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Porter White Investment Advisors

Latest statistics and disclosures from Porter White Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFUV, AVUV, DFAX, AVDV, and represent 69.90% of Porter White Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, VEU, FNDC, EMXC, VYMI, DFSD, DFUV, DFIP, EFA, DFGX.
Started 5 new stock positions in VEU, EFA, EMXC, FNDC, VYMI.
Reduced shares in these 10 stocks: DFCF, DFAW, DFAU, DUSB, AVDV, DFAX, DFAI, DFAT, VPU, DFIV.
Sold out of its position in DFAW.
Porter White Investment Advisors was a net buyer of stock by $2.4M.
Porter White Investment Advisors has $250M in assets under management (AUM), dropping by 2.41%.
Central Index Key (CIK): 0001612457

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Portfolio Holdings for Porter White Investment Advisors

Porter White Investment Advisors holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	38.0	$95M		2.4M	38.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	19.0	$47M		978k	48.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.0	$13M		114k	110.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.1	$10M		303k	33.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$9.6M		96k	99.86	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.3	$8.1M		170k	47.93	View chart
Vanguard World Utilities Etf (VPU)	2.3	$5.7M		29k	198.15	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.3	$5.7M		159k	35.53	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.3	$5.6M	-7%	134k	42.22	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$5.2M		84k	62.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$5.0M		95k	52.78	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.7	$4.1M		120k	34.55	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	1.6	$4.0M	+4%	77k	52.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.6	$4.0M	+6%	83k	47.88	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.6	$3.9M	+5%	94k	41.72	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$2.7M		103k	26.58	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.0	$2.4M		67k	35.71	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$2.0M		59k	33.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$1.5M	+4%	42k	35.04	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.5	$1.3M		12k	111.18	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.5	$1.3M	+7%	24k	54.14	View chart
Stone Ridge Tr Lifex 2065 Inf (LIBD)	0.5	$1.2M		4.4k	276.88	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$1.1M	-9%	22k	50.71	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$1.1M		31k	35.78	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$1.1M		46k	23.65	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$1.1M		27k	39.44	View chart
Stone Ridge Tr Lifex 2055 Infla (LIAM)	0.4	$1.0M		4.3k	236.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$839k		1.4k	597.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$805k	-4%	21k	38.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$786k		11k	71.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$472k	NEW	6.3k	75.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$441k		5.5k	80.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$370k	NEW	8.0k	46.36	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$347k		4.6k	74.83	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$345k		4.9k	70.91	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$338k	NEW	4.3k	78.66	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$335k	-29%	7.4k	45.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$292k	NEW	3.1k	94.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$257k		3.2k	80.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$203k	NEW	2.1k	97.13	View chart

Past Filings by Porter White Investment Advisors

SEC 13F filings are viewable for Porter White Investment Advisors going back to 2025

Porter White Investment Advisors 2026 Q1 filed May 13, 2026
Porter White Investment Advisors 2025 Q4 filed Jan. 29, 2026
Porter White Investment Advisors 2025 Q3 filed Oct. 22, 2025
Porter White Investment Advisors 2025 Q2 filed July 17, 2025
Porter White Investment Advisors 2022 Q4 filed July 15, 2025
Porter White Investment Advisors 2023 Q1 filed July 15, 2025
Porter White Investment Advisors 2023 Q2 filed July 15, 2025
Porter White Investment Advisors 2023 Q3 filed July 15, 2025
Porter White Investment Advisors 2023 Q4 filed July 15, 2025
Porter White Investment Advisors 2024 Q1 filed July 15, 2025
Porter White Investment Advisors 2024 Q3 filed July 7, 2025
Porter White Investment Advisors 2024 Q2 filed July 7, 2025
Porter White Investment Advisors 2024 Q4 filed June 16, 2025
Porter White Investment Advisors 2025 Q1 filed May 30, 2025

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