Plum Street Advisors, LLC
All 13F Filings
- Location
- New Orleans, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 313,149
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 107 | 313,149 | 13F-HR | Plum Street Advisors, LLC |
| Q1 2026 | 5/14/2026 | 98 | 288,801 | 13F-HR | Plum Street Advisors, LLC |
| 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 | 19.68 K | 6.3% | 2.517 K | 0 | 2.517 K |
| ETFs | 291.2 K | 93.0% | 21.81 K | 0 | 21.81 K |
| Debt | 2.252 K | 0.7% | 24 | 0 | 24 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
313,149
Holdings
107
QoQ value change ($000)
24,348
(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.