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Disclosery

13F-HR filed by Porter White Investment Advisors, Inc.

Porter White Investment Advisors, Inc. filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-14 19:10:19 UTC, with 36 holding rows worth $161,209,640.

Accession
0001172661-26-004525
Filer
CIK 1612457
Filed
2026-10-14
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 36 entries on the cover page, a total value of $161,209,640 stated on the cover page (in dollars after the unit check, H1), rows summing to $161,209,640 with VALUE read as dollars as filed, 13F file number 028-25628. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE888,084$48,844,629dollars as filed
Avantis US Small Cap Value ETF025072877SHS134,917$15,889,226dollars as filed
Avantis International Small Cap Val ETF025072802SHS106,890$11,691,729dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE303,474$11,234,612dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF178,249$8,204,824dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY165,591$6,227,891dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF137,047$5,498,327dollars as filed
Dimensional International Value ETF25434V807SHS94,802$5,295,695dollars as filed
Vanguard Utilities ETF92204A876SHS29,629$5,066,580dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE124,859$4,877,026dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO119,382$4,741,874dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF79,980$4,090,093dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF86,386$4,014,574dollars as filed
Avantis US Large Cap Value ETF025072349SHS32,293$2,920,579dollars as filed
Dimensional Global Real Estate ETF25434V658COM103,382$2,796,484dollars as filed
Dimensional US Large Cap Value ETF25434V666SHS65,620$2,635,988dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG61,584$2,420,893dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA49,891$2,115,421dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED30,374$1,533,588dollars as filed
Avantis US Equity ETF025072885SHS11,888$1,522,734dollars as filed
DIMENSIONAL ETF TRUST25434V567GLOBAL CR ETF26,672$1,384,461dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS27,257$1,179,996dollars as filed
Vanguard S&P 500 ETF922908363COM1,452$1,017,746dollars as filed
STONE RIDGE TR86172B643LIFEX 2055 INFLA4,305$937,149dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK20,812$862,254dollars as filed
STONE RIDGE TR86172B627LIFEX 2065 INF2,483$630,354dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS6,329$525,120dollars as filed
ISHARES INC46434G764MSCI EMRG CHN4,324$428,467dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF4,861$403,609dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL8,030$400,183dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT7,463$390,811dollars as filed
Avantis International Large Cap Val ETF025072364SHS4,631$368,767dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS3,162$319,805dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS3,186$299,548dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,125$220,832dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF2,645$217,771dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-004525this filing2026-10-14