account_balance
Investment manager · 13F filer · SEC CIK 1977465
BlueStem Wealth Partners, LLC
Reported value$1Bas of Sep 30, 2026
Positions135 17 new, 9 sold out
Top 10 weight56.0%SCHG alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab U.S. Large-Cap Growth ETF
10.1%Added +47%
SCHFSchwab International Equity ETF
9.8%Trimmed −6%
DYNFiShares U.S. Equity Factor Rotation Active ETF
7.1%
IJHiShares Core S&P Mid-Cap ETF
5.9%Trimmed −5%
IVViShares Core S&P 500 ETF
5.0%Trimmed −7%
SPEMState Street SPDR Portfolio Emerging Markets ETF
4.3%Trimmed −7%
JMTGJPMorgan Mortgage-Backed Securities ETF
3.9%Trimmed −16%
GOVTiShares U.S. Treasury Bond ETF
3.4%Added +30%
VUGVanguard Morningstar Growth ETF
3.4%
FESMFidelity Enhanced Small Cap Core ETF
3.0%New
RECSColumbia Research Enhanced Core ETF
3.0%Trimmed −13%
FNDXSchwab Fundamental U.S. Large Company ETF
2.6%−65%
SCHGSchwab U.S. Large-Cap Growth ETF
10.1%Added +47%
SCHFSchwab International Equity ETF
9.8%Trimmed −6%
DYNFiShares U.S. Equity Factor Rotation Active ETF
7.1%
IJHiShares Core S&P Mid-Cap ETF
5.9%
IVViShares Core S&P 500 ETF
5.0%−7%
SPEMState Street SPDR Portfolio Emerging Markets ETF
4.3%
JMTGJPMorgan Mortgage-Backed Securities ETF
3.9%
GOVTiShares U.S. Treasury Bond ETF
3.4%
VUG3.4%
FESM
RECS3.0%
FNDX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab U.S. Large-Cap Growth ETF 10.1% Added +47%
SCHF Schwab International Equity ETF 9.8% Trimmed −6%
DYNF iShares U.S. Equity Factor Rotation Active ETF 7.1% Held
IJH iShares Core S&P Mid-Cap ETF 5.9% Trimmed −5%
IVV iShares Core S&P 500 ETF 5.0% Trimmed −7%
SPEM State Street SPDR Portfolio Emerging Markets ETF 4.3% Trimmed −7%
JMTG JPMorgan Mortgage-Backed Securities ETF 3.9% Trimmed −16%
GOVT iShares U.S. Treasury Bond ETF 3.4% Added +30%
VUG Vanguard Morningstar Growth ETF 3.4% Held
FESM Fidelity Enhanced Small Cap Core ETF 3.0% New
RECS Columbia Research Enhanced Core ETF 3.0% Trimmed −13%
FNDX Schwab Fundamental U.S. Large Company ETF 2.6% Trimmed −65%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- FESM $30M
- PYLD $22.9M
- XLV $17.9M
- RSP $17.5M
arrow_upwardAdded
- VYM +5933%
- CGHM +227%
- SIHY +143%
- SCHG +47%
arrow_downwardTrimmed
- FNDX −65%
- VTV −18%
- JMTG −16%
- AMP −15%
remove_circleSold out
- CALF $34.1M
- XLK $20M
- SPMO $15M
- IJK $3.87M
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