Porter White Investment Advisors, Inc. — 13F holdings

Porter White Investment Advisors, Inc. reported 36 holdings worth $161M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. DFUV DIMENSIONAL ETF TRUST — $48.8M (30.3%)
  2. AVUV AMERICAN CENTY ETF TR — $15.9M (9.9%)
  3. AVDV AMERICAN CENTY ETF TR — $11.7M (7.3%)
  4. DFAX DIMENSIONAL ETF TRUST — $11.2M (7.0%)
  5. DFNM DIMENSIONAL ETF TRUST — $8.20M (5.1%)
  6. DFIC DIMENSIONAL ETF TRUST — $6.23M (3.9%)
  7. DFCF DIMENSIONAL ETF TRUST — $5.50M (3.4%)
  8. DFIV DIMENSIONAL ETF TRUST — $5.30M (3.3%)
  9. VPU VANGUARD WORLD FD — $5.07M (3.1%)
  10. DFIP DIMENSIONAL ETF TRUST — $4.88M (3.0%)