BLUESTEM FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Savoy, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 285,527
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 34 | 285,527 | 13F-HR | BLUESTEM FINANCIAL ADVISORS, LLC |
| Q1 2026 | 4/29/2026 | 33 | 258,947 | 13F-HR | BLUESTEM FINANCIAL ADVISORS, LLC |
| 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 | 2.411 K | 0.8% | 636 | 0 | 636 |
| ETFs | 276.8 K | 97.0% | 26.16 K | 0 | 26.16 K |
| Debt | 6.268 K | 2.2% | 0 | 218 | -218 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
285,527
Holdings
34
QoQ value change ($000)
26,580
(10.3%)
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.