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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UI UBIQUITI INC Technology 1,880.0 $1.5M 0.51% $790.29 -24.1%
42 BIV VANGUARD BD INDEX FDS 17,653.0 $1.4M 0.47% $77.18 -0.8%
43 GOOGL ALPHABET INC Communication Services 4,538.0 $1.3M 0.45% -173.0 -3.7% $287.56 +34.4%
44 QQQM INVESCO EXCH TRADED FD TR II 4,871.0 $1.2M 0.40% +738.0 +17.9% $237.62 +26.4%
45 CVIE MORGAN STANLEY ETF TRUST 15,710.0 $1.1M 0.40% +1K +8.6% $72.69 +14.9%
46 MSFT MICROSOFT CORP Technology 3,083.0 $1.1M 0.40% -60.0 -1.9% $370.17 +12.1%
47 LLY ELI LILLY & CO Healthcare 1,218.0 $1.1M 0.39% -25.0 -2.0% $919.77 +16.9%
48 EMXF ISHARES TR 23,411.0 $1.1M 0.39% -657.0 -2.7% $47.84 +19.3%
49 MDB MONGODB INC Technology 4,557.0 $1.1M 0.39% $244.77 +25.5%
50 VV VANGUARD INDEX FDS 3,510.0 $1.0M 0.36% $298.85 +15.4%
51 SHV ISHARES TR 8,304.0 $917K 0.32% $110.39 -0.1%
52 VWO VANGUARD INTL EQUITY INDEX F 16,343.0 $883K 0.31% +171.0 +1.1% $54.05 +11.3%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 882.0 $879K 0.30% $996.43 +0.6%
54 CRBN ISHARES TR 3,838.0 $855K 0.30% -886.0 -18.8% $222.81 +14.1%
55 FSLR FIRST SOLAR INC Energy 4,205.0 $829K 0.29% $197.26 +35.8%
56 SUB ISHARES TR 7,422.0 $790K 0.27% -465.0 -5.9% $106.50 -0.1%
57 SCHP SCHWAB STRATEGIC TR 28,817.0 $767K 0.27% -3K -9.6% $26.61 +0.3%
58 IWN ISHARES TR 3,880.0 $736K 0.26% $189.59 +13.0%
59 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.25% $718140.00
60 TAXM BONDBLOXX ETF TRUST 14,356.0 $715K 0.25% +8K +135.7% $49.83 +0.4%
Page 3 of 5  ·  98 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%