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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 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICVT ISHARES CONVERTIBLE BOND ETF 118,571.0 $11.7M 1.29% -19K -13.7% $98.50 +20.2%
22 FLXR TCW FLEXIBLE INCOME ETF 279,374.0 $11.1M 1.22% -115K -29.2% $39.60 -1.1%
23 USTB VICTORYSHARES SHORT-TERM BOND ETF 209,508.0 $10.7M 1.18% NEW $50.84 -0.6%
24 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 185,241.0 $8.5M 0.93% -17K -8.4% $45.66 -1.7%
25 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 68,201.0 $8.0M 0.89% +3K +4.7% $117.72 -1.9%
26 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 51,280.0 $8.0M 0.88% NEW $155.12 +10.7%
27 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 65,742.0 $7.9M 0.87% +34K +109.4% $119.41 -0.2%
28 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 53,570.0 $7.7M 0.85% +26K +92.9% $143.97 +25.3%
29 SIHY HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF 158,985.0 $7.3M 0.80% -202K -56.0% $45.68 -0.8%
30 PULS PGIM ULTRA SHORT BOND ETF 133,141.0 $6.6M 0.73% +27K +25.9% $49.59 +0.2%
31 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 217,015.0 $5.4M 0.60% -27K -11.1% $24.87 -0.3%
32 YLD PRINCIPAL ACTIVE HIGH YIELD ETF 280,193.0 $5.3M 0.59% +12K +4.6% $19.01 -0.0%
33 AAPL APPLE INC COM Technology 19,397.0 $5.3M 0.58% -180.0 -0.9% $271.85 +13.6%
34 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 51,319.0 $5.2M 0.58% +550.0 +1.1% $101.98 +17.7%
35 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 61,583.0 $4.0M 0.44% -8K -11.2% $65.01 +5.8%
36 EWG ISHARES MSCI GERMANY ETF 85,169.0 $3.6M 0.40% +6K +7.1% $42.50 +1.0%
37 EWC ISHARES MSCI CANADA ETF 66,728.0 $3.6M 0.40% NEW $53.93 +8.5%
38 EWI ISHARES MSCI ITALY ETF 65,818.0 $3.6M 0.40% +1K +1.6% $54.33 +7.8%
39 EWU ISHARES MSCI UNITED KINGDOM ETF 81,130.0 $3.6M 0.39% NEW $43.98 +7.1%
40 AMP AMERIPRISE FINL INC COM Financial Services 5,592.0 $2.7M 0.30% -53.0 -0.9% $490.38 -7.8%
Page 2 of 7  ·  125 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%