Bluestem Financial Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$258.9M
Q ending 2026-03-31
Prior quarter
$258.9M
Q ending 2025-12-31
Change
+0.0% QoQ · +21.1% YoY
Positions
33
reported holdings
Largest positions
All 33 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $53.5M | 82K |
| Vanguard Bd Index Fds | BND | Shares | $53.5M | 726K |
| Vanguard Intl Equity Index F | VEU | Shares | $32.7M | 436K |
| Vanguard Index Fds | VB | Shares | $32.4M | 124K |
| Vanguard Index Fds | VNQ | Shares | $13.9M | 157K |
| Ishares Tr | EAGG | Shares | $6.6M | 139K |
| Vanguard Bd Index Fds | BSV | Shares | $6.5M | 83K |
| Ishares Tr | SUSL | Shares | $5.6M | 49K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.6M | 87K |
| Vanguard Index Fds | VTI | Shares | $5.2M | 16K |
| Ishares Tr | ESML | Shares | $4.7M | 100K |
| Ishares Tr | ISTB | Shares | $4.6M | 94K |
| Ishares Tr | AGG | Shares | $4.3M | 44K |
| Vanguard World Fd | VSGX | Shares | $4.2M | 59K |
| Spdr Series Trust | SPYM | Shares | $3.5M | 46K |
| Vanguard Index Fds | VOO | Shares | $3.4M | 6K |
| Ishares Tr | IJR | Shares | $2.9M | 24K |
| Vanguard Index Fds | VV | Shares | $2.5M | 8K |
| Vanguard Star Fds | VXUS | Shares | $2.4M | 32K |
| Schwab Strategic Tr | SCHA | Shares | $2.3M | 78K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.5M | 30K |
| Ishares Tr | SUSA | Shares | $1.4M | 11K |
| Vanguard Index Fds | VO | Shares | $1.1M | 4K |
| Ishares Tr | ITOT | Shares | $822K | 6K |
| Apple Inc | AAPL | Shares | $701K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $698K | 1K |
| Microsoft Corp | MSFT | Shares | $606K | 2K |
| Schwab Strategic Tr | SCHH | Shares | $530K | 25K |
| Ishares Tr | IJH | Shares | $339K | 5K |
| Vanguard World Fd | ESGV | Shares | $275K | 2K |
| Dbx Etf Tr | USSG | Shares | $256K | 4K |
| Amphenol Corp | APH | Shares | $239K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $229K | 478 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.