Fund HoldingsBlueStem Wealth Partners, LLC

Total Portfolio Value
$899.87M
Total Bought
$186.29M
Total Sold
$183.73M
Net Transaction
+$2.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES CORE S&P MID-CAP ETF519,901797,554+277,65334,31353,8595.99%+19,545
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
0311,658+311,658019,0922.12%+19,092
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
HIGH YLD SYSTM B
0357,576+357,576016,6341.85%+16,634
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
085,914+85,914016,4891.83%+16,489
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
0200,243+200,243016,4161.82%+16,416
PACER US SMALL CAP CASH COWS ETF
US SM CAP CA ETF
345,837626,136+280,29915,34528,0953.12%+12,750
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
0132,339+132,339012,2731.36%+12,273
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
MORTGAGE BACKED
537,942731,209+193,26727,46737,2924.14%+9,824
VANGUARD TOTAL BOND MARKET ETF291,064377,904+86,84021,55927,8293.09%+6,270
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
01,447,241+1,447,241033,1563.68%+33,156
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
0161,206+161,206016,4091.82%+16,409
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF178,188251,203+73,01512,01516,5021.83%+4,486
HARBOR ARES SYSTEMATIC HIGH YIELD ETF
ARES SYSTEMATIC
0258,668+258,668011,5901.29%+11,590
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
INVT GRAD SY ETF
0270,984+270,984012,2111.36%+12,211
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
039,718+39,71803,6290.40%+3,629
ISHARES MSCI ACWI EX U.S. ETF051,339+51,33903,5150.39%+3,515
ISHARES S&P MID-CAP 400 GROWTH ETF034,574+34,57403,4790.39%+3,479
SCHWAB U.S. LARGE-CAP ETF571,076733,431+162,35515,36818,8052.09%+3,438
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
267,185323,783+56,59813,49316,1861.80%+2,693
AVANTIS U.S. SMALL CAP VALUE ETF51,31965,349+14,0305,2347,2190.80%+1,986
INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY
EQUI DU DI JANU
079,982+79,98201,5000.17%+1,500
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
MUN HIGH ETF
75,965132,852+56,8871,9363,3640.37%+1,428
ISHARES INTERNATIONAL SELECT DIVIDEND ETF27,46441,963+14,4991,0831,7860.20%+702
SONIDA SENIOR LIVING INC COM(SNDA)021,613+21,61306970.08%+697
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
133,141147,219+14,0786,6027,2870.81%+685
TCW FLEXIBLE INCOME ETF
FLEXIBLE INCOME
0295,697+295,697011,6121.29%+11,612
VICTORYSHARES SHORT-TERM BOND ETF
SHORT TRM BD ETF
209,508221,223+11,71510,65111,1891.24%+538
ISHARES ESG AWARE US AGGREGATE BOND ETF
ESG AWR US AGRGT
5,52113,855+8,3342646590.07%+395
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
US MULTI-SECTOR
0693,961+693,961018,8972.10%+18,897
PRINCIPAL ACTIVE HIGH YIELD ETF
ACTIVE HIGH YL
280,193297,854+17,6615,3255,6470.63%+322
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
03,532+3,53203060.03%+306
NEOS NASDAQ 100 HIGH INCOME ETF
NASDAQ 100 HIGH
32,72541,301+8,5761,7632,0520.23%+290
BANK OF AMER CORP COM5,75212,401+6,6493166050.07%+288
CHEVRON CORPORATION COM(CVX)01,234+1,23402550.03%+255
PACER US CASH COWS 100 ETF
US CASH COWS 100
12,41015,959+3,5497479980.11%+252
HONEYWELL INTL INC COM(HON)01,024+1,02402310.03%+231
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)0641+64102170.02%+217
AT&T INC COM(T)07,232+7,23202100.02%+210
VANGUARD HIGH DIVIDEND YIELD INDEX ETF01,384+1,38402050.02%+205
CATERPILLAR INC COM(CAT)1,1921,208+166838560.10%+173
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
7,8759,221+1,3467498820.10%+133
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
METAURUS CAP 400
30,12435,145+5,0211,2801,4110.16%+131
TARGET CORP COM(TGT)5,3205,344+245206480.07%+128
GE VERNOVA INC COM(GEV)462476+143024160.05%+114
CHENIERE ENERGY INC COM NEW(LNG)01,258+1,25803570.04%+357
JPMORGAN LIMITED DURATION BOND ETF
JPMORGAM LTD DUR
10,01311,809+1,7965246160.07%+92
EXXON MOBIL CORP COM2,6062,391-2153144060.05%+92
FASTENAL CO COM(FAST)013,035+13,03506050.07%+605
NEOS S&P 500 HIGH INCOME ETF
NEOS S&P 500 HI
34,08638,009+3,9231,7911,8770.21%+86
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)10,72512,337+1,6123594430.05%+85
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND(WT)15,40016,128+7287198010.09%+82
BROADCOM INC COM(AVGO)1,3031,714+4114515300.06%+79
JOHNSON & JOHNSON COM(JNJ)1,3681,438+702833520.04%+68
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG LRGCP
10,66012,005+1,3451,0431,0920.12%+49
WALMART INC COM(WMT)2,5662,674+1082863320.04%+46
META PLATFORMS INC CL A(META)605772+1673994420.05%+42
MCKESSON CORP COM(MCK)301328+272472840.03%+37
PRUDENTIAL FINL INC COM(PFH)4,7745,853+1,0795395720.06%+33
NORDIC AMERICAN TANKERS LIMITE COM
COM
10,66810,981+31337640.01%+28
HAWKINS INC COM(HWKN)02,364+2,36403630.04%+363
TJX COS INC NEW COM(TJX)1,6111,682+712472690.03%+21
XCEL ENERGY INC COM(XEL)3,3673,376+92492680.03%+19
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
12,24613,175+9292903070.03%+17
VANGUARD FTSE DEVELOPED MARKETS ETF5,1395,144+53213300.04%+9
VANGUARD REAL ESTATE ETF2,3572,382+252092110.02%+3
ISHARES CORE S&P SMALL CAP ETF3,7983,687-1114564580.05%+2
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF12,47812,647+1691,1181,1190.12%+2
ENVOY MEDICAL INC CL A10,45410,4540770.00%0
BERKSHIRE HATHAWAY INC DEL CL B NEW460481+212312300.03%-1
HOME DEPOT INC COM(HD)0647+64702130.02%+213
PGIM S&P 500 BUFFER 20 ETF - DECEMBER
S&P 500 BUFFER
9,3959,39502772730.03%-4
FRANKLIN MUNICIPAL HIGH YIELD ETF10,88310,454-4291261210.01%-5
ISHARES MSCI UNITED KINGDOM ETF
MSCI UK ETF NEW
81,13078,104-3,0263,5683,5580.40%-10
ISHARES CORE 40/60 MODERATE ALLOCATION ETF026,110+26,11001,2370.14%+1,237
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
294295+12222060.02%-16
JPMORGAN CHASE & CO COM(JPM)1,5251,590+654914680.05%-24
GE AEROSPACE COM NEW(GE)1,8511,915+645705430.06%-27
ELI LILLY & CO COM(LLY)325349+243493210.04%-28
INVESCO QQQ TRUST SERIES I844845+15184880.05%-31
ALPHABET INC CAP STK CL C(GOOG)1,2531,254+13933600.04%-34
SCHWAB U.S. BROAD MARKET ETF38,67939,079+4001,0159810.11%-34
VANGUARD TOTAL STOCK MARKET ETF2,4932,497+48368010.09%-35
MEDTRONIC PLC SHS(MDT)4,3414,402+614173810.04%-36
BLUE OWL CAPITAL CORPORATION COM(OBDC)35,44336,475+1,0324414030.04%-37
KKR & CO INC COM(KKR)02,447+2,44702260.03%+226
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
EATON VANCE SHRT
29,48828,783-7051,4851,4450.16%-41
ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF030,427+30,42701,2140.13%+1,214
NVIDIA CORPORATION COM(NVDA)014,141+14,14102,4660.27%+2,466
FRANKLIN DYNAMIC MUNICIPAL BOND ETF
FRANKLIN DYN MUN
0215,524+215,52405,3430.59%+5,343
ISHARES CORE 60/40 BALANCED ALLOCATION ETF061,347+61,34703,9480.44%+3,948
ISHARES CORE U.S. AGGREGATE BOND ETF05,114+5,11405080.06%+508
AMERICAN EXPRESS CO COM(AXP)826808-183062440.03%-61
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
08,184+8,18403720.04%+372
ALPHABET INC CAP STK CL A(GOOG)4,9865,206+2201,5611,4970.17%-64
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
4,5514,378-1735544800.05%-74
3M CO COM(MMM)4,1384,030-1086625850.07%-77
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
13,01813,149+1311,9391,8590.21%-80
NUVEEN ESG SMALL-CAP ETF
NUVEEN ESG SMLCP
6,7924,886-1,9063032200.02%-83
AMAZON COM INC COM(AMZN)6,9587,311+3531,6061,5230.17%-83
VANGUARD DIVIDEND APPRECIATION ETF3,9373,633-3048657810.09%-84
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