Bluestem Financial Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists Joseph Miebach, Director of Financial Planning, as the authorized representative for the Savoy, Illinois-based firm.
The firm reported a total of 34 positions held at the end of the reporting period. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding more than 100,000 shares. The largest holding is the iShares Core S&P 500 ETF, which holds 464,287,200 shares. Other significant ETF positions include the Vanguard International Equity Index Fund AllWorld ex US (430,062 shares), the Vanguard Index Funds Morningstar Small Cap ETF (123,092 shares), and the Vanguard Index Funds Real Estate ETF (155,422 shares).
In addition to broad market ETFs, the portfolio includes individual stock positions. Amphenol Corporation and Apple Inc. are the largest single-stock holdings, with 3,802 and 3,097 shares, respectively. Other individual stock positions include Microsoft Corporation (1,952 shares), Revolution Medicines Inc. (1,256 shares), and Berkshire Hathaway Inc. Class B New (484 shares).
The filing indicates that all positions are held in a Sole capacity.