BlueStem Wealth Partners, LLC

13F filer · CIK 0001977465

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$1BU.S. long equity reported on 13F

Positions569 new · 3 closed

Net flow last quarter+$22.8MBuys minus sells

Top 10 positions weight5.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202656 positions
QQQInvesco QQQ Trust, Series 1	$19.1M	1.90%	Not reported	+2967.8%	Q4 2024
FLXRVW Win Century Inc.	$13.2M	1.31%	0.19%	+13.9%	Q1 2025
PULSPulse Electronics Corp	$8.95M	0.89%	1.03%	+22.7%	Q4 2024
AAPLApple Inc.	$5.65M	0.56%	0.00%	-0.9%	Q4 2024
NVDANvidia Corp	$2.89M	0.29%	0.00%	+2.1%	Q4 2024
AMPAmeriprise Financial Inc	$2.21M	0.22%	0.01%	-12.2%	Q4 2024
TSLATesla, Inc.	$2.13M	0.21%	0.00%	+0.3%	Q4 2024
GOOGLAlphabet Inc.	$1.92M	0.19%	0.00%	+3.1%	Q4 2024
AMZNAmazon Com Inc	$1.73M	0.17%	0.00%	-0.9%	Q4 2024
MSFTMicrosoft Corp	$1.39M	0.14%	0.00%	+0.2%	Q4 2024
UNHUnitedhealth Group Inc	$1.36M	0.14%	0.00%	-4.0%	Q4 2024
CATCaterpillar Inc	$1.23M	0.12%	0.00%	-4.3%	Q4 2024
AVGOBroadcom Inc.	$764K	0.08%	0.00%	+17.9%	Q2 2025
BSXBoston Scientific Corp	$753K	0.07%	0.00%	+0.5%	Q4 2024
GEGeneral Electric Co	$728K	0.07%	0.00%	+1.7%	Q4 2024
BACBank of America Corp	$714K	0.07%	0.00%	+1.0%	Q2 2025
TGTTarget Corp	$706K	0.07%	0.00%	+1.1%	Q4 2024
MMM3m Co	$651K	0.06%	0.00%	-0.3%	Q4 2024
PRUPrudential Financial Inc	$641K	0.06%	0.00%	+1.5%	Q4 2024
FASTFastenal Co	$628K	0.06%	0.00%	+0.4%	Q3 2025
WFCWells Fargo & Company	$619K	0.06%	0.00%	+1.0%	Q4 2024
GEVGE Vernova Inc.	$564K	0.06%	0.00%	+0.8%	Q2 2025
JPMJPMorgan Chase & Co	$550K	0.05%	0.00%	+5.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$452K	0.04%	Not reported	+1.0%	Q4 2024
MDTMedtronic plc	$447K	0.04%	0.00%	+29.7%	Q4 2024
METAMeta Platforms, Inc.	$446K	0.04%	Not reported	+2.6%	Q2 2025
GOOGAlphabet Inc.	$443K	0.04%	Not reported	Not reported	Q4 2024
OBDCBlue Owl Capital Corp	$409K	0.04%	0.01%	+3.2%	Q4 2024
LLYELI LILLY & Co	$408K	0.04%	0.00%	-2.6%	Q3 2025
ISRGIntuitive Surgical Inc	$394K	0.04%	0.00%	-5.5%	Q4 2024
MUMicron Technology Inc	$388K	0.04%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$370K	0.04%	0.00%	+1.2%	Q2 2025
AMDAdvanced Micro Devices Inc	$362K	0.04%	0.00%	New	Q2 2026
HWKNHawkins Inc	$336K	0.03%	0.01%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$311K	0.03%	0.00%	-4.8%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$301K	0.03%	0.00%	-1.7%	Q1 2026
AXPAmerican Express Co	$287K	0.03%	0.00%	+5.0%	Q4 2024
WMTWalmart Inc.	$283K	0.03%	0.00%	-6.5%	Q2 2025
BRK.BBerkshire Hathaway Inc	$281K	0.03%	Not reported	+16.6%	Q3 2025
XELXcel Energy Inc	$272K	0.03%	0.00%	+0.3%	Q4 2024
CSCOCisco Systems, Inc.	$257K	0.03%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$255K	0.03%	0.00%	New	Q2 2026
TJXTJX Companies Inc	$253K	0.03%	0.00%	-0.6%	Q2 2025
HDHome Depot, Inc.	$244K	0.02%	0.00%	+6.8%	Q4 2024
LNGCheniere Energy, Inc.	$235K	0.02%	0.00%	-21.9%	Q4 2024
ADPAutomatic Data Processing Inc	$231K	0.02%	0.00%	Not reported	Q4 2024
MCKMckesson Corp	$230K	0.02%	0.00%	-7.3%	Q3 2025
ABTAbbott Laboratories	$229K	0.02%	0.00%	Not reported	Q2 2025
KKRKKR & Co. Inc.	$225K	0.02%	0.00%	+0.2%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$220K	0.02%	Not reported	+0.6%	Q1 2026

Q1 2026Reported May 7, 202650 positions
FLXRVW Win Century Inc.	$11.6M	1.29%	0.17%	+5.8%	Q1 2025
PULSPulse Electronics Corp	$7.29M	0.81%	0.84%	+10.6%	Q4 2024
AAPLApple Inc.	$5M	0.56%	0.00%	+1.5%	Q4 2024
NVDANvidia Corp	$2.47M	0.27%	0.00%	+4.7%	Q4 2024
AMPAmeriprise Financial Inc	$2.44M	0.27%	0.01%	-1.7%	Q4 2024
TSLATesla, Inc.	$1.88M	0.21%	0.00%	+2.1%	Q4 2024
AMZNAmazon Com Inc	$1.52M	0.17%	0.00%	+5.1%	Q4 2024
GOOGLAlphabet Inc.	$1.5M	0.17%	0.00%	+4.4%	Q4 2024
MSFTMicrosoft Corp	$1.38M	0.15%	0.00%	+19.5%	Q4 2024
BSXBoston Scientific Corp	$1.1M	0.12%	0.00%	+0.3%	Q4 2024
UNHUnitedhealth Group Inc	$924K	0.10%	0.00%	-2.3%	Q4 2024
CATCaterpillar Inc	$856K	0.10%	0.00%	+1.3%	Q4 2024
SNDASonida Senior Living, Inc.	$697K	0.08%	0.05%	New	Q1 2026
TGTTarget Corp	$648K	0.07%	0.00%	+0.5%	Q4 2024
FASTFastenal Co	$605K	0.07%	0.00%	+1.0%	Q3 2025
BACBank of America Corp	$605K	0.07%	0.00%	+115.6%	Q2 2025
WFCWells Fargo & Company	$591K	0.07%	0.00%	-1.8%	Q4 2024
MMM3m Co	$585K	0.07%	0.00%	-2.6%	Q4 2024
PRUPrudential Financial Inc	$572K	0.06%	0.00%	+22.6%	Q4 2024
GEGeneral Electric Co	$543K	0.06%	0.00%	+3.5%	Q4 2024
AVGOBroadcom Inc.	$530K	0.06%	0.00%	+31.5%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$488K	0.05%	Not reported	+0.1%	Q4 2024
ISRGIntuitive Surgical Inc	$484K	0.05%	0.00%	+0.7%	Q4 2024
JPMJPMorgan Chase & Co	$468K	0.05%	0.00%	+4.3%	Q4 2024
METAMeta Platforms, Inc.	$442K	0.05%	Not reported	+27.6%	Q2 2025
GEVGE Vernova Inc.	$416K	0.05%	0.00%	+3.0%	Q2 2025
XOMExxonMobil Holdings Corp	$406K	0.05%	0.00%	-8.3%	Q2 2025
OBDCBlue Owl Capital Corp	$403K	0.04%	0.01%	+2.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$390K	0.04%	Not reported	-19.4%	Q4 2024
MDTMedtronic plc	$381K	0.04%	0.00%	+1.4%	Q4 2024
HWKNHawkins Inc	$363K	0.04%	0.01%	Not reported	Q4 2024
GOOGAlphabet Inc.	$360K	0.04%	Not reported	+0.1%	Q4 2024
LNGCheniere Energy, Inc.	$357K	0.04%	0.00%	-2.8%	Q4 2024
JNJJohnson & Johnson	$352K	0.04%	0.00%	+5.1%	Q2 2025
WMTWalmart Inc.	$332K	0.04%	0.00%	+4.2%	Q2 2025
LLYELI LILLY & Co	$321K	0.04%	0.00%	+7.4%	Q3 2025
MCKMckesson Corp	$284K	0.03%	0.00%	+9.0%	Q3 2025
TJXTJX Companies Inc	$269K	0.03%	0.00%	+4.4%	Q2 2025
XELXcel Energy Inc	$268K	0.03%	0.00%	+0.3%	Q4 2024
CVXChevron Corp	$255K	0.03%	0.00%	New	Q1 2026
AXPAmerican Express Co	$244K	0.03%	0.00%	-2.2%	Q4 2024
HONHoneywell International Inc	$231K	0.03%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$230K	0.03%	Not reported	+4.6%	Q3 2025
KKRKKR & Co. Inc.	$226K	0.03%	0.00%	+18.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$217K	0.02%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$213K	0.02%	0.00%	+2.9%	Q4 2024
TAt&T Inc.	$210K	0.02%	0.00%	New	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$205K	0.02%	Not reported	New	Q1 2026
NATNORDIC AMERICAN TANKERS Ltd	$64.3K	0.01%	0.01%	+2.9%	Q3 2025
COCHEnvoy Medical, Inc.	$6.95K	0.00%	0.01%	Not reported	Q4 2024
Q4 2025Reported Feb 6, 202653 positions
FLXRVW Win Century Inc.	$11.1M	1.22%	0.16%	-29.2%	Q1 2025
PULSPulse Electronics Corp	$6.6M	0.73%	0.76%	+25.9%	Q4 2024
AAPLApple Inc.	$5.27M	0.58%	0.00%	-0.9%	Q4 2024
AMPAmeriprise Financial Inc	$2.74M	0.30%	0.01%	-0.9%	Q4 2024
NVDANvidia Corp	$2.52M	0.28%	0.00%	-8.0%	Q4 2024
TSLATesla, Inc.	$2.23M	0.25%	0.00%	+0.1%	Q4 2024
BSXBoston Scientific Corp	$1.67M	0.18%	0.00%	-1.5%	Q4 2024
AMZNAmazon Com Inc	$1.61M	0.18%	0.00%	-2.3%	Q4 2024
GOOGLAlphabet Inc.	$1.56M	0.17%	0.00%	-8.2%	Q4 2024
MSFTMicrosoft Corp	$1.51M	0.17%	0.00%	+5.8%	Q4 2024
UNHUnitedhealth Group Inc	$1.15M	0.13%	0.00%	-13.7%	Q4 2024
WFCWells Fargo & Company	$705K	0.08%	0.00%	+3.1%	Q4 2024
CATCaterpillar Inc	$683K	0.08%	0.00%	+1.3%	Q4 2024
MMM3m Co	$662K	0.07%	0.00%	-3.0%	Q4 2024
ISRGIntuitive Surgical Inc	$590K	0.07%	0.00%	+2.9%	Q4 2024
GEGeneral Electric Co	$570K	0.06%	0.00%	-1.0%	Q4 2024
PRUPrudential Financial Inc	$539K	0.06%	0.00%	+30.7%	Q4 2024
TGTTarget Corp	$520K	0.06%	0.00%	-1.9%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$518K	0.06%	Not reported	-5.3%	Q4 2024
FASTFastenal Co	$518K	0.06%	0.00%	-0.3%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$506K	0.06%	Not reported	+26.4%	Q4 2024
JPMJPMorgan Chase & Co	$491K	0.05%	0.00%	-7.6%	Q4 2024
AVGOBroadcom Inc.	$451K	0.05%	0.00%	+0.4%	Q2 2025
OBDCBlue Owl Capital Corp	$441K	0.05%	0.01%	+2.8%	Q4 2024
MDTMedtronic plc	$417K	0.05%	0.00%	+0.9%	Q4 2024
METAMeta Platforms, Inc.	$399K	0.04%	Not reported	+12.0%	Q2 2025
GOOGAlphabet Inc.	$393K	0.04%	Not reported	-6.0%	Q4 2024
LLYELI LILLY & Co	$349K	0.04%	0.00%	+7.6%	Q3 2025
HWKNHawkins Inc	$336K	0.04%	0.01%	Not reported	Q4 2024
BACBank of America Corp	$316K	0.03%	0.00%	+1.7%	Q2 2025
XOMExxonMobil Holdings Corp	$314K	0.03%	0.00%	+18.8%	Q2 2025
FICOFair Isaac Corp	$308K	0.03%	0.00%	+0.6%	Q4 2024
AXPAmerican Express Co	$306K	0.03%	0.00%	+4.4%	Q4 2024
GEVGE Vernova Inc.	$302K	0.03%	0.00%	+1.5%	Q2 2025
IBITiShares Bitcoin Trust ETF	$301K	0.03%	0.00%	+33.1%	Q3 2025
WMTWalmart Inc.	$286K	0.03%	0.00%	-3.0%	Q2 2025
JNJJohnson & Johnson	$283K	0.03%	0.00%	-7.6%	Q2 2025
KKRKKR & Co. Inc.	$264K	0.03%	0.00%	-16.5%	Q4 2024
HBANHuntington Bancshares Inc	$255K	0.03%	0.00%	-0.7%	Q2 2025
LNGCheniere Energy, Inc.	$252K	0.03%	0.00%	-9.6%	Q4 2024
XELXcel Energy Inc	$249K	0.03%	0.00%	-2.6%	Q4 2024
TJXTJX Companies Inc	$247K	0.03%	0.00%	-5.9%	Q2 2025
MCKMckesson Corp	$247K	0.03%	0.00%	+9.5%	Q3 2025
SKYYSkye International, Inc	$237K	0.03%	Not reported	-13.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$231K	0.03%	Not reported	+3.4%	Q3 2025
ADPAutomatic Data Processing Inc	$228K	0.03%	0.00%	+1.4%	Q4 2024
TMOThermo Fisher Scientific Inc.	$228K	0.03%	0.00%	New	Q4 2025
MSMorgan Stanley	$221K	0.02%	0.00%	-13.4%	Q4 2024
CRMSalesforce, Inc.	$221K	0.02%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$216K	0.02%	0.00%	-4.1%	Q4 2024

Q3 2025Reported Nov 12, 202558 positions
FLXRVW Win Century Inc.	$15.7M	1.80%	0.23%	+17.1%	Q1 2025
PULSPulse Electronics Corp	$5.27M	0.60%	0.60%	+19.5%	Q4 2024
AAPLApple Inc.	$4.98M	0.57%	0.00%	+2.6%	Q4 2024
AMPAmeriprise Financial Inc	$2.77M	0.32%	0.01%	-2.0%	Q4 2024
NVDANvidia Corp	$2.74M	0.31%	0.00%	-3.5%	Q4 2024
TSLATesla, Inc.	$2.2M	0.25%	0.00%	+3.6%	Q4 2024
BSXBoston Scientific Corp	$1.74M	0.20%	0.00%	-1.2%	Q4 2024
AMZNAmazon Com Inc	$1.56M	0.18%	0.00%	-1.0%	Q4 2024
MSFTMicrosoft Corp	$1.53M	0.17%	0.00%	+28.7%	Q4 2024
UNHUnitedhealth Group Inc	$1.4M	0.16%	0.00%	+7.7%	Q4 2024
GOOGLAlphabet Inc.	$1.32M	0.15%	0.00%	+3.6%	Q4 2024
MMM3m Co	$662K	0.08%	0.00%	+1.8%	Q4 2024
FASTFastenal Co	$634K	0.07%	0.00%	New	Q3 2025
WFCWells Fargo & Company	$615K	0.07%	0.00%	-15.5%	Q4 2024
GEGeneral Electric Co	$562K	0.06%	0.00%	+3.4%	Q4 2024
CATCaterpillar Inc	$562K	0.06%	0.00%	+3.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$535K	0.06%	Not reported	-7.8%	Q4 2024
JPMJPMorgan Chase & Co	$521K	0.06%	0.00%	+7.0%	Q4 2024
TGTTarget Corp	$486K	0.06%	0.00%	+8.0%	Q4 2024
ISRGIntuitive Surgical Inc	$453K	0.05%	0.00%	-0.2%	Q4 2024
OBDCBlue Owl Capital Corp	$440K	0.05%	0.01%	+2.5%	Q4 2024
HWKNHawkins Inc	$432K	0.05%	0.01%	Not reported	Q4 2024
AVGOBroadcom Inc.	$428K	0.05%	0.00%	+30.2%	Q2 2025
MDTMedtronic plc	$410K	0.05%	0.00%	+1.5%	Q4 2024
METAMeta Platforms, Inc.	$397K	0.05%	Not reported	+70.9%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$392K	0.04%	Not reported	-4.6%	Q4 2024
PRUPrudential Financial Inc	$379K	0.04%	0.00%	+1.6%	Q4 2024
LNGCheniere Energy, Inc.	$337K	0.04%	0.00%	-11.4%	Q4 2024
GOOGAlphabet Inc.	$325K	0.04%	Not reported	+0.1%	Q4 2024
KKRKKR & Co. Inc.	$322K	0.04%	0.00%	-12.8%	Q4 2024
IBITiShares Bitcoin Trust ETF	$297K	0.03%	0.00%	New	Q3 2025
BACBank of America Corp	$292K	0.03%	0.00%	+7.8%	Q2 2025
SKYYSkye International, Inc	$284K	0.03%	Not reported	-12.7%	Q4 2024
GEVGE Vernova Inc.	$280K	0.03%	0.00%	+3.2%	Q2 2025
XELXcel Energy Inc	$279K	0.03%	0.00%	+1.3%	Q4 2024
JNJJohnson & Johnson	$275K	0.03%	0.00%	+12.3%	Q2 2025
WMTWalmart Inc.	$272K	0.03%	0.00%	+11.9%	Q2 2025
FICOFair Isaac Corp	$271K	0.03%	0.00%	-0.6%	Q4 2024
HDHome Depot, Inc.	$266K	0.03%	0.00%	+2.7%	Q4 2024
GGGGraco Inc	$265K	0.03%	0.00%	+0.5%	Q4 2024
AXPAmerican Express Co	$263K	0.03%	0.00%	+4.4%	Q4 2024
COSTCostco Wholesale Corp	$259K	0.03%	0.00%	+18.7%	Q2 2025
ADPAutomatic Data Processing Inc	$257K	0.03%	0.00%	+2.0%	Q4 2024
ORCLOracle Corp	$256K	0.03%	0.00%	-21.0%	Q4 2024
HBANHuntington Bancshares Inc	$255K	0.03%	0.00%	+0.3%	Q2 2025
TJXTJX Companies Inc	$247K	0.03%	0.00%	+4.9%	Q2 2025
XOMExxonMobil Holdings Corp	$247K	0.03%	0.00%	-0.5%	Q2 2025
ADIAnalog Devices Inc	$244K	0.03%	0.00%	-25.8%	Q4 2024
LENLennar Corp	$232K	0.03%	Not reported	-13.8%	Q4 2024
LLYELI LILLY & Co	$230K	0.03%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed