§ 13F · FUND PROFILE
BlueStem Wealth Partners, LLC.
AUM · $1.0B (13F)Positions · 127Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$67M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 3.82M | $106M | 10.5% | +57% |
| 2 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 2.36M | $73M | 7.3% | +188% |
| 3 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1.01M | $69M | 6.8% | −13% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 860K | $66M | 6.6% | +8% |
| 5 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 1.92M | $65M | 6.5% | −30% |
| 6 | IVV | ISHARES CORE S&P 500 ETF | 71K | $53M | 5.3% | −3% |
| 7 | JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 958K | $49M | 4.8% | +31% |
| 8 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 885K | $46M | 4.6% | +38% |
| 9 | CALF | PACER US SMALL CAP CASH COWS ETF | 673K | $34M | 3.4% | +7% |
| 10 | RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 766K | $33M | 3.3% | −11% |
§ 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 $1.0 billion in assets. The fund runs a portfolio of 127 positions.
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