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BLUESTEM FINANCIAL ADVISORS, LLC

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13F filer, CIK 1820680, SAVOY, IL

BLUESTEM FINANCIAL ADVISORS, LLC reported $258,873,716 across 30 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-21. Its ten largest share positions make up 83.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-000685

Period
2025-12-31
Reported value
$259M
Holdings
30
Top 10 weight
83.58%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGnew+1,170$571K
BNDadded+6,355$471K
VTIadded+466$156K
AAPLadded+501$136K
VEUadded+904$66.5K

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
IVVreduced-994-$681K
VXUSreduced-1,841-$139K
AGGreduced-1,128-$113K
SCHAreduced-2,947-$83.9K
MSFTreduced-126-$60.9K

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, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-000685, largest first. % of portfolio is the value over $258,873,716, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,156 shares; 2024Q4: 577,706 shares; 2025Q1: 589,339 shares; 2025Q2: 633,811 shares; 2025Q3: 738,811 shares; 2025Q4: 745,166 shares 745,166$55.2M21.32%+6,355Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,277 shares; 2024Q4: 80,320 shares; 2025Q1: 80,723 shares; 2025Q2: 79,459 shares; 2025Q3: 80,842 shares; 2025Q4: 79,848 shares 79,848$54.7M21.13%-994Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,483 shares; 2024Q4: 410,443 shares; 2025Q1: 423,139 shares; 2025Q2: 414,126 shares; 2025Q3: 428,697 shares; 2025Q4: 429,601 shares 429,601$31.6M12.21%+904Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,689 shares; 2024Q4: 113,659 shares; 2025Q1: 117,451 shares; 2025Q2: 116,954 shares; 2025Q3: 121,045 shares; 2025Q4: 121,099 shares 121,099$31.2M12.07%+54Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,469 shares; 2024Q4: 144,611 shares; 2025Q1: 146,797 shares; 2025Q2: 147,167 shares; 2025Q3: 155,579 shares; 2025Q4: 155,732 shares 155,732$13.8M5.32%+153Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,115 shares; 2024Q4: 119,551 shares; 2025Q1: 122,160 shares; 2025Q2: 138,303 shares; 2025Q3: 140,031 shares; 2025Q4: 139,044 shares 139,044$6.65M2.57%-987Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,111 shares; 2024Q4: 91,210 shares; 2025Q1: 90,912 shares; 2025Q2: 83,612 shares; 2025Q3: 81,944 shares; 2025Q4: 81,722 shares 81,722$6.44M2.49%-222Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,485 shares; 2024Q4: 51,847 shares; 2025Q1: 51,973 shares; 2025Q2: 49,563 shares; 2025Q3: 49,177 shares; 2025Q4: 49,132 shares 49,132$5.96M2.3%-45Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,937 shares; 2024Q4: 96,448 shares; 2025Q1: 94,493 shares; 2025Q2: 91,811 shares; 2025Q3: 89,156 shares; 2025Q4: 88,788 shares 88,788$5.55M2.14%-368Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 15,570 shares; 2025Q1: 15,538 shares; 2025Q2: 15,242 shares; 2025Q3: 15,199 shares; 2025Q4: 15,665 shares 15,665$5.25M2.03%+466Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,394 shares; 2024Q4: 111,905 shares; 2025Q1: 110,213 shares; 2025Q2: 105,976 shares; 2025Q3: 105,356 shares; 2025Q4: 106,475 shares 106,475$5.19M2.01%+1,119Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,153 shares; 2024Q4: 99,663 shares; 2025Q1: 95,431 shares; 2025Q2: 96,462 shares; 2025Q3: 97,434 shares; 2025Q4: 98,673 shares 98,673$4.54M1.75%+1,239Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,099 shares; 2024Q4: 39,952 shares; 2025Q1: 52,572 shares; 2025Q2: 51,464 shares; 2025Q3: 44,948 shares; 2025Q4: 43,820 shares 43,820$4.38M1.69%-1,128Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,847 shares; 2024Q4: 62,061 shares; 2025Q1: 63,234 shares; 2025Q2: 59,155 shares; 2025Q3: 57,519 shares; 2025Q4: 58,145 shares 58,145$4.16M1.61%+626Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 50,380 shares; 2025Q1: 50,397 shares; 2025Q2: 50,518 shares; 2025Q3: 50,545 shares; 2025Q4: 49,821 shares 49,821$4M1.54%-724Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 5,265 shares; 2025Q3: 5,267 shares; 2025Q4: 5,334 shares 5,334$3.34M1.29%+67Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,536 shares; 2024Q4: 25,550 shares; 2025Q1: 25,554 shares; 2025Q2: 25,107 shares; 2025Q3: 24,937 shares; 2025Q4: 24,677 shares 24,677$2.97M1.15%-260Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 8,508 shares; 2025Q1: 8,372 shares; 2025Q2: 8,372 shares; 2025Q3: 8,313 shares; 2025Q4: 8,272 shares 8,272$2.6M1.01%-41Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,510 shares; 2024Q4: 13,510 shares; 2025Q1: 13,510 shares; 2025Q2: 34,851 shares; 2025Q3: 33,915 shares; 2025Q4: 32,074 shares 32,074$2.42M0.93%-1,841Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 19,542 shares; 2025Q1: 18,867 shares; 2025Q2: 81,074 shares; 2025Q3: 80,747 shares; 2025Q4: 77,800 shares 77,800$2.22M0.86%-2,947Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 11,312 shares; 2025Q1: 11,312 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares; 2025Q4: 10,507 shares 10,507$1.46M0.57%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,244 shares; 2025Q1: 4,253 shares; 2025Q2: 3,930 shares; 2025Q3: 3,819 shares; 2025Q4: 3,877 shares 3,877$1.13M0.43%+58Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,101 shares; 2025Q1: 2,858 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,948 shares 2,948$801K0.31%+501Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,428 shares; 2025Q1: 2,302 shares; 2025Q2: 1,867 shares; 2025Q3: 1,755 shares; 2025Q4: 1,629 shares 1,629$788K0.3%-126Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,170 shares 1,170$571K0.22%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 856 shares; 2025Q4: 786 shares 786$536K0.21%-70Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,450 shares; 2024Q4: 20,510 shares; 2025Q1: 20,536 shares; 2025Q2: 22,779 shares; 2025Q3: 24,647 shares; 2025Q4: 24,609 shares 24,609$514K0.2%-38Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,014 shares; 2024Q4: 5,014 shares; 2025Q1: 5,014 shares; 2025Q2: 5,014 shares; 2025Q3: 5,014 shares; 2025Q4: 5,062 shares 5,062$334K0.13%+48Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,838 shares; 2024Q4: 2,840 shares; 2025Q1: 2,842 shares; 2025Q2: 2,844 shares; 2025Q3: 2,845 shares; 2025Q4: 2,452 shares 2,452$297K0.11%-393Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,628 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares 4,285$272K0.11%0Timeline

How Q4 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 0001214659-26-000685 base2026-01-21acceptance time not in the bulk data set