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BLUESTEM FINANCIAL ADVISORS, LLC

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13F filer, CIK 1820680, SAVOY, IL

BLUESTEM FINANCIAL ADVISORS, LLC reported $285,527,341 across 34 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-22. Its ten largest share positions make up 83.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001820680-26-000003

Period
2026-06-30
Reported value
$286M
Holdings
34
Top 10 weight
83.3%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+88,331$6.48M
VOadded+10,754$866K
EAGGadded+15,445$732K
VOOadded+468$321K
RVMDnew+1,198$224K

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-3,774-$2.83M
VEUreduced-10,328-$865K
ITOTexited-5,769-$822K
VBreduced-2,584-$783K
VTIreduced-1,731-$641K

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, Q2 2026

Share positions as resolved from 13F-HR 0001820680-26-000003, largest first. % of portfolio is the value over $285,527,341, 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; 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; 2026Q2: 814,283 shares 814,283$59.8M20.94%+88,331Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 78,119 shares 78,119$58.5M20.49%-3,774Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 120,996 shares 120,996$36.7M12.85%-2,584Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 425,716 shares 425,716$35.7M12.49%-10,328Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 155,978 shares 155,978$15M5.27%-833Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 154,210 shares 154,210$7.31M2.56%+15,445Timeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 50,128 shares 50,128$6.65M2.33%+858Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 88,670 shares 88,670$6.32M2.21%+1,830Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 80,452 shares 80,452$6.27M2.2%-2,264Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 101,057 shares 101,057$5.65M1.98%+1,541Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,581 shares 14,581$5.4M1.89%-1,731Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,742 shares 60,742$5M1.75%+2,076Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 92,217 shares 92,217$4.45M1.56%-1,978Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 42,691 shares 42,691$4.23M1.48%-941Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,095 shares 6,095$4.19M1.47%+468Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 43,984 shares 43,984$3.87M1.35%-1,589Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,721 shares 23,721$3.52M1.23%+126Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 75,957 shares 75,957$2.74M0.96%-1,848Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,590 shares 7,590$2.61M0.91%-688Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 30,144 shares 30,144$2.58M0.9%-1,524Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,112 shares; 2026Q2: 34,086 shares 34,086$1.72M0.6%+3,974Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,861 shares 10,861$1.68M0.59%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,633 shares 14,633$1.18M0.41%+10,754Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,744 shares 2,744$794K0.28%-19Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,611 shares 1,611$601K0.21%-27Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 856 shares; 2025Q4: 786 shares; 2026Q1: 1,073 shares; 2026Q2: 791 shares 791$591K0.21%-282Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,438 shares 24,438$579K0.2%-214Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,342 shares 5,342$412K0.14%+327Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares; 2026Q2: 1,905 shares 1,905$336K0.12%+10Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,349 shares 2,349$311K0.11%-104Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 478 shares; 2026Q2: 484 shares 484$242K0.08%+6Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,198 shares 1,198$224K0.08%newTimeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,138 shares 3,138$218K0.08%-1,147Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201 shares 201$214K0.07%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
ITOTISHARES TR5,769$822Kshares

How Q2 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 0001820680-26-000003 base2026-07-22acceptance time not in the bulk data set