Porter White Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Porter White Investment Advisors, Inc. held in its portfolio 36 assets valued at $243,851,801 (i.e. $243.85M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($95.83M), DIMENSIONAL ETF TRUST ($45.36M), and AMERICAN CENTY ETF TR ($11.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Porter White Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2420584 | 95830947 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 973576 | 45358933 | US MKTWIDE VALUE |
| AMERICAN CENTY ETF TR | 112598 | 11482790 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 305111 | 9986308 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 96728 | 9089592 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 168955 | 8138562 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 144834 | 6164150 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 157705 | 5434520 | INTL CORE EQUITY |
| VANGUARD WORLD FD | 28769 | 5323579 | UTILITIES ETF |
| DIMENSIONAL ETF TRUST | 84418 | 5026277 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 95746 | 4777732 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 118379 | 3915994 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 73666 | 3877411 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 78322 | 3755543 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 89362 | 3713472 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 102927 | 2719356 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 66186 | 2264237 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 59247 | 1929707 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 40639 | 1336649 | US SMALL CAP VAL |
| AMERICAN CENTY ETF TR | 11888 | 1328841 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 24726 | 1252387 | ULTRASHORT FIXED |
| STONE RIDGE TR | 4362 | 1229001 | LIFEX 2065 INF |
| DIMENSIONAL ETF TRUST | 22593 | 1225426 | GLOBAL CR ETF |
| DIMENSIONAL ETF TRUST | 31592 | 1065919 | EMERGING MKTS VA |
| STONE RIDGE TR | 4305 | 1031633 | LIFEX 2055 INFLA |
| DIMENSIONAL ETF TRUST | 45014 | 1030891 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 26747 | 1016390 | INTL SMALL CAP V |
| VANGUARD INDEX FDS | 1407 | 882903 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 21692 | 826691 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 11054 | 770168 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 10524 | 492560 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 5469 | 414386 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 4861 | 360540 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 4631 | 329866 | INTERNATIONAL LR |
| AMERICAN CENTY ETF TR | 3186 | 245386 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 3015 | 223054 | WORLD EQUITY ETF |
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