Bluestem Financial Advisors
Bluestem Financial Advisors reported 34 stocks worth $286M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (20.7%), BND (19.0%) and VEU (12.5%). Compared with Q2 2026, the fund added to VEU, VB and AGG and trimmed IVV, BND and VNQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $59.4M | 20.7% | 78K | −597 (−1%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $54.4M | 19.0% | 775K | −39K (−5%) | 8 of 8 | |
| 3 |  VEU Vanguard Intl Equity Index F | $35.7M | 12.5% | 430K | +4,346 (+1%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $35M | 12.2% | 123K | +2,096 (+2%) | 8 of 8 | |
| 5 |  VNQ Vanguard Index Fds | $13.9M | 4.9% | 155K | −556 (−0%) | 8 of 8 | |
| 6 |  AGG Ishares TR | $12M | 4.2% | 127K | +84K (+197%) | 8 of 8 | |
| 7 |  SUSL Ishares Esg Msci USA Leaders ETF | $8.3M | 2.9% | 61K | +11K (+22%) | 8 of 8 | |
| 8 |  EAGG Ishares TR | $7.6M | 2.7% | 169K | +15K (+10%) | 8 of 8 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $6M | 2.1% | 85K | −4,036 (−5%) | 8 of 8 | |
| 10 |  BSV Vanguard Short-Term Bond ETF | $5.8M | 2.0% | 75K | −5,134 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bluestem Financial Advisors 13F FAQ
What does Bluestem Financial Advisors own?
Bluestem Financial Advisors reported 34 stocks worth $286M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (20.7%), BND (19.0%) and VEU (12.5%). The table above lists every position in the filing (the top 10 without an account).
What did Bluestem Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 16 added to, 11 trimmed and 0 sold out.
When will Bluestem Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bluestem Financial Advisors's portfolio worth?
The Q3 2026 filing reports $286M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.