Arkolith/Funds/BlueStem Wealth Partners, LLC

BlueStem Wealth Partners, LLC

CIK 1977465Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

BlueStem Wealth Partners, LLC holds a focused book of 127 stocks worth $1.0B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Schwab Intl Equity ETF at 11% of the equity book.

Opened
51
bought for the first time
Added to
58
already held, bought more
Trimmed
44
sold some, still holds it
Sold out
17
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
59%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
2%
Consumer Discretionary
1%
Financials
1%
Health Care
0%
Industrials
0%
Energy
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as BlueStem Wealth Partners, LLC

Manager / fundShared namesTheir $ in those
Steward Partners Investment Advisory, LLC80 / 80$5.2B
ENVESTNET ASSET MANAGEMENT INC79 / 80$83.2B
LPL Financial LLC79 / 80$78.3B
OSAIC HOLDINGS, INC.79 / 80$16.1B
MORGAN STANLEY78 / 80$411.6B
JPMORGAN CHASE & CO78 / 80$371.0B
WELLS FARGO & COMPANY/MN78 / 80$125.6B
ROYAL BANK OF CANADA78 / 80$118.1B

Ranked by how many of BlueStem Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

127 positions
#SecurityValueShares% PortLast moveHistory
1Schwab International Equity ETF
ETF
$105.8M3.82M
10.5%
+57%
Added · +1.4M sh
2Schwab Fundamental U.S. Large Company ETF
ETF
$73.4M2.36M
7.3%
+188%
Added · +1.5M sh
3Ishares U.S. Equity Factor Rotation Active ETF
ETF
$68.7M1.01M
6.8%
−13%
Reduced · −157K sh
4Ishares Core S&P Mid-Cap ETF
ETF
$66.4M860.5K
6.6%
+7.9%
Added · +63K sh
5Schwab U.S. Large-Cap Growth ETF
ETF
$65.1M1.92M
6.5%
−30%
Reduced · −836K sh
6Ishares Core S&P 500 ETF
ETF
$52.8M70.5K
5.3%
−2.5%
Reduced · −2K sh
7JPMorgan Mortgage-Backed Securities ETF
ETF
$48.5M957.7K
4.8%
+31%
Added · +227K sh
8State Street SPDR Portfolio Emerging Markets ETF
ETF
$45.8M885.4K
4.6%
+38%
Added · +245K sh
9Pacer US Small Cap Cash Cows ETF
ETF
$34.1M673.0K
3.4%
+7.5%
Added · +47K sh
10Columbia Research Enhanced Core ETF
ETF
$33.1M765.8K
3.3%
−11%
Reduced · −97K sh
11Vanguard Morningstar Growth ETF
ETF
$32.8M380.4K
3.3%
+487%
Added · +316K sh
12Ishares U.S. Treasury Bond ETF
ETF
$27.7M1.21M
2.8%
−16%
Reduced · −233K sh
13Capital Group U.S. Multi-Sector Income ETF
ETF
$22.6M828.5K
2.3%
+19%
Added · +135K sh
14State Street Technology Select Sector SPDR ETF
ETF
$20.0M104.9K
2.0%
New
New position
15Vanguard Total Bond Market ETF
ETF
$19.3M262.5K
1.9%
−31%
Reduced · −115K sh
16Invesco QQQ Trust Series I
ETF
$19.1M25.9K
1.9%
31×
Added · +25K sh
17State Street Energy Select Sector SPDR ETF
ETF
$15.7M295.0K
1.6%
−5.3%
Reduced · −17K sh
18Ishares Convertible Bond ETF
ETF
$15.4M126.3K
1.5%
−22%
Reduced · −35K sh
19Invesco S&P 500 Momentum ETF
ETF
$15.0M92.6K
1.5%
New
New position
20Vanguard Morningstar Value ETF
ETF
$14.3M65.8K
1.4%
+20%
Added · +11K sh
21Vanguard Emerging Markets Government Bond ETF
ETF
$14.2M210.7K
1.4%
−16%
Reduced · −41K sh
22TCW Flexible Income ETF
ETF
$13.2M336.6K
1.3%
+14%
Added · +41K sh
23JPMorgan Municipal ETF
ETF
$13.0M257.4K
1.3%
−21%
Reduced · −66K sh
24Vanguard BD. Ind. FDS. - Long Term Bond Index Fund
ETF
$12.5M181.0K
1.2%
New
New position
25Harbor Ares Systematic High Yield ETF
ETF
$10.9M239.5K
1.1%
−7.4%
Reduced · −19K sh
26Ishares Investment Grade Systematic Bond ETF
ETF
$10.2M227.0K
1.0%
−16%
Reduced · −44K sh
27Pgim Ultra Short Bond ETF
ETF
$9.0M180.7K
0.9%
+23%
Added · +33K sh
28Avantis U.S. Small Cap Value ETF
ETF
$8.0M64.4K
0.8%
−1.4%
Reduced · −922 sh
29Federated Hermes MDT Large Cap Core ETF
ETF
$6.6M186.7K
0.7%
−6.4%
Reduced · −13K sh
30Principal Active High Yield ETF
ETF
$6.3M330.2K
0.6%
+11%
Added · +32K sh
31Franklin Dynamic Municipal Bond ETF
ETF
$5.7M228.2K
0.6%
+5.9%
Added · +13K sh
32Apple Inc Com
Stock
$5.6M19.5K
0.6%
−0.9%
Reduced · −174 sh
33Ishares Msci Taiwan ETF
ETF
$4.3M39.2K
0.4%
New
New position
34Ishares Core 60/40 Balanced Allocation ETF
ETF
$4.1M58.7K
0.4%
−4.3%
Reduced · −3K sh
35Ishares S&P Mid-Cap 400 Growth ETF
ETF
$3.9M33.0K
0.4%
−4.7%
Reduced · −2K sh
36Ishares Msci Acwi ETF
ETF
$3.8M23.9K
0.4%
New
New position
37Ishares Msci Canada ETF
ETF
$3.6M63.1K
0.4%
New
New position
38Capital Group Municipal High-Income ETF
ETF
$3.3M127.5K
0.3%
−4.0%
Reduced · −5K sh
39Ishares Msci South Korea ETF
ETF
$3.1M15.3K
0.3%
New
New position
40Nvidia Corporation Com
Stock
$2.9M14.4K
0.3%
+2.1%
Added · +302 sh
41Schwab US Dividend Equity ETF
ETF
$2.5M79.0K
0.2%
−5.3%
Reduced · −4K sh
42NEOS Nasdaq 100 High Income ETF
ETF
$2.5M44.0K
0.2%
+6.4%
Added · +3K sh
43Ishares Esg Aware Msci USA ETF
ETF
$2.2M13.6K
0.2%
+3.4%
Added · +453 sh
44Ameriprise Finl Inc Com
Stock
$2.2M4.8K
0.2%
−12%
Reduced · −668 sh
45Tesla Inc Com
Stock
$2.1M5.1K
0.2%
+0.3%
Added · +14 sh
46NEOS S&P 500 High Income ETF
ETF
$2.1M40.0K
0.2%
+5.2%
Added · +2K sh
47Alphabet Inc Cap STK CL A
Stock
$1.9M5.4K
0.2%
+3.1%
Added · +162 sh
48Ishares Core S&P Total U.S. Stock Market ETF
ETF
$1.9M11.4K
0.2%
−4.8%
Reduced · −572 sh
49Ishares International Select Dividend ETF
ETF
$1.8M44.4K
0.2%
+5.8%
Added · +2K sh
50Amazon Com Inc Com
Stock
$1.7M7.2K
0.2%
−0.9%
Reduced · −68 sh
Showing 50 of 127 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026127$1.0B13F-HR
Q1 2026Mar 31, 2026May 7, 2026124$899.9M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026125$905.7M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025124$873.5M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025119$813.9M13F-HR
Q1 2025Mar 31, 2025May 7, 2025103$733.3M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025101$761.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.