§ 13F · FUND PROFILE
BLUESTEM FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $256M (13F)Positions · 29Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 82K | $53M | 20.7% | +3% |
| 2 | BND | VANGUARD BD INDEX FDS | 726K | $53M | 20.6% | −3% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 436K | $33M | 12.6% | +2% |
| 4 | VB | VANGUARD INDEX FDS | 124K | $32M | 12.5% | +2% |
| 5 | VNQ | VANGUARD INDEX FDS | 157K | $14M | 5.4% | +1% |
| 6 | EAGG | ISHARES TR | 139K | $7M | 2.5% | ±0% |
| 7 | BSV | VANGUARD BD INDEX FDS | 83K | $6M | 2.5% | +1% |
| 8 | SUSL | ISHARES TR | 49K | $6M | 2.2% | ±0% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 87K | $6M | 2.1% | −2% |
| 10 | VTI | VANGUARD INDEX FDS | 16K | $5M | 2.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUESTEM SIGNAL
AC read
BLUESTEM FINANCIAL ADVISORS, LLC is a Other fund managing $256 million in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed