Institutional
BLUESTEM FINANCIAL ADVISORS, LLC
CIK 0001820680
$285.5M
Reported AUM
34
Positions
Q2 2026
Period
2026-07-22
Filed
Editorial summary
Summary for BLUESTEM FINANCIAL ADVISORS, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $72.40 | 0.03% | 2.03% | -1.65% | $59.8M | 20.94% | — | HELD |
| 2 | IVV | ISHARES TR | $745.23 | 1.65% | 20.00% | 75.17% | $58.5M | 20.49% | — | HELD |
| 3 | VB | VANGUARD INDEX FDS | $295.82 | 0.96% | 25.00% | 39.48% | $36.7M | 12.85% | — | HELD |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $83.07 | 3.02% | 28.29% | 52.44% | $35.7M | 12.49% | — | HELD |
| 5 | VNQ | VANGUARD INDEX FDS | $99.49 | -1.16% | 17.59% | 12.35% | $15.0M | 5.27% | — | HELD |
| 6 | EAGG | ISHARES TR | $46.75 | 0.04% | 2.08% | -2.02% | $7.3M | 2.56% | — | HELD |
| 7 | SUSL | ISHARES TR | $130.99 | 2.06% | 17.96% | 71.48% | $6.7M | 2.33% | — | HELD |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $71.11 | 3.13% | 26.64% | 53.50% | $6.3M | 2.21% | — | HELD |
| 9 | BSV | VANGUARD BD INDEX FDS | $77.64 | 0.03% | 2.41% | 8.45% | $6.3M | 2.20% | — | HELD |
| 10 | ESML | ISHARES TR | $53.81 | 1.43% | 30.21% | 40.77% | $5.7M | 1.98% | — | HELD |
| 11 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | 19.26% | 65.80% | $5.4M | 1.89% | — | HELD |
| 12 | VSGX | VANGUARD WORLD FD | $80.24 | 3.07% | 24.53% | 40.16% | $5.0M | 1.75% | — | HELD |
| 13 | ISTB | ISHARES TR | $48.05 | 0.08% | 2.80% | 9.67% | $4.4M | 1.56% | — | HELD |
| 14 | AGG | ISHARES TR | $97.61 | 0.06% | 2.12% | -1.50% | $4.2M | 1.48% | — | HELD |
| 15 | VOO | VANGUARD INDEX FDS | $681.61 | 1.64% | 18.74% | 73.44% | $4.2M | 1.47% | — | HELD |
| 16 | SPYM | SPDR SERIES TRUST | $87.31 | 1.61% | 18.80% | 73.56% | $3.9M | 1.35% | — | HELD |
| 17 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $3.5M | 1.23% | — | HELD |
| 18 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | 31.48% | 35.93% | $2.7M | 0.96% | — | HELD |
| 19 | VV | VANGUARD INDEX FDS | $341.27 | 1.73% | 19.95% | 72.52% | $2.6M | 0.91% | — | HELD |
| 20 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 24.24% | 46.24% | $2.6M | 0.90% | — | HELD |
| 21 | VTEB | VANGUARD MUN BD FDS | $49.65 | -0.10% | 4.99% | 3.28% | $1.7M | 0.60% | — | HELD |
| 22 | SUSA | ISHARES TR | $152.86 | 1.49% | 21.25% | 59.58% | $1.7M | 0.59% | — | HELD |
| 23 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | 15.49% | 39.87% | $1.2M | 0.41% | — | HELD |
| 24 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $794K | 0.28% | — | HELD |
| 25 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -24.89% | 34.54% | $601K | 0.21% | — | HELD |
| 26 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | 18.63% | 72.84% | $591K | 0.21% | — | HELD |
| 27 | SCHH | SCHWAB STRATEGIC TR | $24.40 | -1.45% | 19.86% | 15.01% | $579K | 0.20% | — | HELD |
| 28 | IJH | ISHARES TR | $75.35 | 0.83% | 21.62% | 45.60% | $412K | 0.14% | — | HELD |
| 29 | APH | AMPHENOL CORP | $159.82 | 6.33% | 45.08% | 310.42% | $336K | 0.12% | — | HELD |
| 30 | ESGV | VANGUARD WORLD FD | $131.13 | 1.88% | 20.48% | 64.51% | $311K | 0.11% | — | HELD |
| 31 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $242K | 0.08% | — | HELD |
| 32 | RVMD | REVOLUTION MEDICINES INC | $192.17 | 6.22% | — | — | $224K | 0.08% | — | HELD |
| 33 | USSG | DBX ETF TR | $68.64 | 1.93% | — | — | $218K | 0.08% | — | HELD |
| 34 | CAT | CATERPILLAR INC | $808.91 | 3.35% | — | — | $214K | 0.07% | — | HELD |
Source: SEC EDGAR · accession 0001820680-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.