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CIK: 0001977465
Total reported value
$1.0B
$1.0B
125 檔
35.3%
According to the latest 13F quarterly dataset, BlueStem Wealth Partners, LLC managed an equity portfolio of $1.0B at the end of Q4 2025, spanning 125 distinct U.S. exchange-listed positions.
In Q4 2025, BlueStem Wealth Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHF, DYNF) accounted for 35.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHG
市值: $92.1M
Top Position Liquidated / Trimmed
VMBS
前期市值: $28.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.17% | -2.45% | — | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.11% | +3.86% | +5.24% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.88% | -0.70% | — | |
| 4 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 6.07% | -0.44% | +88.27% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.91% | +4.77% | +3.62% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.66% | +0.01% | -68.25% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.09% | +1.23% | -6.18% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.79% | +0.62% | +4.05% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.39% | +0.11% | -74.94% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.05% | -0.93% | -0.51% | |
| 11 | JMTG | Mortgage-backed Securities | ETF-Other | 3.03% | +0.69% | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.38% | -1.17% | +11.41% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.11% | +0.23% | +2.55% | |
| 14 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.04% | +0.15% | -19.97% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.82% | -0.58% | EXIT | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.70% | -2.09% | EXIT | |
| 17 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.69% | +0.27% | +44.83% | |
| 18 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.49% | -0.50% | +1.90% | |
| 19 | FLCC | Fed Hermes Large Cap Core | ETF-Large Cap & Growth | 1.46% | -0.03% | +3.85% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.33% | -0.42% | — | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 1.29% | -0.29% | -13.68% | |
| 22 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.22% | +0.02% | -29.24% | |
| 23 | USTB | Victoryshares Short-term Bon | ETF-Other | 1.18% | -1.24% | EXIT | |
| 24 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.93% | -0.34% | -8.37% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.89% | — | +4.65% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.88% | — | — | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.87% | — | +109.42% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | +1.99% | NEW | |
| 29 | SIHY | Harbor Ares Systemt Hi Yd-us | ETF-Other | 0.80% | -0.20% | -55.98% | |
| 30 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.73% | +0.08% | +25.87% | |
| 31 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.60% | -0.02% | -11.11% | |
| 32 | YLD | Principal Act Hi Yld ETF | ETF-Other | 0.59% | — | +4.64% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.58% | — | -0.92% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.58% | — | +1.08% | |
| 35 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.44% | -0.03% | -11.25% | |
| 36 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.40% | — | +7.07% | |
| 37 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.40% | +0.36% | NEW | |
| 38 | EWI | Ishares Msci Italy ETF | ETF-Other | 0.39% | — | +1.64% | |
| 39 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.39% | -0.40% | EXIT | |
| 40 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.30% | -0.05% | -0.94% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.03% | -1.52% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.02% | -7.99% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | +0.06% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | — | -2.18% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.21% | +0.01% | -1.94% | |
| 46 | CGHM | Cap Group Muni High-income | ETF-Other | 0.21% | -0.04% | +589.02% | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.20% | — | +21.16% | |
| 48 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.19% | +0.02% | +22.09% | |
| 49 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.18% | -0.04% | -1.54% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | -2.32% |
According to official SEC Form 13F filings, BlueStem Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 125 disclosed positions in Q4 2025.
During Q4 2025, BlueStem Wealth Partners, LLC's top holdings by market value included SCHG (10.2%)、SCHF (9.1%)、DYNF (7.9%). The largest single position, SCHG, represented 10.2% of total portfolio value.
In Q4 2025, BlueStem Wealth Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 13 holdings, and fully liquidating 8 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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