Filed: 10/8/2025ACC: 0001214659-25-014749
📋 What this filing means
BLUESTEM FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $255.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$255.54M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
TOTAL BND MRKT$54.95M21.5%
CORE S&P500 ETF$54.12M21.2%
SMALL CP ETF$30.78M12.0%
ALLWRLD EX US$30.60M12.0%
REAL ESTATE ETF$14.22M5.6%
ESG AWR US AGRGT$6.73M2.6%
SHORT TRM BOND$6.47M2.5%
Portfolio Concentration
Top 3$139.85M54.7%
4–10$74.25M29.1%
11–25$39.98M15.6%
Rest$1.46M0.6%
Top 3 weight
54.7%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Sole
Full voting authority
2.47M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
VANGUARD BD INDEX FDS
SOLEShares738.81K
TypeSH
Market value$54.95M
21.50%
Sole
738.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.84K
TypeSH
Market value$54.12M
21.18%
Sole
80.84K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares121.05K
TypeSH
Market value$30.78M
12.04%
Sole
121.05K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares428.70K
TypeSH
Market value$30.60M
11.97%
Sole
428.70K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares155.58K
TypeSH
Market value$14.22M
5.57%
Sole
155.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares140.03K
TypeSH
Market value$6.73M
2.63%
Sole
140.03K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares81.94K
TypeSH
Market value$6.47M
2.53%
Sole
81.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.18K
TypeSH
Market value$5.76M
2.25%
Sole
49.18K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares89.16K
TypeSH
Market value$5.34M
2.09%
Sole
89.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares105.36K
TypeSH
Market value$5.15M
2.01%
Sole
105.36K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.20K
TypeSH
Market value$4.99M
1.95%
Sole
15.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares44.95K
TypeSH
Market value$4.51M
1.76%
Sole
44.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.43K
TypeSH
Market value$4.39M
1.72%
Sole
97.43K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares57.52K
TypeSH
Market value$3.99M
1.56%
Sole
57.52K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares50.55K
TypeSH
Market value$3.96M
1.55%
Sole
50.55K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.27K
TypeSH
Market value$3.23M
1.26%
Sole
5.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.94K
TypeSH
Market value$2.96M
1.16%
Sole
24.94K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.31K
TypeSH
Market value$2.56M
1.00%
Sole
8.31K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares33.91K
TypeSH
Market value$2.49M
0.97%
Sole
33.91K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares80.75K
TypeSH
Market value$2.25M
0.88%
Sole
80.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.51K
TypeSH
Market value$1.43M
0.56%
Sole
10.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.82K
TypeSH
Market value$1.12M
0.44%
Sole
3.82K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.75K
TypeSH
Market value$908.9K
0.36%
Sole
1.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.45K
TypeSH
Market value$623.1K
0.24%
Sole
2.45K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares856.00
TypeSH
Market value$570.3K
0.22%
Sole
856.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 738.81K | SH | $54.95M 21.50% | 738.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 80.84K | SH | $54.12M 21.18% | 80.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 121.05K | SH | $30.78M 12.04% | 121.05K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 428.70K | SH | $30.60M 11.97% | 428.70K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 155.58K | SH | $14.22M 5.57% | 155.58K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 140.03K | SH | $6.73M 2.63% | 140.03K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 81.94K | SH | $6.47M 2.53% | 81.94K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI LEADR | 49.18K | SH | $5.76M 2.25% | 49.18K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 89.16K | SH | $5.34M 2.09% | 89.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 105.36K | SH | $5.15M 2.01% | 105.36K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.20K | SH | $4.99M 1.95% | 15.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 44.95K | SH | $4.51M 1.76% | 44.95K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 97.43K | SH | $4.39M 1.72% | 97.43K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 57.52K | SH | $3.99M 1.56% | 57.52K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 50.55K | SH | $3.96M 1.55% | 50.55K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.27K | SH | $3.23M 1.26% | 5.27K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 24.94K | SH | $2.96M 1.16% | 24.94K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 8.31K | SH | $2.56M 1.00% | 8.31K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 33.91K | SH | $2.49M 0.97% | 33.91K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 80.75K | SH | $2.25M 0.88% | 80.75K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 10.51K | SH | $1.43M 0.56% | 10.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.82K | SH | $1.12M 0.44% | 3.82K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.75K | SH | $908.9K 0.36% | 1.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.45K | SH | $623.1K 0.24% | 2.45K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 856.00 | SH | $570.3K 0.22% | 856.00 | 0.00 | 0.00 |
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