Plum Street Advisors, LLC
All 13F Filings
- Location
- New Orleans, LA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 280,804
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 95 | 280,804 | 13F-HR | Plum Street Advisors, LLC |
| Q3 2025 | 11/13/2025 | 94 | 258,998 | 13F-HR | Plum Street Advisors, LLC |
| Q2 2025 | 8/11/2025 | 84 | 226,662 | 13F-HR | Plum Street Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 139.3 K | 49.6% | 13.86 K | 0 | 13.86 K |
| ETFs | 139.2 K | 49.6% | 7.835 K | 0 | 7.835 K |
| Debt | 2.238 K | 0.8% | 108 | 0 | 108 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
280,804
Holdings
95
QoQ value change ($000)
21,806
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.