BlueStem Wealth Partners, LLC

DOSSIER · 13F-HR · Q1 2026

BlueStem Wealth Partners, LLC

$900M in tracked AUM across 124 positions as of Q1 2026.

BW

CIK 0001977465 · last filed Mar 31, 2026

Total AUM

$900M

as of Q1 2026

Holdings

124

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

BlueStem Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$80M2.8M8.9%02

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$68M1.2M7.5%03

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$60M2.4M6.7%04

IJH

ISHARES CORE S&P MID-CAP ETF

$54M798K6.0%05

IVV

ISHARES CORE S&P 500 ETF

$47M72K5.3%06

JMTG

JPMORGAN MORTGAGE-BACKED SECURITIES ETF

$37M731K4.1%07

RECS

COLUMBIA RESEARCH ENHANCED CORE ETF

$34M862K3.7%08

GOVT

ISHARES U.S. TREASURY BOND ETF

$33M1.4M3.7%09

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF