BlueStem Wealth Partners, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$1.1B
Holdings
126
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
Q1 2026: Exited (was 75.1k shares)
8.9%
02
$DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Held since at least Q1 2024
7.5%
03
$SCHF
SCHWAB INTERNATIONAL EQUITY ETF
Q1 2026: Increased +3466.7% (147 → 5.2k shares)
6.7%
04
$IJH
ISHARES CORE S&P MID-CAP ETF
Q1 2026: Exited (was 391 shares)
6.0%
05
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Exited (was 373 shares)
5.3%
06
$JMTG
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
Held since at least Q1 2024
4.1%
07
$RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
Held since at least Q1 2024
3.7%
08
$GOVT
ISHARES U.S. TREASURY BOND ETF
Held since at least Q1 2024
3.7%
09
$SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Q4 2025: New position (56 shares)
3.3%
10
$VUG
VANGUARD GROWTH ETF
Q1 2026: Sold 98.2% (4.7k → 85 shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.