Bluestem Financial Advisors, LLC Portfolio Holdings

Bluestem Financial Advisors, LLC

  • $233 Million
  • Q2 2025

Bluestem Financial Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $233 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.3M, Vanguard Bd Index Fd Inc Total with a value of $46.7M, Vanguard Ftse All World Ex Us with a value of $27.8M, Vanguard Small Cap ETF with a value of $27.7M, and Vanguard Specialized Funds Van with a value of $13.1M.

Examining the 13F form we can see an increase of $19.5M in the current position value, from $214M to 233M.

Bluestem Financial Advisors, LLC is based out at Champaign, IL

Below you can find more details about Bluestem Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $233 Million
ETFs: $232 Million
Technology: $1.43 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $233 Million
  • Prior Value $214 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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