Managers / Q4 2025 · view latest →
BlueStem Wealth Partners, LLC
CIK 0001977465 · 13100 WAYZATA BLVD., SUITE 140, MINNETONKA, MN, 55305 · 612-464-0363
Reported Value
$906M
Q4 2025
Positions
125
Filings on Record
6
2019–present window
Filed
Feb 6, 2026
original filing
Summary
Bluestem Wealth Partners, Llc reported $906M in U.S.-listed holdings across 125 positions for Q4 2025.
Its largest position, Schwab U S Large Cap Growth Etf, represents 10.2% of the portfolio.
Compared with Q3 2025, the fund opened 13 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 96.3% · $872M
- Common Stock · 3.7% · $33M
- Other · 0.1% · $453,695
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
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 ↗.