Porter White Investment Advisors, Inc.: summary

Porter White Investment Advisors, Inc. reported 36 positions with a reported value of $161.21M in its 13F for Q3 2026. Compared with Q2 2026: 1 new positions, 5 exited.

Top positions

• DIMENSIONAL ETF TRUST
• AVANTIS U.S. SMALL CAP VALUE ETF
• AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL ETF TRUST
• DIMENSIONAL INTERNATIONAL VALUE ETF
• VANGUARD UTILITIES ETF
• DIMENSIONAL ETF TRUST