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Portfolio (Quarterly) Guide ↗

Plum Street Advisors, LLC

· CIK 0002068236
13F Portfolio $289M AUM 98 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 30 Added 26 Reduced 2 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 6,626.0 $1.6M 0.57% +88.0 +1.4% $248.00 +17.1%
22 QQQM INVESCO EXCH TRADED FD TR II 4,871.0 $1.2M 0.40% +738.0 +17.9% $237.62 +26.5%
23 CVIE MORGAN STANLEY ETF TRUST 15,710.0 $1.1M 0.40% +1K +8.6% $72.69 +15.5%
24 VWO VANGUARD INTL EQUITY INDEX F 16,343.0 $883K 0.31% +171.0 +1.1% $54.05 +11.4%
25 TAXM BONDBLOXX ETF TRUST 14,356.0 $715K 0.25% +8K +135.7% $49.83 +0.5%
26 XOM EXXON MOBIL CORP Energy 2,690.0 $456K 0.16% +150.0 +5.9% $169.66 -8.7%
27 GOOG ALPHABET INC Communication Services 1,129.0 $324K 0.11% +100.0 +9.7% $286.78 +34.2%
28 NVDA NVIDIA CORPORATION Technology 1,639.0 $286K 0.10% +98.0 +6.4% $174.40 +23.2%
29 VIG VANGUARD SPECIALIZED FUNDS 1,252.0 $269K 0.09% +113.0 +9.9% $215.06 +8.5%
30 QQQ INVESCO QQQ TR Financial Services 360.0 $208K 0.07% +9.0 +2.6% $577.62 +26.4%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.8%
Technology 20.1%
Healthcare 6.1%
Communication Services 6.0%
Energy 3.6%
Consumer Defensive 3.0%
Consumer Cyclical 1.7%
Industrials 1.7%