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Portfolio (Quarterly) Guide ↗

Plum Street Advisors, LLC

· CIK 0002068236
13F Portfolio $313M AUM 107 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 31 Added 30 Reduced 2 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWN ISHARES TR 3,937.0 $871K 0.28% +57.0 +1.5% $221.20 -0.6%
22 IEMG ISHARES INC 10,265.0 $850K 0.27% +1K +15.8% $82.84 -1.7%
23 JPM JPMORGAN CHASE & CO COM Financial Services 2,531.0 $828K 0.27% +100.0 +4.1% $327.33 +8.4%
24 SCHX SCHWAB STRATEGIC TR 27,135.0 $799K 0.26% +13K +94.4% $29.43 +2.0%
25 VUG VANGUARD INDEX FDS 8,451.0 $728K 0.23% +7K +467.2% $86.14 +1.4%
26 AMZN AMAZON COM INC Consumer Cyclical 2,928.0 $698K 0.22% +26.0 +0.9% $238.34 +7.0%
27 GOOG ALPHABET INC CAP STK 1,282.0 $453K 0.14% +153.0 +13.6% $353.24
28 IEFA ISHARES TR 4,608.0 $445K 0.14% +2K +50.3% $96.58 +2.9%
29 XOM EXXON MOBIL CORP Energy 2,735.0 $374K 0.12% +45.0 +1.7% $136.72 +20.4%
30 BERKSHIRE HATHAWAY INC DEL 716.0 $358K 0.11% +25.0 +3.6% $500.39
31 NVDA NVIDIA CORPORATION COM Technology 1,789.0 $358K 0.11% +150.0 +9.2% $200.09 +8.7%
Page 2 of 2  ·  31 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 66.1%
Technology 15.3%
Healthcare 6.0%
Communication Services 4.2%
Energy 2.9%
Industrials 2.2%
Consumer Defensive 1.8%
Consumer Cyclical 1.5%