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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 5,480.0 $4.1M 1.31% -949.0 -14.8% $748.88 +2.7%
22 AVDE AMERICAN CENTY ETF 42,396.0 $3.8M 1.21% -871.0 -2.0% $89.20 +4.5%
23 AVLV AMERICAN CENTY ETF 40,871.0 $3.7M 1.19% +7K +20.1% $91.21 +3.4%
24 EAGG ISHARES TR 66,002.0 $3.1M 1.00% +5K +8.2% $47.41 -2.3%
25 MUB ISHARES TR 27,699.0 $3.0M 0.95% +399.0 +1.5% $107.62 -3.0%
26 VOTE TCW ETF TRUST 33,640.0 $3.0M 0.95% -520.0 -1.5% $88.17 +2.4%
27 VTI VANGUARD INDEX FDS 7,714.0 $2.9M 0.91% +110.0 +1.4% $370.04 +1.9%
28 AVEM AMERICAN CENTY ETF 25,877.0 $2.5M 0.80% -4K -12.6% $96.49 -2.1%
29 IWB ISHARES TR 6,043.0 $2.5M 0.79% -2K -19.9% $409.51 +2.2%
30 VUSB VANGUARD BD INDEX FDS 45,831.0 $2.3M 0.73% +1K +2.9% $49.78 -0.4%
31 BGRN ISHARES TR 47,429.0 $2.3M 0.72% +499.0 +1.1% $47.47 -1.6%
32 VTEB VANGUARD MUN BD FDS 44,471.0 $2.2M 0.72% +514.0 +1.2% $50.58 -3.1%
33 CLIP GLOBAL X FDS 21,964.0 $2.2M 0.70% -388.0 -1.7% $100.34 -0.3%
34 AAPL APPLE INC Technology 7,513.0 $2.2M 0.69% +209.0 +2.9% $289.36 +12.2%
35 BND VANGUARD BD INDEX FDS 27,268.0 $2.0M 0.64% -2K -6.0% $73.41 -2.2%
36 VCSH VANGUARD SCOTTSDALE FDS 24,257.0 $1.9M 0.61% -4K -14.9% $79.03 -1.2%
37 IWR ISHARES TR 16,864.0 $1.9M 0.59% $110.32 +0.7%
38 IVE ISHARES TR 8,187.0 $1.9M 0.59% $227.06 +4.3%
39 SUSB ISHARES TR 73,885.0 $1.8M 0.59% +1K +1.9% $24.99 -1.2%
40 GOOGL ALPHABET INC CAP STK Communication Services 4,538.0 $1.6M 0.52% $357.37 -5.7%
Page 2 of 6  ·  107 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%