Porter White Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Porter White Investment Advisors, Inc.Investment ActivityPorter White Investment Advisors, Inc. has $161.21 million in total holdings as of September 30, 2026.Porter White Investment Advisors, Inc. owns shares of 36 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.38% of the portfolio was purchased this quarter.About 64.05% of the portfolio was sold this quarter.This quarter, Porter White Investment Advisors, Inc. has purchased 40 new stocks and bought additional shares in 24 stocks.Porter White Investment Advisors, Inc. sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $48,844,629Avantis U.S. Small Cap Value ETF $15,889,226Avantis International Small Cap Value ETF $11,691,729Dimensional World ex U.S. Core Equity 2 ETF $11,234,612Dimensional National Municipal Bond ETF $8,204,824 Largest New Holdings this Quarter 25434V617 - DIMENSIONAL ETF TRUST $217,771 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 9,982 shares (about $1.18M)Avantis U.S. Large Cap Value ETF 11,936 shares (about $1.08M)Dimensional Inflation-Protected Securities ETF 27,264 shares (about $1.06M)Avantis International Small Cap Value ETF 8,934 shares (about $977.21K)Dimensional Emerging Markets Value ETF 15,912 shares (about $674.68K) Largest Sales this Quarter STONE RIDGE TR 1,941 shares (about $492.76K)Dimensional US Large Cap Value ETF 504 shares (about $20.25K)Dimensional Emerging Markets Core Equity 2 ETF 97 shares (about $3.85K)iShares MSCI EAFE ETF 1 shares (about $103.92)Schwab Fundamental International Small Equity ETF 1 shares (about $49.84) Sector Allocation Over TimeMap of 500 Largest Holdings ofPorter White Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$48,844,629$70,290 ▲0.1%888,08430.3%ETFAVUVAvantis U.S. Small Cap Value ETF$15,889,226$1,175,584 ▲8.0%134,9179.9%ETFAVDVAvantis International Small Cap Value ETF$11,691,729$977,209 ▲9.1%106,8907.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$11,234,612$216,271 ▲2.0%303,4747.0%ETFDFNMDimensional National Municipal Bond ETF$8,204,824$76,318 ▲0.9%178,2495.1%ETFDFICDimensional International Core Equity 2 ETF$6,227,891$121,781 ▲2.0%165,5913.9%ETFDFCFDimensional Core Fixed Income ETF$5,498,327$381,942 ▲7.5%137,0473.4%ETFDFIVDimensional International Value ETF$5,295,695$1,788 ▲0.0%94,8023.3%ETFVPUVanguard Utilities ETF$5,066,580$223,327 ▲4.6%29,6293.1%ETFDFIPDimensional Inflation-Protected Securities ETF$4,877,026$1,064,939 ▲27.9%124,8593.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,741,874$3,853 ▼-0.1%119,3822.9%ETFDIMENSIONAL ETF TRUST$4,090,093$68,424 ▲1.7%79,9802.5%INTL COR FIX ETFDFSDDimensional Short-Duration Fixed Income ETF$4,014,574$61,762 ▲1.6%86,3862.5%ETFAVLVAvantis U.S. Large Cap Value ETF$2,920,579$1,079,492 ▲58.6%32,2931.8%ETFDFGRDimensional Global Real Estate ETF$2,796,484$22,181 ▲0.8%103,3821.7%ETFDFLVDimensional US Large Cap Value ETF$2,635,988$20,246 ▼-0.8%65,6201.6%ETFDFAEDimensional Emerging Core Equity Market ETF$2,420,893$68,793 ▲2.9%61,5841.5%ETFDFEVDimensional Emerging Markets Value ETF$2,115,421$674,682 ▲46.8%49,8911.3%ETFDIMENSIONAL ETF TRUST$1,533,588$472,941 ▲44.6%30,3741.0%ULTR FIX INC ETFAVUSAvantis U.S. Equity ETF$1,522,7340.0%11,8880.9%ETFDIMENSIONAL ETF TRUST$1,384,461$80,560 ▲6.2%26,6720.9%GLOBAL CR ETFDISVDimensional International Small Cap Value ETF$1,179,996$1,862 ▲0.2%27,2570.7%ETFVOOVanguard S&P 500 ETF$1,017,746$2,804 ▲0.3%1,4520.6%ETFSTONE RIDGE TR$937,1490.0%4,3050.6%LIFEX 2055 INFLADFAIDimensional International Core Equity Market ETF$862,254$2,983 ▲0.3%20,8120.5%ETFSTONE RIDGE TR$630,354$492,758 ▼-43.9%2,4830.4%LIFEX 2065 INFVEUVanguard FTSE All-World ex-US ETF$525,120$1,245 ▲0.2%6,3290.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$428,4670.0%4,3240.3%ETFDFUSDimensional U.S. Equity ETF$403,6090.0%4,8610.3%ETFFNDCSchwab Fundamental International Small Equity ETF$400,183$50 ▼0.0%8,0300.2%ETFDFAUDimensional US Core Equity Market ETF$390,811$1,309 ▲0.3%7,4630.2%ETFAVIVAvantis International Large Cap Value ETF$368,7670.0%4,6310.2%ETFVYMIVanguard International High Dividend Yield ETF$319,805$2,427 ▲0.8%3,1620.2%ETFAVEMAvantis Emerging Markets Equity ETF$299,5480.0%3,1860.2%ETFEFAiShares MSCI EAFE ETF$220,832$104 ▼0.0%2,1250.1%ETFDIMENSIONAL ETF TRUST$217,771$217,771 ▲New Holding2,6450.1%WORLD EQUITY ETFDFACDimensional U.S. Core Equity 2 ETF$0$93,199,174 ▼-100.0%00.0%ETFDFATDimensional U.S. Targeted Value ETF$0$5,706,582 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$1,670,207 ▼-100.0%00.0%ETFDFARDimensional US Real Estate ETF$0$1,244,244 ▼-100.0%00.0%ETFDFASDimensional U.S. Small Cap ETF$0$910,247 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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