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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 108,281.0 $9.5M 3.31% -6K -5.0% $88.16 -3.8%
2 VBR VANGUARD INDEX FDS 38,278.0 $8.3M 2.88% -1K -2.5% $217.25 +8.3%
3 IVV ISHARES TR 6,429.0 $4.2M 1.45% -270.0 -4.0% $653.20 +15.4%
4 SCHF SCHWAB STRATEGIC TR 159,373.0 $3.9M 1.37% -1K -0.7% $24.75 +12.2%
5 ESML ISHARES TR 80,395.0 $3.8M 1.31% -822.0 -1.0% $47.02 +12.8%
6 AVDE AMERICAN CENTY ETF TR 43,267.0 $3.7M 1.27% -495.0 -1.1% $84.84 +8.4%
7 IWB ISHARES TR 7,544.0 $2.7M 0.93% -213.0 -2.8% $356.57 +14.8%
8 VCSH VANGUARD SCOTTSDALE FDS 28,512.0 $2.3M 0.78% -3K -8.8% $79.27 -0.3%
9 VUSB VANGUARD BD INDEX FDS 44,533.0 $2.2M 0.77% -10K -18.9% $49.79 -0.0%
10 BND VANGUARD BD INDEX FDS 29,013.0 $2.1M 0.74% -2K -6.9% $73.64 -0.6%
11 AAPL APPLE INC Technology 7,304.0 $1.9M 0.64% -558.0 -7.1% $253.79 +21.5%
12 SUSB ISHARES TR 72,544.0 $1.8M 0.63% -3K -3.5% $25.06 -0.4%
13 GOOGL ALPHABET INC Communication Services 4,538.0 $1.3M 0.45% -173.0 -3.7% $287.56 +35.2%
14 MSFT MICROSOFT CORP Technology 3,083.0 $1.1M 0.40% -60.0 -1.9% $370.17 +12.4%
15 LLY ELI LILLY & CO Healthcare 1,218.0 $1.1M 0.39% -25.0 -2.0% $919.77 +15.8%
16 EMXF ISHARES TR 23,411.0 $1.1M 0.39% -657.0 -2.7% $47.84 +19.8%
17 CRBN ISHARES TR 3,838.0 $855K 0.30% -886.0 -18.8% $222.81 +14.2%
18 SUB ISHARES TR 7,422.0 $790K 0.27% -465.0 -5.9% $106.50 -0.1%
19 SCHP SCHWAB STRATEGIC TR 28,817.0 $767K 0.27% -3K -9.6% $26.61 +0.4%
20 VOO VANGUARD INDEX FDS 1,169.0 $699K 0.24% -670.0 -36.4% $597.59 +15.5%
Page 1 of 2  ·  26 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%