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CIK: 0001820680
Total reported value
$286.4M
$286.4M
29 檔
57.5%
According to the latest 13F quarterly dataset, Bluestem Financial Advisors, LLC managed an equity portfolio of $286.4M at the end of Q2 2025, spanning 29 distinct U.S. exchange-listed positions.
In Q2 2025, Bluestem Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.15% | +0.24% | -1.57% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 20.01% | -1.95% | +7.55% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.93% | -0.03% | -2.13% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.88% | -0.62% | -0.42% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.62% | -0.41% | +0.25% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.82% | -0.19% | -8.03% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.82% | +0.11% | +13.21% | |
| 8 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 2.30% | +0.57% | -4.64% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.24% | -0.12% | -2.84% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.21% | +0.01% | -3.84% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.19% | +2.70% | -2.11% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.99% | -0.08% | -1.91% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.71% | -0.06% | +1.08% | |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.66% | +0.09% | -6.45% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +0.03% | +0.24% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | -0.11% | +542.07% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | -0.15% | -1.75% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.03% | — | +157.96% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 1.02% | +0.02% | — | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.88% | -0.08% | +329.71% | |
| 21 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.57% | -0.09% | -7.12% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | -0.01% | -7.59% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | +0.14% | -18.90% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | — | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.08% | -14.38% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-Other | 0.21% | -0.01% | +10.92% | |
| 27 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.14% | — | — | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.13% | — | +0.07% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.13% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +542.07% | Add |
| 2 | SCHA | Schwab US Small-cap ETF | +0.7% | +329.71% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.6% | +157.96% | Add |
| 4 | USSG | Xtrackers Msci USA Sele Eqty | +0.1% | NEW | New buy |
| 5 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +13.21% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +0.24% | Add |
| 7 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 8 | ESML | Ishares Esg Aware Msci USA S | — | +1.08% | Add |
| 9 | MSFT | Microsoft CORP | — | -18.90% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 11 | SCHH | Schwab US Reit ETF | — | +10.92% | Add |
| 12 | ESGV | Vanguard Esg US Stock ETF | — | +0.07% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | 0% | -2.84% | Trim |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.91% | Trim |
| 15 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 16 | SUSL | Ishares Esg Msci USA Leaders | 0% | -4.64% | Trim |
| 17 | SUSA | Ishares Esg Optimized Msci U | 0% | -7.12% | Trim |
| 18 | VO | Vanguard Mid-cap ETF | 0% | -7.59% | Trim |
| 19 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.57% | Trim |
| 20 | IJR | Ishares Core S&p Small-cap E | -0.1% | -1.75% | Trim |
| 21 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -2.13% | Trim |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | -0.1% | -6.45% | Trim |
| 23 | AAPL | Apple Inc | -0.1% | -14.38% | Trim |
| 24 | BND | Vanguard Total Bond Market | -0.2% | +7.55% | Add |
| 25 | AGG | Ishares Core U.s. Aggregate | -0.2% | -2.11% | Trim |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.3% | -3.84% | Trim |
| 27 | VB | Vanguard Small-cap ETF | -0.3% | -0.42% | Trim |
| 28 | BSV | Vanguard Short-term Bond ETF | -0.5% | -8.03% | Trim |
| 29 | VNQ | Vanguard Real Estate ETF | -0.6% | +0.25% | Add |
According to official SEC Form 13F filings, Bluestem Financial Advisors, LLC reported a total U.S. public equity portfolio value of $286.4M across 29 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, BND, VEU) accounted for 57.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
USSG
市值: $320.1K
Top Position Liquidated / Trimmed
IVV
前期市值: $45.4M
During Q2 2025, Bluestem Financial Advisors, LLC's top holdings by market value included IVV (21.1%)、BND (20.0%)、VEU (11.9%). The largest single position, IVV, represented 21.1% of total portfolio value.
In Q2 2025, Bluestem Financial Advisors, LLC made 26 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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