Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2026) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $285.53 million in total holdings as of June 30, 2026.Bluestem Financial Advisors, LLC owns shares of 34 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.36% of the portfolio was purchased this quarter.About 2.55% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 33 new stocks and bought additional shares in 13 stocks.Bluestem Financial Advisors, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Bond Market ETF $59,776,486iShares Core S&P 500 ETF $58,502,814Vanguard Small-Cap ETF $36,676,193Vanguard FTSE All-World ex-US ETF $35,653,698Vanguard Real Estate ETF $15,040,969 Largest New Holdings this Quarter 76155X100 - Revolution Medicines $224,317 Holding149123101 - Caterpillar $213,554 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 88,331 shares (about $6.48M)Vanguard Mid-Cap ETF 10,754 shares (about $866.42K)iShares ESG Aware U.S. Aggregate Bond ETF 15,445 shares (about $732.25K)Vanguard S&P 500 ETF 468 shares (about $321.43K)Revolution Medicines 1,198 shares (about $224.32K) Largest Sales this Quarter iShares Core S&P 500 ETF 3,774 shares (about $2.83M)Vanguard FTSE All-World ex-US ETF 10,328 shares (about $864.97K)Vanguard Small-Cap ETF 2,584 shares (about $783.26K)Vanguard Total Stock Market ETF 1,731 shares (about $640.55K)Vanguard Large-Cap ETF 688 shares (about $236.62K) 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 PortfolioSectorBNDVanguard Total Bond Market ETF$59,776,486$6,484,376 â–²12.2%814,28320.9%ETFIVViShares Core S&P 500 ETF$58,502,814$2,826,324 â–¼-4.6%78,11920.5%ETFVBVanguard Small-Cap ETF$36,676,193$783,260 â–¼-2.1%120,99612.8%ETFVEUVanguard FTSE All-World ex-US ETF$35,653,698$864,970 â–¼-2.4%425,71612.5%ETFVNQVanguard Real Estate ETF$15,040,969$80,326 â–¼-0.5%155,9785.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$7,311,112$732,249 â–²11.1%154,2102.6%ETFSUSLiShares ESG MSCI USA Leaders ETF$6,654,997$113,908 â–²1.7%50,1282.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$6,317,724$130,387 â–²2.1%88,6702.2%ETFBSVVanguard Short-Term Bond ETF$6,268,012$176,388 â–¼-2.7%80,4522.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$5,652,103$86,188 â–²1.5%101,0572.0%ETFVTIVanguard Total Stock Market ETF$5,395,660$640,552 â–¼-10.6%14,5811.9%ETFVSGXVanguard ESG International Stock ETF$5,001,466$170,937 â–²3.5%60,7421.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$4,449,465$95,438 â–¼-2.1%92,2171.6%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$4,225,594$93,141 â–¼-2.2%42,6911.5%FinanceVOOVanguard S&P 500 ETF$4,186,127$321,429 â–²8.3%6,0951.5%ETFSPLGSPDR Portfolio S&P 500 ETF$3,865,281$139,640 â–¼-3.5%43,9841.4%ETFIJRiShares Core S&P Small-Cap ETF$3,518,122$18,687 â–²0.5%23,7211.2%ETFSCHASchwab US Small-Cap ETF$2,744,336$66,768 â–¼-2.4%75,9571.0%ETFVVVanguard Large-Cap ETF$2,610,428$236,624 â–¼-8.3%7,5900.9%ETFVXUSVanguard Total International Stock ETF$2,577,022$130,287 â–¼-4.8%30,1440.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,724,070$201,005 â–²13.2%34,0860.6%ETFSUSAiShares MSCI USA ESG Select ETF$1,675,7920.0%10,8610.6%ETFVOVanguard Mid-Cap ETF$1,178,945$866,423 â–²277.2%14,6330.4%ETFAAPLApple$794,092$5,498 â–¼-0.7%2,7440.3%Computer and TechnologyMSFTMicrosoft$600,944$10,072 â–¼-1.6%1,6110.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$590,695$210,589 â–¼-26.3%7910.2%FinanceSCHHSchwab U.S. REIT ETF$578,699$5,068 â–¼-0.9%24,4380.2%ETFIJHiShares Core S&P Mid-Cap ETF$411,922$25,215 â–²6.5%5,3420.1%ETFAPHAmphenol$335,938$1,763 â–²0.5%1,9050.1%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$310,643$13,753 â–¼-4.2%2,3490.1%ETFBRK.BBerkshire Hathaway$242,156$3,002 â–²1.3%4840.1%FinanceRVMDRevolution Medicines$224,317$224,317 â–²New Holding1,1980.1%MedicalUSSGXtrackers MSCI USA Selection Equity ETF$217,965$79,670 â–¼-26.8%3,1380.1%ETFCATCaterpillar$213,554$213,554 â–²New Holding2010.1%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$0$821,665 â–¼-100.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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.
