BLUESTEM FINANCIAL ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Savoy, IL
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
34
Total value ($000)
$285,527
Net value change ($000)
+26,580 (10.3%)
New positions
2
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,317 11.8%
IVV 5,010 9.4%
VB 4,308 13.3%
VEU 2,907 8.9%
VNQ 1,132 8.1%
SUSL 1,058 18.9%
ESML 973 20.8%
VOO 824 24.5%
VSGX 793 18.8%
VEA 753 13.5%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -822 -100.0%
ISTB -116 -2.5%
SPY -107 -15.3%
AGG -105 -2.4%
USSG -38 -14.8%
MSFT -5 -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