Bluestem Wealth Partners, LLC Top Holdings and 13F Report (2025) About Bluestem Wealth Partners, LLCInvestment ActivityBluestem Wealth Partners, LLC has $761.72 million in total holdings as of December 31, 2024.Bluestem Wealth Partners, LLC owns shares of 101 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $144,805,544Vanguard Growth ETF $85,708,973Schwab Fundamental U.S. Large Company Index ETF $53,380,949iShares Core S&P Mid-Cap ETF $51,329,294Schwab International Equity ETF $50,353,151 Sector AllocationMap of 500 Largest Holdings ofBluestem Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$144,805,544245,98319.0%ETFVUGVanguard Growth ETF$85,708,973208,82211.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$53,380,9492,254,2637.0%ETFIJHiShares Core S&P Mid-Cap ETF$51,329,294823,7736.7%ETFSCHFSchwab International Equity ETF$50,353,1512,721,7926.6%ETFRECSColumbia Research Enhanced Core ETF$41,437,6771,196,9295.4%ETFBNDVanguard Total Bond Market ETF$38,234,637531,7015.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$38,050,514991,6745.0%ETFGOVTiShares U.S. Treasury Bond ETF$35,293,7181,535,8454.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$27,905,035615,4623.7%ETFJMUBJPMorgan Municipal ETF$19,471,484388,2652.6%ETFCALFPacer US Small Cap Cash Cows 100 ETF$17,229,346391,4872.3%ETFIGEBiShares Investment Grade Bond Factor ETF$13,182,763297,1771.7%ETFSPHYSPDR Portfolio High Yield Bond ETF$12,570,954535,6181.7%ETFVTVVanguard Value ETF$10,236,53560,4641.3%ETFJPMORGAN LIMITED DURATION BOND ETF$8,357,084162,2101.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,926,12771,4770.9%FinanceXLCCommunication Services Select Sector SPDR Fund$6,419,93866,3150.8%ETFXLKTechnology Select Sector SPDR Fund$6,376,16327,4220.8%ETFXLPConsumer Staples Select Sector SPDR Fund$6,307,71480,2410.8%ETFXLIIndustrial Select Sector SPDR Fund$6,190,23846,9810.8%ETFAVUVAvantis U.S. Small Cap Value ETF$4,561,39547,2540.6%ETFAAPLApple$4,485,51217,9120.6%Computer and TechnologyMUSTColumbia Multi-Sector Municipal Income ETF$4,433,817218,3070.6%ETFAORiShares Core Growth Allocation ETF$4,405,89676,8650.6%ETFAMPAmeriprise Financial$3,070,2055,7660.4%FinancePULSPGIM Ultra Short Bond ETF$3,040,39161,3600.4%ETFEWIiShares MSCI Italy ETF$2,859,44379,4950.4%ETFEWGiShares MSCI Germany ETF$2,818,96688,5910.4%ETFEWUiShares MSCI United Kingdom ETF$2,814,20983,0150.4%ETFICVTiShares Convertible Bond ETF$2,777,76032,6910.4%ETFEWCiShares MSCI Canada ETF$2,776,95568,9070.4%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,709,25542,9020.4%ETFTSLATesla$1,878,2604,6510.2%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$1,851,59467,7740.2%ETFESGUiShares ESG Aware MSCI USA ETF$1,848,96814,3530.2%ManufacturingUNHUnitedHealth Group$1,802,3703,5630.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,712,30013,3130.2%ETFAMZNAmazon.com$1,583,9967,2200.2%Retail/WholesaleAOMiShares Core Moderate Allocation ETF$1,521,66335,0290.2%ETFNVDANVIDIA$1,508,97411,2370.2%Computer and TechnologyBSXBoston Scientific$1,486,64216,6440.2%MedicalAOKiShares Core Conservative Allocation ETF$1,436,16938,5030.2%ETFAOAiShares Core Aggressive Allocation ETF$1,065,50513,9080.1%ETFSCHBSchwab US Broad Market ETF$1,047,46746,1440.1%ETFGOOGLAlphabet$954,2845,0410.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$943,3204,8170.1%ETFNULGNuveen ESG Large-Cap Growth ETF$879,81610,2490.1%ETFVONGVanguard Russell 1000 Growth ETF$757,8517,3360.1%ETFMSFTMicrosoft$756,8421,7960.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$718,5762,4790.1%ETFNULVNuveen ESG Large-Cap Value ETF$703,20317,8610.1%ETFTGTTarget$672,5584,9750.1%Retail/WholesaleMMM3M$633,0224,9040.1%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$599,3635,2020.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$598,4067,8590.1%ManufacturingWFCWells Fargo & Company$595,1318,4730.1%FinanceMUBiShares National Muni Bond ETF$542,5445,0920.1%ETFISRGIntuitive Surgical$530,3111,0160.1%MedicalOBDCBlue Owl Capital$483,18931,9570.1%FinanceQQQInvesco QQQ$471,2379220.1%FinanceCATCaterpillar$462,9881,2760.1%Industrial ProductsKKRKKR & Co. Inc.$436,4362,9510.1%FinanceESGEiShares ESG Aware MSCI EM ETF$431,14112,9120.1%ManufacturingPRUPrudential Financial$426,3713,5970.1%FinancePGIM AAA CLO ETF$377,9887,3830.0%ETFCHENIERE ENERGY INC COM NEW$362,7551,6880.0%StockFICOFair Isaac$362,3491820.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$345,7285900.0%FinanceJPMJPMorgan Chase & Co.$344,3451,4370.0%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$341,9897,3640.0%ETFMDTMedtronic$341,3274,2730.0%MedicalQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$340,9918,8820.0%ETFADIAnalog Devices$334,0821,5720.0%Computer and TechnologySKYYFirst Trust Cloud Computing ETF$314,3582,6390.0%ManufacturingWDAYWorkday$309,8941,2010.0%Computer and TechnologyLENLennar$306,8312,2500.0%ConstructionMSMorgan Stanley$295,0132,3470.0%FinanceCRMSalesforce$293,7158790.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$292,5696,1180.0%ETFORCLOracle$291,6591,7500.0%Computer and TechnologyHWKNHawkins$289,4432,3600.0%Basic MaterialsGEGeneral Electric$286,0371,7150.0%TransportationXELXcel Energy$264,4493,9170.0%UtilitiesGGGGraco$261,3473,1010.0%Industrial ProductsGPIGroup 1 Automotive$259,8866170.0%Retail/WholesaleFHBFirst Hawaiian$250,3249,6460.0%FinanceNUSCNuveen ESG Small-Cap ETF$249,6205,9600.0%ETFGOOGAlphabet$248,3341,3040.0%Computer and TechnologyADPAutomatic Data Processing$245,8268400.0%Business ServicesWPCW. P. Carey$236,6584,3440.0%FinanceFWONKFormula One Group$236,5612,5530.0%Consumer DiscretionaryVHTVanguard Health Care ETF$233,6209210.0%ETFHDHome Depot$231,6695960.0%Retail/WholesaleGISGeneral Mills$230,3903,6130.0%Consumer StaplesHONHoneywell International$223,4749890.0%Multi-Sector ConglomeratesVNQVanguard Real Estate ETF$219,1902,4610.0%ETFAXPAmerican Express$210,3367090.0%FinanceURIUnited Rentals$204,5702900.0%ConstructionVGTVanguard Information Technology ETF$200,9923230.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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