Data as of Q4 2025 (Dec 31, 2025)

BLUESTEM FINANCIAL ADVISORS, LLC

•CIK: 1820680•Filing: Q4 2025

**BLUESTEM FINANCIAL ADVISORS, LLC** manages $259M across a diversified portfolio of 30 positions. The strategy shows a significant allocation to fixed income and broad equity exposure, highlighted by top holdings in BND ($55.2M) and IVV ($54.7M). Further diversification is evident with substantial weightings in international and total market indices, including VEU ($31.6M) and VB ($31.2M). This structure suggests a core focus on capital preservation and broad market capture.

Total AUM
$258.9M
QoQ Performance
+1.3%
Positions
13
Top 10 Concentration
83.6%
Latest Filing
Q4 2025

Top Holdings Allocation

BND
IVV
VEU
VB
VNQ
BND21.3%
IVV21.1%
VEU12.2%
VB12.1%
VNQ5.3%
EAGG2.6%
BSV2.5%
SUSL2.3%

📈 Biggest Buys

VUG
VANGUARD INDEX FDS
NEW
0.2% of portfolio
BND
VANGUARD BD INDEX FDS
+0.9%
21.3% of portfolio
VTI
VANGUARD INDEX FDS
+3.1%
2.0% of portfolio
AAPL
APPLE INC
+20.5%
0.3% of portfolio
VEU
VANGUARD INTL EQUITY INDEX
+0.2%
12.2% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-1.2%
21.1% of portfolio
VXUS
VANGUARD STAR FDS
-5.4%
0.9% of portfolio
AGG
ISHARES TR
-2.5%
1.7% of portfolio
SCHA
SCHWAB STRATEGIC TR
-3.6%
0.9% of portfolio
MSFT
MICROSOFT CORP
-7.2%
0.3% of portfolio

Sector Breakdown

Other76.8%
ETF22.6%
Technology0.6%

Changes from Q3 2025

NEW1 new position
↑12 increased
↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BND21.3%
VANGUARD BD INDEX FDS
$55.2M
IVV21.1%
ISHARES TR
$54.7M
VEU12.2%
VANGUARD INTL EQUITY INDEX
$31.6M
VB12.1%
VANGUARD INDEX FDS
$31.2M
VNQ5.3%
VANGUARD INDEX FDS
$13.8M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.