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CIK: 0001820680
Total reported value
$286.4M
$286.4M
34 檔
71.8%
During the Q2 2026 filing period, Bluestem Financial Advisors, LLC (CIK: 0001820680) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $286.4M across 34 reported positions.
Bluestem Financial Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 2 new positions while fully exiting 1 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 20.94% | -1.95% | +12.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.49% | +0.24% | -4.61% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 12.85% | -0.62% | -2.09% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 12.49% | -0.03% | -2.37% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.27% | -0.41% | -0.53% | |
| 6 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.56% | +0.11% | +11.13% | |
| 7 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 2.33% | +0.57% | +1.74% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.21% | -0.12% | +2.11% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.20% | -0.19% | -2.74% | |
| 10 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.98% | -0.06% | +1.55% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.89% | -0.08% | -10.61% | |
| 12 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.75% | +0.09% | +3.54% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.56% | +0.01% | -2.10% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.48% | +2.70% | -2.16% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.11% | +8.32% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.03% | -3.49% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.23% | -0.15% | +0.53% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.96% | -0.08% | -2.38% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.91% | +0.02% | -8.31% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.90% | — | -4.81% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.60% | -0.04% | +13.20% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.59% | -0.09% | — | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.01% | +277.24% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.08% | -0.69% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.14% | -1.65% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | -26.28% | |
| 27 | SCHH | Schwab US Reit ETF | ETF-Other | 0.20% | -0.01% | -0.87% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | -0.05% | +6.52% | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.12% | -0.01% | +0.53% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.11% | — | -4.24% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | +1.26% | |
| 32 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 0.08% | +0.01% | — | |
| 33 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.08% | — | -26.77% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +0.4% | -2.09% | Trim |
| 2 | BND | Vanguard Total Bond Market | +0.3% | +12.17% | Add |
| 3 | SUSL | Ishares Esg Msci USA Leaders | +0.2% | +1.74% | Add |
| 4 | ESML | Ishares Esg Aware Msci USA S | +0.2% | +1.55% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +8.32% | Add |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +3.54% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.53% | Add |
| 8 | SCHA | Schwab US Small-cap ETF | +0.1% | -2.38% | Trim |
| 9 | RVMD | Revolution Medicines Inc | +0.1% | NEW | New buy |
| 10 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.11% | Add |
| 12 | SUSA | Ishares Esg Optimized Msci U | 0% | — | Unchanged |
| 13 | APH | Amphenol Corp-cl A | 0% | +0.53% | Add |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +13.20% | Add |
| 15 | EAGG | Ishares Esg Aware US Aggrega | 0% | +11.13% | Add |
| 16 | AAPL | Apple Inc | 0% | -0.69% | Trim |
| 17 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.52% | Add |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | -3.49% | Trim |
| 19 | SCHH | Schwab US Reit ETF | — | -0.87% | Trim |
| 20 | ESGV | Vanguard Esg US Stock ETF | — | -4.24% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.26% | Add |
| 22 | VO | Vanguard Mid-cap ETF | 0% | +277.24% | Add |
| 23 | USSG | Xtrackers Msci USA Sele Eqty | 0% | -26.77% | Trim |
| 24 | MSFT | Microsoft CORP | 0% | -1.65% | Trim |
| 25 | VXUS | Vanguard Total Intl Stock | 0% | -4.81% | Trim |
| 26 | VV | Vanguard Large-cap ETF | -0.1% | -8.31% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -26.28% | Trim |
| 28 | VNQ | Vanguard Real Estate ETF | -0.1% | -0.53% | Trim |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -10.61% | Trim |
| 30 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -2.37% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.2% | -4.61% | Trim |
| 32 | AGG | Ishares Core U.s. Aggregate | -0.2% | -2.16% | Trim |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.2% | -2.10% | Trim |
| 34 | BSV | Vanguard Short-term Bond ETF | -0.3% | -2.74% | Trim |
| 35 | ITOT | Ishares Core S&p Total U.s. | -0.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Bluestem Financial Advisors, LLC reported a total U.S. public equity portfolio value of $286.4M across 34 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, IVV, VB) accounted for 71.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
RVMD
市值: $224.3K
Top Position Liquidated / Trimmed
ITOT
前期市值: $821.7K
During Q2 2026, Bluestem Financial Advisors, LLC's top holdings by market value included BND (20.9%)、IVV (20.5%)、VB (12.8%). The largest single position, BND, represented 20.9% of total portfolio value.
In Q2 2026, Bluestem Financial Advisors, LLC made 34 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 18 holdings, and fully liquidating 1 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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