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Bluestem Wealth Partners - Q1 2026 13F Filings

BL

Bluestem Wealth Partners, LLC

CIK: 0001977465
Address: Minnesota Minnetonka 13100 Wayzata Blvd., Suite 140
$899.87 M
Portfolio Value
124
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. XLE Energy Select Sector Spdr Fund
+$19.09 M
2. IJH Ishares Core S&P Mid-Cap Etf
+$18.75 M
3. HYDB Ishares High Yield Systematic Bond Etf
+$16.63 M
4. RSP Invesco S&P 500 Equal Weight Etf
+$16.49 M
5. XLP Consumer Staples Select Sector Spdr Fund
+$16.42 M

Top Sells

Q1 2026
1. FNDX Schwab Fundamental Us Large Company Etf
−$31.94 M
2. SCHF Schwab International Equity Etf
−$24.9 M
3. RECS Columbia Research Enhanced Core Etf
−$18.89 M
4. SPEM Spdr Portfolio Emerging Markets Etf
−$16.17 M
5. IAGG Ishares Core International Aggregate Bond Etf
−$11.31 M

Asset Allocation

Stocks/ETFs
-0.65%
$899.64 M 99.97%
Options
$0 0.00%
Debt
$0 0.00%
Other
-0.31%
$230,495 0.03%

Sector Allocation (Stocks)

Bluestem Wealth Partners Q1 2026 Filing Summary

Bluestem Wealth Partners, LLC filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 899.87 M reflecting a -0.65% change from the prior quarter, spanning 124 assets. The top 10 holdings comprised 52.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 17 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Bluestem Wealth Partners’s Q1 2026 Filing

Bluestem Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Bluestem Wealth Partners reported a managed portfolio value of 899.87 M, consisting of 124 individual positions.

This page displays the raw filing documents. To see which stocks Bluestem Wealth Partners bought or sold during Q1 2026, please visit Bluestem Wealth Partners's Portfolio Analysis page.