TraderTrends

Manager Profile

BLUESTEM FINANCIAL ADVISORS, LLC

Diversified · Financial Services 73%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

SAVOY, IL

Portfolio Value

$285.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

VANGUARD BD INDEX FDS

Latest disclosed holding

Top 4

921937835 464287200 922908751 922042775 922908553

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
72.7%
Consumer Cyclical
15.2%
Technology
10.2%
Healthcare
1.7%
Basic Materials
0%
Communication Services
0%
Consumer Defensive
0%
Energy
0%
Industrials
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
VANGUARD BD INDEX FDS

Shares: 814.3K

59.8M

Position Value
2
ISHARES TR

Shares: 78.1K

58.5M

Position Value
3
VANGUARD INDEX FDS

Shares: 121K

36.7M

Position Value
4
VANGUARD INTL EQUITY INDEX F

Shares: 425.7K

35.7M

Position Value
5
VANGUARD INDEX FDS

Shares: 156K

15M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID