Institutional Fund
Bluestem Wealth Partners, LLC
Minnetonka, MNCIK 19774655 filings on record
Portfolio Value
$899.87M
Q1 2026
Holdings
124
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-0.6%
from $905.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr8.9%
- Blackrock ETF Trust7.5%
- Schwab Strategic Tr6.7%
- Ishares Tr6.0%
- Ishares Tr5.3%
- J P Morgan Exchange Traded F4.1%
- Other61.5%
Portfolio Holdings
124 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.76M | $80.41M | 8.9% | −62.6K | Reduced |
| 2 | Blackrock ETF Trust | 1.17M | $67.89M | 7.5% | −7.4K | Reduced |
| 3 | Schwab Strategic Tr | 2.43M | $60.06M | 6.7% | −1.01M | Reduced |
| 4 | Ishares Tr | 797.6K | $53.86M | 6.0% | +277.7K | Added |
| 5 | Ishares Tr | 72.3K | $47.25M | 5.3% | −2.6K | Reduced |
| 6 | J P Morgan Exchange Traded F | 731.2K | $37.29M | 4.1% | +193.3K | Added |
| 7 | Columbia ETF Tr I | 862.3K | $33.61M | 3.7% | −484.7K | Reduced |
| 8 | Ishares Tr | 1.45M | $33.16M | 3.7% | +246.9K | Added |
| 9 | Spdr Index Shs Fds | 640.2K | $30.03M | 3.3% | −344.7K | Reduced |
| 10 | Vanguard Index Fds | 64.8K | $28.31M | 3.1% | +1.9K | Added |
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