Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2026) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $286.35 million in total holdings as of September 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 4.30% of the portfolio was purchased this quarter.About 1.79% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 34 new stocks and bought additional shares in 17 stocks.Bluestem Financial Advisors, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $59,370,561Vanguard Total Bond Market ETF $54,364,922Vanguard FTSE All-World ex-US ETF $35,682,284Vanguard Small-Cap ETF $35,018,501Vanguard Real Estate ETF $13,930,448 Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 83,985 shares (about $7.94M)iShares ESG MSCI USA Leaders ETF 10,779 shares (about $1.47M)iShares ESG Aware U.S. Aggregate Bond ETF 14,672 shares (about $663.91K)Vanguard Small-Cap ETF 2,096 shares (about $596.29K)Vanguard FTSE All-World ex-US ETF 4,346 shares (about $360.59K) Largest Sales this Quarter Vanguard Total Bond Market ETF 39,302 shares (about $2.76M)iShares Core S&P 500 ETF 597 shares (about $457.22K)Vanguard Short-Term Bond ETF 5,134 shares (about $392.24K)Vanguard S&P 500 ETF 527 shares (about $369.37K)Vanguard FTSE Developed Markets ETF 4,036 shares (about $284.98K) 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$59,370,561$457,215 ▼-0.8%77,52220.7%ETFBNDVanguard Total Bond Market ETF$54,364,922$2,757,036 ▼-4.8%774,98119.0%ETFVEUVanguard FTSE All-World ex-US ETF$35,682,284$360,588 ▲1.0%430,06212.5%ETFVBVanguard Small-Cap ETF$35,018,501$596,292 ▲1.7%123,09212.2%ETFVNQVanguard Real Estate ETF$13,930,448$49,834 ▼-0.4%155,4224.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,975,920$7,939,923 ▲196.7%126,6764.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$8,300,795$1,469,031 ▲21.5%60,9072.9%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$7,641,916$663,908 ▲9.5%168,8822.7%ETFVEAVanguard FTSE Developed Markets ETF$5,975,976$284,980 ▼-4.6%84,6342.1%ETFBSVVanguard Short-Term Bond ETF$5,754,305$392,238 ▼-6.4%75,3182.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$5,486,683$231,712 ▲4.4%105,5131.9%ETFVSGXVanguard ESG International Stock ETF$5,268,248$343,899 ▲7.0%64,9841.8%ETFVTIVanguard Total Stock Market ETF$5,177,696$279,188 ▼-5.1%13,8351.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$4,503,724$146,475 ▲3.4%95,3171.6%ETFSPLGSPDR Portfolio S&P 500 ETF$3,945,936$2,064 ▼-0.1%43,9611.4%ETFVOOVanguard S&P 500 ETF$3,902,529$369,367 ▼-8.6%5,5681.4%ETFIJRiShares Core S&P Small-Cap ETF$3,082,154$144,884 ▼-4.5%22,6561.1%ETFVVVanguard Large-Cap ETF$2,670,7150.0%7,5900.9%ETFVXUSVanguard Total International Stock ETF$2,578,525$17,502 ▲0.7%30,3500.9%ETFSCHASchwab US Small-Cap ETF$2,526,222$47,738 ▲1.9%77,4200.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,614,3130.0%34,0860.6%ETFSUSAiShares MSCI USA ESG Select ETF$1,429,102$261,691 ▼-15.5%9,1800.5%ETFVOVanguard Mid-Cap ETF$1,137,898$9,646 ▼-0.8%14,5100.4%ETFAAPLApple$1,031,294$117,548 ▲12.9%3,0970.4%TechnologyMSFTMicrosoft$1,001,210$174,904 ▲21.2%1,9520.3%TechnologySPYSPDR S&P 500 ETF Trust$603,2400.0%7910.2%ETFSCHHSchwab U.S. REIT ETF$542,980$4,364 ▲0.8%24,6360.2%ETFAPHAmphenol$320,474$159,900 ▲99.6%3,8020.1%TechnologyESGVVanguard ESG U.S. Stock ETF$318,491$136 ▲0.0%2,3500.1%ETFIJHiShares Core S&P Mid-Cap ETF$269,453$114,904 ▼-29.9%3,7450.1%ETFRVMDRevolution Medicines$257,754$11,903 ▲4.8%1,2560.1%HealthcareBRK.BBerkshire Hathaway$241,2210.0%4840.1%FinanceUSSGXtrackers MSCI USA Selection Equity ETF$223,7080.0%3,1380.1%ETFCATCaterpillar$202,944$39,777 ▲24.4%2500.1%IndustrialsShowing largest 100 holdings. 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