BlueStem Wealth Partners, LLC

CIK 0001977465 • 6 13F filings • May 7, 2025 – Aug 11, 2026

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Filer information

Filed by: BlueStem Wealth Partners, LLC, Chief Compliance Officer
Address: 13100 WAYZATA BLVD., SUITE 140, MINNETONKA, MN, 55305
Phone: 513-832-5463
AUM: $905.7M

AUM over time

$1.00B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $905.7M125 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$662K	0.1%Prev: 0.1%	4,138 SH	Increased-126 SH
ALPHABET INC CAP STK CL A	Stock	$1.6M	0.2%Prev: 0.2%	4,986 SH	Increased-443 SH
ALPHABET INC CAP STK CL C	Stock	$393K	0.0%Prev: 0.0%	1,253 SH	Increased-80 SH
AMAZON COM INC COM	Stock	$1.6M	0.2%Prev: 0.2%	6,958 SH	Increased-165 SH
AMERICAN EXPRESS CO COM	Stock	$306K	0.0%Prev: 0.0%	826 SH	Increased+35 SH
AMERIPRISE FINL INC COM	Stock	$2.7M	0.3%Prev: 0.3%	5,592 SH	Decreased-53 SH
ANALOG DEVICES INC COM	Stock	$206K	0.0%Prev: 0.0%	760 SH	Decreased-231 SH
APPLE INC COM	Stock	$5.3M	0.6%Prev: 0.6%	19,397 SH	Increased-180 SH
AUTOMATIC DATA PROCESSING INC COM	Stock	$228K	0.0%Prev: 0.0%	888 SH	Decreased+12 SH
AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$5.2M	0.6%Prev: 0.6%	51,319 SH	Increased+550 SH
BANK AMERICA CORP COM	Stock	$316K	0.0%Prev: 0.0%	5,752 SH	Increased+98 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$231K	0.0%Prev: 0.0%	460 SH	Increased+15 SH
BLUE OWL CAPITAL CORPORATION COM	CEF	$441K	0.0%Prev: 0.1%	35,443 SH	Increased+978 SH
BOSTON SCIENTIFIC CORP COM	Stock	$1.7M	0.2%Prev: 0.2%	17,507 SH	Decreased-273 SH
BROADCOM INC COM	Stock	$451K	0.0%Prev: 0.0%	1,303 SH	Increased+5 SH
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF	ETF	$1.9M	0.2%Prev: 0.0%	75,965 SH	Increased+64,940 SH
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	ETF	$18.5M	2.0%Prev: 2.7%	670,156 SH	Decreased-167,276 SH
CATERPILLAR INC COM	Stock	$683K	0.1%Prev: 0.1%	1,192 SH	Increased+15 SH
CHENIERE ENERGY INC COM NEW	Stock	$252K	0.0%Prev: 0.0%	1,294 SH	Decreased-138 SH
COLUMBIA RESEARCH ENHANCED CORE ETF	ETF	$55.0M	6.1%Prev: 3.3%	1,346,965 SH	Increased+631,523 SH
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF	ETF	$1.5M	0.2%	29,488 SH	New
ELI LILLY & CO COM	Stock	$349K	0.0%Prev: 0.0%	325 SH	Increased+23 SH
ENVOY MEDICAL INC CL A	Stock	$7K	0.0%Prev: 0.0%	10,454 SH	Decreased
EXXON MOBIL CORP COM	Stock	$314K	0.0%Prev: 0.0%	2,606 SH	Increased+412 SH
FAIR ISAAC CORP COM	Stock	$308K	0.0%Prev: 0.0%	182 SH	Increased+1 SH
FASTENAL CO COM	Stock	$518K	0.1%Prev: 0.1%	12,901 SH	Decreased-37 SH
FEDERATED HERMES MDT LARGE CAP CORE ETF	ETF	$13.2M	1.5%Prev: 1.4%	406,416 SH	Increased+15,061 SH
FIRST TRUST CLOUD COMPUTING ETF	ETF	$237K	0.0%Prev: 0.0%	1,822 SH	Decreased-293 SH
FRANKLIN DYNAMIC MUNICIPAL BOND ETF	ETF	$5.4M	0.6%Prev: 0.7%	217,015 SH	Decreased-27,122 SH
FRANKLIN MUNICIPAL HIGH YIELD ETF	ETF	$126K	0.0%	10,883 SH	New
GE AEROSPACE COM NEW	Stock	$570K	0.1%Prev: 0.1%	1,851 SH	Increased-18 SH
GE VERNOVA INC COM	Stock	$302K	0.0%Prev: 0.0%	462 SH	Increased+7 SH
HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF	ETF	$7.3M	0.8%Prev: 1.9%	158,985 SH	Decreased-202,205 SH
HAWKINS INC COM	Stock	$336K	0.0%Prev: 0.0%	2,364 SH	Decreased
HOME DEPOT INC COM	Stock	$216K	0.0%Prev: 0.0%	629 SH	Decreased-27 SH
HUNTINGTON BANCSHARES INC COM	Stock	$255K	0.0%Prev: 0.0%	14,681 SH	Decreased-103 SH
INTUITIVE SURGICAL INC COM NEW	Stock	$590K	0.1%Prev: 0.1%	1,042 SH	Increased+29 SH
INVESCO QQQ TRUST SERIES I	ETF	$518K	0.1%Prev: 0.1%	844 SH	Decreased-47 SH
ISHARES BITCOIN TRUST ETF	ETF	$301K	0.0%Prev: 0.0%	6,071 SH	Increased+1,509 SH
ISHARES CONVERTIBLE BOND ETF	ETF	$11.7M	1.3%Prev: 1.6%	118,571 SH	Decreased-18,786 SH
ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF	ETF	$1.3M	0.1%Prev: 0.2%	31,382 SH	Decreased-2,481 SH
ISHARES CORE 40/60 MODERATE ALLOCATION ETF	ETF	$1.2M	0.1%Prev: 0.1%	26,127 SH	Decreased-1,168 SH
ISHARES CORE 60/40 BALANCED ALLOCATION ETF	ETF	$4.0M	0.4%Prev: 0.5%	61,583 SH	Decreased-7,809 SH
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	ETF	$1.1M	0.1%Prev: 0.1%	12,478 SH	Increased+255 SH
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$16.5M	1.8%Prev: 0.6%	329,539 SH	Increased+234,530 SH
ISHARES CORE S&P 500 ETF	ETF	$51.3M	5.7%Prev: 18.1%	74,908 SH	Decreased-161,008 SH
ISHARES CORE S&P MID-CAP ETF	ETF	$34.3M	3.8%Prev: 3.7%	519,901 SH	Increased+20,255 SH
ISHARES CORE S&P SMALL CAP ETF	ETF	$456K	0.1%Prev: 0.1%	3,798 SH	Decreased-61 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.9M	0.2%Prev: 0.2%	13,066 SH	Decreased-291 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$565K	0.1%Prev: 0.1%	5,659 SH	Decreased-963 SH
ISHARES ESG AWARE MSCI EAFE ETF	ETF	$749K	0.1%Prev: 0.1%	7,875 SH	Increased+1,102 SH
ISHARES ESG AWARE MSCI EM ETF	ETF	$435K	0.0%Prev: 0.1%	9,854 SH	Decreased-1,769 SH
ISHARES ESG AWARE MSCI USA ETF	ETF	$1.9M	0.2%Prev: 0.2%	13,018 SH	Increased-258 SH
ISHARES ESG AWARE US AGGREGATE BOND ETF	ETF	$264K	0.0%Prev: 0.0%	5,521 SH	Decreased-324 SH
ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$1.1M	0.1%Prev: 0.1%	27,464 SH	Increased+4,790 SH
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF	ETF	$8.5M	0.9%Prev: 1.1%	185,241 SH	Decreased-16,914 SH
ISHARES MSCI CANADA ETF	ETF	$3.6M	0.4%	66,728 SH	New
ISHARES MSCI GERMANY ETF	ETF	$3.6M	0.4%Prev: 0.4%	85,169 SH	Increased+5,624 SH
ISHARES MSCI ITALY ETF	ETF	$3.6M	0.4%Prev: 0.4%	65,818 SH	Increased+1,065 SH
ISHARES MSCI UNITED KINGDOM ETF	ETF	$3.6M	0.4%	81,130 SH	New
ISHARES NATIONAL MUNI BOND ETF	ETF	$403K	0.0%Prev: 0.0%	3,764 SH	Decreased-261 SH
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$71.4M	7.9%	1,174,349 SH	New
ISHARES U.S. TREASURY BOND ETF	ETF	$27.6M	3.1%Prev: 3.2%	1,200,388 SH	Decreased-6,179 SH
JOHNSON & JOHNSON COM	Stock	$283K	0.0%Prev: 0.0%	1,368 SH	Increased-113 SH
JPMORGAN CHASE & CO. COM	Stock	$491K	0.1%Prev: 0.1%	1,525 SH	Decreased-126 SH
JPMORGAN LIMITED DURATION BOND ETF	ETF	$524K	0.1%Prev: 0.0%	10,013 SH	Increased+4,478 SH
JPMORGAN MORTGAGE-BACKED SECURITIES ETF	ETF	$27.5M	3.0%	537,942 SH	New
JPMORGAN MUNICIPAL ETF	ETF	$13.5M	1.5%Prev: 1.5%	267,185 SH	Increased+4,974 SH
KKR & CO INC COM	Stock	$264K	0.0%Prev: 0.0%	2,069 SH	Decreased-409 SH
MCKESSON CORP COM	Stock	$247K	0.0%Prev: 0.0%	301 SH	Increased+26 SH
MEDTRONIC PLC SHS	Stock	$417K	0.0%Prev: 0.0%	4,341 SH	Increased+40 SH
META PLATFORMS INC CL A	Stock	$399K	0.0%Prev: 0.0%	605 SH	Increased+65 SH
MICROSOFT CORP COM	Stock	$1.5M	0.2%Prev: 0.2%	3,119 SH	Decreased+172 SH
MORGAN STANLEY COM NEW	Stock	$221K	0.0%Prev: 0.0%	1,245 SH	Decreased-193 SH
NEOS NASDAQ 100 HIGH INCOME ETF	ETF	$1.8M	0.2%Prev: 0.2%	32,725 SH	Increased+5,920 SH
NEOS S&P 500 HIGH INCOME ETF	ETF	$1.8M	0.2%Prev: 0.2%	34,086 SH	Increased+5,953 SH
NORDIC AMERICAN TANKERS LIMITE COM	Stock	$37K	0.0%Prev: 0.0%	10,668 SH	Increased+394 SH
NUVEEN ESG LARGE-CAP GROWTH ETF	ETF	$1.0M	0.1%Prev: 0.1%	10,660 SH	Increased+346 SH
NUVEEN ESG LARGE-CAP VALUE ETF	ETF	$886K	0.1%Prev: 0.1%	19,656 SH	Decreased-1,165 SH
NUVEEN ESG SMALL-CAP ETF	ETF	$303K	0.0%Prev: 0.0%	6,792 SH	Increased+2,056 SH
NVIDIA CORPORATION COM	Stock	$2.5M	0.3%Prev: 0.3%	13,501 SH	Decreased-1,173 SH
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF	ETF	$1.3M	0.1%Prev: 0.1%	30,124 SH	Increased+5,812 SH
PACER US CASH COWS 100 ETF	ETF	$747K	0.1%Prev: 0.1%	12,410 SH	Increased+2,158 SH
PACER US SMALL CAP CASH COWS ETF	ETF	$15.3M	1.7%Prev: 1.2%	345,837 SH	Increased+107,047 SH
PGIM S&P 500 BUFFER 20 ETF - DECEMBER	ETF	$277K	0.0%Prev: 0.0%	9,395 SH	Increased
PGIM ULTRA SHORT BOND ETF	ETF	$6.6M	0.7%Prev: 0.6%	133,141 SH	Increased+27,363 SH
PRINCIPAL ACTIVE HIGH YIELD ETF	ETF	$5.3M	0.6%Prev: 0.6%	280,193 SH	Increased+12,428 SH
PRUDENTIAL FINL INC COM	Stock	$539K	0.1%Prev: 0.0%	4,774 SH	Increased+1,121 SH
SALESFORCE INC COM	Stock	$221K	0.0%	833 SH	New
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$53.5M	5.9%Prev: 5.7%	1,966,144 SH	Increased+68,756 SH
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$82.5M	9.1%Prev: 8.7%	3,432,739 SH	Increased+171,067 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$1.0M	0.1%Prev: 0.1%	38,679 SH	Decreased-1,168 SH
SCHWAB U.S. LARGE-CAP ETF	ETF	$15.4M	1.7%	571,076 SH	New
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$92.1M	10.2%	2,823,123 SH	New
SCHWAB US DIVIDEND EQUITY ETF	ETF	$2.7M	0.3%Prev: 0.3%	98,456 SH	Decreased-1,522 SH
SPDR PORTFOLIO EMERGING MARKETS ETF	ETF	$46.1M	5.1%Prev: 5.6%	984,839 SH	Decreased-64,867 SH
STATE STR SPDR S&P 500 ETF TR TR UNIT	ETF	$506K	0.1%	743 SH	New
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	ETF	$8.0M	0.9%	68,201 SH	New
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	ETF	$7.9M	0.9%	65,742 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$8.0M	0.9%	51,280 SH	New
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	ETF	$290K	0.0%Prev: 0.0%	12,246 SH	Increased+540 SH
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$7.7M	0.9%	53,570 SH	New
TARGET CORP COM	Stock	$520K	0.1%Prev: 0.1%	5,320 SH	Increased-102 SH
TCW FLEXIBLE INCOME ETF	ETF	$11.1M	1.2%Prev: 1.8%	279,374 SH	Decreased-115,449 SH
TESLA INC COM	Stock	$2.2M	0.2%Prev: 0.3%	4,957 SH	Increased+3 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$228K	0.0%	393 SH	New
TJX COS INC NEW COM	Stock	$247K	0.0%Prev: 0.0%	1,611 SH
UNITEDHEALTH GROUP INC COM	Stock	$1.2M	0.1%Prev: 0.2%	3,498 SH	Decreased-553 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$865K	0.1%Prev: 0.1%	3,937 SH	Decreased-103 SH
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	ETF	$12.0M	1.3%	178,188 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$321K	0.0%Prev: 0.0%	5,139 SH	Decreased-676 SH
VANGUARD GROWTH ETF	ETF	$30.7M	3.4%Prev: 13.8%	62,886 SH	Decreased-188,082 SH
VANGUARD HEALTH CARE ETF	ETF	$206K	0.0%Prev: 0.0%	716 SH	Decreased-135 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$222K	0.0%Prev: 0.0%	294 SH	Increased
VANGUARD REAL ESTATE ETF	ETF	$209K	0.0%Prev: 0.0%	2,357 SH	Decreased+21 SH
VANGUARD RUSSELL 1000 GROWTH ETF	ETF	$554K	0.1%Prev: 0.1%	4,551 SH	Decreased-420 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$21.6M	2.4%Prev: 2.2%	291,064 SH	Increased+29,810 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$836K	0.1%Prev: 0.1%	2,493 SH	Increased+6 SH
VANGUARD VALUE ETF	ETF	$19.1M	2.1%Prev: 2.1%	99,977 SH	Increased+2,490 SH
VICTORYSHARES SHORT-TERM BOND ETF	ETF	$10.7M	1.2%	209,508 SH	New
WALMART INC COM	Stock	$286K	0.0%Prev: 0.0%	2,566 SH	Increased-78 SH
WELLS FARGO & CO COM	Stock	$705K	0.1%	7,562 SH	New
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND	ETF	$719K	0.1%Prev: 0.1%	15,400 SH	Increased+2,922 SH
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	ETF	$359K	0.0%Prev: 0.0%	10,725 SH	Increased+2,026 SH
XCEL ENERGY INC COM	Stock	$249K	0.0%Prev: 0.0%	3,367 SH	Decreased-88 SH

Sold (vs prior filing)

ABBOTT LABS COM — $228K
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND — $7.7M
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND — $7.5M
COSTCO WHSL CORP NEW COM — $259K
FINANCIAL SELECT SECTOR SPDR FUND — $7.4M
GRACO INC COM — $265K
HONEYWELL INTL INC COM — $202K
ISHARES HIGH YIELD SYSTEMATIC BOND ETF — $12.6M
ISHARES MSCI FRANCE ETF — $3.4M
ISHARES MSCI JAPAN ETF — $3.3M
LENNAR CORP CL A — $232K
ORACLE CORP COM — $256K
SPDR S&P 500 ETF TRUST — $392K
TECHNOLOGY SELECT SECTOR SPDR FUND — $7.8M
UNITED RENTALS INC COM — $220K
VANGUARD MORTGAGE-BACKED SECURITIES ETF — $28.1M
WELLS FARGO CO NEW COM — $615K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001765380-26-000066	$905.7M	View
Nov 12, 2025	Q3 2025	13F-HR	0001765380-25-000476	$873.5M	View
Aug 11, 2026	Q2 2026