Bluestem Financial Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Bluestem Financial Advisors, LLC reported 29 stock positions worth $233.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.1% of the portfolio, followed by Vanguard Total Bond Market (BND, 20.0%) and Vanguard Ftse All-World Ex-U (VEU, 11.9%). Compared with Q1 2025, it opened 1 new position, added to 10 and reduced 15. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +542%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- SAVOY, IL
- CIK
- 0001820680
- Portfolio Value
- $233.3M (Q2 2025)
- SEC Filing
- 0001214659-25-010809 ↗ filed Jul 23, 2025
Holdings Value
Holdings 29 stocks · $233.3M
| IVV iShares Core S&P 500 ETF | 21.15% | 79,459 | $49.3M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 20.01% | 633,811 | $46.7M | Add +7.5% |
| VEU Vanguard Ftse All-World Ex-U | 11.93% | 414,126 | $27.8M | Reduce -2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.88% | 116,954 | $27.7M | Reduce -0.4% |
| VNQ Vanguard Real Estate ETF | 5.62% | 147,167 | $13.1M | Add +0.3% |
| BSV Vanguard Short-Term Bond ETF | 2.82% | 83,612 | $6.6M | Reduce -8.0% |
| EAGG iShares ESG Aware US Aggrega | 2.82% | 138,303 | $6.6M | Add +13.2% |
| SUSL iShares ESG MSCI USA Leaders | 2.30% | 49,563 | $5.4M | Reduce -4.6% |
| VEA Vanguard Ftse Developed ETF | 2.24% | 91,811 | $5.2M | Reduce -2.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.21% | 105,976 | $5.2M | Reduce -3.8% |
| AGG iShares Core U.S. Aggregate | 2.19% | 51,464 | $5.1M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.99% | 15,242 | $4.6M | Reduce -1.9% |
| ESML iShares ESG Aware MSCI USA S | 1.71% | 96,462 | $4.0M | Add +1.1% |
| VSGX Vanguard ESG Intl Stock ETF | 1.66% | 59,155 | $3.9M | Reduce -6.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.57% | 50,518 | $3.7M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 1.28% | 5,265 | $3.0M | Add +542.1% |
| IJR iShares Core S&P Small-Cap E | 1.18% | 25,107 | $2.7M | Reduce -1.8% |
| VXUS Vanguard Total Intl Stock | 1.03% | 34,851 | $2.4M | Add +158.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.02% | 8,372 | $2.4M | No change |
| SCHA Schwab US Small-Cap ETF | 0.88% | 81,074 | $2.1M | Add +329.7% |
| SUSA iShares ESG Optimized MSCI U | 0.57% | 10,507 | $1.3M | Reduce -7.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 3,930 | $1.1M | Reduce -7.6% |
| MSFT Microsoft Corp. | 0.40% | 1,867 | $929K | Reduce -18.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 904 | $559K | No change |
| AAPL Apple Inc. | 0.22% | 2,447 | $502K | Reduce -14.4% |
| SCHH Schwab US REIT ETF | 0.21% | 22,779 | $482K | Add +10.9% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.14% | 5,628 | $320K | New |
| ESGV Vanguard ESG US Stock ETF | 0.13% | 2,844 | $312K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 5,014 | $311K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BSV Vanguard Short-Term Bond ETF | Reduce -8.0% | 2.82% | −0.51 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.4% | 11.88% | −0.30 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -3.8% | 2.21% | −0.28 |
| AGG iShares Core U.S. Aggregate | Reduce -2.1% | 2.19% | −0.24 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -6.5% | 1.66% | −0.08 |
| AAPL Apple Inc. | Reduce -14.4% | 0.22% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.8% | 1.18% | −0.07 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.1% | 11.93% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 21.15% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.6% | 0.47% | −0.04 |
| SUSA iShares ESG Optimized MSCI U | Reduce -7.1% | 0.57% | −0.04 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -4.6% | 2.30% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 1.99% | −0.01 |
| MSFT Microsoft Corp. | Reduce -18.9% | 0.40% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.8% | 2.24% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +542.1% | 1.28% | +1.08 |
| SCHA Schwab US Small-Cap ETF | Add +329.7% | 0.88% | +0.67 |
| VXUS Vanguard Total Intl Stock | Add +158.0% | 1.03% | +0.64 |
| USSG Xtrackers MSCI USA Sele Eqty | New | 0.14% | +0.14 |
| EAGG iShares ESG Aware US Aggrega | Add +13.2% | 2.82% | +0.11 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.2% | 1.57% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 0.13% | +0.00 |
| SCHH Schwab US REIT ETF | Add +10.9% | 0.21% | 0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +1.1% | 1.71% | −0.01 |
| BND Vanguard Total Bond Market | Add +7.5% | 20.01% | −0.24 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 5.62% | −0.60 |
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 |