Bluestem Financial Advisors, LLC Portfolio Holdings

Bluestem Financial Advisors, LLC

  • $256 Million
  • Q3 2025

Bluestem Financial Advisors, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $54.9M, Ishares Core S&P 500 ETF with a value of $54.1M, Vanguard Small Cap ETF with a value of $30.8M, Vanguard Ftse All World Ex Us with a value of $30.6M, and Vanguard Specialized Funds Van with a value of $14.2M.

Examining the 13F form we can see an increase of $22.3M in the current position value, from $233M to 256M.

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 $256 Million
ETFs: $254 Million
Technology: $1.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.9 Million 21.5% of portfolio
738,811
Q3 2025 Added 16.57%
$0
$54.1 Million 21.17% of portfolio
80,842
Q3 2025 Added 1.74%
$0
$30.8 Million 12.05% of portfolio
121,045
Q3 2025 Added 3.5%
$0
$30.6 Million 11.97% of portfolio
428,697
Q3 2025 Added 3.52%
$0
$14.2 Million 5.57% of portfolio
155,579
Q3 2025 Added 5.72%
$0
$6.73 Million 2.63% of portfolio
140,031
Q3 2025 Added 1.25%
$0
$6.47 Million 2.53% of portfolio
81,944
Q3 2025 Reduced 1.99%
$0
$5.76 Million 2.25% of portfolio
49,177
Q3 2025 Reduced 0.78%
$0
$5.34 Million 2.09% of portfolio
89,156
Q3 2025 Reduced 2.89%
$0
$5.15 Million 2.01% of portfolio
105,356
Q3 2025 Reduced 0.59%
$0
$4.99 Million 1.95% of portfolio
15,199
Q3 2025 Reduced 0.28%
$0
$4.52 Million 1.77% of portfolio
44,948
Q3 2025 Reduced 12.66%
$0
$4.39 Million 1.72% of portfolio
97,434
Q3 2025 Added 1.01%
$0
$3.99 Million 1.56% of portfolio
57,519
Q3 2025 Reduced 2.77%
$0
$3.96 Million 1.55% of portfolio
50,545
Q3 2025 Added 0.05%
$0
$3.23 Million 1.26% of portfolio
5,267
Q3 2025 Added 0.04%
$0
$2.56 Million 1.0% of portfolio
8,313
Q3 2025 Reduced 0.7%
$0
$2.49 Million 0.97% of portfolio
33,915
Q3 2025 Reduced 2.69%
$0
$2.25 Million 0.88% of portfolio
80,747
Q3 2025 Reduced 0.4%
$0
$1.43 Million 0.56% of portfolio
10,507
Q2 2025 Reduced 7.12%
$0
$1.12 Million 0.44% of portfolio
3,819
Q3 2025 Reduced 2.82%
$3.78T
$909,000 0.36% of portfolio
1,755
Q3 2025 Reduced 6.0%
$4.3T
$623,000 0.24% of portfolio
2,447
Q2 2025 Reduced 14.38%
$0
$570,000 0.22% of portfolio
856
Q3 2025 Reduced 5.31%
$0
$531,000 0.21% of portfolio
24,647
Q3 2025 Added 8.2%
$0
$327,000 0.13% of portfolio
5,014
Q1 2024 Added 399.9%
$0
$336,000 0.13% of portfolio
2,845
Q3 2025 Added 0.04%
$0
$262,000 0.1% of portfolio
4,285
Q3 2025 Reduced 23.86%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $256 Million
  • Prior Value $233 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Bluestem Financial Advisors, LLC Portfolio

Follow Bluestem Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bluestem Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bluestem Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email