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 101–125 of 125
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 12K | $100K–$500K | SH |
| WMT | WALMART INC COM | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 1K | $100K–$500K | SH |
| PBDE | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | 9K | $100K–$500K | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 6K | $100K–$500K | SH |
| KKR | KKR & CO INC COM | 2K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 15K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 1K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC COM | 3K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 301 | $100K–$500K | SH |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 460 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 888 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 393 | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 294 | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 833 | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 629 | $100K–$500K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 2K | $100K–$500K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 716 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC COM | 760 | $100K–$500K | SH |
| FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | 11K | $100K–$500K | SH |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | 11K | $15K–$50K | SH |
| COCH | ENVOY MEDICAL INC CL A | 10K | $1K–$15K | SH |