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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 5,997.0 $405K 0.14% $67.53 +10.4%
82 FTCS FIRST TR EXCHANGE-TRADED FD 4,195.0 $389K 0.14% NEW $92.76 +1.5%
83 AGG ISHARES TR 3,679.0 $365K 0.13% $99.27 -0.6%
84 SCHX SCHWAB STRATEGIC TR 13,958.0 $358K 0.12% $25.64 +15.0%
85 IAUM ISHARES GOLD TR Financial Services 7,342.0 $343K 0.12% -1K -13.8% $46.70 -3.9%
86 BERKSHIRE HATHAWAY INC DEL 691.0 $331K 0.12% -80.0 -10.4% $479.20
87 GOOG ALPHABET INC Communication Services 1,129.0 $324K 0.11% +100.0 +9.7% $286.78 +33.6%
88 IVW ISHARES TR 2,741.0 $310K 0.11% $113.11 +22.1%
89 NVDA NVIDIA CORPORATION Technology 1,639.0 $286K 0.10% +98.0 +6.4% $174.40 +22.4%
90 IEFA ISHARES TR 3,065.0 $277K 0.10% -53.0 -1.7% $90.53 +8.5%
91 VIG VANGUARD SPECIALIZED FUNDS 1,252.0 $269K 0.09% +113.0 +9.9% $215.06 +8.4%
92 IUSV ISHARES TR 2,243.0 $229K 0.08% -12.0 -0.5% $102.25 +7.8%
93 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 678.0 $229K 0.08% $337.95 +22.3%
94 SOFI SOFI TECHNOLOGIES INC Financial Services 13,577.0 $216K 0.07% $15.88 +0.4%
95 USEP INNOVATOR ETFS TRUST 5,400.0 $209K 0.07% $38.67 +6.2%
96 QQQ INVESCO QQQ TR Financial Services 360.0 $208K 0.07% +9.0 +2.6% $577.62 +26.3%
97 CIBR FIRST TR EXCHANGE-TRADED FD 3,281.0 $206K 0.07% $62.68 +35.3%
98 WMT WALMART INC Consumer Defensive 1,610.0 $200K 0.07% NEW $124.28 -4.8%
Page 5 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%