Bluestem Financial Advisors, LLC
Bluestem Financial Advisors, LLC reported 34 holdings worth US$286M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 20, 2026
Bluestem Financial Advisors, LLC reported 34 holdings worth US$286M as of Sep 30, 2026. Largest: iShares Core S&P 500 ETF, Vanguard Total Bond Market ETF and Vanguard FTSE All-World ex-US Index Fund. Filed Oct 20, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$286M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| iShares Core S&P 500 ETF | 77,522 | US$59.4M | 20.7% |
| Vanguard Total Bond Market ETF | 775K | US$54.4M | 19.0% |
| Vanguard FTSE All-World ex-US Index Fund | 430K | US$35.7M | 12.5% |
| Vanguard Morningstar Small-Cap ETF | 123K | US$35M | 12.2% |
| Vanguard Real Estate ETF | 155K | US$13.9M | 4.9% |
| iShares Core U.S. Aggregate Bond ETF | 127K | US$12M | 4.2% |
| iShares ESG MSCI USA Leaders ETF | 60,907 | US$8.3M | 2.9% |
| iShares ESG Aware US Aggregate Bond ETF | 169K | US$7.64M | 2.7% |
| Vanguard FTSE Developed Markets ETF | 84,634 | US$5.98M | 2.1% |
| Vanguard Short-Term Bond ETF | 75,318 | US$5.75M | 2.0% |
| iShares ESG Aware MSCI USA Small-Cap ETF | 106K | US$5.49M | 1.9% |
| Vanguard ESG International Stock ETF | 64,984 | US$5.27M | 1.8% |
| Vanguard Morningstar Total Stock Market ETF | 13,835 | US$5.18M | 1.8% |
| iShares Core 1-5 Year USD Bond ETF | 95,317 | US$4.5M | 1.6% |
| State Street SPDR Portfolio S&P 500 ETF | 43,961 | US$3.95M | 1.4% |
| Vanguard S&P 500 ETF | 5,568 | US$3.9M | 1.4% |
| iShares Core S&P Small Cap ETF | 22,656 | US$3.08M | 1.1% |
| Vanguard Morningstar Large-Cap ETF | 7,590 | US$2.67M | 0.93% |
| Vanguard Total International Stock ETF | 30,350 | US$2.58M | 0.90% |
| Schwab U.S. Small-Cap ETF | 77,420 | US$2.53M | 0.88% |
| Vanguard Tax-Exempt Bond ETF | 34,086 | US$1.61M | 0.56% |
| iShares ESG Optimized MSCI USA ETF | 9,180 | US$1.43M | 0.50% |
| Vanguard Morningstar Mid-Cap ETF | 14,510 | US$1.14M | 0.40% |
| Apple Inc | 3,097 | US$1.03M | 0.36% |
| Microsoft Corp. | 1,952 | US$1M | 0.35% |
| State Street SPDR S&P 500 ETF | 791 | US$603K | 0.21% |
| Schwab U.S. REIT ETF | 24,636 | US$543K | 0.19% |
| Amphenol Corporation | 3,802 | US$320K | 0.11% |
| Vanguard ESG U.S. Stock ETF | 2,350 | US$318K | 0.11% |
| iShares Core S&P Mid-Cap ETF | 3,745 | US$269K | 0.09% |
| Revolution Medicines, Inc. | 1,256 | US$258K | 0.09% |
| Berkshire Hathaway Inc. | 484 | US$241K | 0.08% |
| Xtrackers MSCI USA Selection Equity ETF | 3,138 | US$224K | 0.08% |
| Caterpillar, Inc. | 250 | US$203K | 0.07% |
Source
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