Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2026) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $258.95 million in total holdings as of March 31, 2026.Bluestem Financial Advisors, LLC owns shares of 33 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 30 new stocks and bought additional shares in 18 stocks.Bluestem Financial Advisors, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $53,493,384Vanguard Total Bond Market ETF $53,459,114Vanguard FTSE All-World ex-US ETF $32,746,883Vanguard Small-Cap ETF $32,367,972Vanguard Real Estate ETF $13,909,172 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $1,502,288 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $821,665 Holding032095101 - Amphenol $239,433 Holding084670702 - Berkshire Hathaway $229,058 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 30,112 shares (about $1.50M)iShares Core S&P 500 ETF 2,045 shares (about $1.34M)iShares Core S&P Total U.S. Stock Market ETF 5,769 shares (about $821.67K)Vanguard Small-Cap ETF 2,481 shares (about $649.82K)Vanguard FTSE All-World ex-US ETF 6,443 shares (about $483.87K) Largest Sales this Quarter Vanguard Total Bond Market ETF 19,214 shares (about $1.41M)iShares Core 1-5 Year USD Bond ETF 12,280 shares (about $595.09K)SPDR Portfolio S&P 500 ETF 4,248 shares (about $325.14K)iShares Core S&P Small-Cap ETF 1,082 shares (about $134.50K)Vanguard FTSE Developed Markets ETF 1,948 shares (about $124.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluestem Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$53,493,384$1,335,816 ▲2.6%81,89320.7%ETFBNDVanguard Total Bond Market ETF$53,459,114$1,414,919 ▼-2.6%725,95220.6%ETFVEUVanguard FTSE All-World ex-US ETF$32,746,883$483,869 ▲1.5%436,04412.6%ETFVBVanguard Small-Cap ETF$32,367,972$649,821 ▲2.0%123,58012.5%ETFVNQVanguard Real Estate ETF$13,909,172$95,708 ▲0.7%156,8115.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$6,598,273$13,266 ▼-0.2%138,7652.5%ETFBSVVanguard Short-Term Bond ETF$6,485,753$77,939 ▲1.2%82,7162.5%ETFSUSLiShares ESG MSCI USA Leaders ETF$5,597,247$15,677 ▲0.3%49,2702.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$5,564,714$124,828 ▼-2.2%86,8402.1%ETFVTIVanguard Total Stock Market ETF$5,232,978$207,561 ▲4.1%16,3122.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$4,679,265$39,638 ▲0.9%99,5161.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$4,564,705$595,091 ▼-11.5%94,1951.8%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$4,331,383$18,663 ▼-0.4%43,6321.7%FinanceVSGXVanguard ESG International Stock ETF$4,208,085$37,371 ▲0.9%58,6661.6%ETFSPLGSPDR Portfolio S&P 500 ETF$3,488,178$325,144 ▼-8.5%45,5731.3%ETFVOOVanguard S&P 500 ETF$3,362,226$175,072 ▲5.5%5,6271.3%ETFIJRiShares Core S&P Small-Cap ETF$2,933,034$134,501 ▼-4.4%23,5951.1%ETFVVVanguard Large-Cap ETF$2,474,029$1,793 ▲0.1%8,2781.0%ETFVXUSVanguard Total International Stock ETF$2,441,929$31,307 ▼-1.3%31,6680.9%ETFSCHASchwab US Small-Cap ETF$2,262,565$145 ▲0.0%77,8050.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,502,288$1,502,288 ▲New Holding30,1120.6%ETFSUSAiShares MSCI USA ESG Select ETF$1,434,672$46,761 ▲3.4%10,8610.6%ETFVOVanguard Mid-Cap ETF$1,113,986$574 ▲0.1%3,8790.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$821,665$821,665 ▲New Holding5,7690.3%ETFAAPLApple$701,276$46,955 ▼-6.3%2,7630.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$697,941$186,681 ▲36.5%1,0730.3%FinanceMSFTMicrosoft$606,340$3,332 ▲0.6%1,6380.2%Computer and TechnologySCHHSchwab U.S. REIT ETF$529,766$924 ▲0.2%24,6520.2%ETFIJHiShares Core S&P Mid-Cap ETF$338,663$3,174 ▼-0.9%5,0150.1%ETFESGVVanguard ESG U.S. Stock ETF$275,429$112 ▲0.0%2,4530.1%ETFUSSGXtrackers MSCI USA Selection Equity ETF$255,7290.0%4,2850.1%ETFAPHAmphenol$239,433$239,433 ▲New Holding1,8950.1%Computer and TechnologyBRK.BBerkshire Hathaway$229,058$229,058 ▲New Holding4780.1%FinanceVUGVanguard Growth ETF$0$570,910 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
