Porter White Investment Advisors, Inc.
CIK: 0001612457SEC EDGAR →
Portfolio Value
$243.9M
Holdings
36
As of
Q4 2025
New Positions
36
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,420,584 | $95.8M | 39.30% |
| 2 | DIMENSIONAL ETF TRUST | 973,576 | $45.4M | 18.60% |
| 3 | AMERICAN CENTY ETF TR | 112,598 | $11.5M | 4.71% |
| 4 | DIMENSIONAL ETF TRUST | 305,111 | $10.0M | 4.10% |
| 5 | AMERICAN CENTY ETF TR | 96,728 | $9.1M | 3.73% |
| 6 | DIMENSIONAL ETF TRUST | 168,955 | $8.1M | 3.34% |
| 7 | DIMENSIONAL ETF TRUST | 144,834 | $6.2M | 2.53% |
| 8 | DIMENSIONAL ETF TRUST | 157,705 | $5.4M | 2.23% |
| 9 | VANGUARD WORLD FD | 28,769 | $5.3M | 2.18% |
| 10 | DIMENSIONAL ETF TRUST | 84,418 | $5.0M | 2.06% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (36)
$95.8M · 2.4M shares
$45.4M · 974K shares
$11.5M · 113K shares
$10.0M · 305K shares
$9.1M · 97K shares
$8.1M · 169K shares
$6.2M · 145K shares
$5.4M · 158K shares
$5.3M · 29K shares
$5.0M · 84K shares
$4.8M · 96K shares
$3.9M · 118K shares
$3.9M · 74K shares
$3.8M · 78K shares
$3.7M · 89K shares
$2.7M · 103K shares
$2.3M · 66K shares
$1.9M · 59K shares
$1.3M · 41K shares
$1.3M · 12K shares
$1.3M · 25K shares
$1.2M · 4K shares
$1.2M · 23K shares
$1.1M · 32K shares
$1.0M · 4K shares
$1.0M · 45K shares
$1.0M · 27K shares
$882K · 1K shares
$826K · 22K shares
$770K · 11K shares
$492K · 11K shares
$414K · 5K shares
$360K · 5K shares
$329K · 5K shares
$245K · 3K shares
$223K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $241.6M | 99.1% |
| Unknown | 2 | $2.3M | 0.9% |