BLUESTEM FINANCIAL ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Champaign, IL
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
29
Total value ($000)
$255,539
Net value change ($000)
+22,261 (9.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 8,277 17.7%
IVV 4,788 9.7%
VB 3,063 11.1%
VEU 2,758 9.9%
VNQ 1,116 8.5%
ESML 405 10.2%
SUSL 386 7.2%
VTI 355 7.7%
SPYM 288 7.8%
VOO 234 7.8%
Top Reduces (Value $000, Stocks/ETFs)
AGG -599 -11.7%
USSG -57 -17.8%
MSFT -20 -2.2%
ISTB -10 -0.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type