Porter White Investment Advisors, Inc. - Portfolio Stock Holdings
Porter White Investment Advisors, Inc. disclosed 41 stock positions in a recent SEC 13F filing. $161,208,619 of stock holdings were filed, with the largest holdings including DFUV, AVUV, and AVDV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $748,210,174 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
41Est. Stock Holding Value:
$161,208,619Top Stock Holdings By Sector
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Portfolio Stock Holdings - Porter White Investment Advisors, Inc.
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% of Portfolio
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