Filed: 4/29/2026ACC: 0001820680-26-000002
📋 What this filing means
BLUESTEM FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $258.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$258.95M
Total AUM (reported)
2.48M
Total Shares
Allocation by class
CORE S&P500 ETF$53.49M20.7%
TOTAL BND MRKT$53.46M20.6%
ALLWRLD EX US$32.75M12.6%
SMALL CP ETF$32.37M12.5%
REAL ESTATE ETF$13.91M5.4%
ESG AWR US AGRGT$6.60M2.5%
SHORT TRM BOND$6.49M2.5%
Portfolio Concentration
Top 3$139.70M53.9%
4–10$75.76M29.3%
11–25$40.32M15.6%
Rest$3.17M1.2%
Top 3 weight
53.9%
Top 10 weight
83.2%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Sole
Full voting authority
2.48M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
ISHARES TR
SOLEShares81.89K
TypeSH
Market value$53.49M
20.66%
Sole
81.89K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares725.95K
TypeSH
Market value$53.46M
20.64%
Sole
725.95K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares436.04K
TypeSH
Market value$32.75M
12.65%
Sole
436.04K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares123.58K
TypeSH
Market value$32.37M
12.50%
Sole
123.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares156.81K
TypeSH
Market value$13.91M
5.37%
Sole
156.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares138.76K
TypeSH
Market value$6.60M
2.55%
Sole
138.76K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares82.72K
TypeSH
Market value$6.49M
2.50%
Sole
82.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.27K
TypeSH
Market value$5.60M
2.16%
Sole
49.27K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares86.84K
TypeSH
Market value$5.56M
2.15%
Sole
86.84K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.31K
TypeSH
Market value$5.23M
2.02%
Sole
16.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares99.52K
TypeSH
Market value$4.68M
1.81%
Sole
99.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares94.19K
TypeSH
Market value$4.56M
1.76%
Sole
94.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.63K
TypeSH
Market value$4.33M
1.67%
Sole
43.63K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares58.67K
TypeSH
Market value$4.21M
1.63%
Sole
58.67K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares45.57K
TypeSH
Market value$3.49M
1.35%
Sole
45.57K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.63K
TypeSH
Market value$3.36M
1.30%
Sole
5.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.59K
TypeSH
Market value$2.93M
1.13%
Sole
23.59K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.28K
TypeSH
Market value$2.47M
0.96%
Sole
8.28K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares31.67K
TypeSH
Market value$2.44M
0.94%
Sole
31.67K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares77.81K
TypeSH
Market value$2.26M
0.87%
Sole
77.81K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares30.11K
TypeSH
Market value$1.50M
0.58%
Sole
30.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.86K
TypeSH
Market value$1.43M
0.55%
Sole
10.86K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.88K
TypeSH
Market value$1.11M
0.43%
Sole
3.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.77K
TypeSH
Market value$821.7K
0.32%
Sole
5.77K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.76K
TypeSH
Market value$701.3K
0.27%
Sole
2.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 81.89K | SH | $53.49M 20.66% | 81.89K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 725.95K | SH | $53.46M 20.64% | 725.95K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 436.04K | SH | $32.75M 12.65% | 436.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 123.58K | SH | $32.37M 12.50% | 123.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 156.81K | SH | $13.91M 5.37% | 156.81K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 138.76K | SH | $6.60M 2.55% | 138.76K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 82.72K | SH | $6.49M 2.50% | 82.72K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI LEADR | 49.27K | SH | $5.60M 2.16% | 49.27K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 86.84K | SH | $5.56M 2.15% | 86.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.31K | SH | $5.23M 2.02% | 16.31K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 99.52K | SH | $4.68M 1.81% | 99.52K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 94.19K | SH | $4.56M 1.76% | 94.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 43.63K | SH | $4.33M 1.67% | 43.63K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 58.67K | SH | $4.21M 1.63% | 58.67K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 45.57K | SH | $3.49M 1.35% | 45.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.63K | SH | $3.36M 1.30% | 5.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.59K | SH | $2.93M 1.13% | 23.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 8.28K | SH | $2.47M 0.96% | 8.28K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 31.67K | SH | $2.44M 0.94% | 31.67K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 77.81K | SH | $2.26M 0.87% | 77.81K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 30.11K | SH | $1.50M 0.58% | 30.11K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 10.86K | SH | $1.43M 0.55% | 10.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.88K | SH | $1.11M 0.43% | 3.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 5.77K | SH | $821.7K 0.32% | 5.77K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.76K | SH | $701.3K 0.27% | 2.76K | 0.00 | 0.00 |
Page 1 of 2