StockDriftsStockDriftsTop 34 Bluestem Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 20.94% | 814.3K | $59.8M | +12.17%(+88.33K) | $76.01(-4.94%) | 2026-06-30 | |
| IVV | ISHARES TR | 20.49% | 78.1K | $58.5M | -4.61%(-3.77K) | $338.91(+129.84%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 12.85% | 121.0K | $36.7M | -2.09%(-2.58K) | $166.98(+84.73%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 12.49% | 425.7K | $35.7M | -2.37%(-10.33K) | $52.73(+63.38%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 5.27% | 156.0K | $15.0M | -0.53%(-833) | $83.28(+17.44%) | 2026-06-30 | |
| EAGG | ISHARES TR | 2.56% | 154.2K | $7.3M | +11.13%(+15.45K) | $47.55(-1.85%) | 2026-06-30 | |
| SUSL | ISHARES TR | 2.33% | 50.1K | $6.7M | +1.74%(+858) | $76.18(+82.37%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.21% | 88.7K | $6.3M | +2.11%(+1.83K) | $41.40(+78.76%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.2% | 80.5K | $6.3M | -2.74%(-2.26K) | $81.73(-5.03%) | 2026-06-30 | |
| ESML | ISHARES TR | 1.98% | 101.1K | $5.7M | +1.55%(+1.54K) | $32.76(+72.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.25% | +37.68% | +4.88% | +26.89% |
| Top 20 Holdings Unweighted | +12.81% | +43.58% | +6.05% | +34.13% |
Bluestem Financial Advisors LLC reports $285.53M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are BND (20.9%), IVV (20.5%) and VB (12.8%). The top 20 holdings account for 96.82% of reported assets. Its disclosed equity book has returned +37.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluestem Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1820680). View Bluestem Financial Advisors LLC’s 13F filings on SEC