BlueStem Wealth Partners, LLC
Sector Allocation
- Other93.1%$935.4M
- Technology2.9%$29.4M
- Financials2.4%$24.3M
- Healthcare0.5%$4.9M
- Consumer Discretionary0.4%$4.4M
- Industrials0.3%$3.4M
- Consumer Staples0.1%$1.6M
- Energy0.1%$756,230
- Utilities0.0%$271,983
AUM History
13fpro.ai/research/fund/bluestem-wealth-partners-llc-1977465
Conviction and streaks
Concentrating · top 10 = 59.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$105.8M
- SCHWAB$73.4M
- ISHARES$68.7M
- ISHARES$66.4M
- SCHWAB$65.1M
- ISHARES$52.8M
- JPMORGAN$48.5M
- STATE$45.8M
- PACER$34.1M
- COLUMBIA$33.1M
- VANGUARD$32.8M
- ISHARES$27.7M
- CAPITAL$22.6M
- STATE$20.0M
- VANGUARD$19.3M
QQQ
$19.1M- STATE$15.7M
- ISHARES$15.4M
IVZ
$15.0M- VANGUARD$14.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bluestem-wealth-partners-llc-1977465
BlueStem Wealth Partners, LLC 13F holdings — Q2 2026
$1.0B portfolio (+11.6% QoQ) · 127 holdings · Q2 2026 13F · top 10 are 59% of the stock portfolio
- 1
SCHWAB INTERNATIONAL EQUITY ETF - ETF
$105.8M
10.5% of stocks
+57%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF
$73.4M
7.3% of stocks
+188%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF
$68.7M
6.8% of stocks
-13%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES CORE S&P MID-CAP ETF - ETF
$66.4M
6.6% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF
$65.1M
6.5% of stocks
-30%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES CORE S&P 500 ETF - ETF
$52.8M
5.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
JPMORGAN MORTGAGE-BACKED SECURITIES ETF - ETF
$48.5M
4.8% of stocks
+31%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF
$45.8M
4.6% of stocks
+38%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
PACER US SMALL CAP CASH COWS ETF - ETF
$34.1M
3.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
COLUMBIA RESEARCH ENHANCED CORE ETF - ETF
$33.1M
3.3% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $105.8M | 10.5% | +57% | — | — | — | — | |
| 2 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF | $73.4M | 7.3% | +188% | — | — | — | — | |
| 3 | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $68.7M | 6.8% | -13% | — | — | — | — | |
| 4 | ISHARES CORE S&P MID-CAP ETF - ETF | $66.4M | 6.6% | +8% | — | — | — | — | |
| 5 | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $65.1M | 6.5% | -30% | — | — | — | — | |
| 6 | ISHARES CORE S&P 500 ETF - ETF | $52.8M | 5.3% | -3% | — | — | — | — | |
| 7 | JPMORGAN MORTGAGE-BACKED SECURITIES ETF - ETF | $48.5M | 4.8% | +31% | — | — | — | — | |
| 8 | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $45.8M | 4.6% | +38% | — | — | — | — | |
| 9 | PACER US SMALL CAP CASH COWS ETF - ETF | $34.1M | 3.4% | +7% | — | — | — | — | |
| 10 | COLUMBIA RESEARCH ENHANCED CORE ETF - ETF | $33.1M | 3.3% | -11% | — | — | — | — |
All holdings — BlueStem Wealth Partners, LLC (Q2 2026)
127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETFetf/fund | — | $32.8M | 3.3% | 380K | +487% | — | — | 13F |
| 12 | — | ISHARES U.S. TREASURY BOND ETF - ETFnote | — | $27.7M | 2.8% | 1.21M | -16% | — | — | 13F |
| 13 | — | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF - ETFetf/fund | — | $22.6M | 2.3% | 829K | +19% | — | — | 13F |
| 14 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETFetf/fund | — | $20.0M | 2.0% | 105K | New | — | — | 13F |
| 15 | — | VANGUARD TOTAL BOND MARKET ETF - ETFnote | — | $19.3M | 1.9% | 262K | -31% | — | — | 13F |
| 16 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $19.1M | 1.9% | 26K | +2968% | 7+ qtrs | — | 13F | |
| 17 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETFetf/fund | — | $15.7M | 1.6% | 295K | -5% | — | — | 13F |
| 18 | — | ISHARES CONVERTIBLE BOND ETF - ETFnote | — | $15.4M | 1.5% | 126K | -22% | — | — | 13F |
| 19 | Invesco Ltd.etf/fund | Financials | $15.0M | 1.5% | 93K | New | 2 qtrsAdded 2 qtrs in a row | — | 13F | |
| 20 | — | VANGUARD MORNINGSTAR VALUE ETF - ETFetf/fund | — | $14.3M | 1.4% | 66K | +20% | — | — | 13F |
| 21 | SYNOPSYS INCnote | Technology | $14.2M | 1.4% | 211K | -16% | 3 qtrs | 67.7 | 13F | |
| 22 | — | TCW FLEXIBLE INCOME ETF - ETFetf/fund | — | $13.2M | 1.3% | 337K | +14% | — | — | 13F |
| 23 | — | JPMORGAN MUNICIPAL ETF - ETFetf/fund | — | $13.0M | 1.3% | 257K | -21% | — | — | 13F |
| 24 | — | VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND - ETFnote | — | $12.5M | 1.2% | 181K | New | — | — | 13F |
| 25 | — | HARBOR ARES SYSTEMATIC HIGH YIELD ETF - ETFetf/fund | — | $10.9M | 1.1% | 239K | -7% | — | — | 13F |
| 26 | — | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF - ETF | — | $10.2M | 1.0% | 227K | -16% | |||
| 27 | — | PGIM ULTRA SHORT BOND ETF - ETF | — | $9.0M | 0.9% | 181K | +23% | |||
| 28 | — | AVANTIS U.S. SMALL CAP VALUE ETF - ETF | — | $8.0M | 0.8% | 64K | -1% | |||
| 29 | — | FEDERATED HERMES MDT LARGE CAP CORE ETF - ETF | — | $6.6M | 0.7% | 187K | -6% | |||
| 30 | — | PRINCIPAL ACTIVE HIGH YIELD ETF - ETF | — | $6.3M | 0.6% | 330K | +11% | |||
| 31 | — | FRANKLIN DYNAMIC MUNICIPAL BOND ETF - ETF | — | $5.7M | 0.6% | 228K | +6% | |||
| 32 | $AAPL | Apple Inc. | Technology | $5.6M | 0.6% | 20K | -0.9% | |||
| 33 | — | ISHARES MSCI TAIWAN ETF - ETF | — | $4.3M | 0.4% | 39K | New | |||
| 34 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF | — | $4.1M | 0.4% | 59K | -4% | |||
| 35 | — | ISHARES S&P MID-CAP 400 GROWTH ETF - ETF | — | $3.9M | 0.4% | 33K | -5% | |||
| 36 | — | ISHARES MSCI ACWI ETF - ETF | — | $3.8M | 0.4% | 24K | New | |||
| 37 | — | ISHARES MSCI CANADA ETF - ETF | — | $3.6M | 0.4% | 63K | New | |||
| 38 | — | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF - ETF | — | $3.3M | 0.3% | 128K | -4% | |||
| 39 | — | ISHARES MSCI SOUTH KOREA ETF - ETF | — | $3.1M | 0.3% | 15K | New | |||
| 40 | $NVDA | NVIDIA CORP | Technology | $2.9M | 0.3% | 14K | +2% | |||
| 41 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $2.5M | 0.3% | 79K | -5% | |||
| 42 | — | NEOS NASDAQ 100 HIGH INCOME ETF - ETF | — | $2.5M | 0.3% | 44K | +6% | |||
| 43 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | — | $2.2M | 0.2% | 14K | +3% | |||
| 44 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $2.2M | 0.2% | 4,828 | -12% | |||
| 45 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.1M | 0.2% | 5,073 | +0.3% | |||
| 46 | — | NEOS S&P 500 HIGH INCOME ETF - ETF | — | $2.1M | 0.2% | 40K | +5% | |||
| 47 | $GOOGL | Alphabet Inc. | Technology | $1.9M | 0.2% | 5,368 | +3% | |||
| 48 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | — | $1.9M | 0.2% | 11K | -5% | |||
| 49 | — | ISHARES INTERNATIONAL SELECT DIVIDEND ETF - ETF | — | $1.8M | 0.2% | 44K | +6% | |||
| 50 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.7M | 0.2% | 7,243 | -0.9% | |||
| 51 | — | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF - ETF | — | $1.7M | 0.2% | 37K | +6% | |||
| 52 | — | INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY - ETF | — | $1.6M | 0.2% | 80K | — | |||
| 53 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.1% | 63K | New | |||
| 54 | — | NUVEEN ESG LARGE-CAP GROWTH ETF - ETF | — | $1.4M | 0.1% | 12K | +2% | |||
| 55 | $MSFT | MICROSOFT CORP | Technology | $1.4M | 0.1% | 3,736 | +0.2% | |||
| 56 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.4M | 0.1% | 3,281 | -4% | |||
| 57 | — | ISHARES CORE 40/60 MODERATE ALLOCATION ETF - ETF | — | $1.3M | 0.1% | 26K | -2% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.1% | 1,156 | -4% | |||
| 59 | — | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF - ETF | — | $1.2M | 0.1% | 29K | -4% | |||
| 60 | — | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF - ETF | — | $1.2M | 0.1% | 12K | -2% | |||
| 61 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | — | $1.1M | 0.1% | 38K | -2% | |||
| 62 | — | PACER US CASH COWS 100 ETF - ETF | — | $1.0M | 0.1% | 17K | +5% | |||
| 63 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | — | $1.0M | 0.1% | 9,899 | +7% | |||
| 64 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $926K | 0.1% | 2,503 | +0.2% | |||
| 65 | $WT | WisdomTree, Inc. | Financials | $902K | 0.1% | 17K | +4% | |||
| 66 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $858K | 0.1% | 3,627 | -0.2% | |||
| 67 | — | JPMORGAN LIMITED DURATION BOND ETF - ETF | — | $786K | 0.1% | 15K | +28% | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $764K | 0.1% | 2,021 | +18% | |||
| 69 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $753K | 0.1% | 18K | +0.5% | |||
| 70 | $GE | GENERAL ELECTRIC CO | Industrials | $728K | 0.1% | 1,948 | +2% | |||
| 71 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $714K | 0.1% | 13K | +1.0% | |||
| 72 | $TGT | TARGET CORP | Consumer Staples | $706K | 0.1% | 5,402 | +1% | |||
| 73 | $MMM | 3M CO | Healthcare | $651K | 0.1% | 4,020 | -0.2% | |||
| 74 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $641K | 0.1% | 5,941 | +2% | |||
| 75 | $FAST | FASTENAL CO | Industrials | $628K | 0.1% | 13K | +0.4% | |||
| 76 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $619K | 0.1% | 7,495 | +1.0% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $564K | 0.1% | 480 | +0.8% | |||
| 78 | — | NUVEEN ESG LARGE-CAP VALUE ETF - ETF | — | $560K | 0.1% | 11K | -15% | |||
| 79 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | — | $555K | 0.1% | 4,340 | -0.9% | |||
| 80 | $JPM | JPMORGAN CHASE & CO | Financials | $550K | 0.1% | 1,680 | +6% | |||
| 81 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $546K | 0.1% | 9,977 | +22% | |||
| 82 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $526K | 0.1% | 3,546 | -4% | |||
| 83 | $WT | WisdomTree, Inc. | Financials | $525K | 0.1% | 13K | +5% | |||
| 84 | — | ISHARES ESG AWARE US AGGREGATE BOND ETF - ETF | — | $519K | 0.1% | 11K | -21% | |||
| 85 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | — | $490K | 0.1% | 4,952 | -3% | |||
| 86 | $SPY | SPDR S&P 500 ETF TRUST | — | $452K | 0.0% | 605 | +1% | |||
| 87 | $MDT | Medtronic plc | Healthcare | $447K | 0.0% | 5,711 | +30% | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $446K | 0.0% | 792 | +3% | |||
| 89 | $GOOG | Alphabet Inc. | Technology | $443K | 0.0% | 1,254 | — | |||
| 90 | $OBDC | Blue Owl Capital Corp | Other | $409K | 0.0% | 38K | +3% | |||
| 91 | $LLY | ELI LILLY & Co | Healthcare | $408K | 0.0% | 340 | -3% | |||
| 92 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $394K | 0.0% | 991 | -6% | |||
| 93 | $MU | MICRON TECHNOLOGY INC | Technology | $388K | 0.0% | 336 | New | |||
| 94 | $JNJ | JOHNSON & JOHNSON | Healthcare | $370K | 0.0% | 1,455 | +1% | |||
| 95 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $362K | 0.0% | 624 | New | |||
| 96 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $349K | 0.0% | 4,897 | -5% | |||
| 97 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | — | $339K | 0.0% | 3,548 | +0.5% | |||
| 98 | $NU | Nu Holdings Ltd. | Financials | $336K | 0.0% | 6,447 | +32% | |||
| 99 | $HWKN | HAWKINS INC | Consumer Staples | $336K | 0.0% | 2,364 | — | |||
| 100 | — | PGIM AAA CLO ETF - ETF | — | $314K | 0.0% | 6,128 | New | |||
| 101 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $311K | 0.0% | 2,277 | -5% | |||
| 102 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $301K | 0.0% | 630 | -2% | |||
| 103 | — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER - ETF | — | $291K | 0.0% | 9,395 | — | |||
| 104 | $AXP | AMERICAN EXPRESS CO | Financials | $287K | 0.0% | 848 | +5% | |||
| 105 | $WMT | Walmart Inc. | Consumer Staples | $283K | 0.0% | 2,501 | -6% | |||
| 106 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | — | $282K | 0.0% | 2,360 | +700% | |||
| 107 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $281K | 0.0% | 561 | +17% | |||
| 108 | $XEL | XCEL ENERGY INC | Utilities | $272K | 0.0% | 3,387 | +0.3% | |||
| 109 | $CSCO | CISCO SYSTEMS, INC. | Technology | $257K | 0.0% | 2,190 | New | |||
| 110 | $ABBV | AbbVie Inc. | Healthcare | $255K | 0.0% | 1,012 | New | |||
| 111 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $253K | 0.0% | 1,672 | -0.6% | |||
| 112 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $244K | 0.0% | 691 | +7% | |||
| 113 | $LNG | Cheniere Energy, Inc. | Energy | $235K | 0.0% | 982 | -22% | |||
| 114 | — | VANGUARD REAL ESTATE ETF - ETF | — | $232K | 0.0% | 2,403 | +0.9% | |||
| 115 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $231K | 0.0% | 1,033 | New | |||
| 116 | $MCK | MCKESSON CORP | Consumer Staples | $230K | 0.0% | 304 | -7% | |||
| 117 | $ABT | ABBOTT LABORATORIES | Healthcare | $229K | 0.0% | 2,525 | New | |||
| 118 | $KKR | KKR & Co. Inc. | Financials | $225K | 0.0% | 2,451 | +0.2% | |||
| 119 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | — | $223K | 0.0% | 2,074 | -20% | |||
| 120 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $220K | 0.0% | 1,392 | +0.6% | |||
| 121 | — | VANGUARD HEALTH CARE ETF - ETF | — | $215K | 0.0% | 720 | New | |||
| 122 | $INTC | INTEL CORP | Technology | $212K | 0.0% | 1,521 | New | |||
| 123 | $CVX | CHEVRON CORP | Energy | $210K | 0.0% | 1,268 | +3% | |||
| 124 | $DAL | DELTA AIR LINES, INC. | Industrials | $207K | 0.0% | 2,213 | New | |||
| 125 | — | VANECK SEMICONDUCTOR ETF - ETF | — | $200K | 0.0% | 305 | New | |||
| 126 | $NAT | NORDIC AMERICAN TANKERS Ltd | Industrials | $63K | 0.0% | 11K | +3% | |||
| 127 | $COCH | Envoy Medical, Inc. | Healthcare | $8K | 0.0% | 10K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 58 added to, 45 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF$20.0M
first bought this quarter
- VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND - ETF$12.5M
first bought this quarter
- ISHARES MSCI TAIWAN ETF - ETF$4.3M
first bought this quarter
- ISHARES MSCI ACWI ETF - ETF$3.8M
first bought this quarter
- ISHARES MSCI CANADA ETF - ETF$3.6M
first bought this quarter
- ISHARES MSCI SOUTH KOREA ETF - ETF$3.1M
first bought this quarter
+11 more in the Excel export
Added to (58)
- SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - ETF+188%
now $73.4M
- SCHWAB INTERNATIONAL EQUITY ETF - ETF+57%
now $105.8M
- VANGUARD MORNINGSTAR GROWTH ETF - ETF+487%
now $32.8M
now $19.1M · held 7+ qtrs
- STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF+38%
now $45.8M
- JPMORGAN MORTGAGE-BACKED SECURITIES ETF - ETF+31%
now $48.5M
+52 more in the Excel export
Trimmed (45)
- SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF-30%
now $65.1M
- ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF-13%
now $68.7M
- VANGUARD TOTAL BOND MARKET ETF - ETF-31%
now $19.3M
- ISHARES U.S. TREASURY BOND ETF - ETF-16%
now $27.7M
- ISHARES CONVERTIBLE BOND ETF - ETF-22%
now $15.4M
- COLUMBIA RESEARCH ENHANCED CORE ETF - ETF-11%
now $33.1M
+39 more in the Excel export
Sold out (15)
- SCHWAB U.S. LARGE-CAP ETFwas $18.8M
- ISHARES HIGH YIELD SYSTEMATIC BOND ETFwas $16.6M
- STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETFwas $16.4M
- ISHARES MSCI USA MIN VOL FACTOR ETFwas $12.3M
- VICTORYSHARES SHORT-TERM BOND ETFwas $11.2M
- ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFwas $5.2M
+9 more in the Excel export
Holdings by quarter
Every 13F BlueStem Wealth Partners, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow BlueStem Wealth Partners?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BlueStem Wealth Partners's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
18%
Last quarter; 78% over the last 4
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
63%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BlueStem Wealth Partners, LLC disclosed 127 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 15. The portfolio is most concentrated in Other (93.1% of disclosed assets). All figures are sourced directly from BlueStem Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1977465.
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