Plum Street Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $23.3B, Schwab Strategic Tr 1000 Index with a value of $21.9B, Vanguard Value ETF with a value of $15B, Vanguard Small Cap ETF with a value of $14.6B, and World Gold Trust with a value of $10.8B.
Examining the 13F form we can see an increase of $32.3B in the current position value, from $227B to 259B.
Plum Street Advisors, LLC is based out at New Orleans, LA
Below you can find more details about Plum Street Advisors, LLC portfolio as well as his latest detailed transactions.
