Bluestem Financial Advisors

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

  • Top 5 stock holdings are IVV, BND, VEU, VB, VNQ, and represent 71.82% of Bluestem Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VTEB, IVV, ITOT, VB, VEU, APH, BRK.B, VTI, SPY, VOO.
  • Started 4 new stock positions in APH, ITOT, VTEB, BRK.B.
  • Reduced shares in these 10 stocks: BND, ISTB, VUG, SPYM, IJR, VEA, AAPL, VXUS, AGG, EAGG.
  • Sold out of its position in VUG.
  • Bluestem Financial Advisors was a net buyer of stock by $2.9M.
  • Bluestem Financial Advisors has $259M in assets under management (AUM), dropping by 0.03%.
  • Central Index Key (CIK): 0001820680

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Portfolio Holdings for Bluestem Financial Advisors

Bluestem Financial Advisors holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.7 $54M +2% 82k 653.21
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 20.6 $54M -2% 726k 73.64
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.6 $33M 436k 75.10
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Vanguard Index Fds Small Cp Etf (VB) 12.5 $32M +2% 124k 261.92
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Vanguard Index Fds Real Estate Etf (VNQ) 5.4 $14M 157k 88.70
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Ishares Tr Esg Awr Us Agrgt (EAGG) 2.5 $6.6M 139k 47.55
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $6.5M 83k 78.41
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Ishares Tr Esg Msci Leadr (SUSL) 2.2 $5.6M 49k 113.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $5.6M -2% 87k 64.08
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Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $5.2M +4% 16k 320.81
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Ishares Tr Esg Aware Msci (ESML) 1.8 $4.7M 100k 47.02
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Ishares Tr Core 1 5 Yr Usd (ISTB) 1.8 $4.6M -11% 94k 48.46
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Ishares Tr Core Us Aggbd Et (AGG) 1.7 $4.3M 44k 99.27
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Vanguard World Esg Intl Stk Etf (VSGX) 1.6 $4.2M 59k 71.73
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Spdr Series Trust State Street Spd (SPYM) 1.3 $3.5M -8% 46k 76.54
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.4M +5% 5.6k 597.52
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.9M -4% 24k 124.31
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Vanguard Index Fds Large Cap Etf (VV) 1.0 $2.5M 8.3k 298.87
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $2.4M 32k 77.11
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.3M 78k 29.08
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.5M NEW 30k 49.89
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Ishares Tr Esg Optimized (SUSA) 0.6 $1.4M +3% 11k 132.09
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.1M 3.9k 287.18
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $822k NEW 5.8k 142.43
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Apple (AAPL) 0.3 $701k -6% 2.8k 253.81
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $698k +36% 1.1k 650.46
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Microsoft Corporation (MSFT) 0.2 $606k 1.6k 370.17
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $530k 25k 21.49
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $339k 5.0k 67.53
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $275k 2.5k 112.28
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Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $256k 4.3k 59.68
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Amphenol Corp Cl A (APH) 0.1 $239k NEW 1.9k 126.35
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $229k NEW 478.00 479.20
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Past Filings by Bluestem Financial Advisors

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

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