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BLUESTEM FINANCIAL ADVISORS, LLC

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13F filer, CIK 1820680, SAVOY, IL

BLUESTEM FINANCIAL ADVISORS, LLC reported $258,947,135 across 33 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 83.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001820680-26-000002

Period
2026-03-31
Reported value
$259M
Holdings
33
Top 10 weight
83.2%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTEBnew+30,112$1.5M
IVVadded+2,045$1.34M
ITOTnew+5,769$822K
VBadded+2,481$650K
VEUadded+6,443$484K

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
BNDreduced-19,214-$1.41M
ISTBreduced-12,280-$595K
VUGexited-1,170-$571K
SPYMreduced-4,248-$325K
IJRreduced-1,082-$134K

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, Q1 2026

Share positions as resolved from 13F-HR 0001820680-26-000002, largest first. % of portfolio is the value over $258,947,135, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 81,893 shares 81,893$53.5M20.66%+2,045Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 725,952 shares 725,952$53.5M20.64%-19,214Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 436,044 shares 436,044$32.7M12.65%+6,443Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 123,580 shares 123,580$32.4M12.5%+2,481Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 156,811 shares 156,811$13.9M5.37%+1,079Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 138,765 shares 138,765$6.6M2.55%-279Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 82,716 shares 82,716$6.49M2.5%+994Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 49,270 shares 49,270$5.6M2.16%+138Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 86,840 shares 86,840$5.56M2.15%-1,948Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,312 shares 16,312$5.23M2.02%+647Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 99,516 shares 99,516$4.68M1.81%+843Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 94,195 shares 94,195$4.56M1.76%-12,280Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 43,632 shares 43,632$4.33M1.67%-188Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,666 shares 58,666$4.21M1.63%+521Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,573 shares 45,573$3.49M1.35%-4,248Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 5,265 shares; 2025Q3: 5,267 shares; 2025Q4: 5,334 shares; 2026Q1: 5,627 shares 5,627$3.36M1.3%+293Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,595 shares 23,595$2.93M1.13%-1,082Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,278 shares 8,278$2.47M0.96%+6Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,668 shares 31,668$2.44M0.94%-406Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,805 shares 77,805$2.26M0.87%+5Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,112 shares 30,112$1.5M0.58%newTimeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,861 shares 10,861$1.43M0.55%+354Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,879 shares 3,879$1.11M0.43%+2Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,769 shares 5,769$822K0.32%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,763 shares 2,763$701K0.27%-185Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 856 shares; 2025Q4: 786 shares; 2026Q1: 1,073 shares 1,073$698K0.27%+287Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,638 shares 1,638$606K0.23%+9Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,652 shares 24,652$530K0.2%+43Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,015 shares 5,015$339K0.13%-47Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,453 shares 2,453$275K0.11%+1Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,628 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,285 shares 4,285$256K0.1%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895$239K0.09%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 478 shares 478$229K0.09%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VUGVANGUARD INDEX FDS1,170$571Kshares

How Q1 2026 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 0001820680-26-000002 base2026-04-29acceptance time not in the bulk data set