Porter White Investment Advisors, Inc.

CIK 0001612457 • 17 13F filings • May 30, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q3 2025

FinancialsOther

Holdings by filing

Portfolio value: $199.6M33 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$206K	0.1%	3,186 SH	New
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$260K	0.1%Prev: 0.2%	4,631 SH	Increased+54 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.8M	3.4%Prev: 2.1%	95,714 SH	Increased+47,805 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.1M	0.6%Prev: 0.7%	11,888 SH	Increased
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$360K	0.2%Prev: 0.2%	5,469 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$10.1M	5.1%Prev: 2.4%	105,517 SH	Increased+64,932 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$3.7M	1.9%Prev: 1.7%	86,069 SH	Increased+29,692 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.4M	1.7%Prev: 0.2%	119,073 SH	Increased+107,552 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$963K	0.5%Prev: 0.5%	33,822 SH	Increased+7,118 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.6M	0.8%Prev: 0.8%	58,279 SH	Increased+13,428 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$513K	0.3%	9,478 SH	New
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.2M	1.1%	76,007 SH	New
DIMENSIONAL ETF TRUST	INFLATION PROTE	$1.1M	0.5%	25,470 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.8M	1.9%Prev: 2.1%	100,558 SH	Increased+18,181 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$738K	0.4%Prev: 0.4%	23,235 SH	Increased+2,766 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.6M	2.3%Prev: 1.0%	163,375 SH	Increased+108,201 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$898K	0.4%Prev: 0.7%	30,901 SH	Increased-5,490 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.7M	2.3%Prev: 4.5%	96,157 SH	Decreased-30,205 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$772K	0.4%Prev: 0.4%	16,161 SH	Increased+5,566 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$295K	0.1%	5,820 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$426K	0.2%Prev: 0.4%	10,744 SH	Decreased-6,871 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$86.2M	43.2%Prev: 44.2%	2,513,581 SH	Increased+303,953 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$302K	0.2%	4,861 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.0M	1.0%	64,180 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$40.3M	20.2%Prev: 24.5%	967,789 SH	Increased+24,409 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.1M	0.6%Prev: 0.4%	42,931 SH	Increased+14,167 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$721K	0.4%Prev: 0.6%	11,110 SH	Decreased-2,858 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.4M	0.7%Prev: 0.8%	44,805 SH	Increased+1,500 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.9M	2.4%Prev: 3.4%	87,435 SH	Increased-9,062 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$231K	0.1%	3,637 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$8.2M	4.1%Prev: 5.5%	303,568 SH	Increased-14,243 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$737K	0.4%Prev: 0.4%	1,396 SH	Increased+46 SH
VANGUARD WORLD FD	UTILITIES ETF	$5.1M	2.5%	29,058 SH	New

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $226K
VANGUARD WORLD FDS — $2.5M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001172661-26-004529	—	View
Jan 29, 2026	Q4 2025	13F-HR	0001172661-26-000377	$243.9M	View
Jun 16, 2025	Q4 2024