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DOSSIER · 13F-HR · Q2 2026

Porter White Investment Advisors, Inc.

$260M in tracked AUM across 40 positions as of Q2 2026.

PW
CIK 0001612457 · last filed Jun 30, 2026
Total AUM
$260M
as of Q2 2026
Holdings
40
positions
Whale Score
72
72
strong
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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