Managers / Q1 2026
BlueStem Wealth Partners, LLC
CIK 0001977465 · 13100 WAYZATA BLVD., SUITE 140, MINNETONKA, MN, 55305 · 612-464-0363
Reported Value
$900M
Q1 2026
Positions
124
Filings on Record
6
2019–present window
Filed
May 7, 2026
original filing
Summary
Bluestem Wealth Partners, Llc reported $900M in U.S.-listed holdings across 124 positions for Q1 2026.
Its largest position, SCHG, represents 8.9% of the portfolio.
Compared with Q4 2025, the fund opened 16 new positions and exited 17.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $900M | 124 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $906M | 125 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $873M | 124 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $814M | 119 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $733M | 103 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $762M | 101 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.