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Porter White Investment Advisors, Inc. — 13F Holdings & Portfolio

CIK 1612457 · latest 13F-HR filed 2026-05-13

Backtest portfolio

Porter White Investment Advisors, Inc. manages $249.7M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAC (37.96%), DFUV (18.98%), AVUV (5.02%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 1, added to 12, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$249.7M

Long-equity book

Holdings

40

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+5 / −1 / ↑12 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$1.1M +9.2%
  • AMERICAN CENTY ETF TR$462.9K +5.1%
  • VANGUARD WORLD FD$343.6K +6.5%
  • DIMENSIONAL ETF TRUST$243.4K +5.1%
  • DIMENSIONAL ETF TRUST$238.2K +6.3%
Show all 12 →

Top Trims

  • DIMENSIONAL ETF TRUST-$527.3K -8.6%
  • DIMENSIONAL ETF TRUST-$157.9K -32.1%
  • DIMENSIONAL ETF TRUST-$121.3K -9.7%
Show all 3 →

New Positions

  • VANGUARD INTL EQUITY INDEX F$472.0K
  • SCHWAB STRATEGIC TR$370.2K
  • ISHARES INC$338.2K
  • VANGUARD WHITEHALL FDS$292.0K
  • ISHARES TR$203.3K
Show all 5 →

Exited Positions

  • DIMENSIONAL ETF TRUST$223.1K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $94.8M 37.96% 2,439,644 SH
2 DIMENSIONAL ETF TRUST DFUV 25434V724 $47.4M 18.98% 977,943 SH
3 AMERICAN CENTY ETF TR AVUV 025072877 $12.5M 5.02% 113,506 SH
4 DIMENSIONAL ETF TRUST DFAX 25434V880 $10.3M 4.12% 302,525 SH
5 AMERICAN CENTY ETF TR AVDV 025072802 $9.6M 3.83% 95,658 SH
6 DIMENSIONAL ETF TRUST DFNM 25434V849 $8.1M 3.26% 169,995 SH
7 VANGUARD WORLD FD VPU 92204A876 $5.7M 2.27% 28,601 SH
8 DIMENSIONAL ETF TRUST DFIC 25434V799 $5.7M 2.27% 159,221 SH
9 DIMENSIONAL ETF TRUST DFCF 25434V872 $5.6M 2.26% 133,511 SH
10 DIMENSIONAL ETF TRUST DFAT 25434V609 $5.2M 2.10% 83,822 SH
11 DIMENSIONAL ETF TRUST DFIV 25434V807 $5.0M 2.01% 95,133 SH
12 DIMENSIONAL ETF TRUST DFEM 25434V732 $4.1M 1.65% 119,559 SH
13 DIMENSIONAL ETF TRUST DFGX 25434V575 $4.0M 1.62% 76,907 SH
14 DIMENSIONAL ETF TRUST DFSD 25434V864 $4.0M 1.60% 83,411 SH
15 DIMENSIONAL ETF TRUST DFIP 25434V856 $3.9M 1.57% 94,247 SH
16 DIMENSIONAL ETF TRUST DFGR 25434V658 $2.7M 1.10% 102,956 SH
17 DIMENSIONAL ETF TRUST DFLV 25434V666 $2.4M 0.95% 66,575 SH
18 DIMENSIONAL ETF TRUST DFAE 25434V302 $2.0M 0.80% 59,227 SH
19 DIMENSIONAL ETF TRUST DFSV 25434V815 $1.5M 0.59% 42,281 SH
20 AMERICAN CENTY ETF TR AVUS 025072885 $1.3M 0.53% 11,888 SH
21 DIMENSIONAL ETF TRUST DGCB 25434V567 $1.3M 0.53% 24,290 SH
22 STONE RIDGE TR LIBD 86172B627 $1.2M 0.49% 4,402 SH
23 DIMENSIONAL ETF TRUST DUSB 25434V591 $1.1M 0.45% 22,304 SH
24 DIMENSIONAL ETF TRUST DFEV 25434V740 $1.1M 0.45% 31,426 SH
25 DIMENSIONAL ETF TRUST DFAR 25434V823 $1.1M 0.43% 45,768 SH
26 DIMENSIONAL ETF TRUST DISV 25434V781 $1.1M 0.42% 26,840 SH
27 STONE RIDGE TR LIAM 86172B643 $1.0M 0.41% 4,305 SH
28 VANGUARD INDEX FDS VOO 922908363 $839.3K 0.34% 1,404 SH
29 DIMENSIONAL ETF TRUST DFAI 25434V203 $805.3K 0.32% 20,670 SH
30 DIMENSIONAL ETF TRUST DFAS 25434V500 $786.3K 0.31% 11,054 SH
31 VANGUARD INTL EQUITY INDEX F VEU 922042775 $472.0K 0.19% 6,284 SH
32 AMERICAN CENTY ETF TR AVLV 025072349 $440.9K 0.18% 5,469 SH
33 SCHWAB STRATEGIC TR FNDC 808524748 $370.2K 0.15% 7,985 SH
34 AMERICAN CENTY ETF TR AVIV 025072364 $346.5K 0.14% 4,631 SH
35 DIMENSIONAL ETF TRUST DFUS 25434V401 $344.7K 0.14% 4,861 SH
36 ISHARES INC EMXC 46434G764 $338.2K 0.14% 4,300 SH
37 DIMENSIONAL ETF TRUST DFAU 25434V104 $334.7K 0.13% 7,417 SH
38 VANGUARD WHITEHALL FDS VYMI 921946794 $292.0K 0.12% 3,098 SH
39 AMERICAN CENTY ETF TR AVEM 025072604 $256.7K 0.10% 3,186 SH
40 ISHARES TR EFA 464287465 $203.3K 0.08% 2,093 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $249.7M 40 0001172661-26-001742
2025-12-31 2026-01-29 $243.9M 36 0001172661-26-000377
2025-09-30 2025-10-22 $232.9M 35 0001172661-25-004352