Institutional filer · SEC 13F · Q1 2025
Porter White Investment Advisors, Inc.
The reported 13F portfolio of Porter White Investment Advisors, Inc. (CIK 1612457) - top holdings, how concentrated the book is, and what changed last quarter.
- $202.1M
- Reported book
- 34
- Positions
- #203
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Porter White Investment Advisors, Inc. ranks #203 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $202.1M across 34 positions, a concentrated portfolio led by a few core positions.
- $202.1M
- reported 13F value
- 34
- disclosed positions
- 41.4%
- in DIMENSIONAL ETF TRUST
- #203
- of 360 filers
Top-5 share 73.5% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Porter White Investment Advisors, Inc. ranks #203 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Porter White Investment Advisors, Inc. sits by disclosed position count
Porter White Investment Advisors, Inc. reports 34 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Porter White Investment Advisors, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
34 293rd of 360 higher than 67 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Porter White Investment Advisors, Inc. reports $0.2B across 34 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1612457 · Q1 2025 $202M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #203/360
- POS-CORE 34 names
- CONC-DOM 74% top-5
- LEAD-DOM 41.4% DIMENSIONAL ETF TRUST
- PHOTO-FINISH THRYVE WEALTH
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: THRYVE WEALTH MANAGEMENT LLC
Read with: Ownership concentration guide - Porter White Investment Advisors, Inc.'s top-five positions weigh 74% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Porter White Investment Advisors, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$202.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $83.7M | 41.4% |
| 2 | DIMENSIONAL ETF TRUST | $39.5M | 19.5% |
| 3 | AMERICAN CENTY ETF TR | $9.8M | 4.8% |
| 4 | DIMENSIONAL ETF TRUST | $8.5M | 4.2% |
| 5 | AMERICAN CENTY ETF TR | $7.2M | 3.6% |
| 6 | DIMENSIONAL ETF TRUST | $5.0M | 2.5% |
| 7 | VANGUARD WORLD FD | $4.9M | 2.4% |
| 8 | DIMENSIONAL ETF TRUST | $4.7M | 2.3% |
| 9 | DIMENSIONAL ETF TRUST | $4.4M | 2.2% |
| 10 | DIMENSIONAL ETF TRUST | $4.3M | 2.1% |
| 11 | DIMENSIONAL ETF TRUST | $4.2M | 2.1% |
| 12 | DIMENSIONAL ETF TRUST | $3.4M | 1.7% |
| 13 | DIMENSIONAL ETF TRUST | $2.3M | 1.1% |
| 14 | DIMENSIONAL ETF TRUST | $2.2M | 1.1% |
| 15 | DIMENSIONAL ETF TRUST | $2.0M | 1.0% |
| 16 | DIMENSIONAL ETF TRUST | $1.9M | 0.9% |
| 17 | DIMENSIONAL ETF TRUST | $1.8M | 0.9% |
| 18 | DIMENSIONAL ETF TRUST | $1.5M | 0.8% |
| 19 | DIMENSIONAL ETF TRUST | $1.4M | 0.7% |
| 20 | DIMENSIONAL ETF TRUST | $1.1M | 0.6% |
| 21 | AMERICAN CENTY ETF TR | $1.1M | 0.5% |
| 22 | DIMENSIONAL ETF TRUST | $1.1M | 0.5% |
| 23 | DIMENSIONAL ETF TRUST | $1.0M | 0.5% |
| 24 | DIMENSIONAL ETF TRUST | $828K | 0.4% |
| 25 | VANGUARD INDEX FDS | $720K | 0.4% |
Latest Quarter Trades · Q1 2025
New positions (34)
Frequently Asked Questions
- How big is Porter White Investment Advisors, Inc.'s 13F portfolio?
- Porter White Investment Advisors, Inc. reports $202.1M of long US-equity positions across 34 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Porter White Investment Advisors, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Porter White Investment Advisors, Inc. ranks #203 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Porter White Investment Advisors, Inc.'s largest position?
- Porter White Investment Advisors, Inc.'s largest reported position is DIMENSIONAL ETF TRUST at $83.7M, about 41.4% of its reported book as of Q1 2025.
- What did Porter White Investment Advisors, Inc. trade last quarter?
- In its Q1 2025 filing, Porter White Investment Advisors, Inc. opened 34 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Porter White Investment Advisors, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($202.1M here).
Similar holding count
Nearest filers by number of disclosed positions (34 here).
Using this filing
- The rankings sort every tracked filer the same way Porter White Investment Advisors, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- THRYVE WEALTH MANAGEMENT LLC reported the nearest book value ($202.1M) this quarter, a useful scale comparison for Porter White Investment Advisors, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.