Top Institutional Investors

BLUESTEM FINANCIAL ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1820680 · latest 13F-HR filed 2026-07-22

Backtest portfolio

BLUESTEM FINANCIAL ADVISORS, LLC manages $285.5M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BND (20.94%), IVV (20.49%), VB (12.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 25, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1809 WOODFIELD DRIVE
SUITE A
SAVOY, IL 61874
Phone
(217) 352-0000
Filing Manager
BLUESTEM FINANCIAL ADVISORS, LLC
SAVOY, IL
Signatory
Joseph Miebach
Director of Financial Planning
Loading holdings…
AUM

$285.5M

Long-equity book

Holdings

34

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+2 / −1 / ↑25 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD BD INDEX FDS$6.3M +11.8%
  • ISHARES TR$5.0M +9.4%
  • VANGUARD INDEX FDS$4.3M +13.3%
  • VANGUARD INTL EQUITY INDEX F$2.9M +8.9%
  • VANGUARD INDEX FDS$1.1M +8.1%
Show all 25 →

Top Trims

  • STATE STR SPDR S&P 500 ETF T-$107.2K -15.4%
  • DBX ETF TR-$37.8K -14.8%
Show all 2 →

New Positions

  • REVOLUTION MEDICINES INC$224.3K
  • CATERPILLAR INC$213.6K
Show all 2 →

Exited Positions

  • ISHARES TR$821.7K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD BD INDEX FDS BND 921937835 $59.8M 20.94% 814,283 SH
2 ISHARES TR IVV 464287200 $58.5M 20.49% 78,119 SH
3 VANGUARD INDEX FDS VB 922908751 $36.7M 12.85% 120,996 SH
4 VANGUARD INTL EQUITY INDEX F VEU 922042775 $35.7M 12.49% 425,716 SH
5 VANGUARD INDEX FDS VNQ 922908553 $15.0M 5.27% 155,978 SH
6 ISHARES TR EAGG 46435U549 $7.3M 2.56% 154,210 SH
7 ISHARES TR SUSL 46435U218 $6.7M 2.33% 50,128 SH
8 VANGUARD TAX-MANAGED FDS VEA 921943858 $6.3M 2.21% 88,670 SH
9 VANGUARD BD INDEX FDS BSV 921937827 $6.3M 2.20% 80,452 SH
10 ISHARES TR ESML 46435U663 $5.7M 1.98% 101,057 SH
11 VANGUARD INDEX FDS VTI 922908769 $5.4M 1.89% 14,581 SH
12 VANGUARD WORLD FD VSGX 921910725 $5.0M 1.75% 60,742 SH
13 ISHARES TR ISTB 46432F859 $4.4M 1.56% 92,217 SH
14 ISHARES TR AGG 464287226 $4.2M 1.48% 42,691 SH
15 VANGUARD INDEX FDS VOO 922908363 $4.2M 1.47% 6,095 SH
16 SPDR SERIES TRUST SPYM 78464A854 $3.9M 1.35% 43,984 SH
17 ISHARES TR IJR 464287804 $3.5M 1.23% 23,721 SH
18 SCHWAB STRATEGIC TR SCHA 808524607 $2.7M 0.96% 75,957 SH
19 VANGUARD INDEX FDS VV 922908637 $2.6M 0.91% 7,590 SH
20 VANGUARD STAR FDS VXUS 921909768 $2.6M 0.90% 30,144 SH
21 VANGUARD MUN BD FDS VTEB 922907746 $1.7M 0.60% 34,086 SH
22 ISHARES TR SUSA 464288802 $1.7M 0.59% 10,861 SH
23 VANGUARD INDEX FDS VO 922908629 $1.2M 0.41% 14,633 SH
24 APPLE INC AAPL 037833100 $794.1K 0.28% 2,744 SH
25 MICROSOFT CORP MSFT 594918104 $600.9K 0.21% 1,611 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $590.7K 0.21% 791 SH
27 SCHWAB STRATEGIC TR SCHH 808524847 $578.7K 0.20% 24,438 SH
28 ISHARES TR IJH 464287507 $411.9K 0.14% 5,342 SH
29 AMPHENOL CORP APH 032095101 $335.9K 0.12% 1,905 SH
30 VANGUARD WORLD FD ESGV 921910733 $310.6K 0.11% 2,349 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $242.2K 0.08% 484 SH
32 REVOLUTION MEDICINES INC RVMD 76155X100 $224.3K 0.08% 1,198 SH
33 DBX ETF TR USSG 233051150 $218.0K 0.08% 3,138 SH
34 CATERPILLAR INC CAT 149123101 $213.6K 0.07% 201 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $285.5M 34 0001820680-26-000003
2026-03-31 2026-04-29 $258.9M 33 0001820680-26-000002
2025-12-31 2026-01-21 $258.9M 30 0001214659-26-000685