TraderTrends
Manager Profile

BlueStem Wealth Partners, LLC

Diversified · Financial Services 91%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

MINNETONKA, MN

Portfolio Value

$899.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

SCHWAB U.S. LARGE-CAP GROWTH ETF

Latest disclosed holding

Top 4

808524300 09290C103 808524805 464287507 464287200

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
90.5%
Healthcare
5.9%
Industrials
1.1%
Technology
0.6%
Consumer Cyclical
0.3%
Energy
0.1%
Communication Services
0.1%
Consumer Defensive
0.1%
Utilities
0%
Basic Materials
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SCHWAB U.S. LARGE-CAP GROWTH ETF

Shares: 2.8M

80.4M

Position Value
2
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

Shares: 1.2M

67.9M

Position Value
3
SCHWAB INTERNATIONAL EQUITY ETF

Shares: 2.4M

60.1M

Position Value
4
ISHARES CORE S&P MID-CAP ETF

Shares: 797.6K

53.9M

Position Value
5
ISHARES CORE S&P 500 ETF

Shares: 72.3K

47.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID