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Portfolio (Quarterly) Guide ↗

BlueStem Wealth Partners, LLC

· CIK 0001977465
13F Portfolio $906M AUM 125 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 53 Added 51 Reduced 12 Exited
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 74,908.0 $51.3M 5.67% -161K -68.2% $684.94 +8.9%
2 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 984,839.0 $46.1M 5.09% -65K -6.2% $46.81 +9.1%
3 VUG VANGUARD GROWTH ETF 62,886.0 $30.7M 3.39% -188K -74.9% $487.86 -82.1%
4 GOVT ISHARES U.S. TREASURY BOND ETF 1,200,388.0 $27.6M 3.05% -6K -0.5% $23.02 -1.7%
5 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 670,156.0 $18.5M 2.04% -167K -20.0% $27.62 -0.7%
6 ICVT ISHARES CONVERTIBLE BOND ETF 118,571.0 $11.7M 1.29% -19K -13.7% $98.50 +19.8%
7 FLXR TCW FLEXIBLE INCOME ETF 279,374.0 $11.1M 1.22% -115K -29.2% $39.60 -1.2%
8 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 185,241.0 $8.5M 0.93% -17K -8.4% $45.66 -1.9%
9 SIHY HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF 158,985.0 $7.3M 0.80% -202K -56.0% $45.68 -0.8%
10 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 217,015.0 $5.4M 0.60% -27K -11.1% $24.87 -0.4%
11 AAPL APPLE INC COM Technology 19,397.0 $5.3M 0.58% -180.0 -0.9% $271.85 +12.2%
12 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 61,583.0 $4.0M 0.44% -8K -11.2% $65.01 +5.6%
13 AMP AMERIPRISE FINL INC COM Financial Services 5,592.0 $2.7M 0.30% -53.0 -0.9% $490.38 -8.1%
14 SCHD SCHWAB US DIVIDEND EQUITY ETF 98,456.0 $2.7M 0.30% -2K -1.5% $27.43 +17.6%
15 NVDA NVIDIA CORPORATION COM Technology 13,501.0 $2.5M 0.28% -1K -8.0% $186.49 +17.7%
16 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 13,066.0 $1.9M 0.21% -291.0 -2.2% $148.69 +9.1%
17 ESGU ISHARES ESG AWARE MSCI USA ETF 13,018.0 $1.9M 0.21% -258.0 -1.9% $148.98 +8.7%
18 BSX BOSTON SCIENTIFIC CORP COM Healthcare 17,507.0 $1.7M 0.18% -273.0 -1.5% $95.35 -40.1%
19 AMZN AMAZON COM INC COM Consumer Cyclical 6,958.0 $1.6M 0.18% -165.0 -2.3% $230.82 +16.3%
20 GOOGL ALPHABET INC CAP STK CL A Communication Services 4,986.0 $1.6M 0.17% -443.0 -8.2% $312.99 +23.9%
Page 1 of 3  ·  51 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 30.7%
Financial Services 20.9%
Healthcare 14.5%
Consumer Cyclical 12.6%
Industrials 7.9%
Communication Services 6.9%
Consumer Defensive 2.4%
Energy 1.7%
Utilities 1.6%
Basic Materials 1.0%