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: $232.9M35 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$239K	0.1%Prev: 0.1%	3,186 SH	Increased
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$312K	0.1%Prev: 0.1%	4,631 SH	Increased
AMERICAN CENTY ETF TR	INTL SMCP VLU	$8.8M	3.8%Prev: 3.4%	99,344 SH	Increased+3,630 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.3M	0.6%Prev: 0.6%	11,888 SH	Increased
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$395K	0.2%Prev: 0.2%	5,469 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$10.9M	4.7%Prev: 5.1%	109,206 SH	Increased+3,689 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.5M	2.3%Prev: 1.9%	127,907 SH	Increased+41,838 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.9M	1.7%Prev: 1.7%	123,087 SH	Increased+4,014 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.0M	0.4%Prev: 0.5%	32,084 SH	Increased-1,738 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.8M	0.8%Prev: 0.8%	58,588 SH	Increased+309 SH
DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$1.1M	0.5%	18,995 SH	New
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$3.4M	1.4%Prev: 0.3%	62,163 SH	Increased+52,685 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.7M	1.2%Prev: 1.1%	98,410 SH	Increased+22,403 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$3.1M	1.3%Prev: 0.5%	73,510 SH	Increased+48,040 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.6M	2.0%Prev: 1.9%	98,762 SH	Increased-1,796 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$787K	0.3%Prev: 0.4%	21,637 SH	Increased-1,598 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.4M	2.3%Prev: 2.3%	163,723 SH	Increased+348 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$970K	0.4%Prev: 0.4%	27,190 SH	Increased-3,711 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$7.7M	3.3%Prev: 2.3%	160,175 SH	Increased+64,018 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$3.3M	1.4%Prev: 0.4%	68,126 SH	Increased+51,965 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$575K	0.2%Prev: 0.1%	11,326 SH	Increased+5,506 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$481K	0.2%Prev: 0.2%	10,514 SH	Increased-230 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$94.0M	40.4%Prev: 43.2%	2,437,171 SH	Increased-76,410 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$352K	0.2%Prev: 0.2%	4,861 SH	Increased
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.2M	0.9%Prev: 1.0%	66,266 SH	Increased+2,086 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$43.1M	18.5%Prev: 20.2%	964,880 SH	Increased-2,909 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.0M	0.4%Prev: 0.6%	43,049 SH	Decreased+118 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$757K	0.3%Prev: 0.4%	11,054 SH	Increased-56 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.3M	0.5%Prev: 0.7%	40,108 SH	Decreased-4,697 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.9M	2.1%Prev: 2.4%	84,433 SH	Increased-3,002 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$240K	0.1%Prev: 0.1%	3,337 SH	Increased-300 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$9.6M	4.1%Prev: 4.1%	304,825 SH	Increased+1,257 SH
STONE RIDGE TR	LIFEX 2055 INFLA	$1.1M	0.5%	4,305 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$857K	0.4%Prev: 0.4%	1,399 SH	Increased+3 SH
VANGUARD WORLD FD	UTILITIES ETF	$5.4M	2.3%Prev: 2.5%	28,641 SH	Increased-417 SH

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