BlueStem Wealth Partners, LLC
CIK 1977465
13F filing for Q2 2026・No. 2,581
- Holdings
- US$1B
- Quarter change
- +US$104.46M
- Entries
- 127
- Net bought (estimate)
- +US$24.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 17
- Cut 45
- Added 56
- Corporate actions 4
- Unchanged 6
Largest holdings
127 stocks worth US$1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETFETF | Added | 3,819,433 | US$105.8M | 10.53% |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFETF | Added | 2,361,445 | US$73.44M | 7.31% |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFETF | Cut | 1,010,013 | US$68.69M | 6.84% |
| IJHISHARES CORE S&P MID-CAP ETFETF | Added | 860,493 | US$66.35M | 6.61% |
| SCHWAB U.S. LARGE-CAP GROWTH ETFETF | Cut | 1,924,760 | US$65.13M | 6.49% |
| IVVISHARES CORE S&P 500 ETFETF | Cut | 70,511 | US$52.8M | 5.26% |
| JPMORGAN MORTGAGE-BACKED SECURITIES ETFETF | Added | 957,738 | US$48.54M | 4.83% |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFETF | Added | 885,440 | US$45.85M | 4.57% |
| PACER US SMALL CAP CASH COWS ETFETF | Added | 672,950 | US$34.06M | 3.39% |
| COLUMBIA RESEARCH ENHANCED CORE ETFETF | Cut | 765,762 | US$33.14M | 3.30% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.