Bluestem Wealth Partners
$1.0B 13F equity value
143 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bluestem Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 3,819,433 | $106M | 10.5% |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 2,361,445 | $73M | 7.3% |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1,010,013 | $69M | 6.8% |
| IJH | ISHARES CORE S&P MID-CAP ETF | 860,493 | $66M | 6.6% |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 1,924,760 | $65M | 6.5% |
| IVV | ISHARES CORE S&P 500 ETF | 70,511 | $53M | 5.3% |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 957,738 | $49M | 4.8% |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 885,440 | $46M | 4.6% |
| CALF | PACER US SMALL CAP CASH COWS ETF | 672,950 | $34M | 3.4% |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 765,762 | $33M | 3.3% |
Track Bluestem Wealth Partners's 13F portfolio: $1.0B in reported holdings, 143 positions. Top holdings and quarterly changes on SentiSense.
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