Holders — by stockHoldings — by fund
BLUESTEM FINANCIAL ADVISORS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001820680
$285.5M
disclosed book value
34
positions
20.9%
largest position share
Positions, as of 2026-06-30
top 34 of 34 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 814,283 | $59.8M | 20.9% |
| 2 | IVVISHARES TR | 78,119 | $58.5M | 20.5% |
| 3 | VBVANGUARD INDEX FDS | 120,996 | $36.7M | 12.8% |
| 4 | VEUVANGUARD INTL EQUITY INDEX F | 425,716 | $35.7M | 12.5% |
| 5 | VNQVANGUARD INDEX FDS | 155,978 | $15.0M | 5.3% |
| 6 | EAGGISHARES TR | 154,210 | $7.3M | 2.6% |
| 7 | SUSLISHARES TR | 50,128 | $6.7M | 2.3% |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 88,670 | $6.3M | 2.2% |
| 9 | BSVVANGUARD BD INDEX FDS | 80,452 | $6.3M | 2.2% |
| 10 | ESMLISHARES TR | 101,057 | $5.7M | 2% |
| 11 | VTIVANGUARD INDEX FDS | 14,581 | $5.4M | 1.9% |
| 12 | VSGXVANGUARD WORLD FD | 60,742 | $5.0M | 1.8% |
| 13 | ISTBISHARES TR | 92,217 | $4.4M | 1.6% |
| 14 | AGGISHARES TR | 42,691 | $4.2M | 1.5% |
| 15 | VOOVANGUARD INDEX FDS | 6,095 | $4.2M | 1.5% |
| 16 | SPYMSPDR SERIES TRUST | 43,984 | $3.9M | 1.4% |
| 17 | IJRISHARES TR | 23,721 | $3.5M | 1.2% |
| 18 | SCHASCHWAB STRATEGIC TR | 75,957 | $2.7M | 1% |
| 19 | VVVANGUARD INDEX FDS | 7,590 | $2.6M | 0.9% |
| 20 | VXUSVANGUARD STAR FDS | 30,144 | $2.6M | 0.9% |
| 21 | VTEBVANGUARD MUN BD FDS | 34,086 | $1.7M | 0.6% |
| 22 | SUSAISHARES TR | 10,861 | $1.7M | 0.6% |
| 23 | VOVANGUARD INDEX FDS | 14,633 | $1.2M | 0.4% |
| 24 | AAPLAPPLE INC | 2,744 | $794,092 | 0.3% |
| 25 | MSFTMICROSOFT CORP | 1,611 | $600,944 | 0.2% |
| 26 | SPYSTATE STR SPDR S&P 500 ETF T | 791 | $590,695 | 0.2% |
| 27 | SCHHSCHWAB STRATEGIC TR | 24,438 | $578,699 | 0.2% |
| 28 | IJHISHARES TR | 5,342 | $411,922 | 0.1% |
| 29 | APHAMPHENOL CORP | 1,905 | $335,938 | 0.1% |
| 30 | ESGVVANGUARD WORLD FD | 2,349 | $310,643 | 0.1% |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 484 | $242,156 | 0.1% |
| 32 | RVMDREVOLUTION MEDICINES INC | 1,198 | $224,317 | 0.1% |
| 33 | USSGDBX ETF TR | 3,138 | $217,965 | 0.1% |
| 34 | CATCATERPILLAR INC | 201 | $213,554 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.