Quarterly Portfolio Activity Report: Porter White Investment Advisors Inc.
Porter White Investment Advisors Inc.'s portfolio totaled $257,490,991 as of June 30, 2026. The report highlights significant changes in holdings including substantial reductions in Dimensional ETF Trust positions and a notable increase in the American Century ETF.
By Insiderset.Jul 18, 2026, 1:05 PM
Porter White Investment Advisors Inc.'s portfolio totaled $257,490,991 as of June 30, 2026. The report highlights significant changes in holdings including substantial reductions in Dimensional ETF Trust positions and a notable increase in the American Century ETF.