Porter White Investment Advisors, Inc. - Portfolio Stock Holdings
Porter White Investment Advisors, Inc. disclosed 40 stock positions in a recent SEC 13F filing. $259,740,932 of stock holdings were filed, with the largest holdings including DFAC, DFUV, and AVUV. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
40Est. Stock Holding Value:
$259,740,932Top Stock Holdings By Sector
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Portfolio Stock Holdings - Porter White Investment Advisors, Inc.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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