Bluestem Wealth Partners
$1.0B 13F equity value
143 Holdings
Latest filing 2026-06-30
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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