BLUESTEM FINANCIAL ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Savoy, IL
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$258,947
Net value change ($000)
+73 (0.0%)
New positions
4
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTEB 1,502 NEW
VEU 1,146 3.6%
VB 1,131 3.6%
ITOT 822 NEW
APH 239 NEW
BRK-B 229 NEW
SPY 162 30.2%
ESML 142 3.1%
VNQ 128 0.9%
SCHA 47 2.1%
Top Reduces (Value $000, Stocks/ETFs)
BND -1,735 -3.1%
IVV -1,198 -2.2%
ISTB -626 -12.1%
VUG -571 -100.0%
SPYM -509 -12.7%
SUSL -361 -6.1%
MSFT -182 -23.1%
VV -130 -5.0%
AAPL -100 -12.5%
EAGG -55 -0.8%
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