Porter White Investment Advisors, Inc.
All 13F Filings
- Location
- Birmingham, AL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 259,741
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 40 | 259,741 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q1 2026 | 5/12/2026 | 40 | 249,719 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q4 2025 | 1/29/2026 | 36 | 243,852 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q3 2025 | 10/22/2025 | 35 | 232,912 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q2 2025 | 7/17/2025 | 37 | 214,757 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q3 2024 | 7/7/2025 | 33 | 199,589 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q2 2024 | 7/7/2025 | 32 | 186,553 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q1 2024 | 7/15/2025 | 31 | 188,135 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q4 2023 | 7/15/2025 | 29 | 160,514 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q3 2023 | 7/15/2025 | 26 | 130,949 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q2 2023 | 7/15/2025 | 25 | 126,373 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q1 2023 | 7/15/2025 | 21 | 116,576 | 13F-HR | Porter White Investment Advisors, Inc. |
| Q4 2022 | 7/15/2025 | 20 | 112,923 | 13F-HR | Porter White Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.251 K | 0.9% | 16 | 0 | 16 |
| ETFs | 257.5 K | 99.1% | 10.01 K | 0 | 10.01 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
259,741
Holdings
40
QoQ value change ($000)
10,022
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.