BlueStem Wealth Partners, LLC: 13F holdings

CIK 19774652026Q2

Positions127
Reported value$1.0bn
Filed2026-08-11

Change since last quarter

Positions127 (+3 vs prior quarter)
Reported value$1.0bn (+11.6%)

Top 10 holdings

SecuritySharesValueWeight
SCHF SCHWAB INTERNATIONAL EQUITY ETF3,819,433$105.8m10.5%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF2,361,445$73.4m7.3%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF1,010,013$68.7m6.8%
IJH ISHARES CORE S&P MID-CAP ETF860,493$66.4m6.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF1,924,760$65.1m6.5%
IVV ISHARES CORE S&P 500 ETF70,511$52.8m5.3%
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF957,738$48.5m4.8%
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF885,440$45.8m4.6%
CALF PACER US SMALL CAP CASH COWS ETF672,950$34.1m3.4%
RECS COLUMBIA RESEARCH ENHANCED CORE ETF765,762$33.1m3.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1977465")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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