Porter White Investment Advisors, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $233 Billion distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $94B, Dimensional ETF Tr Us Marketwi with a value of $43.1B, American Centy ETF Tr Avantis with a value of $10.9B, Dimensional ETF Tr with a value of $9.57B, and American Centy ETF Tr Avantis with a value of $8.84B.
Examining the 13F form we can see an increase of $18.2B in the current position value, from $215B to 233B.
Porter White Investment Advisors, Inc. is based out at Birmingham, AL
Below you can find more details about Porter White Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
