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CIK: 0001977465
Total reported value
$1.0B
$1.0B
119 檔
42.1%
According to the latest 13F quarterly dataset, BlueStem Wealth Partners, LLC managed an equity portfolio of $1.0B at the end of Q2 2025, spanning 119 distinct U.S. exchange-listed positions.
During Q2 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 | 18.24% | +0.01% | +6.39% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 10.53% | +4.77% | +120.62% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.03% | +0.11% | -29.52% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.98% | +3.86% | +54.22% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.17% | +1.23% | +54.69% | |
| 6 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 4.80% | -0.44% | -32.72% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.18% | +0.62% | +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% | -0.93% | -33.60% | |
| 10 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.54% | +0.15% | +6.05% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.23% | -1.17% | -37.01% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.16% | +0.23% | +23.88% | |
| 13 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 1.89% | -0.20% | -28.44% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.81% | -0.50% | -23.26% | |
| 15 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.63% | +0.02% | +6.59% | |
| 16 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.36% | -0.29% | -37.95% | |
| 17 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.34% | -1.85% | EXIT | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.34% | +0.27% | +33.93% | |
| 19 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.95% | -0.34% | -37.83% | |
| 20 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.95% | -0.02% | -24.34% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.90% | — | +4.15% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 0.87% | — | +4.18% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | — | — | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.84% | — | — | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.59% | -0.58% | EXIT | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | — | +12.46% | |
| 27 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.55% | — | +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% | -0.03% | -6.63% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.48% | — | +3.84% | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.38% | +0.36% | NEW | |
| 32 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.38% | — | -8.51% | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.38% | -0.05% | -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% | +0.02% | +1.35% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | -0.03% | +23.50% | |
| 38 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.24% | -0.04% | +10.46% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.23% | +0.01% | +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% | — | +4.59% | |
| 43 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.17% | -0.01% | -2.87% | |
| 44 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.16% | -0.01% | -9.29% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.14% | +0.04% | +6.63% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.01% | +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% | +0.02% | +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% | +0.02% | — |
According to official SEC Form 13F filings, BlueStem Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 119 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, FNDX, VUG) accounted for 42.1% of total reported equity market value during Q2 2025.
During Q2 2025, BlueStem Wealth Partners, LLC's top holdings by market value included IVV (18.2%)、FNDX (10.5%)、VUG (9.0%). The largest single position, IVV, represented 18.2% of total portfolio value.
In Q2 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.
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