§ 13F · FUND PROFILE
Porter White Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $199.6T (13F)Positions · 33Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.42M | $95.8T | 39.3% | −1% |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 974K | $45.4T | 18.6% | +1% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 113K | $11.5T | 4.7% | +3% |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 305K | $10.0T | 4.1% | ±0% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 97K | $9.1T | 3.7% | −3% |
| 6 | DFNM | DIMENSIONAL ETF TRUST | 169K | $8.1T | 3.3% | +5% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 145K | $6.2T | 2.5% | +13% |
| 8 | DFIC | DIMENSIONAL ETF TRUST | 158K | $5.4T | 2.2% | −4% |
| 9 | VPU | VANGUARD WORLD FD | 29K | $5.3T | 2.2% | ±0% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 84K | $5.0T | 2.1% | ±0% |
§ 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 $199589.5 trillion in assets. The fund runs a portfolio of 33 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed