BLUESTEM FINANCIAL ADVISORS, LLC

CIK 1820680 · View on SEC EDGAR ↗

Portfolio value
$285.5M
#5,326 of 9,443 by 13F value · top 56.4%
Positions
34
As of
June 30, 2026

Portfolio value QoQ: +10.3% 13F does not disclose cash

Top 10 holdings weight
83.30%
Top 25 holdings weight
98.91%
Positions above 1%
17
Effective number of positions
8.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.67% Est. buys $9,593,440 · sells $7,280,035

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 94.4% still held

New positions
2
Increased
13
Decreased
18
Closed
1
On this page

Sector breakdown

Technology
0.5%
Industrials
0.2%
Healthcare
0.1%
Other/Unmapped
99.2%

Full portfolio 34 positions

Type Streak 8Q trend
BND Vanguard Total Bond Market ETF $59,776,486 20.94% 814,283 $6,317,372 Up ×1
IVV $58,502,814 20.49% 78,119 $5,009,430 Down ×1
VB $36,676,193 12.85% 120,996 $4,308,221 Down ×1
VEU $35,653,698 12.49% 425,716 $2,906,815 Down ×1
VNQ $15,040,969 5.27% 155,978 $1,131,797 Down ×1
EAGG $7,311,112 2.56% 154,210 $712,839 Up ×1
SUSL iShares ESG MSCI USA Leaders ETF $6,654,997 2.33% 50,128 $1,057,750 Up ×2
VEA $6,317,724 2.21% 88,670 $753,010 Up ×1
BSV $6,268,012 2.20% 80,452 $-217,741 Down ×1
ESML $5,652,103 1.98% 101,057 $972,838 Up ×5
VTI $5,395,660 1.89% 14,581 $162,682 Down ×1
VSGX $5,001,466 1.75% 60,742 $793,381 Up ×3
ISTB iShares Core 1-5 Year USD Bond ETF $4,449,465 1.56% 92,217 $-115,240 Down ×2
AGG $4,225,594 1.48% 42,691 $-105,789 Down ×5
VOO $4,186,127 1.47% 6,095 $823,901 Up ×5
SPYM $3,865,281 1.35% 43,984 $377,103 Down ×3
IJR $3,518,122 1.23% 23,721 $585,088 Up ×1
SCHA $2,744,336 0.96% 75,957 $481,771 Down ×1
VV $2,610,428 0.91% 7,590 $136,399 Down ×1
VXUS Vanguard Total International Stock ETF $2,577,022 0.90% 30,144 $135,093 Down ×4
VTEB $1,724,070 0.60% 34,086 $221,782 Up ×1
SUSA $1,675,792 0.59% 10,861 $241,120
VO $1,178,945 0.41% 14,633 $64,959 Up ×3
AAPL Apple Inc. - Common Stock $794,092 0.28% 2,744 $92,816 Down ×2
MSFT Microsoft Corporation - Common Stock $600,944 0.21% 1,611 $-5,396 Down ×1
SPY SPY $590,695 0.21% 791 $-107,246 Down ×1
SCHH $578,699 0.20% 24,438 $48,933 Down ×1
IJH $411,922 0.14% 5,342 $73,259 Up ×1
APH Amphenol Corporation Common Stock $335,938 0.12% 1,905 $96,505 Up ×1
ESGV $310,643 0.11% 2,349 $35,214 Down ×1
BRKB $242,156 0.08% 484 $13,098 Up ×1
RVMD Revolution Medicines, Inc. - Common Stock $224,317 0.08% 1,198 Up ×1
USSG $217,965 0.08% 3,138 $-37,764 Down ×1
CAT Caterpillar, Inc. Common Stock $213,554 0.07% 201 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
ESML $5,652,103 1.98% up ×5
VSGX $5,001,466 1.75% up ×3
VOO $4,186,127 1.47% up ×5
VO $1,178,945 0.41% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
RVMD $224,317 1,198 0.08%
CAT $213,554 201 0.07%

Top movers (QoQ)

Security Action Shares Δ Value Δ
BND Bought more +88K +$6.3M
IVV Trimmed -4K +$5.0M
VB Trimmed -3K +$4.3M
VEU Trimmed -10K +$2.9M
VNQ Trimmed -833 +$1.1M
SUSL Bought more +858 +$1.1M
ESML Bought more +2K +$973K
VOO Bought more +468 +$824K
VSGX Bought more +2K +$793K
VEA Bought more +2K +$753K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ITOT June 30, 2026 5,769 $821,665 No longer tracked
VUG March 31, 2026 1,170 $570,910 No longer tracked