BLUESTEM FINANCIAL ADVISORS, LLC
BLUESTEM FINANCIAL ADVISORS, LLC reported 34 positions worth $285.5M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: BND (20.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $59.8M | 20.94% | 814,283 | — | — | |
| ▸ 2 | IVV | SH | $58.5M | 20.49% | 78,119 | — | — | |
| ▸ 3 | VB | SH | $36.7M | 12.85% | 120,996 | — | — | |
| ▸ 4 | VEU | SH | $35.7M | 12.49% | 425,716 | — | — | |
| ▸ 5 | VNQ | SH | $15.0M | 5.27% | 155,978 | — | — | |
| ▸ 6 | EAGG | SH | $7.3M | 2.56% | 154,210 | — | — | |
| ▸ 7 | SUSL | SH | $6.7M | 2.33% | 50,128 | — | — | |
| ▸ 8 | VEA | SH | $6.3M | 2.21% | 88,670 | — | — | |
| ▸ 9 | BSV | SH | $6.3M | 2.20% | 80,452 | — | — | |
| ▸ 10 | ESML | SH | $5.7M | 1.98% | 101,057 | — | — |
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Frequently Asked Questions
What stocks does BLUESTEM FINANCIAL ADVISORS, LLC hold as of Q2 2026?
BLUESTEM FINANCIAL ADVISORS, LLC reported 34 positions worth $285.5M in its Q2 2026 13F filing. Largest positions: BND (20.9%), IVV (20.5%), VB (12.8%), VEU (12.5%) and VNQ (5.3%).
What did BLUESTEM FINANCIAL ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BLUESTEM FINANCIAL ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.