What does Plum Street Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Plum Street Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$28M1.2M9.6%

SCHWAB STRATEGIC TR

$23M721K7.8%

VANGUARD INDEX FDS

$17M85K5.8%

VANGUARD INDEX FDS

$16M60K5.4%

DIMENSIONAL ETF TRUST

$12M348K4.3%

WORLD GOLD TR

$12M128K4.1%

ISHARES GOLD TR

$10M108K3.3%

STATE STR SPDR S&P 500 ETF T

$9M15K3.3%

VANGUARD TAX-MANAGED FDS

$9M138K3.1%

ISHARES INC

$9M110K3.0%

Filing history loading…