BLUESTEM FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Champaign, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 258,874
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 30 | 258,874 | 13F-HR | BLUESTEM FINANCIAL ADVISORS, LLC |
| Q3 2025 | 10/8/2025 | 29 | 255,539 | 13F-HR | BLUESTEM FINANCIAL ADVISORS, LLC |
| Q2 2025 | 7/23/2025 | 29 | 233,278 | 13F-HR | BLUESTEM FINANCIAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.4 K | 50.0% | 1.905 K | 0 | 1.905 K |
| ETFs | 117.8 K | 45.5% | 1.411 K | 0 | 1.411 K |
| Debt | 6.441 K | 2.5% | 0 | 25 | -25 |
| Other | 5.191 K | 2.0% | 45 | 0 | 45 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
258,874
Holdings
30
QoQ value change ($000)
3,335
(1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.