§ 13F · FUND PROFILE
BlueStem Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $813.9T (13F)Positions · 119Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$246.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 2.82M | $92.1T | 10.2% | NEW |
| 2 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 3.43M | $82.5T | 9.1% | +5% |
| 3 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1.17M | $71.4T | 7.9% | NEW |
| 4 | RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 1.35M | $55.0T | 6.1% | +88% |
| 5 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1.97M | $53.5T | 5.9% | +4% |
| 6 | IVV | ISHARES CORE S&P 500 ETF | 75K | $51.3T | 5.7% | −68% |
| 7 | SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 985K | $46.1T | 5.1% | −6% |
| 8 | IJH | ISHARES CORE S&P MID-CAP ETF | 520K | $34.3T | 3.8% | +4% |
| 9 | VUG | VANGUARD GROWTH ETF | 63K | $30.7T | 3.4% | −75% |
| 10 | GOVT | ISHARES U.S. TREASURY BOND ETF | 1.20M | $27.6T | 3.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BLUESTEM SIGNAL
AC read
BlueStem Wealth Partners, LLC is a Other fund managing $813944.4 trillion in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed