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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 8,863.0 $618K 0.21% -65.0 -0.7% $69.75 +19.9%
22 AMZN AMAZON COM INC Consumer Cyclical 2,902.0 $604K 0.21% -100.0 -3.3% $208.27 +27.4%
23 IAUM ISHARES GOLD TR Financial Services 7,342.0 $343K 0.12% -1K -13.8% $46.70 -3.8%
24 BERKSHIRE HATHAWAY INC DEL 691.0 $331K 0.12% -80.0 -10.4% $479.20
25 IEFA ISHARES TR 3,065.0 $277K 0.10% -53.0 -1.7% $90.53 +8.6%
26 IUSV ISHARES TR 2,243.0 $229K 0.08% -12.0 -0.5% $102.25 +7.9%
Page 2 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%