Plum Street Advisors, LLC
Plum Street Advisors, LLC is a boutique investment advisory firm headquartered in New Orleans, Louisiana. Founded in 2016, the firm serves a diverse nationwide client base including individuals, high net worth individuals, and charitable organizations. The firm employs 7 people, primarily investment professionals, and provides a full suite of financial planning and investment management services, including retirement and tax planning. They prioritize fiduciary standards, transparency, and conflict-of-interest avoidance, serving over 100 clients across the U.S.
Investment Strategy
Plum Street Advisors focuses on long-term financial planning and investment management using diversified, low-cost ETF and mutual fund portfolios tailored to individual client needs. Their methodology emphasizes fiduciary responsibility and client-first transparency, with no product sales or commission-based revenue. The firm constructs custom models of each client's financial life, targeting diversification, cost control, disciplined rebalancing, and tax efficiency. Their investment approach is holistic—coordinating portfolio management with retirement, tax, estate, and charitable planning.
Latest 13F Filing Activity
Plum Street Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $227M. The fund increased holdings in Dimensional Etf Trust, Vanguard BD Index FDS, Vanguard Malvern FDS among other positions. Plum Street Advisors, LLC reduced exposure to World Gold TR, Ishares Gold TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHZ | SCHWAB STRATEGIC TR | 9.52% | $21.6M | 928,881 | $33.32 | $23.24 | -$393.2K |
S SCHK | SCHWAB STRATEGIC TR | 9.35% | $21.2M | 710,335 | $35.95 | $29.82 | +$1.1M |
V VTV | VANGUARD INDEX FDS | 6.25% | $14.2M | 80,160 | $151.34 | $176.74 | +$262.4K |
V VB | VANGUARD INDEX FDS | 5.89% | $13.4M | 56,343 | $215.88 | $236.98 | +$842.6K |
S SPY | SPDR S&P 500 ETF TR | 3.84% | $8.7M | 14,088 | $475.68 | $617.85 | +$501.4K |
Industry Allocation
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