Data as of Q4 2025 (Dec 31, 2025)

Porter White Investment Advisors, Inc.

•CIK: 1612457•Filing: Q4 2025

Porter White Investment Advisors, Inc. manages $244M across a concentrated portfolio of 36 positions. The fund exhibits significant conviction in select names, with its largest holding in DFAC at $95.8M. Further notable allocations include DFUV at $45.4M and AVUV at $11.5M. This structure suggests a focused, high-conviction approach within its investment mandate.

Total AUM
$243.9M
QoQ Performance
+4.7%
Positions
5
Top 10 Concentration
82.8%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFUV
DFAC39.3%
DFUV18.6%
AVUV4.7%
DFAX4.1%
AVDV3.7%
DFNM3.3%
DFCF2.5%
DFIC2.2%

📈 Biggest Buys

LIBD
STONE RIDGE TR
NEW
0.5% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+13.2%
2.5% of portfolio
DUSB
DIMENSIONAL ETF TRUST
+118.3%
0.5% of portfolio
DFIP
DIMENSIONAL ETF TRUST
+21.6%
1.5% of portfolio
DFGX
DIMENSIONAL ETF TRUST
+18.5%
1.6% of portfolio

📉 Biggest Sells

DFAC
DIMENSIONAL ETF TRUST
-0.7%
39.3% of portfolio
AVDV
AMERICAN CENTY ETF TR
-2.6%
3.7% of portfolio
DFIC
DIMENSIONAL ETF TRUST
-3.7%
2.2% of portfolio
DFEM
DIMENSIONAL ETF TRUST
-3.8%
1.6% of portfolio
DFIV
DIMENSIONAL ETF TRUST
-3.1%
2.0% of portfolio

Sector Breakdown

Other99.6%
ETF0.4%

Changes from Q3 2025

NEW1 new position
↑18 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025

📌 Top Holdings

DFAC39.3%
DIMENSIONAL ETF TRUST
$95.8M
DFUV18.6%
DIMENSIONAL ETF TRUST
$45.4M
AVUV4.7%
AMERICAN CENTY ETF TR
$11.5M
DFAX4.1%
DIMENSIONAL ETF TRUST
$10.0M
AVDV3.7%
AMERICAN CENTY ETF TR
$9.1M

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