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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VANGUARD INDEX FDS 1,146.0 $787K 0.25% -23.0 -2.0% $686.91 +2.1%
62 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.24% $748850.00
63 VUG VANGUARD INDEX FDS 8,451.0 $728K 0.23% +7K +467.2% $86.14 +1.4%
64 AMZN AMAZON COM INC Consumer Cyclical 2,928.0 $698K 0.22% +26.0 +0.9% $238.34 +6.7%
65 PSTG EVERPURE INC 8,753.0 $690K 0.22% $78.79
66 SCHP SCHWAB STRATEGIC TR 25,835.0 $685K 0.22% -3K -10.3% $26.50 -2.5%
67 VEU VANGUARD INTL EQUITY INDEX F 7,926.0 $664K 0.21% $83.75 +1.4%
68 CTAS CINTAS CORP Industrials 3,466.0 $589K 0.19% $170.08 +17.2%
69 TAXM BONDBLOXX ETF TRUST 11,300.0 $570K 0.18% -3K -21.3% $50.48 -3.0%
70 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,125.0 $564K 0.18% $501.36 +22.2%
71 IJR ISHARES TR 3,762.0 $558K 0.18% -246.0 -6.1% $148.30 -3.2%
72 ESGE ISHARES INC 9,290.0 $508K 0.16% $54.69 -1.2%
73 TAXX BONDBLOXX ETF TRUST 9,880.0 $501K 0.16% -926.0 -8.6% $50.74 -0.7%
74 TXXI BONDBLOXX ETF TRUST 9,201.0 $468K 0.15% -2K -14.5% $50.85 -2.6%
75 IJH ISHARES TR 5,997.0 $462K 0.15% $77.11 -3.0%
76 IWD ISHARES TR 1,899.0 $460K 0.15% $242.43 +5.8%
77 GOOG ALPHABET INC CAP STK 1,282.0 $453K 0.14% +153.0 +13.6% $353.24
78 SDG ISHARES TR 5,040.0 $451K 0.14% $89.43 +3.1%
79 IEFA ISHARES TR 4,608.0 $445K 0.14% +2K +50.3% $96.58 +3.2%
80 MCK MCKESSON CORP COM Healthcare 586.0 $443K 0.14% $755.60 +21.4%
Page 4 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%