BlueStem Wealth Partners, LLC — Q2 2025 13F Holdings

Name: BlueStem Wealth Partners, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001977465

Total reported value

$899.9M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	18.24%	-0.41%	+6.39%
2	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	10.53%	-3.37%	+120.62%
3	VUG	Vanguard Growth ETF	ETF-Other	9.03%	-0.24%	-29.52%
4	SCHF	Schwab Intl Equity ETF	ETF-Other	8.98%	-2.44%	+54.22%
5	SPEM	State Street Sp Ptf Em ETF	ETF-Other	5.17%	-1.75%	+54.69%
6	RECS	Columbia Resear Enh Cor ETF	ETF-Other	4.80%	-2.33%	-32.72%
7	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.18%	+2.20%	+32.26%
8	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	3.11%	—	-33.41%
9	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	3.11%	+0.63%	-33.60%
10	CGMS	Cap Group US Multi-sect Bond	ETF-Other	2.54%	+0.06%	+6.05%
11	BND	Vanguard Total Bond Market	ETF-Other	2.23%	+0.71%	-37.01%
12	VTV	Vanguard Value ETF	ETF-Other	2.16%	-0.91%	+23.88%
13	SIHY	Harbor Ares Systemt Hi Yd-us	ETF-Other	1.89%	+0.49%	-28.44%
14	JMUB	Jpmorgan Municipal ETF	ETF-Other	1.81%	+0.31%	-23.26%
15	FLXR	Tcw Flexible Income ETF	ETF-Other	1.63%	+0.07%	+6.59%
16	ICVT	Ishares Convertible Bond ETF	ETF-Other	1.36%	+0.53%	-37.95%
17	HYDB	Ishares High Yield Systemati	ETF-High Yield	1.34%	+1.85%	NEW
18	CALF	Pcr US Sm Cp Csh Cws Etf-usd	ETF-Other	1.34%	+1.43%	+33.93%
19	IGEB	Ishares Investment Grade Sys	ETF-Corp Bonds	0.95%	+0.43%	-37.83%
20	FLMI	Franklin Dynamic Municipal B	ETF-Other	0.95%	—	-24.34%
21	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.90%	-0.89%	EXIT
22	XLF	Ss Financial Select Sector	ETF-Other	0.87%	—	+4.18%
23	XLI	Ss Industrial Select Sector	ETF-Other	0.86%	-0.88%	EXIT
24	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.84%	-0.87%	EXIT
25	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.59%	-1.24%	—
26	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.56%	+0.22%	+12.46%
27	YLD	Principal Act Hi Yld ETF	ETF-Other	0.55%	+0.04%	+9.63%
28	PULS	Pgim Ultra Short Bond ETF	ETF-Other	0.54%	+0.08%	+17.84%
29	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.52%	—	-6.63%
30	AAPL	Apple INC	Stock-Tech	0.48%	—	+3.84%
31	EWC	Ishares Msci Canada ETF	ETF-Other	0.38%	-0.40%	EXIT
32	EWI	Ishares Msci Italy ETF	ETF-Other	0.38%	-0.39%	EXIT
33	AMP	Ameriprise Financial INC	Stock-Financials	0.38%	—	-0.31%
34	EWJ	Ishares Msci Japan ETF	ETF-Other	0.37%	—	—
35	EWQ	Ishares Msci France ETF	ETF-Other	0.37%	—	-0.68%
36	NVDA	Nvidia CORP	Stock-Tech	0.30%	—	+1.35%
37	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.29%	—	+23.50%
38	BSX	Boston Scientific CORP	Stock-Healthcare	0.24%	-0.06%	+10.46%
39	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.23%	—	+12.19%
40	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.22%	—	-2.52%
41	AMZN	Amazon.com INC	Stock-Consumer Disc	0.19%	—	-0.59%
42	TSLA	Tesla INC	Stock-Consumer Disc	0.19%	-0.04%	+4.59%
43	AOK	Ishares Core 30/70 Conservat	ETF-Other	0.17%	—	-2.87%
44	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.16%	—	-9.29%
45	UNH	Unitedhealth Group INC	Stock-Healthcare	0.14%	—	+6.63%
46	MSFT	Microsoft CORP	Stock-Tech	0.14%	—	+28.87%
47	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.14%	—	—
48	NULG	Nuveen Esg Lrg-cap Grw ETF	ETF-Other	0.13%	—	+4.18%
49	SPYI	Neos S&p 500 High Income ETF	ETF-Large Cap & Growth	0.13%	—	—
50	QQQI	Neos Nasdaq-100 High INC ETF	ETF-Tech	0.12%	—	—

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