Bluestem Financial Advisors, Llc Portfolio Stock Holdings
Bluestem Financial Advisors, Llc disclosed 33 stock positions valued at approximately $258.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD BD INDEX FDS, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 33
- Portfolio Value
- $258.9M
Holdings by Sector
Bluestem Financial Advisors, Llc Portfolio Holdings in Q1 2026
33 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 20.66% | 81,893 | +2,045 | +2.56% | $53,493,384 |
| VANGUARD BD INDEX FDS | BND | Other | 20.64% | 725,952 | -19,214 | -2.58% | $53,459,114 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 12.65% | 436,044 | +6,443 | +1.50% | $32,746,883 |
| VANGUARD INDEX FDS | VB | Other | 12.50% | 123,580 | +2,481 | +2.05% | $32,367,972 |
| VANGUARD INDEX FDS | VNQ | Other | 5.37% | 156,811 | +1,079 | +0.69% | $13,909,172 |
| ISHARES TR | EAGG | Other | 2.55% | 138,765 | -279 | -0.20% | $6,598,273 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.50% | 82,716 | +994 | +1.22% | $6,485,753 |
| ISHARES TR | SUSL | Other | 2.16% | 49,270 | +138 | +0.28% | $5,597,247 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.15% | 86,840 | -1,948 | -2.19% | $5,564,714 |
| VANGUARD INDEX FDS | VTI | Other | 2.02% | 16,312 | +647 | +4.13% | $5,232,978 |
| ISHARES TR | ESML | Other | 1.81% | 99,516 | +843 | +0.85% | $4,679,265 |
| ISHARES TR | ISTB | Other | 1.76% | 94,195 | -12,280 | -11.53% | $4,564,705 |
| ISHARES TR | AGG | Other | 1.67% | 43,632 | -188 | -0.43% | $4,331,383 |
| VANGUARD WORLD FD | VSGX | Other | 1.63% | 58,666 | +521 | +0.90% | $4,208,085 |
| SPDR SERIES TRUST | SPLG | Other | 1.35% | 45,573 | -4,248 | -8.53% | $3,488,178 |
| VANGUARD INDEX FDS | VOO | Other | 1.30% | 5,627 | +293 | +5.49% | $3,362,226 |
| ISHARES TR | IJR | Other | 1.13% | 23,595 | -1,082 | -4.38% | $2,933,034 |
| VANGUARD INDEX FDS | VV | Other | 0.96% | 8,278 | +6 | +0.07% | $2,474,029 |
| VANGUARD STAR FDS | VXUS | Other | 0.94% | 31,668 | -406 | -1.27% | $2,441,929 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.87% | 77,805 | +5 | +0.01% | $2,262,565 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.58% | 30,112 | +30,112 | +100.00% | $1,502,288 |
| ISHARES TR | SUSA | Other | 0.55% | 10,861 | +354 | +3.37% | $1,434,672 |
| VANGUARD INDEX FDS | VO | Other | 0.43% | 3,879 | +2 | +0.05% | $1,113,986 |
| ISHARES TR | ITOT | Other | 0.32% | 5,769 | +5,769 | +100.00% | $821,665 |
| APPLE INC | AAPL | Technology | 0.27% | 2,763 | -185 | -6.28% | $701,276 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 1,073 | +287 | +36.51% | $697,941 |
| MICROSOFT CORP | MSFT | Technology | 0.23% | 1,638 | +9 | +0.55% | $606,340 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.20% | 24,652 | +43 | +0.17% | $529,766 |
| ISHARES TR | IJH | Other | 0.13% | 5,015 | -47 | -0.93% | $338,663 |
| VANGUARD WORLD FD | ESGV | Other | 0.11% | 2,453 | +1 | +0.04% | $275,429 |
| DBX ETF TR | USSG | Other | 0.10% | 4,285 | - | - | $255,729 |
| AMPHENOL CORP | APH | Technology | 0.09% | 1,895 | +1,895 | +100.00% | $239,433 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.09% | 478 | +478 | +100.00% | $229,058 |