Bluestem Financial Advisors, LLC holds a concentrated book of 34 stocks worth $285.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Revolution Medicines Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard Total Bond Market at 21% of the equity book. Cloning the disclosed picks since 2024 would be +20% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1820680/holdings"
Use Arkolith to show BLUESTEM FINANCIAL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Bluestem Financial Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bluestem Financial Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 36 / 34 | $234.5B |
| JPMORGAN CHASE & CO | 36 / 34 | $207.3B |
| BANK OF AMERICA CORP /DE/ | 36 / 34 | $201.4B |
| FMR LLC | 36 / 34 | $189.3B |
| WELLS FARGO & COMPANY/MN | 36 / 34 | $98.6B |
| ENVESTNET ASSET MANAGEMENT INC | 36 / 34 | $71.5B |
| ROYAL BANK OF CANADA | 36 / 34 | $69.3B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36 / 34 | $68.6B |
Ranked by how many of Bluestem Financial Advisors, LLC's top 34 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $59.8M | 814.3K | 20.9% | ▲+12% Added · +88K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $58.5M | 78.1K | 20.5% | ▼−4.6% Reduced · −4K sh | |
| 3 | Vanguard Index FDS SMALL CP ETF | $36.7M | 121.0K | 12.8% | ▼−2.1% Reduced · −3K sh | |
| 4 | Vanguard Intl Equity Index F ALLWRLD EX US | $35.7M | 425.7K | 12.5% | ▼−2.4% Reduced · −10K sh | |
| 5 | Vanguard Index FDS REAL ESTATE ETF | $15.0M | 156.0K | 5.3% | ▼−0.5% Reduced · −833 sh | |
| 6 | Ishares TR ESG AWR US AGRGT | $7.3M | 154.2K | 2.6% | ▲+11% Added · +15K sh | |
| 7 | Ishares TR ESG MSCI LEADR | $6.7M | 50.1K | 2.3% | ▲+1.7% Added · +858 sh | |
| 8 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.3M | 88.7K | 2.2% | ▲+2.1% Added · +2K sh | |
| 9 | Vanguard BD Index FDS SHORT TRM BOND | $6.3M | 80.5K | 2.2% | ▼−2.7% Reduced · −2K sh | |
| 10 | Ishares TR ESG AWARE MSCI | $5.7M | 101.1K | 2.0% | ▲+1.5% Added · +2K sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $5.4M | 14.6K | 1.9% | ▼−11% Reduced · −2K sh | |
| 12 | Vanguard World FD ESG INTL STK ETF | $5.0M | 60.7K | 1.8% | ▲+3.5% Added · +2K sh | |
| 13 | Ishares TR CORE 1 5 YR USD | $4.4M | 92.2K | 1.6% | ▼−2.1% Reduced · −2K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $4.2M | 42.7K | 1.5% | ▼−2.1% Reduced · −941 sh | |
| 15 | Vanguard Index FDS S&P 500 ETF SHS | $4.2M | 6.1K | 1.5% | ▲+8.3% Added · +468 sh | |
| 16 | SPDR Series Trust ST STR P500ETF | $3.9M | 44.0K | 1.4% | ▼−3.5% Reduced · −2K sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $3.5M | 23.7K | 1.2% | ▲+0.5% Added · +126 sh | |
| 18 | Schwab Strategic TR US SML CAP ETF | $2.7M | 76.0K | 1.0% | ▼−2.4% Reduced · −2K sh | |
| 19 | Vanguard Index FDS LARGE CAP ETF | $2.6M | 7.6K | 0.9% | ▼−8.3% Reduced · −688 sh | |
| 20 | Vanguard Star FDS VG TL INTL STK F | $2.6M | 30.1K | 0.9% | ▼−4.8% Reduced · −2K sh | |
| 21 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.7M | 34.1K | 0.6% | ▲+13% Added · +4K sh | |
| 22 | Ishares TR ESG OPTIMIZED | $1.7M | 10.9K | 0.6% | —Held | |
| 23 | Vanguard Index FDS MID CAP ETF | $1.2M | 14.6K | 0.4% | ▲+277% Added · +11K sh | |
| 24 | Apple Inc COM | $794K | 2.7K | 0.3% | ▼−0.7% Reduced · −19 sh | |
| 25 | Microsoft Corp COM | $601K | 1.6K | 0.2% | ▼−1.6% Reduced · −27 sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $591K | 791 | 0.2% | ▼−26% Reduced · −282 sh | |
| 27 | Schwab Strategic TR US REIT ETF | $579K | 24.4K | 0.2% | ▼−0.9% Reduced · −214 sh | |
| 28 | Ishares TR CORE S&P MCP ETF | $412K | 5.3K | 0.1% | ▲+6.5% Added · +327 sh | |
| 29 | Amphenol Corp CL A | $336K | 1.9K | 0.1% | ▲+0.5% Added · +10 sh | |
| 30 | Vanguard World FD ESG US STK ETF | $311K | 2.3K | 0.1% | ▼−4.2% Reduced · −104 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $242K | 484 | 0.1% | ▲+1.3% Added · +6 sh | |
| 32 | Revolution Medicines Inc COM | $224K | 1.2K | 0.1% | ▲New New position | |
| 33 | DBX ETF TR XTRACKERS MSCI | $218K | 3.1K | 0.1% | ▼−27% Reduced · −1K sh | |
| 34 | Caterpillar Inc COM | $214K | 201 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 34 | $285.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 33 | $258.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 30 | $258.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 29 | $255.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 29 | $233.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 28 | $213.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 27 | $212.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 27 | $214.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.