§ 13F · FUND PROFILE
BlueStem Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $873M (13F)Positions · 124Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$95M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 2.76M | $80M | 8.9% | −2% |
| 2 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1.17M | $68M | 7.5% | −1% |
| 3 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.43M | $60M | 6.7% | −29% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 798K | $54M | 6.0% | +53% |
| 5 | IVV | ISHARES CORE S&P 500 ETF | 72K | $47M | 5.3% | −3% |
| 6 | JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 731K | $37M | 4.1% | +36% |
| 7 | RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 862K | $34M | 3.7% | −36% |
| 8 | GOVT | ISHARES U.S. TREASURY BOND ETF | 1.45M | $33M | 3.7% | +21% |
| 9 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 640K | $30M | 3.3% | −35% |
| 10 | VUG | VANGUARD GROWTH ETF | 65K | $28M | 3.1% | +3% |
§ 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 $873 million in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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