Q2 2026 13F · SEC CIK 1977465

BlueStem Wealth Partners, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 127
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

BlueStem Wealth Partners, LLC is a wealth manager that reported 127 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Schwab Strategic Tr (SCHF, 10.5%), Schwab Strategic Tr (FNDX, 7.3%), Blackrock ETF Trust (DYNF, 6.8%).

BlueStem Wealth Partners, LLC holdings largest 50 of 127 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BlueStem Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHFSchwab Strategic Tr	10.5%	6.7%	3,819,433	+57.4%	$105.8M
FNDXSchwab Strategic Tr	7.3%	2.5%	2,361,445	+188.2%	$73.4M
DYNFBlackrock ETF Trust	6.8%	7.5%	1,010,013	-13.4%	$68.7M
IJHIshares Tr	6.6%	6.0%	860,493	+7.9%	$66.4M
SCHGSchwab Strategic Tr	6.5%	8.9%	1,924,760	-30.3%	$65.1M
IVVIshares Tr	5.3%	5.3%	70,511	-2.5%	$52.8M
JMTGJ P Morgan Exchange Traded F	4.8%	4.1%	957,738	+31.0%	$48.5M
SPEMSpdr Index Shs Fds	4.6%	3.3%	885,440	+38.3%	$45.8M
CALFPacer Fds Tr	3.4%	3.1%	672,950	+7.5%	$34.1M
RECSColumbia ETF Tr I	3.3%	3.7%	765,762	-11.2%	$33.1M
VUGVanguard Index Fds	3.3%	3.1%	380,355	+486.9%	$32.8M
GOVTIshares Tr	2.8%	3.7%	1,214,016	-16.1%	$27.7M
CGMSCapital Grp Fixed Incm ETF T	2.3%	2.1%	828,507	+19.4%	$22.6M
XLKSelect Sector Spdr Tr	2.0%	—	104,851	—	$20.0M
BNDVanguard Bd Index Fds	1.9%	3.1%	262,475	-30.5%	$19.3M
QQQInvesco Qqq Tr	1.9%	—	25,923	—	$19.1M
XLESelect Sector Spdr Tr	1.6%	2.1%	295,001	-5.3%	$15.7M
ICVTIshares Tr	1.5%	1.8%	126,255	-21.7%	$15.4M
SPMOInvesco Exch Traded Fd Tr II	1.5%	—	92,559	—	$15.0M
VTVVanguard Index Fds	1.4%	1.2%	65,820	+19.6%	$14.3M
VWOBVanguard Whitehall Fds	1.4%	1.8%	210,678	-16.1%	$14.2M
FLXRTcw Flexible	1.3%	1.3%	336,643	+13.8%	$13.2M
JMUBJ P Morgan Exchange Traded F	1.3%	1.8%	257,354	-20.5%	$13.0M
BLVVanguard Bd Index Fds	1.2%	—	180,997	—	$12.5M
SIHYHarbor ETF Trust	1.1%	1.3%	239,481	-7.4%	$10.9M
IGEBIshares Tr	1.0%	1.4%	226,998	-16.2%	$10.2M
PULSPgim ETF Tr	0.9%	0.8%	180,686	+22.7%	$9.0M
AVUVAmerican Centy ETF Tr	0.8%	0.8%	64,427	-1.4%	$8.0M
FLCCFederated Hermes	0.7%	0.7%	186,718	-6.4%	$6.6M
YLDPrincipal Exchange Traded Fd	0.6%	0.6%	330,214	+10.9%	$6.3M
FLMIFranklin Templeton ETF Tr	0.6%	0.6%	228,168	+5.9%	$5.7M
AAPLApple Inc	0.6%	0.6%	19,518	-0.9%	$5.6M
EWTIshares Inc	0.4%	—	39,186	—	$4.3M
AORIshares Tr	0.4%	0.4%	58,683	-4.3%	$4.1M
IJKIshares S&p Mid Cap 400 Growth	0.4%	0.4%	32,951	-4.7%	$3.9M
ACWIIshares Tr	0.4%	—	23,934	—	$3.8M
EWCIshares Inc	0.4%	—	63,102	—	$3.6M
CGHMCapital Grp Fixed Incm ETF T	0.3%	0.4%	127,513	-4.0%	$3.3M
EWYIshares Inc	0.3%	—	15,294	—	$3.1M
NVDANvidia Corporation	0.3%	0.3%	14,443	+2.1%	$2.9M
SCHDSchwab Strategic Tr	0.2%	0.3%	78,971	-5.3%	$2.5M
QQQINeos ETF Trust	0.2%	0.2%	43,957	+6.4%	$2.5M
ESGUIshares Tr	0.2%	0.2%	13,602	+3.4%	$2.2M
AMPAmeriprise Finl Inc	0.2%	0.3%	4,828	-12.2%	$2.2M
TSLATesla Inc	0.2%	0.2%	5,073	+0.3%	$2.1M
SPYINeos ETF Trust	0.2%	0.2%	39,996	+5.2%	$2.1M
GOOGLAlphabet Inc	0.2%	—	5,368	—	$1.9M
ITOTIshares Tr	0.2%	0.2%	11,435	-4.8%	$1.9M
IDVIshares Tr	0.2%	0.2%	44,411	+5.8%	$1.8M
AMZNAmazon Com Inc	0.2%	—	7,243	—	$1.7M

What BlueStem Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	127
Q1 2026	$899.9M	124
Q4 2025	$905.7M	125
Q3 2025	$873.5M	124
Q2 2025	$813.9M	119
Q1 2025	$733.3M	103
Q4 2024	$761.7M	101

Questions about BlueStem Wealth Partners, LLC's portfolio

What stocks does BlueStem Wealth Partners, LLC own?

BlueStem Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 127 positions worth $1.0B. The largest are Schwab Strategic Tr (SCHF) at 10.5%, Schwab Strategic Tr (FNDX) at 7.3%, Blackrock ETF Trust (DYNF) at 6.8%, Ishares Tr (IJH) at 6.6% and Schwab Strategic Tr (SCHG) at 6.5%.

What did BlueStem Wealth Partners, LLC buy last quarter?

In Q2 2026, BlueStem Wealth Partners, LLC added Vanguard Index Fds (VUG) (+486.9% shares), Schwab Strategic Tr (FNDX) (+188.2% shares) and Schwab Strategic Tr (SCHF) (+57.4% shares), compared with its Q1 2026 filing.

What did BlueStem Wealth Partners, LLC sell last quarter?

In Q2 2026, BlueStem Wealth Partners, LLC cut from its top 50 Schwab Strategic Tr (SCHX), cut from its top 50 Ishares Tr (HYDB), cut from its top 50 Invesco Exchange Traded Fd T (RSP), cut from its top 50 Select Sector Spdr Tr (XLP), cut from its top 50 Ishares Tr (USMV), Vanguard Bd Index Fds (BND) (-30.5% shares), Schwab Strategic Tr (SCHG) (-30.3% shares) and Ishares Tr (ICVT) (-21.7% shares), compared with its Q1 2026 filing.

When is BlueStem Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BlueStem Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does BlueStem Wealth Partners, LLC manage?

BlueStem Wealth Partners, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.