ETF Holders

Bluestem Financial Advisors, LLC ETF holdings

Savoy, IL

Reported $283.1M in 28 ETFs in its Form 13F for June 30, 2026.

ETF value
$283.1M
ETFs held
28
Change from prior quarter
+10.1%
With price moves
ETFs as a share of its 13F
99.2%
of $285.5M

Top 10 of 28 ETF holdings

TickerFundValueSharesChange
BNDVanguard Total Bond Market ETF$59.8M814,283+88,331 shares
IVViShares Core S&P 500 ETF$58.5M78,119−3,774 shares
VBVanguard Morningstar Small-Cap ETF$36.7M120,996−2,584 shares
VEUVanguard FTSE All-World ex-US ETF$35.7M425,716−10,328 shares
VNQVanguard Real Estate ETF$15.0M155,978−833 shares
EAGGiShares ESG U.S. Aggregate Bond ETF$7.3M154,210+15,445 shares
SUSLiShares ESG MSCI USA Leaders ETF$6.7M50,128+858 shares
VEAVanguard FTSE Developed Markets ETF$6.3M88,670+1,830 shares
BSVVanguard Short-Term Bond ETF$6.3M80,452−2,264 shares
ESMLiShares ESG Aware MSCI USA Small-Cap ETF$5.7M101,057+1,541 shares
18 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001820680. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Bluestem Financial Advisors, LLC own?

Bluestem Financial Advisors, LLC reported 28 ETF positions worth $283.1M in its Form 13F for June 30, 2026. The largest was BND, at $59.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.