Bluestem Financial Advisors

Latest statistics and disclosures from Bluestem Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BND, IVV, VB, VEU, VNQ, and represent 72.27% of Bluestem Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BND (+$7.8M), VB, VEU, IVV, VNQ, EAGG, ESML, SCHH, SPLG, VOO.
  • Reduced shares in these 10 stocks: AGG, VEA, BSV, VSGX, USSG, VXUS, MSFT, SUSL, VO, SPY.
  • Bluestem Financial Advisors was a net buyer of stock by $10M.
  • Bluestem Financial Advisors has $256M in assets under management (AUM), dropping by 9.54%.
  • Central Index Key (CIK): 0001820680

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Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 29 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 21.5 $55M +16% 739k 74.37
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Ishares Tr Core S&p500 Etf (IVV) 21.2 $54M 81k 669.50
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Vanguard Index Fds Small Cp Etf (VB) 12.0 $31M +3% 121k 254.28
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.0 $31M +3% 429k 71.37
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Vanguard Index Fds Real Estate Etf (VNQ) 5.6 $14M +5% 156k 91.42
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Ishares Tr Esg Awr Us Agrgt (EAGG) 2.6 $6.7M 140k 48.03
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $6.5M 82k 78.91
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Ishares Tr Esg Msci Leadr (SUSL) 2.3 $5.8M 49k 117.04
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $5.3M -2% 89k 59.92
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Ishares Tr Core 1 5 Yr Usd (ISTB) 2.0 $5.1M 105k 48.84
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Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $5.0M 15k 328.17
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Ishares Tr Core Us Aggbd Et (AGG) 1.8 $4.5M -12% 45k 100.25
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Ishares Tr Esg Aware Msci (ESML) 1.7 $4.4M 97k 45.08
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Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $4.0M -2% 58k 69.37
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Spdr Series Trust Portfolio S&p500 (SPLG) 1.5 $4.0M 51k 78.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.2M 5.3k 612.32
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Ishares Tr Core S&p Scp Etf (IJR) 1.2 $3.0M 25k 118.83
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Vanguard Index Fds Large Cap Etf (VV) 1.0 $2.6M 8.3k 307.86
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.5M -2% 34k 73.46
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.3M 81k 27.90
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Ishares Tr Esg Optimized (SUSA) 0.6 $1.4M 11k 135.65
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M -2% 3.8k 293.76
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Microsoft Corporation (MSFT) 0.4 $909k -5% 1.8k 517.92
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Apple (AAPL) 0.2 $623k 2.4k 254.65
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $570k -5% 856.00 666.18
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $532k +8% 25k 21.57
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $337k 2.8k 118.46
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $327k 5.0k 65.26
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Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $263k -23% 4.3k 61.34
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Past Filings by Bluestem Financial Advisors

SEC 13F filings are viewable for Bluestem Financial Advisors going back to 2020

View all past filings