Porter White Investment Advisors, Inc. Portfolio Holdings

Porter White Investment Advisors, Inc.

  • $215 Billion
  • Q2 2025

Porter White Investment Advisors, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 37 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 $87.6B, Dimensional ETF Tr Us Marketwi with a value of $40.3B, American Centy ETF Tr Avantis with a value of $9.89B, Dimensional ETF Tr with a value of $9.04B, and American Centy ETF Tr Avantis with a value of $7.99B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $202B to 215B.

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.

Portfolio value $215 Billion
ETFs: $195 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $215 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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