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 72.02% of Bluestem Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BND (+$6.5M), VO, EAGG, VOO, RVMD, CAT, VTEB, VSGX, VEA, SUSL.
  • Started 2 new stock positions in CAT, RVMD.
  • Reduced shares in these 10 stocks: IVV, VEU, ITOT, VB, VTI, VV, SPY, BSV, SPYM, VXUS.
  • Sold out of its position in ITOT.
  • Bluestem Financial Advisors was a net buyer of stock by $2.3M.
  • Bluestem Financial Advisors has $286M in assets under management (AUM), dropping by 10.26%.
  • Central Index Key (CIK): 0001820680

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Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 34 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.9 $60M +12% 814k 73.41
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Ishares Tr Core S&p500 Etf (IVV) 20.5 $59M -4% 78k 748.89
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Vanguard Index Fds Small Cp Etf (VB) 12.8 $37M -2% 121k 303.12
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.5 $36M -2% 426k 83.75
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Vanguard Index Fds Real Estate Etf (VNQ) 5.3 $15M 156k 96.43
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Ishares Tr Esg Awr Us Agrgt (EAGG) 2.6 $7.3M +11% 154k 47.41
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Ishares Tr Esg Msci Leadr (SUSL) 2.3 $6.7M 50k 132.76
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $6.3M +2% 89k 71.25
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $6.3M -2% 81k 77.91
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Ishares Tr Esg Aware Msci (ESML) 2.0 $5.7M 101k 55.93
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Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $5.4M -10% 15k 370.05
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Vanguard World Esg Intl Stk Etf (VSGX) 1.8 $5.0M +3% 61k 82.34
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Ishares Tr Core 1 5 Yr Usd (ISTB) 1.6 $4.4M -2% 92k 48.25
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Ishares Tr Core Us Aggbd Et (AGG) 1.5 $4.2M -2% 43k 98.98
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $4.2M +8% 6.1k 686.81
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Spdr Series Trust St Str P500etf (SPYM) 1.4 $3.9M -3% 44k 87.88
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Ishares Tr Core S&p Scp Etf (IJR) 1.2 $3.5M 24k 148.31
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $2.7M -2% 76k 36.13
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Vanguard Index Fds Large Cap Etf (VV) 0.9 $2.6M -8% 7.6k 343.93
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $2.6M -4% 30k 85.49
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.7M +13% 34k 50.58
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Ishares Tr Esg Optimized (SUSA) 0.6 $1.7M 11k 154.29
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.2M +277% 15k 80.57
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Apple (AAPL) 0.3 $794k 2.7k 289.39
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Microsoft Corporation (MSFT) 0.2 $601k 1.6k 373.03
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $591k -26% 791.00 746.77
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $579k 24k 23.68
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $412k +6% 5.3k 77.11
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Amphenol Corp Cl A (APH) 0.1 $336k 1.9k 176.35
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $311k -4% 2.3k 132.24
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $242k 484.00 500.32
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Revolution Medicines (RVMD) 0.1 $224k NEW 1.2k 187.24
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Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $218k -26% 3.1k 69.46
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Caterpillar (CAT) 0.1 $214k NEW 201.00 1062.46
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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