BlueStem Wealth Partners, LLC

DOSSIER · 13F-HR · Q2 2026

BlueStem Wealth Partners, LLC

$1.0B in tracked AUM across 127 positions as of Q2 2026.

BW

CIK 0001977465 · last filed Jun 30, 2026

Total AUM

$1.0B

as of Q2 2026

Holdings

127

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

BlueStem Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$106M3.8M10.5%02

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

$73M2.4M7.3%03

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$69M1.0M6.8%04

IJH

ISHARES CORE S&P MID-CAP ETF

$66M860K6.6%05

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$65M1.9M6.5%06

IVV

ISHARES CORE S&P 500 ETF

$53M71K5.3%07

JMTG

JPMORGAN MORTGAGE-BACKED SECURITIES ETF

$49M958K4.8%08

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF