13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001977465
Total reported value
$1.0B
$1.0B
103 檔
34.6%
The Q1 2025 SEC filing reveals that BlueStem Wealth Partners, LLC held a total portfolio value of $1.0B, covering 103 public equity positions.
During Q1 2025, BlueStem Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.22% | +0.01% | -8.62% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.03% | +0.11% | +13.97% | |
| 3 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 7.15% | -0.44% | +31.99% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.79% | +3.86% | -21.18% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.19% | -0.93% | +7.91% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.18% | — | +33.39% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.09% | +4.77% | -29.80% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.92% | -1.17% | -26.47% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.42% | +1.23% | -35.84% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.30% | +0.62% | -49.70% | |
| 11 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 2.84% | -0.20% | — | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.64% | -0.50% | -0.45% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.63% | +0.15% | — | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.26% | -0.29% | +507.25% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.90% | +0.23% | +33.10% | |
| 16 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.69% | +0.02% | — | |
| 17 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.69% | -0.34% | -7.44% | |
| 18 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.40% | -0.02% | — | |
| 19 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.05% | +0.27% | -47.71% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.88% | — | — | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.88% | — | — | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.85% | — | -2.02% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.84% | +1.99% | NEW | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.58% | -0.03% | -3.87% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.56% | — | +2.60% | |
| 26 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.54% | — | — | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.53% | — | -5.85% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.51% | +0.08% | +22.38% | |
| 29 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.41% | — | -11.08% | |
| 30 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.40% | +0.36% | NEW | |
| 31 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.40% | — | -10.77% | |
| 32 | EWQ | Ishares Msci France ETF | ETF-Other | 0.39% | — | — | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.38% | -0.05% | +0.24% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | -0.03% | +7.81% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.04% | -0.98% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.23% | — | +1.92% | |
| 37 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.22% | -0.04% | -2.14% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | +33.57% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.21% | +0.01% | -12.56% | |
| 40 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.19% | -0.01% | -2.69% | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.19% | -0.01% | -9.97% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | +0.28% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -1.72% | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.14% | — | -2.22% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | — | -4.11% | |
| 46 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.12% | +0.02% | +8.12% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | — | -10.17% | |
| 48 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.11% | -0.01% | +6.61% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.02% | -3.67% | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.10% | — | -0.86% |
According to official SEC Form 13F filings, BlueStem Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 103 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, RECS) accounted for 34.6% of total reported equity market value during Q1 2025.
During Q1 2025, BlueStem Wealth Partners, LLC's top holdings by market value included IVV (17.2%)、VUG (12.0%)、RECS (7.2%). The largest single position, IVV, represented 17.2% of total portfolio value.
In Q1 2025, BlueStem Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.