Blue Stem Wealth Partners, LLC Portfolio Holdings

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025

Blue Stem Wealth Partners, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $814 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $148B, Schwab Fundamental U S Large C with a value of $85.7B, Vanguard Growth ETF with a value of $73.5B, Schwab Strategic Tr Intl Eqty with a value of $73.1B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $42.1B.

Examining the 13F form we can see an increase of $80.6B in the current position value, from $733B to 814B.

Blue Stem Wealth Partners, LLC is based out at Minnetonka, MN

Below you can find more details about Blue Stem Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $814 Billion
ETFs: $746 Billion
Technology: $9.15 Billion
Financial Services: $6.48 Billion
Healthcare: $4.45 Billion
Consumer Cyclical: $4 Billion
Industrials: $2.52 Billion
Communication Services: $1.39 Billion
Consumer Defensive: $959 Million
Other: $1.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$148 Billion 18.24% of portfolio
239,132
Q2 2025 Added 6.39%
$0
$85.7 Billion 10.53% of portfolio
3,490,978
Q2 2025 Added 120.62%
$0
$73.5 Billion 9.03% of portfolio
167,739
Q2 2025 Reduced 29.52%
$0
$73.1 Billion 8.98% of portfolio
3,308,478
Q2 2025 Added 54.22%
$0
$42.1 Billion 5.17% of portfolio
984,214
Q2 2025 Added 54.69%
$0
$39.1 Billion 4.8% of portfolio
1,062,939
Q2 2025 Reduced 32.72%
$0
$34 Billion 4.18% of portfolio
547,970
Q2 2025 Added 32.26%
$0
$25.3 Billion 3.11% of portfolio
1,100,512
Q2 2025 Reduced 33.6%
$0
$25.3 Billion 3.11% of portfolio
546,681
Q2 2025 Reduced 33.41%
-
$20.7 Billion 2.54% of portfolio
-
Q2 2025 Added 6.05%
$0
$18.1 Billion 2.23% of portfolio
246,266
Q2 2025 Reduced 37.01%
$0
$17.6 Billion 2.16% of portfolio
99,699
Q2 2025 Added 23.88%
$0
$15.4 Billion 1.89% of portfolio
333,541
Q2 2025 Reduced 28.44%
$0
$14.7 Billion 1.81% of portfolio
296,594
Q2 2025 Reduced 23.26%
Tcw Flexible Income ETF
-
$13.3 Billion 1.63% of portfolio
-
Q2 2025 Added 6.59%
$0
$11.1 Billion 1.36% of portfolio
123,186
Q2 2025 Reduced 37.95%
$0
$10.9 Billion 1.34% of portfolio
274,184
Q2 2025 Added 33.93%
$0
$7.77 Billion 0.95% of portfolio
171,004
Q2 2025 Reduced 37.83%
$0
$7.7 Billion 0.95% of portfolio
317,478
Q2 2025 Reduced 24.34%
$0
$7.34 Billion 0.9% of portfolio
67,667
Q2 2025 Added 4.15%
$0
$7.09 Billion 0.87% of portfolio
135,342
Q2 2025 Added 4.18%
$0
$7.01 Billion 0.86% of portfolio
47,542
Q2 2025 New
$0
$6.85 Billion 0.84% of portfolio
31,515
Q2 2025 New
$0
$4.79 Billion 0.59% of portfolio
93,723
Q2 2025 New
$0
$4.56 Billion 0.56% of portfolio
50,034
Q2 2025 Added 12.46%
$0
$4.45 Billion 0.55% of portfolio
229,537
Q2 2025 Added 9.63%
$0
$4.4 Billion 0.54% of portfolio
88,489
Q2 2025 Added 17.84%
$0
$4.25 Billion 0.52% of portfolio
68,995
Q2 2025 Reduced 6.63%
$3.69T
$3.92 Billion 0.48% of portfolio
19,082
Q2 2025 Added 3.84%
$55.2B
$3.08 Billion 0.38% of portfolio
5,762
Q2 2025 Reduced 0.31%
$0
$3.11 Billion 0.38% of portfolio
64,669
Q2 2025 Reduced 8.51%
$0
$3.12 Billion 0.38% of portfolio
67,630
Q2 2025 Reduced 6.75%
$0
$3.05 Billion 0.37% of portfolio
40,709
Q2 2025 New
$0
$3.03 Billion 0.37% of portfolio
70,846
Q2 2025 Reduced 0.68%
$456B
$2.4 Billion 0.3% of portfolio
15,211
Q2 2025 Added 1.35%
$0
$2.39 Billion 0.29% of portfolio
90,242
Q2 2025 Added 23.5%
$147B
$1.93 Billion 0.24% of portfolio
17,992
Q2 2025 Added 10.46%
$0
$1.9 Billion 0.23% of portfolio
14,080
Q2 2025 Added 12.19%
$0
$1.79 Billion 0.22% of portfolio
13,226
Q2 2025 Reduced 2.52%
$1.08T
$1.52 Billion 0.19% of portfolio
4,781
Q2 2025 Added 4.59%
$2.26T
$1.58 Billion 0.19% of portfolio
7,197
Q2 2025 Reduced 0.59%
$0
$1.42 Billion 0.17% of portfolio
36,393
Q2 2025 Reduced 2.87%
$0
$1.32 Billion 0.16% of portfolio
28,606
Q2 2025 Reduced 9.29%
$245B
$1.17 Billion 0.14% of portfolio
3,762
Q2 2025 Added 6.63%
$3.95T
$1.14 Billion 0.14% of portfolio
2,290
Q2 2025 Added 28.87%
$0
$1.13 Billion 0.14% of portfolio
13,599
Q1 2025 Reduced 2.22%
-
$1.07 Billion 0.13% of portfolio
-
Q2 2025 New
$0
$1.08 Billion 0.13% of portfolio
11,544
Q2 2025 Added 4.18%
Neos Nasdaq 100 High Income ETF
-
$989 Million 0.12% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $814 Billion
  • Prior Value $733 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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