Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BlueStem Wealth Partners, LLC (CIK 1977465) reported $899.9M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($80.4M, 8.94%), DYNF ($67.9M, 7.54%), SCHF ($60.1M, 6.67%), IJH ($53.9M, 5.99%), IVV ($47.2M, 5.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $80.4M | 8.94% | 2.8M | Trimmed |
| 2 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $67.9M | 7.54% | 1.2M | Trimmed |
| 3 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $60.1M | 6.67% | 2.4M | Trimmed |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | $53.9M | 5.99% | 797,554 | Added |
| 5 | IVV | ISHARES CORE S&P 500 ETF | $47.2M | 5.25% | 72,335 | Trimmed |
| 6 | JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $37.3M | 4.14% | 731,209 | Added |
| 7 | RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $33.6M | 3.74% | 862,284 | Trimmed |
| 8 | GOVT | ISHARES U.S. TREASURY BOND ETF | $33.2M | 3.68% | 1.4M | Added |
| 9 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $30.0M | 3.34% | 640,166 | Trimmed |
| 10 | VUG | VANGUARD GROWTH ETF | $28.3M | 3.15% | 64,812 | Added |
| 11 | CALF | PACER US SMALL CAP CASH COWS ETF | $28.1M | 3.12% | 626,136 | Added |
| 12 | BND | VANGUARD TOTAL BOND MARKET ETF | $27.8M | 3.09% | 377,904 | Added |
| 13 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $22.8M | 2.54% | 819,334 | Trimmed |
| 14 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $19.1M | 2.12% | 311,658 | New |
| 15 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $18.9M | 2.10% | 693,961 | Added |
| 16 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $18.8M | 2.09% | 733,431 | Added |
| 17 | HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $16.6M | 1.85% | 357,576 | New |
| 18 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $16.5M | 1.83% | 85,914 | New |
| 19 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $16.5M | 1.83% | 251,203 | Added |
| 20 | XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $16.4M | 1.82% | 200,243 | New |
| 21 | ICVT | ISHARES CONVERTIBLE BOND ETF | $16.4M | 1.82% | 161,206 | Added |
| 22 | JMUB | JPMORGAN MUNICIPAL ETF | $16.2M | 1.80% | 323,783 | Added |
| 23 | IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $12.2M | 1.36% | 270,984 | Added |
| 24 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $12.3M | 1.36% | 132,339 | New |
| 25 | FLXR | TCW FLEXIBLE INCOME ETF | $11.6M | 1.29% | 295,697 | Added |
Source: SEC Form 13F filings · as of 2026-03-31