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 51–100 of 125
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 5K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 3K | $1M+ | SH |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | 29K | $1M+ | SH |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | 30K | $1M+ | SH |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | 31K | $1M+ | SH |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 26K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 3K | $1M+ | SH |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 12K | $1M+ | SH |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 27K | $1M+ | SH |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | 11K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 39K | $1M+ | SH |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | 20K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4K | $500K+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2K | $500K+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 8K | $500K+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 12K | $500K+ | SH |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | 15K | $500K+ | SH |
| WFC | WELLS FARGO & CO COM | 8K | $500K+ | SH |
| CAT | CATERPILLAR INC COM | 1K | $500K+ | SH |
| MMM | 3M CO COM | 4K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 1K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 6K | $500K+ | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 5K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 5K | $500K+ | SH |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | 10K | $500K+ | SH |
| TGT | TARGET CORP COM | 5K | $500K+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 844 | $500K+ | SH |
| FAST | FASTENAL CO COM | 13K | $500K+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 743 | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 2K | $100K–$500K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4K | $100K–$500K | SH |
| AVGO | BROADCOM INC COM | 1K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 35K | $100K–$500K | SH |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 10K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 4K | $100K–$500K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 4K | $100K–$500K | SH |
| META | META PLATFORMS INC CL A | 605 | $100K–$500K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 1K | $100K–$500K | SH |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | 11K | $100K–$500K | SH |
| LLY | ELI LILLY & CO COM | 325 | $100K–$500K | SH |
| HWKN | HAWKINS INC COM | 2K | $100K–$500K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP COM | 6K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 3K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP COM | 182 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 826 | $100K–$500K | SH |
| NUSC | NUVEEN ESG SMALL-CAP ETF | 7K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 462 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 6K | $100K–$500K | SH |