§ 13F · FUND PROFILE
BLUESTEM FINANCIAL ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $233.3T (13F)Positions · 29Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$570.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 745K | $55.2T | 21.3% | +1% |
| 2 | IVV | ISHARES TR | 80K | $54.7T | 21.1% | −1% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX | 430K | $31.6T | 12.2% | ±0% |
| 4 | VB | VANGUARD INDEX FDS | 121K | $31.2T | 12.1% | ±0% |
| 5 | VNQ | VANGUARD INDEX FDS | 156K | $13.8T | 5.3% | ±0% |
| 6 | EAGG | ISHARES TR | 139K | $6.7T | 2.6% | −1% |
| 7 | BSV | VANGUARD BD INDEX FDS | 82K | $6.4T | 2.5% | ±0% |
| 8 | SUSL | ISHARES TR | 49K | $6.0T | 2.3% | ±0% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 89K | $5.5T | 2.1% | ±0% |
| 10 | VTI | VANGUARD INDEX FDS | 16K | $5.3T | 2.0% | +3% |
§ 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 $233277.9 trillion in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed