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BlueStem Wealth Partners

Latest statistics and disclosures from BlueStem Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, DYNF, SCHF, IJH, IVV, and represent 34.39% of BlueStem Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: XLE (+$19M), IJH (+$19M), HYDB (+$17M), RSP (+$17M), XLP (+$16M), CALF (+$13M), USMV (+$12M), JMTG (+$9.9M), BND (+$6.4M), GOVT (+$5.7M).
Started 16 new stock positions in XLE, ACWX, TSM, T, IJK, DDFJ, CVX, IXUS, VYM, RSP. HYDB, HON, EFAV, SNDA, USMV, XLP.
Reduced shares in these 10 stocks: FNDX (-$32M), SCHF (-$25M), RECS (-$19M), SPEM (-$16M), IAGG (-$11M), VTV (-$8.8M), XLC (-$8.0M), , , .
Sold out of its positions in ADI, ADP, FICO, SKYY, HBAN, EWC, EWG, EWI, IBIT, MS. CRM, XLY, XLI, XLK, XLC, TMO, VHT.
BlueStem Wealth Partners was a net buyer of stock by $15M.
BlueStem Wealth Partners has $900M in assets under management (AUM), dropping by -0.65%.
Central Index Key (CIK): 0001977465

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Positions held by BlueStem Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BlueStem Wealth Partners

BlueStem Wealth Partners holds 124 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	8.9	$80M	-2%	2.8M	29.13	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	7.5	$68M		1.2M	58.18	View chart
Schwab International Equity Etf Etf (SCHF)	6.7	$60M	-29%	2.4M	24.75	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	6.0	$54M	+53%	798k	67.53	View chart
Ishares Core S&p 500 Etf Etf (IVV)	5.3	$47M	-3%	72k	653.21	View chart
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)	4.1	$37M	+35%	731k	51.00	View chart
Columbia Research Enhanced Core Etf Etf (RECS)	3.7	$34M	-35%	862k	38.98	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	3.7	$33M	+20%	1.4M	22.91	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	3.3	$30M	-34%	640k	46.91	View chart
Vanguard Growth Etf Etf (VUG)	3.1	$28M	+3%	65k	436.79	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	3.1	$28M	+81%	626k	44.87	View chart
Vanguard Total Bond Market Etf Etf (BND)	3.1	$28M	+29%	378k	73.64	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	2.5	$23M	-58%	819k	27.85	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	2.1	$19M	NEW	312k	61.26	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	2.1	$19M	+3%	694k	27.23	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.1	$19M	+28%	733k	25.64	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	1.8	$17M	NEW	358k	46.52	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	1.8	$17M	+40%	251k	65.69	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.8	$17M	NEW	86k	191.92	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	1.8	$16M	NEW	200k	81.98	View chart
Ishares Convertible Bond Etf Etf (ICVT)	1.8	$16M	+35%	161k	101.79	View chart
Jpmorgan Municipal Etf Etf (JMUB)	1.8	$16M	+21%	324k	49.99	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	1.4	$12M	NEW	132k	92.74	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	1.4	$12M	+46%	271k	45.06	View chart
Tcw Flexible Income Etf Etf (FLXR)	1.3	$12M	+5%	296k	39.27	View chart
Harbor Ares Systematic High Yield Etf Etf (SIHY)	1.3	$12M	+62%	259k	44.81	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	1.2	$11M	+5%	221k	50.58	View chart
Vanguard Value Etf Etf (VTV)	1.2	$11M	-44%	55k	196.20	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.8	$7.3M	+10%	147k	49.50	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.8	$7.2M	+27%	65k	110.47	View chart
Federated Hermes Mdt Large Cap Core Etf Etf (FLCC)	0.7	$6.2M	-50%	200k	30.85	View chart
Principal Active High Yield Etf Etf (YLD)	0.6	$5.6M	+6%	298k	18.96	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.6	$5.3M		216k	24.79	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.6	$5.2M	-68%	104k	50.04	View chart
Apple Stock (AAPL)	0.6	$5.0M		20k	253.79	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.4	$3.9M		61k	64.35	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.4	$3.6M	NEW	40k	91.37	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.4	$3.6M	-3%	78k	45.56	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.4	$3.5M	NEW	51k	68.47	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.4	$3.5M	NEW	35k	100.62	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	0.4	$3.4M	+74%	133k	25.32	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$2.6M	-15%	83k	30.68	View chart
Nvidia Corporation Stock (NVDA)	0.3	$2.5M	+4%	14k	174.40	View chart
Ameriprise Finl Stock (AMP)	0.3	$2.4M		5.5k	444.40	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.2	$2.1M	+26%	41k	49.69	View chart
Tesla Stock (TSLA)	0.2	$1.9M	+2%	5.1k	371.75	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.2	$1.9M	+11%	38k	49.37	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$1.9M		13k	141.42	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.2	$1.8M	+52%	42k	42.56	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$1.7M	-8%	12k	142.43	View chart
Amazon Stock (AMZN)	0.2	$1.5M	+5%	7.3k	208.27	View chart
Innovator Equity Dual Directional 15 Buffer Etf - January Etf (DDFJ)	0.2	$1.5M	NEW	80k	18.76	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$1.5M	+4%	5.2k	287.54	View chart
Eaton Vance Short Duration Municipal Income Etf Etf (EVSM)	0.2	$1.4M	-2%	29k	50.19	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.2	$1.4M	+16%	35k	40.14	View chart
Microsoft Corp Stock (MSFT)	0.2	$1.4M	+19%	3.7k	370.21	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.1	$1.2M		26k	47.37	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.1	$1.2M	-3%	30k	39.89	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.1	$1.1M		13k	88.49	View chart
Boston Scientific Corp Stock (BSX)	0.1	$1.1M		18k	62.75	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.1	$1.1M	+12%	12k	90.94	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$998k	+28%	16k	62.56	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$981k		39k	25.10	View chart
Unitedhealth Group Stock (UNH)	0.1	$925k	-2%	3.4k	270.63	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$882k	+17%	9.2k	95.62	View chart
Caterpillar Stock (CAT)	0.1	$856k		1.2k	708.44	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$801k	+4%	16k	49.69	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$801k		2.5k	320.81	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$781k	-7%	3.6k	215.07	View chart
Sonida Senior Living Stock (SNDA)	0.1	$697k	NEW	22k	32.25	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.1	$659k	+150%	14k	47.55	View chart
Target Corp Stock (TGT)	0.1	$648k		5.3k	121.19	View chart
Jpmorgan Limited Duration Bond Etf Etf (JPLD)	0.1	$616k	+17%	12k	52.19	View chart
Fastenal Stock (FAST)	0.1	$605k		13k	46.40	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$605k	+115%	12k	48.75	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.1	$602k	-32%	13k	45.50	View chart
Wells Fargo & Co Stock (WFC)	0.1	$591k		7.4k	79.62	View chart
3M Stock (MMM)	0.1	$585k	-2%	4.0k	145.25	View chart
Prudential Finl Stock (PRU)	0.1	$572k	+22%	5.9k	97.69	View chart
Ge Aerospace Stock (GE)	0.1	$543k	+3%	1.9k	283.77	View chart
Broadcom Stock (AVGO)	0.1	$531k	+31%	1.7k	309.51	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$508k	-9%	5.1k	99.27	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$488k		845.00	576.93	View chart
Intuitive Surgical Stock (ISRG)	0.1	$484k		1.0k	460.99	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$480k	-3%	4.4k	109.70	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$468k	+4%	1.6k	294.25	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$458k	-2%	3.7k	124.31	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$443k	+15%	12k	35.94	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$442k	+27%	772.00	572.28	View chart
Ge Vernova Stock (GEV)	0.0	$416k	+3%	476.00	873.11	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$406k	-8%	2.4k	169.65	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$403k	+2%	37k	11.06	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.0	$390k	-19%	599.00	650.75	View chart
Medtronic Stock (MDT)	0.0	$381k		4.4k	86.65	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$372k	-16%	8.2k	45.47	View chart
Hawkins Stock (HWKN)	0.0	$363k		2.4k	153.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$360k		1.3k	286.77	View chart
Cheniere Energy Stock (LNG)	0.0	$357k	-2%	1.3k	283.83	View chart
Johnson & Johnson Stock (JNJ)	0.0	$352k	+5%	1.4k	244.49	View chart
Walmart Stock (WMT)	0.0	$332k	+4%	2.7k	124.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$330k		5.1k	64.08	View chart
Eli Lilly & Co Stock (LLY)	0.0	$321k	+7%	349.00	920.11	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.0	$307k	+7%	13k	23.32	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$306k	NEW	3.5k	86.64	View chart
Mckesson Corp Stock (MCK)	0.0	$284k	+8%	328.00	865.39	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$276k	-30%	2.6k	106.16	View chart
Pgim S&p 500 Buffer 20 Etf - December Etf (PBDE)	0.0	$273k		9.4k	29.01	View chart
Tjx Cos Stock (TJX)	0.0	$269k	+4%	1.7k	159.71	View chart
Xcel Energy Stock (XEL)	0.0	$268k		3.4k	79.44	View chart
Chevron Corporation Stock (CVX)	0.0	$255k	NEW	1.2k	206.85	View chart
American Express Stock (AXP)	0.0	$244k	-2%	808.00	302.40	View chart
Honeywell Intl Stock (HON)	0.0	$231k	NEW	1.0k	226.00	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$231k	+4%	481.00	479.20	View chart
Kkr & Co Stock (KKR)	0.0	$226k	+18%	2.4k	92.49	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$220k	-28%	4.9k	45.06	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$217k	NEW	641.00	337.95	View chart
Home Depot Stock (HD)	0.0	$213k	+2%	647.00	328.76	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$211k		2.4k	88.70	View chart
At&t Stock (T)	0.0	$210k	NEW	7.2k	28.99	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$206k		295.00	697.16	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$205k	NEW	1.4k	148.07	View chart
Franklin Municipal High Yield Etf Etf (FTMH)	0.0	$121k	-3%	11k	11.53	View chart
Nordic American Tankers Limite Stock (NAT)	0.0	$64k	+2%	11k	5.86	View chart
Envoy Medical Inc Cl A Stock (COCH)	0.0	$7.0k		11k	0.67	View chart

Past Filings by BlueStem Wealth Partners

SEC 13F filings are viewable for BlueStem Wealth Partners going back to 2024

BlueStem Wealth Partners 2026 Q1 filed May 7, 2026
BlueStem Wealth Partners 2025 Q4 filed Feb. 6, 2026
BlueStem Wealth Partners 2025 Q3 filed Nov. 12, 2025
BlueStem Wealth Partners 2025 Q2 filed Aug. 12, 2025
BlueStem Wealth Partners 2025 Q1 filed May 7, 2025
BlueStem Wealth Partners 2024 Q4 filed Feb. 5, 2025

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