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Portfolio (Quarterly) Guide ↗

BlueStem Wealth Partners, LLC

· CIK 0001977465
13F Portfolio $873M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 124 New
Page 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESGU ISHARES ESG AWARE MSCI USA ETF 13,276.0 $1.9M 0.22% NEW $145.61 +11.8%
42 BSX BOSTON SCIENTIFIC CORP COM Healthcare 17,780.0 $1.7M 0.20% NEW $97.63 -40.8%
43 AMZN AMAZON COM INC COM Consumer Cyclical 7,123.0 $1.6M 0.18% NEW $219.57 +21.3%
44 MSFT MICROSOFT CORP COM Technology 2,947.0 $1.5M 0.17% NEW $517.92 -19.2%
45 SPYI NEOS S&P 500 HIGH INCOME ETF 28,133.0 $1.5M 0.17% NEW $52.30 +2.1%
46 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 26,805.0 $1.5M 0.17% NEW $54.20 +3.9%
47 UNH UNITEDHEALTH GROUP INC COM Healthcare 4,051.0 $1.4M 0.16% NEW $345.33 +12.5%
48 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 33,863.0 $1.4M 0.16% NEW $40.16 +2.5%
49 GOOGL ALPHABET INC CAP STK CL A Communication Services 5,429.0 $1.3M 0.15% NEW $243.10 +57.5%
50 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 27,295.0 $1.3M 0.15% NEW $47.58 +3.8%
51 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 12,223.0 $1.1M 0.12% NEW $88.14 +9.8%
52 NULG NUVEEN ESG LARGE-CAP GROWTH ETF 10,314.0 $1.0M 0.12% NEW $99.45 +11.5%
53 SCHB SCHWAB U.S. BROAD MARKET ETF 39,847.0 $1.0M 0.12% NEW $25.71 +11.7%
54 QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 24,312.0 $1.0M 0.12% NEW $41.90 +9.1%
55 NULV NUVEEN ESG LARGE-CAP VALUE ETF 20,821.0 $913K 0.10% NEW $43.83 +15.5%
56 VIG VANGUARD DIVIDEND APPRECIATION ETF 4,040.0 $872K 0.10% NEW $215.78 +8.0%
57 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 22,674.0 $829K 0.10% NEW $36.55 +23.0%
58 VTI VANGUARD TOTAL STOCK MARKET ETF 2,487.0 $816K 0.09% NEW $328.17 +11.8%
59 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 6,622.0 $664K 0.08% NEW $100.24 -1.8%
60 MMM 3M CO COM Industrials 4,264.0 $662K 0.08% NEW $155.18 -1.8%
Page 3 of 7  ·  124 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 19.7%
Healthcare 14.2%
Consumer Cyclical 13.0%
Industrials 9.8%
Communication Services 5.9%
Consumer Defensive 2.9%
Energy 1.7%
Utilities 1.6%
Basic Materials 1.2%