BlueStem Wealth Partners, LLC: 13F holdings
CIK 19774652026Q2
| Positions | 127 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 3,819,433 | $105.8m | 10.5% |
| FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 2,361,445 | $73.4m | 7.3% |
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1,010,013 | $68.7m | 6.8% |
| IJH ISHARES CORE S&P MID-CAP ETF | 860,493 | $66.4m | 6.6% |
| SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | 1,924,760 | $65.1m | 6.5% |
| IVV ISHARES CORE S&P 500 ETF | 70,511 | $52.8m | 5.3% |
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 957,738 | $48.5m | 4.8% |
| SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 885,440 | $45.8m | 4.6% |
| CALF PACER US SMALL CAP CASH COWS ETF | 672,950 | $34.1m | 3.4% |
| COLUMBIA RESEARCH ENHANCED CORE ETF | 765,762 | $33.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1977465")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.