BlueStem Wealth Partners, LLC - Portfolio overview

BlueStem Wealth Partners, LLC has 147 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB U.S. LARGE-CAP GROWTH ETF, 8.25%
2. DYNF - ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF, 6.96%
3. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 6.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.