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Q2 2026 13F · SEC CIK 1820680

Bluestem Financial Advisors, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$285.5M
Reported positions
34
Top holdings a year, 3 yrs
+11.9%
Assets under management
$358.2M

Bluestem Financial Advisors, LLC is a wealth manager that reported 34 positions worth $285.5M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Vanguard Total Bond Market ETF (BND, 20.9%), Ishares Core S&p 500 ETF (IVV, 20.5%), Vanguard Indx Fd (VB, 12.8%). A portfolio copying its top holdings returned 11.9% a year over the last 3 years, against 20.4% for the S&P 500.

Bluestem Financial Advisors, LLC holdings all 34 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bluestem Financial Advisors, LLC 13F holdings
Stock% of 13F valueShare changeReported value
BNDVanguard Total Bond Market ETF20.9%+12.2%$59.8M
IVVIshares Core S&p 500 ETF20.5%-4.6%$58.5M
VBVanguard Indx Fd12.8%-2.1%$36.7M
VEUVanguard FTSE All12.5%-2.4%$35.7M
VNQVanguard Real Estate ETF5.3%-0.5%$15.0M
EAGGIshares Tr2.6%+11.1%$7.3M
SUSLIshares Tr2.3%+1.7%$6.7M
VEAVanguard Tax-Managed Fds2.2%+2.1%$6.3M
BSVVanguard Bd Index Fds Vanguard Short Ter2.2%-2.7%$6.3M
ESMLIshares Tr2.0%+1.5%$5.7M
VTIVanguard Index Fds1.9%-10.6%$5.4M
VSGXVanguard ESG International Stoc1.8%+3.5%$5.0M
ISTBIshares Tr1.6%-2.1%$4.4M
AGGIshares Tr1.5%-2.2%$4.2M
VOOVanguard S&p 500 ETF1.5%+8.3%$4.2M
SPLGSpdr Series Trust1.4%-3.5%$3.9M
IJRIshares Core S&p Small Cap ETF1.2%+0.5%$3.5M
SCHASchwab U.s. Small-Cap ETF1.0%-2.4%$2.7M
VVVanguard Inx Lrg0.9%-8.3%$2.6M
VXUSVanguard Star Fds Vanguard Total Intl St0.9%-4.8%$2.6M
VTEBVanguard Tx Ex Bd0.6%+13.2%$1.7M
SUSAiShares MSCI USA ESG Select ETF0.6%+0.0%$1.7M
VOVanguard Index Fds0.4%+277.2%$1.2M
AAPLApple Inc0.3%-0.7%$794K
MSFTMicrosoft Corp0.2%-1.6%$601K
SPYSpdr S&p 500 ETF Tr0.2%-26.3%$591K
SCHHSchwab Strategic Tr0.2%-0.9%$579K
IJHIshares Tr0.1%+6.5%$412K
APHAmphenol Corp0.1%+0.5%$336K
ESGVVanguard World Fd0.1%-4.2%$311K
BRK-BBerkshire Hathaway Inc Del0.1%+1.3%$242K
RVMDRevolution Medicines Inc0.1%—$224K
USSGDbx ETF Tr0.1%-26.8%$218K
CATCaterpillar Inc Com0.1%—$214K

What Bluestem Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+14.3% /yr
S&P 500 +20.1%
3 years
+11.9% /yr
S&P 500 +20.4%
5 years
+4.8% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$285.5M34
Q1 2026$258.9M33
Q4 2025$258.9M30
Q3 2025$255.5M29
Q2 2025$233.3M29
Q1 2025$213.8M28
Q4 2024$212.5M27
Q3 2024$214.3M27
Q2 2024$197.9M27
Q1 2024$193.5M28
Q4 2023$172.0M26
Q3 2023$163.9M25

Questions about Bluestem Financial Advisors, LLC's portfolio

What stocks does Bluestem Financial Advisors, LLC own?

Bluestem Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 34 positions worth $285.5M. The largest are Vanguard Total Bond Market ETF (BND) at 20.9%, Ishares Core S&p 500 ETF (IVV) at 20.5%, Vanguard Indx Fd (VB) at 12.8%, Vanguard FTSE All (VEU) at 12.5% and Vanguard Real Estate ETF (VNQ) at 5.3%.

What did Bluestem Financial Advisors, LLC buy last quarter?

In Q2 2026, Bluestem Financial Advisors, LLC added a new position in Revolution Medicines Inc (RVMD), a new position in Caterpillar Inc Com (CAT), Vanguard Index Fds (VO) (+277.2% shares), Vanguard Tx Ex Bd (VTEB) (+13.2% shares) and Vanguard Total Bond Market ETF (BND) (+12.2% shares), compared with its Q1 2026 filing.

What did Bluestem Financial Advisors, LLC sell last quarter?

In Q2 2026, Bluestem Financial Advisors, LLC sold all of Ishares Total US Stock Market ETF (ITOT), Dbx ETF Tr (USSG) (-26.8% shares), Spdr S&p 500 ETF Tr (SPY) (-26.3% shares) and Vanguard Index Fds (VTI) (-10.6% shares), compared with its Q1 2026 filing.

How has Bluestem Financial Advisors, LLC's portfolio performed?

A portfolio copying Bluestem Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +4.8% a year against +11.6%.

When is Bluestem Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bluestem Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bluestem Financial Advisors, LLC manage?

Bluestem Financial Advisors, LLC reported $358.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $285.5M.