Bluestem Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Bluestem Financial Advisors, LLC reported 30 stock positions worth $258.9 million. Its top holding was Vanguard Total Bond Market (BND) at 21.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 21.1%) and Vanguard Ftse All-World Ex-U (VEU, 12.2%). Compared with Q3 2025, it opened 1 new position, added to 12 and reduced 15. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +0%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SAVOY, IL
- CIK
- 0001820680
- Portfolio Value
- $258.9M (Q4 2025)
- SEC Filing
- 0001214659-26-000685 ↗ filed Jan 21, 2026
Holdings Value
Holdings 30 stocks · $258.9M
| BND Vanguard Total Bond Market | 21.32% | 745,166 | $55.2M | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 21.13% | 79,848 | $54.7M | Reduce -1.2% |
| VEU Vanguard Ftse All-World Ex-U | 12.21% | 429,601 | $31.6M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.07% | 121,099 | $31.2M | Add +0.0% |
| VNQ Vanguard Real Estate ETF | 5.32% | 155,732 | $13.8M | Add +0.1% |
| EAGG iShares ESG Aware US Aggrega | 2.57% | 139,044 | $6.7M | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 2.49% | 81,722 | $6.4M | Reduce -0.3% |
| SUSL iShares ESG MSCI USA Leaders | 2.30% | 49,132 | $6.0M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 2.14% | 88,788 | $5.5M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.03% | 15,665 | $5.3M | Add +3.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.01% | 106,475 | $5.2M | Add +1.1% |
| ESML iShares ESG Aware MSCI USA S | 1.75% | 98,673 | $4.5M | Add +1.3% |
| AGG iShares Core U.S. Aggregate | 1.69% | 43,820 | $4.4M | Reduce -2.5% |
| VSGX Vanguard ESG Intl Stock ETF | 1.61% | 58,145 | $4.2M | Add +1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.54% | 49,821 | $4.0M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 1.29% | 5,334 | $3.3M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 1.15% | 24,677 | $3.0M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.01% | 8,272 | $2.6M | Reduce -0.5% |
| VXUS Vanguard Total Intl Stock | 0.93% | 32,074 | $2.4M | Reduce -5.4% |
| SCHA Schwab US Small-Cap ETF | 0.86% | 77,800 | $2.2M | Reduce -3.6% |
| SUSA iShares ESG Optimized MSCI U | 0.57% | 10,507 | $1.5M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 3,877 | $1.1M | Add +1.5% |
| AAPL Apple Inc. | 0.31% | 2,948 | $801K | Add +20.5% |
| MSFT Microsoft Corp. | 0.30% | 1,629 | $788K | Reduce -7.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 1,170 | $571K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 786 | $536K | Reduce -8.2% |
| SCHH Schwab US REIT ETF | 0.20% | 24,609 | $514K | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 5,062 | $334K | Add +1.0% |
| ESGV Vanguard ESG US Stock ETF | 0.11% | 2,452 | $297K | Reduce -13.8% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.11% | 4,285 | $272K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| AGG iShares Core U.S. Aggregate | Reduce -2.5% | 1.69% | −0.07 |
| EAGG iShares ESG Aware US Aggrega | Reduce -0.7% | 2.57% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 21.13% | −0.05 |
| MSFT Microsoft Corp. | Reduce -7.2% | 0.30% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 2.49% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -5.4% | 0.93% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.6% | 0.86% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Reduce -13.8% | 0.11% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.2% | 0.21% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 1.15% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -0.1% | 0.20% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.4% | 1.54% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.5% | 1.01% | +0.00 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -0.1% | 2.30% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 2.14% | +0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| VEU Vanguard Ftse All-World Ex-U | Add +0.2% | 12.21% | +0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.22% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 2.03% | +0.08 |
| AAPL Apple Inc. | Add +20.5% | 0.31% | +0.07 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.1% | 1.61% | +0.05 |
| ESML iShares ESG Aware MSCI USA S | Add +1.3% | 1.75% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 1.29% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.0% | 12.07% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +1.0% | 0.13% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.5% | 0.43% | −0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +1.1% | 2.01% | −0.01 |
| BND Vanguard Total Bond Market | Add +0.9% | 21.32% | −0.18 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 5.32% | −0.24 |
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 |