BlueStem Wealth Partners, LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$905.7B
Holdings
125
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 12,246 | $289.0M | 0.03% | |
| 102 | WMTWALMART INC COM | 2,566 | $285.0M | 0.03% | |
| 103 | JNJJOHNSON & JOHNSON COM | 1,368 | $283.0M | 0.03% | |
| 104 | PBDEPGIM S&P 500 BUFFER 20 ETF - DECEMBER | 9,395 | $276.0M | 0.03% | |
| 105 | EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | 5,521 | $264.0M | 0.03% | |
| 106 | KKRKKR & CO INC COM | 2,069 | $263.0M | 0.03% | |
| 107 | HBANHUNTINGTON BANCSHARES INC COM | 14,681 | $254.0M | 0.03% | |
| 108 | LNGCHENIERE ENERGY INC COM NEW | 1,294 | $251.0M | 0.03% | |
| 109 | XELXCEL ENERGY INC COM | 3,367 | $248.0M | 0.03% | |
| 110 | TJXTJX COS INC NEW COM | 1,611 | $247.0M | 0.03% | |
| 111 | MCKMCKESSON CORP COM | 301 | $246.0M | 0.03% | |
| 112 | SKYYFIRST TRUST CLOUD COMPUTING ETF | 1,822 | $237.0M | 0.03% | |
| 113 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 460 | $231.0M | 0.03% | |
| 114 | TMOTHERMO FISHER SCIENTIFIC INC COM | 393 | $228.0M | 0.03% | |
| 115 | ADPAUTOMATIC DATA PROCESSING INC COM | 888 | $228.0M | 0.03% | |
| 116 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 294 | $221.0M | 0.02% | |
| 117 | CRMSALESFORCE INC COM | 833 | $220.0M | 0.02% | |
| 118 | DWDMORGAN STANLEY COM NEW | 1,245 | $220.0M | 0.02% | |
| 119 | HDHOME DEPOT INC COM | 629 | $216.0M | 0.02% | |
| 120 | VNQVANGUARD REAL ESTATE ETF | 2,357 | $208.0M | 0.02% | |
| 121 | ADIANALOG DEVICES INC COM | 760 | $206.0M | 0.02% | |
| 122 | VHTVANGUARD HEALTH CARE ETF | 716 | $206.0M | 0.02% | |
| 123 | FTMHFRANKLIN MUNICIPAL HIGH YIELD ETF | 10,883 | $125.0M | 0.01% | |
| 124 | NATNORDIC AMERICAN TANKERS LIMITE COM | 10,668 | $36.0M | 0.00% | |
| 125 | COCHENVOY MEDICAL INC CL A | 10,454 | $6.0M | 0.00% |
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