Bluestem Financial Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Bluestem Financial Advisors, LLC reported 29 stock positions worth $255.5 million. Its top holding was Vanguard Total Bond Market (BND) at 21.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 21.2%) and Vanguard Most SM-Cap ETF-Usd (VB, 12.0%). Compared with Q2 2025, it added to 11 and reduced 15. The biggest buy was Vanguard Total Bond Market (BND, shares +17%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- SAVOY, IL
- CIK
- 0001820680
- Portfolio Value
- $255.5M (Q3 2025)
- SEC Filing
- 0001214659-25-014749 ↗ filed Oct 8, 2025
Holdings Value
Holdings 29 stocks · $255.5M
| BND Vanguard Total Bond Market | 21.50% | 738,811 | $54.9M | Add +16.6% |
| IVV iShares Core S&P 500 ETF | 21.18% | 80,842 | $54.1M | Add +1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.04% | 121,045 | $30.8M | Add +3.5% |
| VEU Vanguard Ftse All-World Ex-U | 11.97% | 428,697 | $30.6M | Add +3.5% |
| VNQ Vanguard Real Estate ETF | 5.57% | 155,579 | $14.2M | Add +5.7% |
| EAGG iShares ESG Aware US Aggrega | 2.63% | 140,031 | $6.7M | Add +1.3% |
| BSV Vanguard Short-Term Bond ETF | 2.53% | 81,944 | $6.5M | Reduce -2.0% |
| SUSL iShares ESG MSCI USA Leaders | 2.25% | 49,177 | $5.8M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 2.09% | 89,156 | $5.3M | Reduce -2.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.01% | 105,356 | $5.1M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.95% | 15,199 | $5.0M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 1.76% | 44,948 | $4.5M | Reduce -12.7% |
| ESML iShares ESG Aware MSCI USA S | 1.72% | 97,434 | $4.4M | Add +1.0% |
| VSGX Vanguard ESG Intl Stock ETF | 1.56% | 57,519 | $4.0M | Reduce -2.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.55% | 50,545 | $4.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.26% | 5,267 | $3.2M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 1.16% | 24,937 | $3.0M | Reduce -0.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.00% | 8,313 | $2.6M | Reduce -0.7% |
| VXUS Vanguard Total Intl Stock | 0.97% | 33,915 | $2.5M | Reduce -2.7% |
| SCHA Schwab US Small-Cap ETF | 0.88% | 80,747 | $2.3M | Reduce -0.4% |
| SUSA iShares ESG Optimized MSCI U | 0.56% | 10,507 | $1.4M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.44% | 3,819 | $1.1M | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.36% | 1,755 | $909K | Reduce -6.0% |
| AAPL Apple Inc. | 0.24% | 2,447 | $623K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 856 | $570K | Reduce -5.3% |
| SCHH Schwab US REIT ETF | 0.21% | 24,647 | $532K | Add +8.2% |
| ESGV Vanguard ESG US Stock ETF | 0.13% | 2,845 | $337K | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 5,014 | $327K | No change |
| USSG Xtrackers MSCI USA Sele Eqty | 0.10% | 4,285 | $263K | Reduce -23.9% |
Portfolio Sells Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Reduce -12.7% | 1.76% | −0.43 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.0% | 2.53% | −0.29 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -0.6% | 2.01% | −0.20 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.9% | 2.09% | −0.15 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -2.8% | 1.56% | −0.10 |
| VXUS Vanguard Total Intl Stock | Reduce -2.7% | 0.97% | −0.06 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -0.8% | 2.25% | −0.05 |
| MSFT Microsoft Corp. | Reduce -6.0% | 0.36% | −0.04 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -23.9% | 0.10% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 1.95% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.8% | 0.44% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.7% | 1.00% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 1.16% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.3% | 0.22% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.4% | 0.88% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| BND Vanguard Total Bond Market | Add +16.6% | 21.50% | +1.50 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.5% | 12.04% | +0.16 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.5% | 11.97% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 21.18% | +0.03 |
| ESML iShares ESG Aware MSCI USA S | Add +1.0% | 1.72% | +0.01 |
| SCHH Schwab US REIT ETF | Add +8.2% | 0.21% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +0.0% | 0.13% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.0% | 1.26% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.1% | 1.55% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +5.7% | 5.57% | −0.05 |
| EAGG iShares ESG Aware US Aggrega | Add +1.3% | 2.63% | −0.19 |
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 |