0001172661-26-001742.txt : 20260513 0001172661-26-001742.hdr.sgml : 20260513 20260512185012 ACCESSION NUMBER: 0001172661-26-001742 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260513 DATE AS OF CHANGE: 20260512 EFFECTIVENESS DATE: 20260513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Porter White Investment Advisors, Inc. CENTRAL INDEX KEY: 0001612457 ORGANIZATION NAME: EIN: 630958392 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25628 FILM NUMBER: 26970297 BUSINESS ADDRESS: STREET 1: 1927 1ST AVE N, 10TH FL CITY: BIRMINGHAM STATE: AL ZIP: 35203 BUSINESS PHONE: 205-252-3681 MAIL ADDRESS: STREET 1: 1927 1ST AVE N, 10TH FL CITY: BIRMINGHAM STATE: AL ZIP: 35203 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001612457 XXXXXXXX 03-31-2026 03-31-2026 false Porter White Investment Advisors, Inc.

1927 1st Ave N, 10th FL Birmingham AL 35203

13F HOLDINGS REPORT 028-25628 000110876 801-48755 N Goodloe H. White 205-252-3681 /s/ Goodloe H. White Birmingham AL 05-12-2026 0 40 249718840 INFORMATION TABLE 2 infotable.xml AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 440856 5469 SH SOLE 0 0 5469 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 256728 3186 SH SOLE 0 0 3186 AMERICAN CENTY ETF TR US EQT ETF 025072885 1321708 11888 SH SOLE 0 0 11888 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 346538 4631 SH SOLE 0 0 4631 AMERICAN CENTY ETF TR US SML CP VALU 025072877 12539062 113506 SH SOLE 0 0 113506 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 9552491 95658 SH SOLE 0 0 95658 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1481532 42281 SH SOLE 0 0 42281 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 1124428 31426 SH SOLE 0 0 31426 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 8147863 169995 SH SOLE 0 0 169995 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 3932020 94247 SH SOLE 0 0 94247 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 4130764 119559 SH SOLE 0 0 119559 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 2736596 102956 SH SOLE 0 0 102956 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 3993726 83411 SH SOLE 0 0 83411 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 334678 7417 SH SOLE 0 0 7417 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 2377423 66575 SH SOLE 0 0 66575 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 47391127 977943 SH SOLE 0 0 977943 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 5234687 83822 SH SOLE 0 0 83822 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 344694 4861 SH SOLE 0 0 4861 DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567 1314966 24290 SH SOLE 0 0 24290 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 5021159 95133 SH SOLE 0 0 95133 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 94804585 2439644 SH SOLE 0 0 2439644 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 805337 20670 SH SOLE 0 0 20670 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 1131057 22304 SH SOLE 0 0 22304 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 5657123 159221 SH SOLE 0 0 159221 DIMENSIONAL ETF TRUST DIMENSIONAL INTE 25434V575 4033812 76907 SH SOLE 0 0 76907 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 2005455 59227 SH SOLE 0 0 59227 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 786314 11054 SH SOLE 0 0 11054 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 10276787 302525 SH SOLE 0 0 302525 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1058604 26840 SH SOLE 0 0 26840 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1082429 45768 SH SOLE 0 0 45768 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 5636836 133511 SH SOLE 0 0 133511 ISHARES INC MSCI EMRG CHN 46434G764 338238 4300 SH SOLE 0 0 4300 ISHARES TR MSCI EAFE ETF 464287465 203293 2093 SH SOLE 0 0 2093 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 370185 7985 SH SOLE 0 0 7985 STONE RIDGE TR LIFEX 2065 INF 86172B627 1218811 4402 SH SOLE 0 0 4402 STONE RIDGE TR LIFEX 2055 INFLA 86172B643 1016443 4305 SH SOLE 0 0 4305 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 839326 1404 SH SOLE 0 0 1404 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 471965 6284 SH SOLE 0 0 6284 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 292005 3098 SH SOLE 0 0 3098 VANGUARD WORLD FD UTILITIES ETF 92204A876 5667189 28601 SH SOLE 0 0 28601