Bluestem Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001977465

Type: FundHoldings: 103Value: $733.3MLatest: 2025Q1

BlueStem Wealth Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 103 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FWONK",
  "MMM",
  null,
  "OBDC",
  null,
  "VONG",
  "GOOGL",
  "CAT",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  "GIS",
  "HON",
  "HD",
  null,
  "COCH",
  "ISRG",
  "LEN",
  null,
  null,
  "MUB",
  null,
  "IJH",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "MS",
  "FICO",
  "GE",
  null,
  null,
  "AMP",
  "IJR",
  "KKR",
  "VHT",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  null,
  "FNDX",
  null,
  null,
  null,
  "TGT",
  "VNQ",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "GGG",
  "GPI",
  null,
  "HWKN",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  "ESGD",
  "VUG",
  "VEA",
  null,
  "BND",
  "VTV",
  "WFC",
  "XEL",
  "WDAY",
  "FHB",
  null,
  null,
  null,
  "SCHD",
  "SCHF",
  "CRM",
  null,
  null,
  null,
  "ESGU",
  "ADP",
  "LNG",
  "ADI",
  "QQQ",
  "GOOG",
  "TSLA",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 103
Total Value: 733336052
Accession Number: 0001765380-25-000173
Form Type: 13F-HR
CIK: bluestem-wealth-partners
Manager Name: Bluestem-Wealth-Partners

Data Enrichment

60% identified

62 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

103 positions • $733.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

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464287200

IVV|464287200

Shares:224.8K

Value:$126.3M

% of Portfolio:17.2% ($126.3M/$733.3M)

922908736

VUG|922908736

Shares:238.0K

Value:$88.3M

% of Portfolio:12.0% ($88.3M/$733.3M)

19761L706

Shares:1.6M

Value:$52.5M

% of Portfolio:7.2% ($52.5M/$733.3M)

808524805

SCHF|808524805

Shares:2.1M

Value:$42.4M

% of Portfolio:5.8% ($42.4M/$733.3M)

46429B267

Shares:1.7M

Value:$38.1M

% of Portfolio:5.2% ($38.1M/$733.3M)

92206C771

Shares:821.0K

Value:$38.0M

% of Portfolio:5.2% ($38.0M/$733.3M)

808524771

FNDX|808524771

Shares:1.6M

Value:$37.4M

% of Portfolio:5.1% ($37.4M/$733.3M)

921937835

BND|921937835

Shares:391.0K

Value:$28.7M

% of Portfolio:3.9% ($28.7M/$733.3M)

78463X509

Shares:636.3K

Value:$25.0M

% of Portfolio:3.4% ($25.0M/$733.3M)

464287507

IJH|464287507

Shares:414.3K

Value:$24.2M

% of Portfolio:3.3% ($24.2M/$733.3M)

41151J109

Shares:466.1K

Value:$20.8M

% of Portfolio:2.8% ($20.8M/$733.3M)

46641Q647

Shares:386.5K

Value:$19.3M

% of Portfolio:2.6% ($19.3M/$733.3M)

14020Y300

Shares:705.1K

Value:$19.3M

% of Portfolio:2.6% ($19.3M/$733.3M)

46435G102

Shares:198.5K

Value:$16.6M

% of Portfolio:2.3% ($16.6M/$733.3M)

922908744

VTV|922908744

Shares:80.5K

Value:$13.9M

% of Portfolio:1.9% ($13.9M/$733.3M)

29287L700

Shares:316.3K

Value:$12.4M

% of Portfolio:1.7% ($12.4M/$733.3M)

46435G219

Shares:275.1K

Value:$12.4M

% of Portfolio:1.7% ($12.4M/$733.3M)

35473P868

Shares:419.6K

Value:$10.3M

% of Portfolio:1.4% ($10.3M/$733.3M)

69374H857

Shares:204.7K

Value:$7.7M

% of Portfolio:1.0% ($7.7M/$733.3M)

81369Y605

Shares:129.9K

Value:$6.5M

% of Portfolio:0.9% ($6.5M/$733.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	224.8K	QoQ -8.62% (-21.2K) YoY-	All Managers (Combined)	$126.3M	17.2% ($126.3M/$733.3M)	QoQ -12.77% (-$18.5M) YoY-
(VUGcusip922908736)	238.0K	QoQ +13.97% (+29.2K) YoY-	All Managers (Combined)	$88.3M	12.0% ($88.3M/$733.3M)	QoQ +2.97% (+$2.5M) YoY-
(cusip19761L706)✕	1.6M	QoQ +31.99% (+382.9K) YoY-	All Managers (Combined)	$52.5M	7.2% ($52.5M/$733.3M)	QoQ +26.61% (+$11.0M) YoY-
(SCHFcusip808524805)	2.1M	QoQ -21.18% (-576.5K) YoY-	All Managers (Combined)	$42.4M	5.8% ($42.4M/$733.3M)	QoQ -15.72% (-$7.9M) YoY-
(cusip46429B267)✕	1.7M	QoQ +7.90% (+121.4K) YoY-	All Managers (Combined)	$38.1M	5.2% ($38.1M/$733.3M)	QoQ +7.93% (+$2.8M) YoY-
(cusip92206C771)✕	821.0K	QoQ +33.39% (+205.5K) YoY-	All Managers (Combined)	$38.0M	5.2% ($38.0M/$733.3M)	QoQ +36.24% (+$10.1M) YoY-
(FNDXcusip808524771)	1.6M	QoQ -29.80% (-671.9K) YoY-	All Managers (Combined)	$37.4M	5.1% ($37.4M/$733.3M)	QoQ -30.01% (-$16.0M) YoY-
(BNDcusip921937835)	391.0K	QoQ -26.46% (-140.7K) YoY-	All Managers (Combined)	$28.7M	3.9% ($28.7M/$733.3M)	QoQ -24.89% (-$9.5M) YoY-
(cusip78463X509)✕	636.3K	QoQ -35.83% (-355.4K) YoY-	All Managers (Combined)	$25.0M	3.4% ($25.0M/$733.3M)	QoQ -34.16% (-$13.0M) YoY-
(IJHcusip464287507)	414.3K	QoQ -49.70% (-409.5K) YoY-	All Managers (Combined)	$24.2M	3.3% ($24.2M/$733.3M)	QoQ -52.90% (-$27.2M) YoY-
(cusip41151J109)✕	466.1K	QoQ NEW(+466.1K) YoY-	All Managers (Combined)	$20.8M	2.8% ($20.8M/$733.3M)	QoQ NEW(+$20.8M) YoY-
(cusip46641Q647)✕	386.5K	QoQ -0.45% (-1.8K) YoY-	All Managers (Combined)	$19.3M	2.6% ($19.3M/$733.3M)	QoQ -0.74% (-$145.7K) YoY-
(cusip14020Y300)✕	705.1K	QoQ NEW(+705.1K) YoY-	All Managers (Combined)	$19.3M	2.6% ($19.3M/$733.3M)	QoQ NEW(+$19.3M) YoY-
(cusip46435G102)✕	198.5K	QoQ +507.24% (+165.8K) YoY-	All Managers (Combined)	$16.6M	2.3% ($16.6M/$733.3M)	QoQ +497.52% (+$13.8M) YoY-
(VTVcusip922908744)	80.5K	QoQ +33.10% (+20.0K) YoY-	All Managers (Combined)	$13.9M	1.9% ($13.9M/$733.3M)	QoQ +35.80% (+$3.7M) YoY-
(cusip29287L700)✕	316.3K	QoQ NEW(+316.3K) YoY-	All Managers (Combined)	$12.4M	1.7% ($12.4M/$733.3M)	QoQ NEW(+$12.4M) YoY-
(cusip46435G219)✕	275.1K	QoQ -7.43% (-22.1K) YoY-	All Managers (Combined)	$12.4M	1.7% ($12.4M/$733.3M)	QoQ -6.07% (-$801.4K) YoY-
(cusip35473P868)✕	419.6K	QoQ NEW(+419.6K) YoY-	All Managers (Combined)	$10.3M	1.4% ($10.3M/$733.3M)	QoQ NEW(+$10.3M) YoY-
(cusip69374H857)✕	204.7K	QoQ -47.70% (-186.8K) YoY-	All Managers (Combined)	$7.7M	1.0% ($7.7M/$733.3M)	QoQ -55.44% (-$9.6M) YoY-
(cusip81369Y605)✕	129.9K	QoQ NEW(+129.9K) YoY-	All Managers (Combined)	$6.5M	0.9% ($6.5M/$733.3M)	QoQ NEW(+$6.5M) YoY-