BlueStem Wealth Partners, LLC — 13F holdings

BlueStem Wealth Partners, LLC reported 127 holdings worth $1.00B in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. SCHF SCHWAB STRATEGIC TR — $106M (10.5%)
  2. FNDX SCHWAB STRATEGIC TR — $73.4M (7.3%)
  3. DYNF BLACKROCK ETF TRUST — $68.7M (6.8%)
  4. IJH ISHARES TR — $66.4M (6.6%)
  5. SCHG SCHWAB STRATEGIC TR — $65.1M (6.5%)
  6. IVV ISHARES TR — $52.8M (5.3%)
  7. JMTG J P MORGAN EXCHANGE TRADED F — $48.5M (4.8%)
  8. SPEM SPDR INDEX SHS FDS — $45.8M (4.6%)
  9. CALF PACER FDS TR — $34.1M (3.4%)
  10. RECS COLUMBIA ETF TR I — $33.1M (3.3%)