Bluestem Financial Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Bluestem Financial Advisors, LLC reported 27 stock positions worth $212.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 19.6%) and Vanguard Most SM-Cap ETF-Usd (VB, 12.9%). Compared with Q3 2024, it added to 15 and reduced 9. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +0%) and the biggest sale iShares Core 1-5 Year Usd Bo (ISTB, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- SAVOY, IL
- CIK
- 0001820680
- Portfolio Value
- $212.5M (Q4 2024)
- SEC Filing
- 0001214659-25-001571 ↗ filed Jan 30, 2025
Holdings Value
Holdings 27 stocks · $212.5M
| IVV iShares Core S&P 500 ETF | 22.26% | 80,320 | $47.3M | Add +0.1% |
| BND Vanguard Total Bond Market | 19.55% | 577,706 | $41.5M | Add +5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.85% | 113,659 | $27.3M | Reduce -0.0% |
| VEU Vanguard Ftse All-World Ex-U | 11.09% | 410,443 | $23.6M | Add +4.6% |
| VNQ Vanguard Real Estate ETF | 6.06% | 144,611 | $12.9M | Add +0.8% |
| BSV Vanguard Short-Term Bond ETF | 3.32% | 91,210 | $7.0M | Reduce -5.1% |
| EAGG iShares ESG Aware US Aggrega | 2.61% | 119,551 | $5.6M | Add +13.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.52% | 111,905 | $5.3M | Reduce -10.0% |
| SUSL iShares ESG MSCI USA Leaders | 2.51% | 51,847 | $5.3M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 2.17% | 96,448 | $4.6M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.12% | 15,570 | $4.5M | Reduce -0.7% |
| ESML iShares ESG Aware MSCI USA S | 1.97% | 99,663 | $4.2M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 1.82% | 39,952 | $3.9M | Add +2.2% |
| VSGX Vanguard ESG Intl Stock ETF | 1.66% | 62,061 | $3.5M | Add +2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.63% | 50,380 | $3.5M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 1.39% | 25,550 | $2.9M | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.08% | 8,508 | $2.3M | Reduce -0.8% |
| SUSA iShares ESG Optimized MSCI U | 0.65% | 11,312 | $1.4M | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.53% | 4,244 | $1.1M | Reduce -3.0% |
| MSFT Microsoft Corp. | 0.48% | 2,428 | $1.0M | Add +17.5% |
| VXUS Vanguard Total Intl Stock | 0.37% | 13,510 | $796K | No change |
| AAPL Apple Inc. | 0.37% | 3,101 | $777K | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 904 | $530K | Reduce -4.5% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 19,542 | $505K | No change |
| SCHH Schwab US REIT ETF | 0.20% | 20,510 | $432K | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 5,014 | $312K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.14% | 2,840 | $298K | Add +0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -10.0% | 2.52% | −0.31 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.1% | 3.32% | −0.21 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.0% | 0.53% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 0.25% | −0.00 |
| SUSA iShares ESG Optimized MSCI U | Reduce -1.3% | 0.65% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.8% | 1.08% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.8% | 1.63% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 2.12% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.0% | 12.85% | +0.27 |
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +0.1% | 22.26% | +0.65 |
| BND Vanguard Total Bond Market | Add +5.0% | 19.55% | +0.27 |
| EAGG iShares ESG Aware US Aggrega | Add +13.7% | 2.61% | +0.23 |
| SUSL iShares ESG MSCI USA Leaders | Add +2.7% | 2.51% | +0.12 |
| MSFT Microsoft Corp. | Add +17.5% | 0.48% | +0.07 |
| AAPL Apple Inc. | Add +3.1% | 0.37% | +0.04 |
| ESML iShares ESG Aware MSCI USA S | Add +0.5% | 1.97% | +0.04 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 0.14% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 1.39% | −0.01 |
| SCHH Schwab US REIT ETF | Add +0.3% | 0.20% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +2.2% | 1.82% | −0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.0% | 1.66% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 2.17% | −0.19 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.6% | 11.09% | −0.45 |
| VNQ Vanguard Real Estate ETF | Add +0.8% | 6.06% | −0.46 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 34 | $285.5M | BND, IVV, VB, VEU, VNQ |
| Q1 2026 | 33 | $258.9M | IVV, BND, VEU, VB, VNQ |
| Q4 2025 | 30 | $258.9M | BND, IVV, VEU, VB, VNQ |
| Q3 2025 | 29 | $255.5M | BND, IVV, VB, VEU, VNQ |
| Q2 2025 | 29 | $233.3M | IVV, BND, VEU, VB, VNQ |
| Q1 2025 | 28 | $213.8M | IVV, BND, VB, VEU, VNQ |
| Q4 2024 | 27 | $212.5M | IVV, BND, VB, VEU, VNQ |
| Q3 2024 | 27 | $214.3M | IVV, BND, VB, VEU, VNQ |
| Q2 2024 | 27 | $197.9M | IVV, BND, VB, VEU, BSV |
| Q1 2024 | 28 | $193.5M | IVV, VB, BSV, VEU, BND |