CIK 1977465
BlueStem Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
125
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 125
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 2.8M | $1M+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 3.4M | $1M+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1.2M | $1M+ | SH |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 1.3M | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 2.0M | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 75K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 985K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 520K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 63K | $1M+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 1.2M | $1M+ | SH |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 538K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 291K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 100K | $1M+ | SH |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 670K | $1M+ | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 330K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 571K | $1M+ | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 346K | $1M+ | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 267K | $1M+ | SH |
| FLCC | FEDERATED HERMES MDT LARGE CAP CORE ETF | 406K | $1M+ | SH |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 178K | $1M+ | SH |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 119K | $1M+ | SH |
| FLXR | TCW FLEXIBLE INCOME ETF | 279K | $1M+ | SH |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | 210K | $1M+ | SH |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 185K | $1M+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 68K | $1M+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 51K | $1M+ | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 66K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 54K | $1M+ | SH |
| SIHY | HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF | 159K | $1M+ | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 133K | $1M+ | SH |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | 217K | $1M+ | SH |
| YLD | PRINCIPAL ACTIVE HIGH YIELD ETF | 280K | $1M+ | SH |
| AAPL | APPLE INC COM | 19K | $1M+ | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 51K | $1M+ | SH |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | 62K | $1M+ | SH |
| EWG | ISHARES MSCI GERMANY ETF | 85K | $1M+ | SH |
| EWC | ISHARES MSCI CANADA ETF | 67K | $1M+ | SH |
| EWI | ISHARES MSCI ITALY ETF | 66K | $1M+ | SH |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | 81K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC COM | 6K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 98K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 14K | $1M+ | SH |
| TSLA | TESLA INC COM | 5K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 13K | $1M+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 13K | $1M+ | SH |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | 76K | $1M+ | SH |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | 34K | $1M+ | SH |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 33K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 18K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 7K | $1M+ | SH |