Bluestem Financial Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Bluestem Financial Advisors, LLC reported 28 stock positions worth $213.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 20.2%) and Vanguard Most SM-Cap ETF-Usd (VB, 12.2%). Compared with Q4 2024, it opened 1 new position, added to 14 and reduced 9. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +3%) and the biggest sale iShares ESG Aware MSCI USA S (ESML, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SAVOY, IL
- CIK
- 0001820680
- Portfolio Value
- $213.8M (Q1 2025)
- SEC Filing
- 0001214659-25-006919 ↗ filed May 5, 2025
Holdings Value
Holdings 28 stocks · $213.8M
| IVV iShares Core S&P 500 ETF | 21.22% | 80,723 | $45.4M | Add +0.5% |
| BND Vanguard Total Bond Market | 20.25% | 589,339 | $43.3M | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.18% | 117,451 | $26.0M | Add +3.3% |
| VEU Vanguard Ftse All-World Ex-U | 12.01% | 423,139 | $25.7M | Add +3.1% |
| VNQ Vanguard Real Estate ETF | 6.22% | 146,797 | $13.3M | Add +1.5% |
| BSV Vanguard Short-Term Bond ETF | 3.33% | 90,912 | $7.1M | Reduce -0.3% |
| EAGG iShares ESG Aware US Aggrega | 2.71% | 122,160 | $5.8M | Add +2.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.49% | 110,213 | $5.3M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 2.43% | 52,572 | $5.2M | Add +31.6% |
| SUSL iShares ESG MSCI USA Leaders | 2.33% | 51,973 | $5.0M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 2.25% | 94,493 | $4.8M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.00% | 15,538 | $4.3M | Reduce -0.2% |
| VSGX Vanguard ESG Intl Stock ETF | 1.74% | 63,234 | $3.7M | Add +1.9% |
| ESML iShares ESG Aware MSCI USA S | 1.71% | 95,431 | $3.7M | Reduce -4.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.55% | 50,397 | $3.3M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 25,554 | $2.7M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.01% | 8,372 | $2.2M | Reduce -1.6% |
| SUSA iShares ESG Optimized MSCI U | 0.61% | 11,312 | $1.3M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 4,253 | $1.1M | Add +0.2% |
| MSFT Microsoft Corp. | 0.40% | 2,302 | $864K | Reduce -5.2% |
| VXUS Vanguard Total Intl Stock | 0.39% | 13,510 | $839K | No change |
| AAPL Apple Inc. | 0.30% | 2,858 | $635K | Reduce -7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 904 | $506K | No change |
| SCHA Schwab US Small-Cap ETF | 0.21% | 18,867 | $442K | Reduce -3.5% |
| SCHH Schwab US REIT ETF | 0.21% | 20,536 | $442K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.20% | 820 | $421K | New |
| IJH iShares Core S&P Midcap ETF | 0.14% | 5,014 | $293K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.13% | 2,842 | $278K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| ESML iShares ESG Aware MSCI USA S | Reduce -4.3% | 1.71% | −0.26 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 2.00% | −0.13 |
| MSFT Microsoft Corp. | Reduce -5.2% | 0.40% | −0.08 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.6% | 1.01% | −0.07 |
| AAPL Apple Inc. | Reduce -7.8% | 0.30% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.5% | 0.21% | −0.03 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -1.5% | 2.49% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 3.33% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 2.25% | +0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| VEU Vanguard Ftse All-World Ex-U | Add +3.1% | 12.01% | +0.91 |
| BND Vanguard Total Bond Market | Add +2.0% | 20.25% | +0.69 |
| AGG iShares Core U.S. Aggregate | Add +31.6% | 2.43% | +0.61 |
| VOO Vanguard S&P 500 ETF | New | 0.20% | +0.20 |
| VNQ Vanguard Real Estate ETF | Add +1.5% | 6.22% | +0.15 |
| EAGG iShares ESG Aware US Aggrega | Add +2.2% | 2.71% | +0.10 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.9% | 1.74% | +0.09 |
| SCHH Schwab US REIT ETF | Add +0.1% | 0.21% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 0.13% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.51% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.0% | 1.55% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 1.25% | −0.14 |
| SUSL iShares ESG MSCI USA Leaders | Add +0.2% | 2.33% | −0.19 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.3% | 12.18% | −0.67 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 21.22% | −1.04 |
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 |