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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 31,382.0 $1.3M 0.14% -2K -7.3% $40.13 +2.6%
22 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 26,127.0 $1.2M 0.14% -1K -4.3% $47.73 +3.5%
23 UNH UNITEDHEALTH GROUP INC COM Healthcare 3,498.0 $1.2M 0.13% -553.0 -13.7% $330.06 +17.7%
24 SCHB SCHWAB U.S. BROAD MARKET ETF 38,679.0 $1.0M 0.11% -1K -2.9% $26.23 +9.5%
25 NULV NUVEEN ESG LARGE-CAP VALUE ETF 19,656.0 $886K 0.10% -1K -5.6% $45.05 +12.4%
26 VIG VANGUARD DIVIDEND APPRECIATION ETF 3,937.0 $865K 0.10% -103.0 -2.5% $219.80 +6.0%
27 MMM 3M CO COM Industrials 4,138.0 $662K 0.07% -126.0 -3.0% $160.10 -4.8%
28 GE GE AEROSPACE COM NEW Industrials 1,851.0 $570K 0.06% -18.0 -1.0% $308.03 -1.7%
29 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 5,659.0 $565K 0.06% -963.0 -14.5% $99.89 -1.4%
30 VONG VANGUARD RUSSELL 1000 GROWTH ETF 4,551.0 $554K 0.06% -420.0 -8.4% $121.75 +5.6%
31 TGT TARGET CORP COM Consumer Defensive 5,320.0 $520K 0.06% -102.0 -1.9% $97.75 +28.5%
32 QQQ INVESCO QQQ TRUST SERIES I Financial Services 844.0 $518K 0.06% -47.0 -5.3% $614.11 +16.8%
33 JPM JPMORGAN CHASE & CO. COM Financial Services 1,525.0 $491K 0.05% -126.0 -7.6% $322.22 -4.9%
34 IJR ISHARES CORE S&P SMALL CAP ETF 3,798.0 $456K 0.05% -61.0 -1.6% $120.17 +14.3%
35 ESGE ISHARES ESG AWARE MSCI EM ETF 9,854.0 $435K 0.05% -2K -15.2% $44.17 +18.9%
36 MUB ISHARES NATIONAL MUNI BOND ETF 3,764.0 $403K 0.04% -261.0 -6.5% $107.12 -0.9%
37 GOOG ALPHABET INC CAP STK CL C Communication Services 1,253.0 $393K 0.04% -80.0 -6.0% $313.86 +20.9%
38 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 5,139.0 $321K 0.04% -676.0 -11.6% $62.47 +12.8%
39 WMT WALMART INC COM Consumer Defensive 2,566.0 $286K 0.03% -78.0 -3.0% $111.40 +8.0%
40 JNJ JOHNSON & JOHNSON COM Healthcare 1,368.0 $283K 0.03% -113.0 -7.6% $207.01 +13.2%
Page 2 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%