Arkolith/Funds/Porter White Investment Advisors, Inc.

Porter White Investment Advisors, Inc.

CIK 1612457
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Porter White Investment Advisors, Inc. holds a concentrated book of 40 stocks worth $259.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Dimensional World Eqty ETF and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 36% of the equity book.

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Use Arkolith to show Porter White Investment Advisors, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
24
existing
Trimmed
11
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
69%
Top 10 holdings
81%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

40 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$93.2M2.10M
35.9%
▼−14%
Reduced · −339K sh
2Dimensional ETF Trust
US MKTWIDE VALUE
$48.8M886.8K
18.8%
▼−9.3%
Reduced · −91K sh
3American Centy ETF TR
US SML CP VALU
$15.6M124.9K
6.0%
▲+10%
Added · +11K sh
4Dimensional ETF Trust
WORLD EX US CORE
$11.0M297.6K
4.2%
▼−1.6%
Reduced · −5K sh
5American Centy ETF TR
INTL SMCP VLU
$10.1M98.0K
3.9%
▲+2.4%
Added · +2K sh
6Dimensional ETF Trust
NATL MUN BD ETF
$8.5M176.6K
3.3%
▲+3.9%
Added · +7K sh
7Dimensional ETF Trust
INTL CORE EQUITY
$6.0M162.4K
2.3%
▲+2.0%
Added · +3K sh
8Dimensional ETF Trust
US TARGETED VLU
$5.7M81.6K
2.2%
▼−2.6%
Reduced · −2K sh
9Vanguard World FD
UTILITIES ETF
$5.5M28.3K
2.1%
▼−1.0%
Reduced · −278 sh
10Dimensional ETF Trust
CORE FIXE IN ETF
$5.4M127.5K
2.1%
▼−4.5%
Reduced · −6K sh
11Dimensional ETF Trust
INTERNATNAL VAL
$5.1M94.8K
2.0%
▼−0.4%
Reduced · −363 sh
12Dimensional ETF Trust
EMERGING MKTS CO
$4.9M119.5K
1.9%
▼−0.1%
Reduced · −80 sh
13Dimensional ETF Trust
INTL COR FIX ETF
$4.2M78.6K
1.6%
▲+2.3%
Added · +2K sh
14Dimensional ETF Trust
SHOR DUR FIX ETF
$4.1M85.1K
1.6%
▲+2.0%
Added · +2K sh
15Dimensional ETF Trust
INFLATION PROTE
$4.0M97.6K
1.6%
▲+3.5%
Added · +3K sh
16Dimensional ETF Trust
GLOBAL REAL EST
$3.0M102.6K
1.1%
▼−0.4%
Reduced · −394 sh
17Dimensional ETF Trust
US LARG VALU ETF
$2.6M66.1K
1.0%
▼−0.7%
Reduced · −451 sh
18Dimensional ETF Trust
EMGR CRE EQT MNG
$2.4M59.8K
0.9%
▲+1.0%
Added · +607 sh
19American Centy ETF TR
US LARGE CAP VLU
$1.9M20.4K
0.7%
▲+272%
Added · +15K sh
20Dimensional ETF Trust
US SMALL CAP ETF
$1.7M43.1K
0.6%
▲+1.8%
Added · +777 sh
21American Centy ETF TR
US EQT ETF
$1.5M11.9K
0.6%
—Held
22Dimensional ETF Trust
EMERGING MKTS VA
$1.4M34.0K
0.6%
▲+8.1%
Added · +3K sh
23Dimensional ETF Trust
GLOBAL CR ETF
$1.4M25.1K
0.5%
▲+3.4%
Added · +830 sh
24Dimensional ETF Trust
US REAL ESTA ETF
$1.2M47.6K
0.5%
▲+3.9%
Added · +2K sh
25Stone Ridge TR
LIFEX 2065 INF
$1.2M4.4K
0.5%
▲+0.5%
Added · +22 sh
26Dimensional ETF Trust
INTL SMALL CAP V
$1.1M27.2K
0.4%
▲+1.4%
Added · +374 sh
27Dimensional ETF Trust
ULTR FIX INC ETF
$1.1M21.0K
0.4%
▼−5.8%
Reduced · −1K sh
28Stone Ridge TR
LIFEX 2055 INFLA
$1.0M4.3K
0.4%
—Held
29Vanguard Index FDS
S&P 500 ETF SHS
$995K1.4K
0.4%
▲+3.1%
Added · +44 sh
30Dimensional ETF Trust
US SMALL CAP ETF
$910K11.1K
0.4%
▲~0%
Added · +1 sh
31Dimensional ETF Trust
INTL CORE EQT MK
$856K20.7K
0.3%
▲+0.3%
Added · +70 sh
32Vanguard Intl Equity Index F
ALLWRLD EX US
$529K6.3K
0.2%
▲+0.5%
Added · +30 sh
33Ishares Inc
MSCI EMRG CHN
$442K4.3K
0.2%
▲+0.6%
Added · +24 sh
34Dimensional ETF Trust
US EQUI MARK ETF
$398K4.9K
0.2%
—Held
35Schwab Strategic TR
FUNDAMENTAL INTL
$390K8.0K
0.2%
▲+0.6%
Added · +46 sh
36Dimensional ETF Trust
US CORE EQT MKT
$384K7.4K
0.1%
▲+0.3%
Added · +21 sh
37American Centy ETF TR
INTERNATIONAL LR
$359K4.6K
0.1%
—Held
38Vanguard Whitehall FDS
INTL HIGH ETF
$308K3.1K
0.1%
▲+1.3%
Added · +40 sh
39American Centy ETF TR
AVANTIS EMGMKT
$307K3.2K
0.1%
—Held
40Ishares TR
MSCI EAFE ETF
$221K2.1K
0.1%
▲+1.6%
Added · +33 sh
Showing all 40 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202640$259.7M13F-HR
Q1 2026Mar 31, 2026May 13, 202640$249.7M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202636$243.9M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202535$232.9M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202537$214.8M13F-HR
Q1 2024Mar 31, 2024Jul 15, 202531$188.1M13F-HR
Q4 2023Dec 31, 2023Jul 15, 202529$160.5M13F-HR
Q3 2023Sep 30, 2023Jul 15, 202526$130.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.