Filed: 1/21/2026ACC: 0001214659-26-000685
📋 What this filing means
BLUESTEM FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $258.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$258.87M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
TOTAL BND MRKT$55.19M21.3%
CORE S&P500 ETF$54.69M21.1%
ALLWRLD EX US$31.60M12.2%
SMALL CP ETF$31.24M12.1%
REAL ESTATE ETF$13.78M5.3%
ESG AWR US AGRGT$6.65M2.6%
SHORT TRM BOND$6.44M2.5%
Portfolio Concentration
Top 3$141.49M54.7%
4–10$74.87M28.9%
11–25$40.57M15.7%
Rest$1.95M0.8%
Top 3 weight
54.7%
Top 10 weight
83.6%
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
VANGUARD BD INDEX FDS
SOLEShares745.17K
TypeSH
Market value$55.19M
21.32%
Sole
745.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares79.85K
TypeSH
Market value$54.69M
21.13%
Sole
79.85K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX
SOLEShares429.60K
TypeSH
Market value$31.60M
12.21%
Sole
429.60K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares121.10K
TypeSH
Market value$31.24M
12.07%
Sole
121.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares155.73K
TypeSH
Market value$13.78M
5.32%
Sole
155.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares139.04K
TypeSH
Market value$6.65M
2.57%
Sole
139.04K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares81.72K
TypeSH
Market value$6.44M
2.49%
Sole
81.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.13K
TypeSH
Market value$5.96M
2.30%
Sole
49.13K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares88.79K
TypeSH
Market value$5.55M
2.14%
Sole
88.79K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.66K
TypeSH
Market value$5.25M
2.03%
Sole
15.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares106.47K
TypeSH
Market value$5.19M
2.01%
Sole
106.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares98.67K
TypeSH
Market value$4.54M
1.75%
Sole
98.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.82K
TypeSH
Market value$4.38M
1.69%
Sole
43.82K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares58.15K
TypeSH
Market value$4.16M
1.61%
Sole
58.15K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares49.82K
TypeSH
Market value$4.00M
1.54%
Sole
49.82K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.33K
TypeSH
Market value$3.34M
1.29%
Sole
5.33K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.68K
TypeSH
Market value$2.97M
1.15%
Sole
24.68K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.27K
TypeSH
Market value$2.60M
1.01%
Sole
8.27K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares32.07K
TypeSH
Market value$2.42M
0.93%
Sole
32.07K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares77.80K
TypeSH
Market value$2.22M
0.86%
Sole
77.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.51K
TypeSH
Market value$1.46M
0.57%
Sole
10.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.88K
TypeSH
Market value$1.13M
0.43%
Sole
3.88K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.95K
TypeSH
Market value$801.5K
0.31%
Sole
2.95K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.63K
TypeSH
Market value$787.8K
0.30%
Sole
1.63K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.17K
TypeSH
Market value$570.9K
0.22%
Sole
1.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 745.17K | SH | $55.19M 21.32% | 745.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 79.85K | SH | $54.69M 21.13% | 79.85K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEXSOLE | ALLWRLD EX US | 429.60K | SH | $31.60M 12.21% | 429.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 121.10K | SH | $31.24M 12.07% | 121.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 155.73K | SH | $13.78M 5.32% | 155.73K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 139.04K | SH | $6.65M 2.57% | 139.04K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 81.72K | SH | $6.44M 2.49% | 81.72K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI LEADR | 49.13K | SH | $5.96M 2.30% | 49.13K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 88.79K | SH | $5.55M 2.14% | 88.79K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.66K | SH | $5.25M 2.03% | 15.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 106.47K | SH | $5.19M 2.01% | 106.47K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 98.67K | SH | $4.54M 1.75% | 98.67K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 43.82K | SH | $4.38M 1.69% | 43.82K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 58.15K | SH | $4.16M 1.61% | 58.15K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 49.82K | SH | $4.00M 1.54% | 49.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.33K | SH | $3.34M 1.29% | 5.33K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 24.68K | SH | $2.97M 1.15% | 24.68K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 8.27K | SH | $2.60M 1.01% | 8.27K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 32.07K | SH | $2.42M 0.93% | 32.07K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 77.80K | SH | $2.22M 0.86% | 77.80K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 10.51K | SH | $1.46M 0.57% | 10.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.88K | SH | $1.13M 0.43% | 3.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.95K | SH | $801.5K 0.31% | 2.95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.63K | SH | $787.8K 0.30% | 1.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.17K | SH | $570.9K 0.22% | 1.17K | 0.00 | 0.00 |
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