Blue Stem Wealth Partners, LLC Portfolio Holdings

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

Blue Stem Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $873 Billion distributed in 124 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 $158B, Vanguard Growth ETF with a value of $120B, Schwab Strategic Tr Intl Eqty with a value of $75.9B, Schwab Fundamental U S Large C with a value of $49.9B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $49.1B.

Examining the 13F form we can see an increase of $59.5B in the current position value, from $814B to 873B.

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 $873 Billion
ETFs: $783 Billion
Technology: $10.4 Billion
Financial Services: $6.31 Billion
Healthcare: $4.94 Billion
Consumer Cyclical: $4.51 Billion
Industrials: $3.4 Billion
Communication Services: $2.04 Billion
Consumer Defensive: $1.02 Billion
Other: $1.29 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$158 Billion 18.08% of portfolio
235,916
Q3 2025 Reduced 1.34%
$0
$120 Billion 13.78% of portfolio
250,968
Q3 2025 Added 49.62%
$0
$75.9 Billion 8.69% of portfolio
3,261,672
Q3 2025 Reduced 1.41%
$0
$49.9 Billion 5.71% of portfolio
1,897,388
Q3 2025 Reduced 45.65%
$0
$49.1 Billion 5.63% of portfolio
1,049,706
Q3 2025 Added 6.65%
$0
$32.6 Billion 3.73% of portfolio
499,646
Q3 2025 Reduced 8.82%
$0
$28.9 Billion 3.3% of portfolio
715,442
Q3 2025 Reduced 32.69%
$0
$28.1 Billion 3.21% of portfolio
597,332
Q3 2025 Added 9.27%
$0
$27.9 Billion 3.19% of portfolio
1,206,567
Q3 2025 Added 9.64%
-
$23.2 Billion 2.66% of portfolio
-
Q3 2025 Added 11.98%
$0
$19.4 Billion 2.22% of portfolio
261,254
Q3 2025 Added 6.09%
$0
$18.2 Billion 2.08% of portfolio
97,487
Q3 2025 Reduced 2.22%
$0
$16.7 Billion 1.92% of portfolio
361,190
Q3 2025 Added 8.29%
Tcw Flexible Income ETF
-
$15.7 Billion 1.8% of portfolio
-
Q3 2025 Added 17.11%
$0
$13.7 Billion 1.57% of portfolio
137,357
Q3 2025 Added 11.5%
$0
$13.2 Billion 1.52% of portfolio
262,211
Q3 2025 Reduced 11.59%
$0
$12.6 Billion 1.44% of portfolio
262,857
Q3 2025 Added 14.12%
$0
$10.5 Billion 1.2% of portfolio
238,790
Q3 2025 Reduced 12.91%
$0
$9.31 Billion 1.07% of portfolio
202,155
Q3 2025 Added 18.22%
$0
$7.83 Billion 0.9% of portfolio
27,767
Q3 2025 New
$0
$7.71 Billion 0.88% of portfolio
65,169
Q3 2025 Reduced 3.69%
$0
$7.52 Billion 0.86% of portfolio
31,393
Q3 2025 Reduced 0.39%
$0
$7.41 Billion 0.85% of portfolio
137,553
Q3 2025 Added 1.63%
$0
$6.05 Billion 0.69% of portfolio
244,137
Q3 2025 Reduced 23.1%
$0
$5.27 Billion 0.6% of portfolio
105,778
Q3 2025 Added 19.54%
$0
$5.21 Billion 0.6% of portfolio
267,765
Q3 2025 Added 16.65%
$0
$5.05 Billion 0.58% of portfolio
50,769
Q3 2025 Added 1.47%
$4.3T
$4.98 Billion 0.57% of portfolio
19,577
Q3 2025 Added 2.59%
$0
$4.87 Billion 0.56% of portfolio
95,009
Q3 2025 Added 1.37%
$0
$4.47 Billion 0.51% of portfolio
69,392
Q3 2025 Added 0.58%
$0
$3.36 Billion 0.39% of portfolio
64,753
Q3 2025 Added 0.13%
$0
$3.37 Billion 0.39% of portfolio
76,602
Q3 2025 Added 8.12%
$0
$3.35 Billion 0.38% of portfolio
41,740
Q3 2025 Added 2.53%
$0
$3.31 Billion 0.38% of portfolio
79,545
Q3 2025 New
$47B
$2.77 Billion 0.32% of portfolio
5,645
Q3 2025 Reduced 2.03%
$465B
$2.74 Billion 0.31% of portfolio
14,674
Q3 2025 Reduced 3.53%
$0
$2.73 Billion 0.31% of portfolio
99,978
Q3 2025 Added 10.79%
$1.29T
$2.2 Billion 0.25% of portfolio
4,954
Q3 2025 Added 3.62%
$0
$1.93 Billion 0.22% of portfolio
13,276
Q3 2025 Reduced 5.71%
$0
$1.95 Billion 0.22% of portfolio
13,357
Q3 2025 Added 0.99%
$147B
$1.74 Billion 0.2% of portfolio
17,780
Q3 2025 Reduced 1.18%
$2.39T
$1.56 Billion 0.18% of portfolio
7,123
Q3 2025 Reduced 1.03%
$3.78T
$1.53 Billion 0.17% of portfolio
2,947
Q3 2025 Added 28.69%
-
$1.47 Billion 0.17% of portfolio
-
Q3 2025 Added 31.72%
Neos Nasdaq 100 High Income ETF
-
$1.45 Billion 0.17% of portfolio
-
Q3 2025 Added 40.91%
$0
$1.36 Billion 0.16% of portfolio
33,863
Q3 2025 Reduced 6.95%
$300B
$1.4 Billion 0.16% of portfolio
4,051
Q3 2025 Added 7.68%
$1.65T
$1.32 Billion 0.15% of portfolio
5,429
Q3 2025 Added 3.59%
$0
$1.3 Billion 0.15% of portfolio
27,295
Q3 2025 Reduced 4.58%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $873 Billion
  • Prior Value $814 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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