BlueStem Wealth Partners, LLC
•CIK: 1977465•Filing: Q4 2025
**BlueStem Wealth Partners, LLC** manages $906M across a diversified portfolio of 125 positions. The strategy exhibits a significant tilt toward growth and sector representation, evidenced by top holdings including SCHG at $92.1M and SCHF at $82.5M. Notable allocations also include substantial positions in DYNF ($71.4M) and RECS ($55.0M). This structure suggests a focus on capturing broad market growth while maintaining targeted sector exposure.
Total AUM
$905.7M
QoQ Performance
+3.7%
Positions
125
Top 10 Concentration
60.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHF
DYNF
RECS
FNDX
IVV
SPEM
SCHG10.2%
SCHF9.1%
DYNF7.9%
RECS6.1%
FNDX5.9%
IVV5.7%
SPEM5.1%
IJH3.8%
📈 Biggest Buys
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
NEW
10.2% of portfolio
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
NEW
7.9% of portfolio
JMTG
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
NEW
3.0% of portfolio
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
+88.3%
6.1% of portfolio
SCHX
SCHWAB U.S. LARGE-CAP ETF
NEW
1.7% of portfolio
📉 Biggest Sells
Sector Breakdown
Other91.6%
ETF5.7%
Technology1.4%
Consumer0.5%
Financial0.3%
Healthcare0.3%
Industrial0.2%
Energy0.0%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW13 new positions
↑56 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024