BlueStem Wealth Partners, LLC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 899,867
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 124 | 899,867 | 13F-HR | BlueStem Wealth Partners, LLC |
| Q4 2025 | 2/6/2026 | 125 | 905,725 | 13F-HR | BlueStem Wealth Partners, LLC |
| Q3 2025 | 11/12/2025 | 124 | 873,478 | 13F-HR | BlueStem Wealth Partners, LLC |
| Q2 2025 | 8/12/2025 | 119 | 813,944 | 13F-HR | BlueStem Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.25 K | 3.6% | 0 | 1.301 K | -1.301 K |
| ETFs | 867.6 K | 96.4% | 0 | 4.556 K | -4.556 K |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
899,867
Holdings
124
QoQ value change ($000)
-5,858
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.