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Joseph Miebach

Bluestem Financial Advisors, Llc

Assets Managed
$285.527M
Holdings
34
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
10.27%(2Q avg: 5.15%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Bluestem Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Bluestem Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 285.527M in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 5.15%. The portfolio is managed by Joseph Miebach, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 12.17%
20.94%
$59.776M
814,283 shares@ $73.41 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.6%
20.49%
$58.503M
78,119 shares@ $748.9 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -2.09%
12.85%
$36.676M
120,996 shares@ $303.12 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -2.36%
12.49%
$35.654M
425,716 shares@ $83.75 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -0.53%
5.27%
$15.041M
155,978 shares@ $96.44 avg price
EAGG
Ishares Esg Aware Us Aggrega
Recent Activity
Increased 11.14%
2.57%
$7.311M
154,210 shares@ $47.42 avg price
SUSL
Ishares Esg Msci Usa Leaders
Recent Activity
Increased 1.75%
2.34%
$6.655M
50,128 shares@ $132.77 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.11%
2.22%
$6.318M
88,670 shares@ $71.25 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -2.73%
2.2%
$6.268M
80,452 shares@ $77.91 avg price
ESML
Ishares Esg Aware Msci Usa S
Recent Activity
Increased 1.55%
1.98%
$5.652M
101,057 shares@ $55.93 avg price

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