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 distinct positions held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with holdings concentrated in two primary providers: American Century Investments and Dimensional Fund Advisors. American Century ETF Trust holds five positions, including the US Small Cap Value ETF, the US Large Cap Value ETF, and the International Large Cap ETF. Dimensional Fund Advisors Trust holds the majority of the positions, totaling 29 funds. These include the US Marketwide Value ETF, the Global Real Estate ETF, the Emerging Markets Core Equity ETF, and the Core Fixed Income ETF.
The filing also includes holdings from other asset managers. These include iShares Inc. (MSCI Emerging Markets China), Vanguard Index Funds (S&P 500 ETF Shares), and Stone Ridge Strategic Trust (Lifex 2055 Inflation and Lifex 2065 Inflation funds). The filing was signed by Goodloe H. White, the President of Porter White Investment Advisors.
