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BLUESTEM FINANCIAL ADVISORS, LLC

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13F filer, CIK 1820680, SAVOY, IL

BLUESTEM FINANCIAL ADVISORS, LLC reported $255,539,437 across 29 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 83.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-014749

Period
2025-09-30
Reported value
$256M
Holdings
29
Top 10 weight
83.78%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+105,000$7.81M
VBadded+4,091$1.04M
VEUadded+14,571$1.04M
IVVadded+1,383$926K
VNQadded+8,412$769K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGGreduced-6,516-$653K
VEAreduced-2,655-$159K
BSVreduced-1,668-$132K
VSGXreduced-1,636-$113K
USSGreduced-1,343-$82.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-014749, largest first. % of portfolio is the value over $255,539,437, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,156 shares; 2024Q4: 577,706 shares; 2025Q1: 589,339 shares; 2025Q2: 633,811 shares; 2025Q3: 738,811 shares 738,811$54.9M21.5%+105,000Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,277 shares; 2024Q4: 80,320 shares; 2025Q1: 80,723 shares; 2025Q2: 79,459 shares; 2025Q3: 80,842 shares 80,842$54.1M21.18%+1,383Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,689 shares; 2024Q4: 113,659 shares; 2025Q1: 117,451 shares; 2025Q2: 116,954 shares; 2025Q3: 121,045 shares 121,045$30.8M12.04%+4,091Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,483 shares; 2024Q4: 410,443 shares; 2025Q1: 423,139 shares; 2025Q2: 414,126 shares; 2025Q3: 428,697 shares 428,697$30.6M11.97%+14,571Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,469 shares; 2024Q4: 144,611 shares; 2025Q1: 146,797 shares; 2025Q2: 147,167 shares; 2025Q3: 155,579 shares 155,579$14.2M5.57%+8,412Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,115 shares; 2024Q4: 119,551 shares; 2025Q1: 122,160 shares; 2025Q2: 138,303 shares; 2025Q3: 140,031 shares 140,031$6.73M2.63%+1,728Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,111 shares; 2024Q4: 91,210 shares; 2025Q1: 90,912 shares; 2025Q2: 83,612 shares; 2025Q3: 81,944 shares 81,944$6.47M2.53%-1,668Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,485 shares; 2024Q4: 51,847 shares; 2025Q1: 51,973 shares; 2025Q2: 49,563 shares; 2025Q3: 49,177 shares 49,177$5.76M2.25%-386Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,937 shares; 2024Q4: 96,448 shares; 2025Q1: 94,493 shares; 2025Q2: 91,811 shares; 2025Q3: 89,156 shares 89,156$5.34M2.09%-2,655Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,394 shares; 2024Q4: 111,905 shares; 2025Q1: 110,213 shares; 2025Q2: 105,976 shares; 2025Q3: 105,356 shares 105,356$5.15M2.01%-620Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 15,570 shares; 2025Q1: 15,538 shares; 2025Q2: 15,242 shares; 2025Q3: 15,199 shares 15,199$4.99M1.95%-43Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,099 shares; 2024Q4: 39,952 shares; 2025Q1: 52,572 shares; 2025Q2: 51,464 shares; 2025Q3: 44,948 shares 44,948$4.51M1.76%-6,516Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,153 shares; 2024Q4: 99,663 shares; 2025Q1: 95,431 shares; 2025Q2: 96,462 shares; 2025Q3: 97,434 shares 97,434$4.39M1.72%+972Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,847 shares; 2024Q4: 62,061 shares; 2025Q1: 63,234 shares; 2025Q2: 59,155 shares; 2025Q3: 57,519 shares 57,519$3.99M1.56%-1,636Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 50,380 shares; 2025Q1: 50,397 shares; 2025Q2: 50,518 shares; 2025Q3: 50,545 shares 50,545$3.96M1.55%+27Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 5,265 shares; 2025Q3: 5,267 shares 5,267$3.23M1.26%+2Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,536 shares; 2024Q4: 25,550 shares; 2025Q1: 25,554 shares; 2025Q2: 25,107 shares; 2025Q3: 24,937 shares 24,937$2.96M1.16%-170Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 8,508 shares; 2025Q1: 8,372 shares; 2025Q2: 8,372 shares; 2025Q3: 8,313 shares 8,313$2.56M1%-59Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,510 shares; 2024Q4: 13,510 shares; 2025Q1: 13,510 shares; 2025Q2: 34,851 shares; 2025Q3: 33,915 shares 33,915$2.49M0.97%-936Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 19,542 shares; 2025Q1: 18,867 shares; 2025Q2: 81,074 shares; 2025Q3: 80,747 shares 80,747$2.25M0.88%-327Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 11,312 shares; 2025Q1: 11,312 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares 10,507$1.43M0.56%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,244 shares; 2025Q1: 4,253 shares; 2025Q2: 3,930 shares; 2025Q3: 3,819 shares 3,819$1.12M0.44%-111Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,428 shares; 2025Q1: 2,302 shares; 2025Q2: 1,867 shares; 2025Q3: 1,755 shares 1,755$909K0.36%-112Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,101 shares; 2025Q1: 2,858 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares 2,447$623K0.24%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 856 shares 856$570K0.22%-48Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 20,510 shares; 2025Q1: 20,536 shares; 2025Q2: 22,779 shares; 2025Q3: 24,647 shares 24,647$532K0.21%+1,868Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,840 shares; 2025Q1: 2,842 shares; 2025Q2: 2,844 shares; 2025Q3: 2,845 shares 2,845$337K0.13%+1Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 5,014 shares; 2025Q1: 5,014 shares; 2025Q2: 5,014 shares; 2025Q3: 5,014 shares 5,014$327K0.13%0Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,628 shares; 2025Q3: 4,285 shares 4,285$263K0.1%-1,343Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-014749 base2025-10-08acceptance time not in the bulk data set