Bluestem Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Bluestem Financial Advisors, LLC reported 33 stock positions worth $258.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.7% of the portfolio, followed by Vanguard Total Bond Market (BND, 20.6%) and Vanguard Ftse All-World Ex-U (VEU, 12.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 18 and reduced 10. The biggest buy was a new position in Vanguard Tax-Exempt Bond ETF (VTEB) and the biggest sale Vanguard Total Bond Market (BND, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SAVOY, IL
- CIK
- 0001820680
- Portfolio Value
- $258.9M (Q1 2026)
- SEC Filing
- 0001820680-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 33 stocks · $258.9M
| IVV iShares Core S&P 500 ETF | 20.66% | 81,893 | $53.5M | Add +2.6% |
| BND Vanguard Total Bond Market | 20.64% | 725,952 | $53.5M | Reduce -2.6% |
| VEU Vanguard Ftse All-World Ex-U | 12.65% | 436,044 | $32.7M | Add +1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.50% | 123,580 | $32.4M | Add +2.0% |
| VNQ Vanguard Real Estate ETF | 5.37% | 156,811 | $13.9M | Add +0.7% |
| EAGG iShares ESG Aware US Aggrega | 2.55% | 138,765 | $6.6M | Reduce -0.2% |
| BSV Vanguard Short-Term Bond ETF | 2.50% | 82,716 | $6.5M | Add +1.2% |
| SUSL iShares ESG MSCI USA Leaders | 2.16% | 49,270 | $5.6M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 2.15% | 86,840 | $5.6M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.02% | 16,312 | $5.2M | Add +4.1% |
| ESML iShares ESG Aware MSCI USA S | 1.81% | 99,516 | $4.7M | Add +0.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 1.76% | 94,195 | $4.6M | Reduce -11.5% |
| AGG iShares Core U.S. Aggregate | 1.67% | 43,632 | $4.3M | Reduce -0.4% |
| VSGX Vanguard ESG Intl Stock ETF | 1.63% | 58,666 | $4.2M | Add +0.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.35% | 45,573 | $3.5M | Reduce -8.5% |
| VOO Vanguard S&P 500 ETF | 1.30% | 5,627 | $3.4M | Add +5.5% |
| IJR iShares Core S&P Small-Cap E | 1.13% | 23,595 | $2.9M | Reduce -4.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.96% | 8,278 | $2.5M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.94% | 31,668 | $2.4M | Reduce -1.3% |
| SCHA Schwab US Small-Cap ETF | 0.87% | 77,805 | $2.3M | Add +0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.58% | 30,112 | $1.5M | New |
| SUSA iShares ESG Optimized MSCI U | 0.55% | 10,861 | $1.4M | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 3,879 | $1.1M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 5,769 | $822K | New |
| AAPL Apple Inc. | 0.27% | 2,763 | $701K | Reduce -6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,073 | $698K | Add +36.5% |
| MSFT Microsoft Corp. | 0.23% | 1,638 | $606K | Add +0.6% |
| SCHH Schwab US REIT ETF | 0.20% | 24,652 | $530K | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 5,015 | $339K | Reduce -0.9% |
| ESGV Vanguard ESG US Stock ETF | 0.11% | 2,453 | $275K | Add +0.0% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.10% | 4,285 | $256K | No change |
| APH Amphenol Corp. Class A | 0.09% | 1,895 | $239K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 478 | $229K | New |
Portfolio Sells Q4 2025 → Q1 2026
| BND Vanguard Total Bond Market | Reduce -2.6% | 20.64% | −0.68 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -11.5% | 1.76% | −0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.5% | 1.35% | −0.20 |
| AAPL Apple Inc. | Reduce -6.3% | 0.27% | −0.04 |
| EAGG iShares ESG Aware US Aggrega | Reduce -0.2% | 2.55% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -0.4% | 1.67% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.4% | 1.13% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 0.13% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 2.15% | +0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -1.3% | 0.94% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.58% | +0.58 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.5% | 12.65% | +0.44 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.0% | 12.50% | +0.43 |
| ITOT iShares Core S&P Total U.S. | New | 0.32% | +0.32 |
| APH Amphenol Corp. Class A | New | 0.09% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +36.5% | 0.27% | +0.06 |
| ESML iShares ESG Aware MSCI USA S | Add +0.8% | 1.81% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 5.37% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +0.0% | 0.87% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +1.2% | 2.50% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.9% | 1.63% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +5.5% | 1.30% | +0.01 |
| SCHH Schwab US REIT ETF | Add +0.2% | 0.20% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.43% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.1% | 2.02% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +0.0% | 0.11% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Add +3.4% | 0.55% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 0.96% | −0.05 |
| MSFT Microsoft Corp. | Add +0.6% | 0.23% | −0.07 |
| SUSL iShares ESG MSCI USA Leaders | Add +0.3% | 2.16% | −0.14 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 20.66% | −0.47 |
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 |