BLUESTEM FINANCIAL ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Champaign, IL
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$258,874
Net value change ($000)
+3,335 (1.3%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEU 1,005 3.3%
VUG 571 NEW
IVV 567 1.0%
VB 458 1.5%
VTI 264 5.3%
BND 249 0.5%
VEA 205 3.8%
SUSL 202 3.5%
AAPL 178 28.6%
VSGX 174 4.4%
Top Reduces (Value $000, Stocks/ETFs)
VNQ -442 -3.1%
AGG -129 -2.9%
MSFT -121 -13.3%
EAGG -73 -1.1%
VXUS -71 -2.9%
ESGV -40 -11.9%
SCHA -37 -1.6%
SPY -34 -6.0%
SCHH -18 -3.4%
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