Institutions / BlueStem Wealth Partners, LLC
BlueStem Wealth Partners, LLC
CIK 1977465 · Institution · as of Dec 31, 2025
Portfolio value
$905.72M
Positions
125
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab U.S. Large-Cap Growth ETF | $92.09M | 10.2% |
| Schwab International Equity ETF | $82.52M | 9.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $71.41M | 7.9% |
| Columbia Research Enhanced Core ETF | $55.01M | 6.1% |
| Schwab Fundamental U.S. Large Company ETF | $53.50M | 5.9% |
| iShares Core S&P 500 ETF | $51.31M | 5.7% |
| SPDR Portfolio Emerging Markets ETF | $46.10M | 5.1% |
| iShares Core S&P Mid-Cap ETF | $34.31M | 3.8% |
| Vanguard Growth ETF | $30.68M | 3.4% |
| iShares MSCI UAE ETF | $27.64M | 3.1% |
| JPMorgan Mortgage-Backed Securities ETF | $27.47M | 3.0% |
| Vanguard Total Bond Market ETF | $21.56M | 2.4% |
| Vanguard Value ETF | $19.09M | 2.1% |
| Capital Group U.S. Multi-Sector Income ETF | $18.51M | 2.0% |
| iShares Core International Aggregate Bond ETF | $16.48M | 1.8% |
| Schwab U.S. Large-Cap ETF | $15.37M | 1.7% |
| Pacer US Small Cap Cash Cows ETF | $15.34M | 1.7% |
| JPMorgan Municipal ETF | $13.49M | 1.5% |
| Federated Hermes Mdt Large Cap Core ETF | $13.20M | 1.5% |
| Vanguard Emerging Markets Government Bond ETF | $12.02M | 1.3% |
| iShares Convertible Bond ETF | $11.68M | 1.3% |
| Tcw Flexible Income ETF | $11.06M | 1.2% |
| Victoryshares Short-Term Bond ETF | $10.65M | 1.2% |
| iShares Investment Grade Systematic Bond ETF | $8.46M | 0.9% |
| State Street Communication Services Select Sector SPDR ETF | $8.03M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.