BlueStem Wealth Partners, LLC

CIK: 0001977465SEC EDGAR →

Portfolio Value

$905.7M

Holdings

125

As of

Q4 2025

New Positions

11

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SCHWAB U.S. LARGE-CAP GROWTH ETF

2,823,123$92.1M
10.17%
2

SCHWAB INTERNATIONAL EQUITY ETF

3,432,739$82.5M
9.11%
3

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

1,174,349$71.4M
7.88%
4

COLUMBIA RESEARCH ENHANCED CORE ETF

1,346,965$55.0M
6.07%
5

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

1,966,144$53.5M
5.91%
6

ISHARES CORE S&P 500 ETF

74,908$51.3M
5.66%
7

SPDR PORTFOLIO EMERGING MARKETS ETF

984,839$46.1M
5.09%
8

ISHARES CORE S&P MID-CAP ETF

519,901$34.3M
3.79%
9

VANGUARD GROWTH ETF

62,886$30.7M
3.39%
10

ISHARES U.S. TREASURY BOND ETF

1,200,388$27.6M
3.05%

Quarterly Changes

Top Buys

SCHGNEW
$92.1M
DYNFNEW
$71.4M
JMTGNEW
$27.5M
RECS↑ Increased
$26.1M
SCHXNEW
$15.4M

Top Sells

IVV↓ Decreased
$106.6M
VUG↓ Decreased
$89.7M
VMBSCLOSED
$28.1M
HYDBCLOSED
$12.6M
SIHY↓ Decreased
$9.5M

New Positions (13)

$92.1M · 2.8M shares
$71.4M · 1.2M shares
$27.5M · 538K shares
$15.4M · 571K shares
$12.0M · 178K shares
$10.7M · 210K shares
$8.0M · 51K shares
$3.6M · 67K shares
$3.6M · 81K shares
$1.5M · 29K shares
$228K · 393 shares
$220K · 833 shares
$125K · 11K shares

Closed Positions (12)

$28.1M · 597K shares
$12.6M · 263K shares
$7.4M · 138K shares
$3.4M · 77K shares
$3.3M · 42K shares
$265K · 3K shares
$259K · 279 shares
$256K · 909 shares
$232K · 2K shares
$228K · 2K shares
$220K · 231 shares
$202K · 961 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services82$845.9M93.4%
Unknown8$33.2M3.7%
Technology7$10.5M1.2%
Healthcare9$4.9M0.5%
Consumer Cyclical4$4.3M0.5%
Industrials6$2.7M0.3%
Communication Services3$2.4M0.3%
Energy2$564K0.1%
Utilities2$549K0.1%
Basic Materials1$335K0.0%
Consumer Defensive1$285K0.0%