Plum Street Advisors, LLC
โขCIK: 2068236โขFiling: Q4 2025
**Plum Street Advisors, LLC** manages $281M across a diverse portfolio of 95 positions. The strategy exhibits a notable tilt toward broad market equity exposure, evidenced by top holdings including SCHZ ($26.4M) and SCHK ($22.8M). Significant allocations are also directed toward commodity and international exposure, with GLDM ($11.3M) and VEA ($8.6M) anchoring key segments. This structure suggests a tactical approach balancing core U.S. market exposure with strategic diversification across asset classes.
Total AUM
$280.8M
QoQ Performance
+8.4%
Positions
48
Top 10 Concentration
49.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHZ
SCHK
VTV
VB
SCHZ9.4%
SCHK8.1%
VTV5.7%
VB5.4%
GLDM4.0%
DFIC3.5%
SPY3.5%
IAU*3.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other90.2%
ETF5.5%
Technology2.0%
Healthcare0.7%
Financial0.7%
Consumer0.5%
Communication0.2%
Energy0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
โ38 increased
โ26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025