BlueStem Wealth Partners, LLC

Name: BlueStem Wealth Partners, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001977465 · MINNETONKA, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗

BlueStem Wealth Partners, LLC reported 127 positions worth $1.00B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SCHF (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.00B

2026 Q2

Positions

127

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

59.1%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 127 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	SH	$105.8M	10.53%	3,819,433	—	—
▸ 2	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	SH	$73.4M	7.31%	2,361,445	—	—
▸ 3	DYNF	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	SH	$68.7M	6.84%	1,010,013	—	—
▸ 4	IJH	ISHARES CORE S&P MID-CAP ETF	SH	$66.4M	6.61%	860,493	—	—
▸ 5	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	SH	$65.1M	6.49%	1,924,760	—	—
▸ 6	IVV	ISHARES CORE S&P 500 ETF	SH	$52.8M	5.26%	70,511	—	—
▸ 7	JMTG	JPMORGAN MORTGAGE-BACKED SECURITIES ETF	SH	$48.5M	4.83%	957,738	—	—
▸ 8	SPEM	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	SH	$45.8M	4.57%	885,440	—	—
▸ 9	CALF	PACER US SMALL CAP CASH COWS ETF	SH	$34.1M	3.39%	672,950	—	—
▸ 10	RECS	COLUMBIA RESEARCH ENHANCED CORE ETF	SH	$33.1M	3.30%	765,762	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BlueStem Wealth Partners, LLC hold as of Q2 2026?

BlueStem Wealth Partners, LLC reported 127 positions worth $1.00B in its Q2 2026 13F filing. Largest positions: SCHF (10.5%), FNDX (7.3%), DYNF (6.8%), IJH (6.6%) and SCHG (6.5%).

What did BlueStem Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BlueStem Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.