positions: 468
Top Holding: EFA at 21.3%
Last Reported: Q3 2025

Address115 S La Cumbre Lane, Suite 201, Santa Barbara, CA, 93105, United States

Top Holdings

Largest long holdings in Painted Porch Advisors LLC's portfolio (76.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares MSCI EAFE EFA	ETF ETF	$55.9M	21.30%	+$1.0M Bought	— 598.4K shares	Q4 2023 Held for 1y 11m
2 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$40.7M	15.52%	-$124.8K Sold	— 342.6K shares	Q4 2023 Held for 1y 11m
3 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$39.4M	15.03%	+$964.3K Bought	0.00% 78.4K shares	Q4 2023 Held for 1y 11m
4 Invesco S&P 500 Low Volatility SPLV	ETF ETF	$22.9M	8.73%	+$480.3K Bought	— 311.8K shares	Q4 2023 Held for 1y 11m
5 Apple AAPL	Consumer Electronics Technology	$13.7M	5.22%	+$388.6K Bought	0.00% 53.8K shares	Q4 2023 Held for 1y 11m
6 Visa V	Financial - Credit Services Financial Services	$7.5M	2.86%	-$360.2K Sold	0.00% 21.9K shares	Q4 2023 Held for 1y 11m
7 Vanguard Total Stock Market VTI	ETF ETF	$7.4M	2.83%	+$80.7K Bought	— 22.7K shares	Q4 2023 Held for 1y 11m
8 Vanguard Value VTV	ETF ETF	$6.4M	2.45%	+$490.3K Bought	— 34.5K shares	Q4 2023 Held for 1y 11m
9 iShares Core S&P 500 ETF IVV	ETF ETF	$3.2M	1.23%	-$30.8K Sold	— 4.8K shares	Q4 2023 Held for 1y 11m
10 Microsoft MSFT	Software - Infrastructure Technology	$3.0M	1.16%	+$9.3K Bought	0.00% 5.9K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Painted Porch Advisors LLC's latest filing

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Market Value

$262.4M

Prior: $243.7M

Q/Q Change

+7.68%

+$18.7M

Net Flows % of MV

+1.82%

New Purchases

36 stocks

$1.6M

Added To

70 stocks

+$7.8M

Sold Out Of

43 stocks

$1.5M

Reduced Holdings

69 stocks

-$3.1M

Increased Positions

Position	Shares Δ	Change
1 Vanguard High Dividend Yield VYM	New	0 → 2.5K +$354.2K
2 ProShares S&P 500 Dividend Aristocrats NOBL	New	0 → 2.4K +$244.2K
3 ILCG iShares Morningstar Growth ILCG	New	0 → 1.3K +$137.0K
4 SPDR Portfolio Europe SPEU	New	0 → 1.8K +$88.7K
5 Invesco BulletShares 2030 Municipal Bond BSMU	New	0 → 3.9K +$85.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares Treasury Floating Rate Bond TFLO	Sold	14.0K → 0 −$710.0K
2 Verizon Communications VZ	Sold	2.5K → 0 −$106.3K
3 SDY SPDR S&P Dividend ETF SDY	Sold	622.0 → 0 −$84.4K
4 WisdomTree U.S. SmallCap Dividend DES	Sold	2.4K → 0 −$75.6K
5 Encompass Health Corporation EHC	Sold	599.0 → 0 −$73.5K

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Analytics

Portfolio insights and performance metrics for Painted Porch Advisors LLC

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Sector Allocation

ETF

57.00%

Financial Services

20.20%

Technology

8.20%

Healthcare

3.30%

Consumer Defensive

3.20%

Industrials

1.80%

Communication Services

1.50%

Energy

1.40%

Consumer Cyclical

1.40%

Basic Materials

0.70%

Real Estate

0.40%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

32.17%

Large Cap ($10B - $200B)

9.29%

Mid Cap ($2B - $10B)

0.39%

Small Cap ($300M - $2B)

0.42%

Micro Cap ($50M - $300M)

0.00%

N/A (ETF or Unknown)

57.74%

Portfolio Concentration

Top 10 Holdings %

76.32%

Top 20 Holdings %

83.51%

Top 50 Holdings %

92.54%

Top 100 Holdings %

96.78%