EdgeMarket › What Bluestem Wealth Partners, Llc reported owning
What Bluestem Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
899.9MPositions
124Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHG Schwab U.S. Large-Cap Growth ETF | 80.4M | 8.9% | 2.8M | 35.32 | +17.3% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 67.9M | 7.5% | 1.2M | 69.08 | +22.3% |
| SCHF Schwab International Equity ETF | 60.1M | 6.7% | 2.4M | 28.46 | +24.7% |
| IJH iShares Core S&P Mid-Cap ETF | 53.9M | 6.0% | 797.6K | 76.77 | +20.8% |
| IVV iShares Core S&P 500 ETF | 47.2M | 5.3% | 72.3K | 769.31 | +20.0% |
| JMTG JPMorgan Mortgage-Backed Securities ETF | 37.3M | 4.1% | 731.2K | 50.08 | -0.3% |
| RECS Columbia Research Enhanced Core ETF | 33.6M | 3.7% | 862.3K | 45.14 | +17.0% |
| GOVT iShares U.S. Treasury Bond ETF | 33.2M | 3.7% | 1.4M | 22.45 | -2.0% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 30.0M | 3.3% | 640.2K | 52.38 | +18.1% |
| VUG Vanguard Morningstar Growth ETF | 28.3M | 3.1% | 64.8K | 87.50 | +15.9% |
| CALF Pacer US Small Cap Cash Cows ETF | 28.1M | 3.1% | 626.1K | 57.80 | +37.8% |
| BND Vanguard Total Bond Market ETF | 27.8M | 3.1% | 377.9K | 72.23 | -1.8% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 22.8M | 2.5% | 819.3K | 32.53 | +28.4% |
| XLE State Street Energy Select Sector SPDR ETF | 19.1M | 2.1% | 311.7K | 63.64 | +48.3% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 18.9M | 2.1% | 694.0K | 27.14 | -1.9% |
| SCHX Schwab U.S. Large-Cap ETF | 18.8M | 2.1% | 733.4K | 30.21 | +19.6% |
| HYDB iShares High Yield Systematic Bond ETF | 16.6M | 1.8% | 357.6K | 46.54 | -1.5% |
| VWOB Vanguard Emerging Markets Government Bond ETF | 16.5M | 1.8% | 251.2K | 65.91 | -0.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 16.5M | 1.8% | 85.9K | 221.67 | +18.8% |
| XLP State Street Consumer Staples Select Sector SP | 16.4M | 1.8% | 200.2K | 85.99 | +3.3% |
| ICVT iShares Convertible Bond ETF | 16.4M | 1.8% | 161.2K | 115.86 | +25.4% |
| JMUB JPMorgan Municipal ETF | 16.2M | 1.8% | 323.8K | 49.69 | +0.5% |
| USMV iShares MSCI USA Min Vol Factor ETF | 12.3M | 1.4% | 132.3K | 101.23 | +7.0% |
| IGEB iShares Investment Grade Systematic Bond ETF | 12.2M | 1.4% | 271.0K | 44.14 | -3.0% |
| FLXR TCW Flexible Income ETF | 11.6M | 1.3% | 295.7K | 38.92 | -1.6% |
| SIHY Harbor Ares Systematic High Yield ETF | 11.6M | 1.3% | 258.7K | 45.29 | -1.2% |
| USTB VictoryShares Short-Term Bond ETF | 11.2M | 1.2% | 221.2K | 50.47 | -0.6% |
| VTV Vanguard Morningstar Value ETF | 10.8M | 1.2% | 55.0K | 226.40 | +24.6% |
| PULS PGIM Ultra Short Bond ETF | 7.3M | 0.8% | 147.2K | 49.67 | -0.2% |
| AVUV Avantis U.S. Small Cap Value ETF | 7.2M | 0.8% | 65.3K | 126.45 | +33.2% |
| FLCC Federated Hermes MDT Large Cap Core ETF | 6.2M | 0.7% | 199.5K | 36.73 | +18.0% |
| YLD Principal Active High Yield ETF | 5.6M | 0.6% | 297.9K | 18.94 | -1.5% |
| FLMI Franklin Dynamic Municipal Bond ETF | 5.3M | 0.6% | 215.5K | 24.60 | +2.0% |
| IAGG iShares International Aggregate Bond Fund | 5.2M | 0.6% | 103.5K | 49.77 | -2.5% |
| AAPL Apple Inc. | 5.0M | 0.6% | 19.7K | 309.35 | +36.9% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 3.9M | 0.4% | 61.3K | 69.85 | +11.8% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 3.6M | 0.4% | 39.7K | 94.63 | +9.7% |
| EWU iShares MSCI United Kingdom ETF | 3.6M | 0.4% | 78.1K | 48.94 | +17.3% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 3.5M | 0.4% | 51.3K | 77.94 | +23.9% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 3.5M | 0.4% | 34.6K | 115.45 | +24.2% |
| CGHM Capital Group Municipal High-Income ETF | 3.4M | 0.4% | 132.9K | 25.38 | +3.5% |
| SCHD Schwab US Dividend Equity ETF | 2.6M | 0.3% | 83.4K | 35.11 | +27.6% |
| NVDA NVIDIA CORP | 2.5M | 0.3% | 14.1K | 214.72 | +22.4% |
| AMP AMERIPRISE FINANCIAL INC | 2.4M | 0.3% | 5.5K | 555.59 | +9.9% |
| QQQI NEOS Nasdaq 100 High Income ETF | 2.1M | 0.2% | 41.3K | 54.24 | +3.7% |
| TSLA Tesla, Inc. | 1.9M | 0.2% | 5.1K | 362.86 | +12.0% |
| SPYI NEOS S&P 500 High Income ETF | 1.9M | 0.2% | 38.0K | 53.46 | +4.9% |
| ESGU iShares ESG Aware MSCI USA ETF | 1.9M | 0.2% | 13.1K | 167.74 | +20.3% |
| IDV iShares International Select Dividend ETF | 1.8M | 0.2% | 42.0K | 45.09 | +22.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.7M | 0.2% | 12.0K | 167.97 | +20.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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