Porter White Investment Advisors, Inc.
Q3 2026 13F filing
Updated 5 days ago36 disclosed positions worth $161.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $48.8M | 888.1K | 30.30% | — |
| 2 | ? N/A AMERICAN CENTY ETF TR | $15.9M | 134.9K | 9.86% | — |
| 3 | ? N/A AMERICAN CENTY ETF TR | $11.7M | 106.9K | 7.25% | — |
| 4 | D DIMENSIONAL ETF TRUST | $11.2M | 303.5K | 6.97% | — |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $8.2M | 178.2K | 5.09% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 165.6K | 3.86% | — |
| 7 | H DIMENSIONAL ETF TRUST | $5.5M | 137.0K | 3.41% | — |
| 8 | M DIMENSIONAL ETF TRUST | $5.3M | 94.8K | 3.29% | — |
| 9 | V VANGUARD WORLD FD | $5.1M | 29.6K | 3.14% | — |
| 10 | N DIMENSIONAL ETF TRUST | $4.9M | 124.9K | 3.03% | — |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 119.4K | 2.94% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $4.1M | 80.0K | 2.54% | — |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $4M | 86.4K | 2.49% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $2.9M | 32.3K | 1.81% | — |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 103.4K | 1.73% | — |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $2.6M | 65.6K | 1.64% | — |
| 17 | N DIMENSIONAL ETF TRUST | $2.4M | 61.6K | 1.50% | — |
| 18 | C DIMENSIONAL ETF TRUST | $2.1M | 49.9K | 1.31% | — |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 30.4K | 0.95% | — |
| 20 | ? N/A AMERICAN CENTY ETF TR | $1.5M | 11.9K | 0.94% | — |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 26.7K | 0.86% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 27.3K | 0.73% | — |
| 23 | V VANGUARD INDEX FDS | $1M | 1.5K | 0.63% | — |
| 24 | ? N/A STONE RIDGE TR | $937K | 4.3K | 0.58% | — |
| 25 | C DIMENSIONAL ETF TRUST | $862K | 20.8K | 0.53% | — |
| 26 | ? N/A STONE RIDGE TR | $630K | 2.5K | 0.39% | — |
| 27 | V VANGUARD INTL EQUITY INDEX F | $525K | 6.3K | 0.33% | — |
| 28 | E ISHARES INC | $428K | 4.3K | 0.27% | — |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $404K | 4.9K | 0.25% | — |
| 30 | ? N/A SCHWAB STRATEGIC TR | $400K | 8.0K | 0.25% | — |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $391K | 7.5K | 0.24% | — |
| 32 | ? N/A AMERICAN CENTY ETF TR | $369K | 4.6K | 0.23% | — |
| 33 | V VANGUARD WHITEHALL FDS | $320K | 3.2K | 0.20% | — |
| 34 | ? N/A AMERICAN CENTY ETF TR | $300K | 3.2K | 0.19% | — |
| 35 | E ISHARES TR | $221K | 2.1K | 0.14% | — |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $218K | 2.6K | 0.14% | — |