BlueStem Wealth Partners
BlueStem Wealth Partners reported 127 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are SCHF (10.5%), FNDX (7.3%) and DYNF (6.8%). Compared with Q1 2026, the fund opened new positions in XLK, SPMO and BLV, added to SCHF, FNDX and IJH, trimmed DYNF, SCHG and IVV and sold out of SCHX, HYDB and RSP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHF Schwab International | $106M | 10.5% | 3.8M | +1.4M (+57%) | 7 of 7 | |
| 2 |  FNDX Schwab Fundamental U.s. Large Company ETF | $73.4M | 7.3% | 2.4M | +1.5M (+188%) | 7 of 7 | |
| 3 |  DYNF Blackrock ETF Trust | $68.7M | 6.8% | 1M | −157K (−13%) | 3 of 7 | |
| 4 |  IJH Ishares TR | $66.4M | 6.6% | 860K | +63K (+8%) | 7 of 7 | |
| 5 |  SCHG Schwab Strategic TR | $65.1M | 6.5% | 1.9M | −836K (−30%) | 3 of 7 | |
| 6 |  IVV Ishares TR | $52.8M | 5.3% | 71K | −1,824 (−3%) | 7 of 7 | |
| 7 |  JMTG J P Morgan Exchange Traded F | $48.5M | 4.8% | 958K | +227K (+31%) | 3 of 7 | |
| 8 |  SPEM Spdr Emerging | $45.8M | 4.6% | 885K | +245K (+38%) | 7 of 7 | |
| 9 |  CALF Pacer U S | $34.1M | 3.4% | 673K | +47K (+7%) | 7 of 7 | |
| 10 |  RECS Columbia ETF TR I | $33.1M | 3.3% | 766K | −97K (−11%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHX Schwab US Large Cap ETF | $18.8M | 733K |
 HYDB Ishares TR | $16.6M | 358K |
 RSP Invesco Exchange Traded FD T | $16.5M | 86K |
 XLP State Street | $16.4M | 200K |
 USMV Ishares TR | $12.3M | 132K |
🔒 Free account: see all 17.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BlueStem Wealth Partners 13F FAQ
What does BlueStem Wealth Partners own?
BlueStem Wealth Partners reported 127 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are SCHF (10.5%), FNDX (7.3%) and DYNF (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did BlueStem Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 58 added to, 44 trimmed and 17 sold out. New positions include XLK, SPMO and BLV. It sold all of SCHX, HYDB and RSP.
When will BlueStem Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is BlueStem Wealth Partners's portfolio worth?
The Q2 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.