13F Filings History of BlueStem Wealth Partners, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$905,724,823
Signature - Title
Andy Warning - Chief Compliance Officer
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by BlueStem Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BlueStem Wealth Partners, LLC reported 125 stock holdings with total value $905,724,823 as of Q4 2025. Top holdings included SCHG, SCHF, DYNF, RECS, and FNDX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 125 $905,724,823 +$313,510,492 -$285,695,517 +$27,814,975 SCHG, SCHF, DYNF, RECS, FNDX 13F-HR 06 Feb 2026, 10:44
Q3 2025 124 $873,478,352 +$90,899,560 -$81,185,437 +$9,714,123 IVV, VUG, SCHF, FNDX, SPEM 13F-HR 12 Nov 2025, 11:10
Q2 2025 119 $813,944,450 +$156,291,539 -$129,472,260 +$26,819,279 IVV, FNDX, VUG, SCHF, SPEM 13F-HR 12 Aug 2025, 14:49
Q1 2025 103 $733,336,052 +$139,407,216 -$148,698,984 -$9,291,768 IVV, VUG, RECS, SCHF, GOVT 13F-HR 07 May 2025, 10:42
Q4 2024 101 $761,715,407 $0 $0 $0 IVV, VUG, FNDX, IJH, SCHF 13F-HR 05 Feb 2025, 16:41