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Bluestem Financial Advisors, LLC
Bluestem Financial Advisors, LLC is a fee-only registered investment advisory firm offering comprehensive financial services including financial planning, portfolio management, and tax preparation. They aim to provide personalized advice, tailoring financial plans to each client's goals.
Investment Strategy
Customized investment portfolios and financial planning tailored to clients' specific needs.
Latest 13F Filing Activity
Bluestem Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 29 equity positions with a total 13F market value of $256M. The fund increased holdings in Vanguard BD Index FDS, Ishares TR, Vanguard Index FDS among other positions. Bluestem Financial Advisors, LLC reduced exposure to Ishares TR, Vanguard BD Index FDS, DBX Etf TR among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 21.50% | $54.9M | 738,811 | $76.19 | $74.37 | +$8.3M |
I IVV | ISHARES TR | 21.18% | $54.1M | 80,842 | $356.22 | $669.30 | +$4.8M |
V VB | VANGUARD INDEX FDS | 12.04% | $30.8M | 121,045 | $180.16 | $254.28 | +$3.1M |
V VEU | VANGUARD INTL EQUITY INDEX F | 11.97% | $30.6M | 428,697 | $55.25 | $71.37 | +$2.8M |
V VNQ | VANGUARD INDEX FDS | 5.57% | $14.2M | 155,579 | $88.39 | $91.42 | +$1.1M |
Industry Allocation
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