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BlueStem Wealth Partners, LLC | Tormere

BlueStem Wealth Partners, LLC

Est. AUM

$899.9M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$80.4M	2760523	8.94%	SOLE
2	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$67.9M	1166954	7.54%	SOLE
3	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$60.1M	2426744	6.67%	SOLE
4	ISHARES CORE S&P MID-CAP ETF	ETF	$53.9M	797554	5.99%	SOLE
5	ISHARES CORE S&P 500 ETF	ETF	$47.3M	72335	5.25%	SOLE
6	JPMORGAN MORTGAGE-BACKED SECURITIES ETF	ETF	$37.3M	731209	4.14%	SOLE
7	COLUMBIA RESEARCH ENHANCED CORE ETF	ETF	$33.6M	862284	3.74%	SOLE
8	ISHARES U.S. TREASURY BOND ETF	ETF	$33.2M	1447241	3.68%	SOLE
9	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	ETF	$30.0M	640166	3.34%	SOLE
10	VANGUARD GROWTH ETF	ETF	$28.3M	64812	3.15%	SOLE
11	PACER US SMALL CAP CASH COWS ETF	ETF	$28.1M	626136	3.12%	SOLE
12	VANGUARD TOTAL BOND MARKET ETF	ETF	$27.8M	377904	3.09%	SOLE
13	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$22.8M	819334	2.54%	SOLE
14	STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$19.1M	311658	2.12%	SOLE
15	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	ETF	$18.9M	693961	2.10%	SOLE
16	SCHWAB U.S. LARGE-CAP ETF	ETF	$18.8M	733431	2.09%	SOLE
17	ISHARES HIGH YIELD SYSTEMATIC BOND ETF	ETF	$16.6M	357576	1.85%	SOLE
18	VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	ETF	$16.5M	251203	1.83%	SOLE
19	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$16.5M	85914	1.83%	SOLE
20	STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	ETF	$16.4M	200243	1.82%	SOLE
21	ISHARES CONVERTIBLE BOND ETF	ETF	$16.4M	161206	1.82%	SOLE
22	JPMORGAN MUNICIPAL ETF	ETF	$16.2M	323783	1.80%	SOLE
23	ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$12.3M	132339	1.36%	SOLE
24	ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF	ETF	$12.2M	270984	1.36%	SOLE
25	TCW FLEXIBLE INCOME ETF	ETF	$11.6M	295697	1.29%	SOLE
26	HARBOR ARES SYSTEMATIC HIGH YIELD ETF	ETF	$11.6M	258668	1.29%	SOLE
27	VICTORYSHARES SHORT-TERM BOND ETF	ETF	$11.2M	221223	1.24%	SOLE
28	VANGUARD VALUE ETF	ETF	$10.8M	55016	1.20%	SOLE
29	PGIM ULTRA SHORT BOND ETF	ETF	$7.3M	147219	0.81%	SOLE
30	AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$7.2M	65349	0.80%	SOLE
31	FEDERATED HERMES MDT LARGE CAP CORE ETF	ETF	$6.2M	199548	0.68%	SOLE
32	PRINCIPAL ACTIVE HIGH YIELD ETF	ETF	$5.6M	297854	0.63%	SOLE
33	FRANKLIN DYNAMIC MUNICIPAL BOND ETF	ETF	$5.3M	215524	0.59%	SOLE
34	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$5.2M	103537	0.58%	SOLE
35	APPLE INC COM	Stock	$5.0M	19692	0.56%	SOLE
36	ISHARES CORE 60/40 BALANCED ALLOCATION ETF	ETF	$3.9M	61347	0.44%	SOLE
37	ISHARES MSCI EAFE MIN VOL FACTOR ETF	ETF	$3.6M	39718	0.40%	SOLE
38	ISHARES MSCI UNITED KINGDOM ETF	ETF	$3.6M	78104	0.40%	SOLE
39	ISHARES MSCI ACWI EX U.S. ETF	ETF	$3.5M	51339	0.39%	SOLE
40	ISHARES S&P MID-CAP 400 GROWTH ETF	ETF	$3.5M	34574	0.39%	SOLE
41	CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF	ETF	$3.4M	132852	0.37%	SOLE
42	SCHWAB US DIVIDEND EQUITY ETF	ETF	$2.6M	83412	0.28%	SOLE
43	NVIDIA CORPORATION COM	Stock	$2.5M	14141	0.27%	SOLE
44	AMERIPRISE FINL INC COM	Stock	$2.4M	5496	0.27%	SOLE
45	NEOS NASDAQ 100 HIGH INCOME ETF	ETF	$2.1M	41301	0.23%	SOLE
46	TESLA INC COM	Stock	$1.9M	5059	0.21%	SOLE
47	NEOS S&P 500 HIGH INCOME ETF	ETF	$1.9M	38009	0.21%	SOLE
48	ISHARES ESG AWARE MSCI USA ETF	ETF	$1.9M	13149	0.21%	SOLE
49	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	ETF	$1.8M	41963	0.20%	SOLE
50	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$1.7M	12007	0.19%	SOLE

1–50 of 124

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.