Porter White Investment Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 36 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 34 of the 36 holdings identified as ETFs. The top positions by number of shares include the Dimensional ETF Trust US Marketwide Value ETF, which accounts for 888,084 shares, and the Dimensional ETF Trust National Municipal Bond ETF, which holds 178,249 shares.
The remaining two positions are individual stocks: the American Century Investments ETF Trust US Small Cap Value ETF, with 134,917 shares, and the Dimensional ETF Trust Emerging Markets Co-Investment ETF, with 119,382 shares.
The filing lists Goodloe H. White, the President of Porter White Investment Advisors, as the authorized signatory. The firm’s address is listed as 1927 1st Ave N, 10th FL, Birmingham, AL 35203.
