StockDriftsStockDriftsTop 36 Porter White Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 30.3% | 888.1K | $48.8M | +0.14%(+1.28K) | $32.24(+73.65%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 9.86% | 134.9K | $15.9M | +7.99%(+9.98K) | $90.17(+32.72%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 7.25% | 106.9K | $11.7M | +9.12%(+8.93K) | $65.31(+64.34%) | 2026-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.97% | 303.5K | $11.2M | +1.96%(+5.84K) | $20.93(+74.16%) | 2026-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 5.09% | 178.2K | $8.2M | +0.94%(+1.66K) | $47.42(-1.49%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.86% | 165.6K | $6.2M | +1.99%(+3.24K) | $24.94(+50.49%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.41% | 137.0K | $5.5M | +7.47%(+9.52K) | $41.86(-3.27%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.28% | 94.8K | $5.3M | +0.03%(+32) | $29.90(+87.29%) | 2026-09-30 | |
| VPU | VANGUARD WORLD FD | 3.14% | 29.6K | $5.1M | +4.61%(+1.31K) | $145.01(+23.38%) | 2026-09-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 3.03% | 124.9K | $4.9M | +27.94%(+27.26K) | $41.32(-4.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.52% | +58.22% | — | — | +65.33% |
| Top 20 Holdings Unweighted | +13.11% | +44.73% | — | — | +49.84% |
Porter White Investment Advisors INC reports $161.21M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are DFUV (30.3%), AVUV (9.9%) and AVDV (7.3%). The top 20 holdings account for 94.04% of reported assets. Its disclosed equity book has returned +58.22% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Porter White Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1612457). View Porter White Investment Advisors INC’s 13F filings on SEC