BlueStem Wealth Partners, LLC ETF holdings
Minnetonka, MN
Reported $967.9M in 77 ETFs in its Form 13F for June 30, 2026.
ETF value
$967.9M
ETFs held
77
Change from prior quarter
+11.6%
With price moves
ETFs as a share of its 13F
96.4%
of $1.0B
Top 10 of 77 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | $105.8M | 3,819,433 | +1,392,689 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $73.4M | 2,361,445 | +1,542,111 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $68.7M | 1,010,013 | −156,941 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $66.4M | 860,493 | +62,939 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $65.1M | 1,924,760 | −835,763 shares |
| IVV | iShares Core S&P 500 ETF | $52.8M | 70,511 | −1,824 shares |
| JMTG | JPMorgan Mortgage-Backed Securities ETF | $48.5M | 957,738 | +226,529 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $45.8M | 885,440 | +245,274 shares |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | $34.1M | 672,950 | +46,814 shares |
| RECS | Columbia Research Enhanced Core ETF | $33.1M | 765,762 | −96,522 shares |
67 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001977465. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BlueStem Wealth Partners, LLC own?
BlueStem Wealth Partners, LLC reported 77 ETF positions worth $967.9M in its Form 13F for June 30, 2026. The largest was SCHF, at $105.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.