BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Porter White Investment Advisors, Inc.

· CIK 0001612457
13F Portfolio $250M AUM 40 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 13 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DFAW DIMENSIONAL ETF TRUST 3,015 $223K 0.09% SOLD