13F Filings History of Porter White Investment Advisors, Inc.

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$243,851,801
Signature - Title
Goodloe H. White - President
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Porter White Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Porter White Investment Advisors, Inc. reported 36 stock holdings with total value $243,851,801 as of Q4 2025. Top holdings included DFAC, DFUV, AVUV, DFAX, and AVDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $243,851,801 +$5,994,283 -$1,477,013 +$4,517,270 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 29 Jan 2026, 09:47
Q3 2025 35 $232,912,360 +$6,428,805 -$2,574,201 +$3,854,604 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 22 Oct 2025, 07:34
Q2 2025 37 $214,757,278 +$5,398,980 -$6,333,922 -$934,942 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 17 Jul 2025, 09:00
Q1 2025 34 $202,132,921 +$8,600,641 -$477,068 +$8,123,573 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 30 May 2025, 09:14
Q4 2024 32 $197,159,632 +$2,562,903 -$1,682,193 +$880,710 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 16 Jun 2025, 15:00
Q3 2024 33 $199,589,481 +$1,877,576 -$1,201,648 +$675,928 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 07 Jul 2025, 13:04
Q2 2024 32 $186,552,938 +$1,349,342 -$1,387,243 -$37,901 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 07 Jul 2025, 13:09
Q1 2024 31 $188,134,999 +$15,873,601 -$368,341 +$15,505,260 DFAC, DFUV, AVUV, DFAX, AVDV 13F-HR 15 Jul 2025, 07:29
Q4 2023 29 $160,514,242 +$18,404,471 -$2,223,451 +$16,181,020 DFAC, DFUV, DFAX, AVUV, DFAT 13F-HR 15 Jul 2025, 07:26
Q3 2023 26 $130,949,191 +$8,869,097 -$751,483 +$8,117,614 DFAC, DFUV, DFAX, DFNM, DFAT 13F-HR 15 Jul 2025, 07:22
Q2 2023 25 $126,373,027 +$5,149,129 -$236,101 +$4,913,028 DFAC, DFUV, DFAX, DFNM, DFAT 13F-HR 15 Jul 2025, 07:19
Q1 2023 21 $116,575,889 +$1,136,376 -$1,057,465 +$78,911 DFAC, DFUV, DFAX, DFNM, DFAT 13F-HR 15 Jul 2025, 07:15
Q4 2022 20 $112,922,959 $0 $0 $0 DFAC, DFUV, DFAX, DFNM, DFAT 13F-HR 15 Jul 2025, 07:12