StockDriftsStockDriftsTop 50 Bluestem Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 10.53% | 3.82M | $105.8M | +57.39%(+1.39M) | $22.28(+26.90%) | 2026-06-30 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 7.31% | 2.36M | $73.4M | +188.22%(+1.54M) | $27.39(+18.54%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 6.84% | 1.01M | $68.7M | -13.45%(-156.94K) | $60.01(+16.69%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.61% | 860.5K | $66.4M | +7.89%(+62.94K) | $64.18(+21.40%) | 2026-06-30 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 6.49% | 1.92M | $65.1M | -30.28%(-835.76K) | $32.26(+10.88%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 5.26% | 70.5K | $52.8M | -2.52%(-1.82K) | $583.16(+33.30%) | 2026-06-30 | |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 4.83% | 957.7K | $48.5M | +30.98%(+226.53K) | $50.97(-1.82%) | 2026-06-30 | |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 4.57% | 885.4K | $45.8M | +38.31%(+245.27K) | $42.79(+22.32%) | 2026-06-30 | |
| CALF | PACER US SMALL CAP CASH COWS ETF | 3.39% | 673.0K | $34.1M | +7.48%(+46.81K) | $44.33(+27.37%) | 2026-06-30 | |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | 3.3% | 765.8K | $33.1M | -11.19%(-96.52K) | $37.21(+21.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.81% |
Bluestem Wealth Partners LLC reports $1.00B in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (10.5%), FNDX (7.3%) and DYNF (6.8%). The top 20 holdings account for 79.21% of reported assets. Its disclosed equity book has returned +21.07% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluestem Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977465). View Bluestem Wealth Partners LLC’s 13F filings on SEC