§ 13F · FUND PROFILE
Porter White Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $233M (13F)Positions · 35Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.44M | $95M | 38.0% | +1% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 978K | $47M | 19.0% | ±0% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 114K | $13M | 5.0% | +1% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 303K | $10M | 4.1% | −1% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 96K | $10M | 3.8% | −1% |
| 6 | DFNM | DIMENSIONAL ETF TRUST | 170K | $8M | 3.3% | +1% |
| 7 | VPU | VANGUARD WORLD FD | 29K | $6M | 2.3% | −1% |
| 8 | DFIC | DIMENSIONAL ETF TRUST | 159K | $6M | 2.3% | +1% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 134K | $6M | 2.3% | −8% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 84K | $5M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PORTER SIGNAL
AC read
Porter White Investment Advisors, Inc. is a Other fund managing $233 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed