Fund Universe

BlueStem Wealth Partners, LLC

CIK 0001977465 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.459
AUM ($M)
1,004
Positions
127
Turnover
0.21
Top-10 wt
59%
Herfindahl
0.045
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 144 positions · portfolio value $1,004M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF ADD 10.5% +3.9% 105.8 3,819,433 +1,392,689 5
FNDX funds › SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF ADD 7.3% +4.8% 73.4 2,361,445 +1,542,111 5
DYNF funds › ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF TRIM 6.8% -0.7% 68.7 1,010,013 -156,941 3
IJH funds › ISHARES CORE S&P MID-CAP ETF ADD 6.6% +0.6% 66.4 860,493 +62,939 5
SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF TRIM 6.5% -2.5% 65.1 1,924,760 -835,763 3
IVV funds › ISHARES CORE S&P 500 ETF TRIM 5.3% +0.0% 52.8 70,511 -1,824 5
JMTG funds › JPMORGAN MORTGAGE-BACKED SECURITIES ETF ADD 4.8% +0.7% 48.5 957,738 +226,529 3
SPEM funds › STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF ADD 4.6% +1.2% 45.8 885,440 +245,274 5
CALF funds › PACER US SMALL CAP CASH COWS ETF ADD 3.4% +0.3% 34.1 672,950 +46,814 5
RECS funds › COLUMBIA RESEARCH ENHANCED CORE ETF TRIM 3.3% -0.4% 33.1 765,762 -96,522 5
VUG funds › VANGUARD MORNINGSTAR GROWTH ETF ADD 3.3% +0.1% 32.8 380,355 +315,543 5
GOVT funds › ISHARES U.S. TREASURY BOND ETF TRIM 2.8% -0.9% 27.7 1,214,016 -233,225 5
CGMS funds › CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF ADD 2.3% +0.2% 22.6 828,507 +134,546 5
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF NEW 2.0% +2.0% 20.0 104,851 +104,851 1
BND funds › VANGUARD TOTAL BOND MARKET ETF TRIM 1.9% -1.2% 19.3 262,475 -115,429 5
QQQ funds › INVESCO QQQ TRUST SERIES I ADD 1.9% +1.8% 19.1 25,923 +25,078 5
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF TRIM 1.6% -0.6% 15.7 295,001 -16,657 2
ICVT funds › ISHARES CONVERTIBLE BOND ETF TRIM 1.5% -0.3% 15.4 126,255 -34,951 5
SPMO funds › INVESCO S&P 500 MOMENTUM ETF NEW 1.5% +1.5% 15.0 92,559 +92,559 1
VTV funds › VANGUARD MORNINGSTAR VALUE ETF ADD 1.4% +0.2% 14.3 65,820 +10,804 5
VWOB funds › VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF TRIM 1.4% -0.4% 14.2 210,678 -40,525 3
FLXR funds › TCW FLEXIBLE INCOME ETF ADD 1.3% +0.0% 13.2 336,643 +40,946 5
JMUB funds › JPMORGAN MUNICIPAL ETF TRIM 1.3% -0.5% 13.0 257,354 -66,429 5
BLV funds › VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND NEW 1.2% +1.2% 12.5 180,997 +180,997 1
SIHY funds › HARBOR ARES SYSTEMATIC HIGH YIELD ETF TRIM 1.1% -0.2% 10.9 239,481 -19,187 5
IGEB funds › ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF TRIM 1.0% -0.3% 10.2 226,998 -43,986 5
PULS funds › PGIM ULTRA SHORT BOND ETF ADD 0.9% +0.1% 9.0 180,686 +33,467 5
AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF TRIM 0.8% -0.0% 8.0 64,427 -922 5
FLCC funds › FEDERATED HERMES MDT LARGE CAP CORE ETF TRIM 0.7% -0.0% 6.6 186,718 -12,830 4
YLD funds › PRINCIPAL ACTIVE HIGH YIELD ETF ADD 0.6% -0.0% 6.3 330,214 +32,360 5
FLMI funds › FRANKLIN DYNAMIC MUNICIPAL BOND ETF ADD 0.6% -0.0% 5.7 228,168 +12,644 5
AAPL funds › APPLE INC COM TRIM 0.6% +0.0% 5.6 19,518 -174 5
EWT funds › ISHARES MSCI TAIWAN ETF NEW 0.4% +0.4% 4.3 39,186 +39,186 1
AOR funds › ISHARES CORE 60/40 BALANCED ALLOCATION ETF TRIM 0.4% -0.0% 4.1 58,683 -2,664 5
IJK funds › ISHARES S&P MID-CAP 400 GROWTH ETF TRIM 0.4% -0.0% 3.9 32,951 -1,623 2
ACWI funds › ISHARES MSCI ACWI ETF NEW 0.4% +0.4% 3.8 23,934 +23,934 1
EWC funds › ISHARES MSCI CANADA ETF NEW 0.4% +0.4% 3.6 63,102 +63,102 1
CGHM funds › CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF TRIM 0.3% -0.0% 3.3 127,513 -5,339 4
EWY funds › ISHARES MSCI SOUTH KOREA ETF NEW 0.3% +0.3% 3.1 15,294 +15,294 1
NVDA funds › NVIDIA CORPORATION COM ADD 0.3% +0.0% 2.9 14,443 +302 5
SCHD funds › SCHWAB US DIVIDEND EQUITY ETF TRIM 0.2% -0.0% 2.5 78,971 -4,441 5
QQQI funds › NEOS NASDAQ 100 HIGH INCOME ETF ADD 0.2% +0.0% 2.5 43,957 +2,656 5
ESGU funds › ISHARES ESG AWARE MSCI USA ETF ADD 0.2% +0.0% 2.2 13,602 +453 5
AMP funds › AMERIPRISE FINL INC COM TRIM 0.2% -0.1% 2.2 4,828 -668 5
TSLA funds › TESLA INC COM ADD 0.2% +0.0% 2.1 5,073 +14 5
SPYI funds › NEOS S&P 500 HIGH INCOME ETF ADD 0.2% +0.0% 2.1 39,996 +1,987 5
GOOGL funds › ALPHABET INC CAP STK CL A ADD 0.2% +0.0% 1.9 5,368 +162 5
ITOT funds › ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF TRIM 0.2% -0.0% 1.9 11,435 -572 5
IDV funds › ISHARES INTERNATIONAL SELECT DIVIDEND ETF ADD 0.2% -0.0% 1.8 44,411 +2,448 5
AMZN funds › AMAZON COM INC COM TRIM 0.2% +0.0% 1.7 7,243 -68 5
QDPL funds › PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF ADD 0.2% +0.0% 1.7 37,336 +2,191 5
DDFJ funds › INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARY HOLD 0.2% -0.0% 1.6 79,982 +0 2
PZA funds › INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF NEW 0.1% +0.1% 1.5 62,776 +62,776 1
NULG funds › NUVEEN ESG LARGE-CAP GROWTH ETF ADD 0.1% +0.0% 1.4 12,223 +218 5
MSFT funds › MICROSOFT CORP COM ADD 0.1% -0.0% 1.4 3,736 +8 5
UNH funds › UNITEDHEALTH GROUP INC COM TRIM 0.1% +0.0% 1.4 3,281 -135 5
AOM funds › ISHARES CORE 40/60 MODERATE ALLOCATION ETF TRIM 0.1% -0.0% 1.3 25,510 -600 5
CAT funds › CATERPILLAR INC COM TRIM 0.1% +0.0% 1.2 1,156 -52 5
AOK funds › ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF TRIM 0.1% -0.0% 1.2 29,199 -1,228 5
AOA funds › ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF TRIM 0.1% -0.0% 1.2 12,377 -270 5
SCHB funds › SCHWAB U.S. BROAD MARKET ETF TRIM 0.1% +0.0% 1.1 38,198 -881 5
COWZ funds › PACER US CASH COWS 100 ETF ADD 0.1% -0.0% 1.0 16,820 +861 5
ESGD funds › ISHARES ESG AWARE MSCI EAFE ETF ADD 0.1% +0.0% 1.0 9,899 +678 5
VTI funds › VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF ADD 0.1% +0.0% 0.9 2,503 +6 5
DEM funds › WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND ADD 0.1% +0.0% 0.9 16,772 +644 5
VIG funds › VANGUARD DIVIDEND APPRECIATION ETF TRIM 0.1% -0.0% 0.9 3,627 -6 5
JPLD funds › JPMORGAN LIMITED DURATION BOND ETF ADD 0.1% +0.0% 0.8 15,059 +3,250 5
AVGO funds › BROADCOM INC COM ADD 0.1% +0.0% 0.8 2,021 +307 5
BSX funds › BOSTON SCIENTIFIC CORP COM ADD 0.1% -0.0% 0.8 17,646 +90 5
GE funds › GE AEROSPACE COM NEW ADD 0.1% +0.0% 0.7 1,948 +33 5
BAC funds › BANK OF AMER CORP COM ADD 0.1% +0.0% 0.7 12,524 +123 5
TGT funds › TARGET CORP COM ADD 0.1% -0.0% 0.7 5,402 +58 5
MMM funds › 3M CO COM TRIM 0.1% -0.0% 0.7 4,020 -10 5
PRU funds › PRUDENTIAL FINL INC COM ADD 0.1% +0.0% 0.6 5,941 +88 5
FAST funds › FASTENAL CO COM ADD 0.1% -0.0% 0.6 13,085 +50 4
WFC funds › WELLS FARGO & CO COM ADD 0.1% -0.0% 0.6 7,495 +71 5
GEV funds › GE VERNOVA INC COM ADD 0.1% +0.0% 0.6 480 +4 5
NULV funds › NUVEEN ESG LARGE-CAP VALUE ETF TRIM 0.1% -0.0% 0.6 11,212 -2,010 5
VONG funds › VANGUARD RUSSELL 1000 GROWTH ETF TRIM 0.1% +0.0% 0.6 4,340 -38 5
JPM funds › JPMORGAN CHASE & CO COM ADD 0.1% +0.0% 0.5 1,680 +90 5
ESGE funds › ISHARES ESG AWARE MSCI EM ETF ADD 0.1% +0.0% 0.5 9,977 +1,793 5
IJR funds › ISHARES CORE S&P SMALL CAP ETF TRIM 0.1% +0.0% 0.5 3,546 -141 5
DES funds › WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ADD 0.1% +0.0% 0.5 12,905 +568 4
EAGG funds › ISHARES ESG AWARE US AGGREGATE BOND ETF TRIM 0.1% -0.0% 0.5 10,940 -2,915 5
AGG funds › ISHARES CORE U.S. AGGREGATE BOND ETF TRIM 0.0% -0.0% 0.5 4,952 -162 5
SPY funds › STATE STREET SPDR S&P 500 ETF ADD 0.0% +0.0% 0.5 605 +6 5
MDT funds › MEDTRONIC PLC SHS ADD 0.0% +0.0% 0.4 5,711 +1,309 5
META funds › META PLATFORMS INC CL A ADD 0.0% -0.0% 0.4 792 +20 5
GOOG funds › ALPHABET INC CAP STK CL C HOLD 0.0% +0.0% 0.4 1,254 +0 5
OBDC funds › BLUE OWL CAPITAL CORPORATION COM ADD 0.0% -0.0% 0.4 37,644 +1,169 5
LLY funds › ELI LILLY & CO COM TRIM 0.0% +0.0% 0.4 340 -9 4
ISRG funds › INTUITIVE SURGICAL INC COM NEW TRIM 0.0% -0.0% 0.4 991 -58 5
MU funds › MICRON TECHNOLOGY INC COM NEW 0.0% +0.0% 0.4 336 +336 1
JNJ funds › JOHNSON & JOHNSON COM ADD 0.0% -0.0% 0.4 1,455 +17 5
AMD funds › ADVANCED MICRO DEVICES INC COM NEW 0.0% +0.0% 0.4 624 +624 1
VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF TRIM 0.0% -0.0% 0.3 4,897 -247 5
IXUS funds › ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ADD 0.0% -0.0% 0.3 3,548 +16 2
NUSC funds › NUVEEN ESG SMALL-CAP ETF ADD 0.0% +0.0% 0.3 6,447 +1,561 5
HWKN funds › HAWKINS INC COM HOLD 0.0% -0.0% 0.3 2,364 +0 5
PAAA funds › PGIM AAA CLO ETF NEW 0.0% +0.0% 0.3 6,128 +6,128 1
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.0% +0.0% 0.3 2,277 +2,277 1
TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TRIM 0.0% +0.0% 0.3 630 -11 2
PBDE funds › PGIM S&P 500 BUFFER 20 ETF - DECEMBER HOLD 0.0% -0.0% 0.3 9,395 +0 5
AXP funds › AMERICAN EXPRESS CO COM ADD 0.0% +0.0% 0.3 848 +40 5
WMT funds › WALMART INC COM TRIM 0.0% -0.0% 0.3 2,501 -173 5
VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF ADD 0.0% +0.0% 0.3 2,360 +2,065 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD 0.0% +0.0% 0.3 561 +80 4
XEL funds › XCEL ENERGY INC COM ADD 0.0% -0.0% 0.3 3,387 +11 5
CSCO funds › CISCO SYS INC COM NEW 0.0% +0.0% 0.3 2,190 +2,190 1
ABBV funds › ABBVIE INC COM NEW 0.0% +0.0% 0.3 1,012 +1,012 1
TJX funds › TJX COS INC NEW COM TRIM 0.0% -0.0% 0.3 1,672 -10 5
HD funds › HOME DEPOT INC COM ADD 0.0% +0.0% 0.2 691 +44 5
LNG funds › CHENIERE ENERGY INC COM NEW TRIM 0.0% -0.0% 0.2 982 -276 5
VNQ funds › VANGUARD REAL ESTATE ETF ADD 0.0% -0.0% 0.2 2,403 +21 5
ADP funds › AUTOMATIC DATA PROCESSING INC COM NEW 0.0% +0.0% 0.2 1,033 +1,033 1
MCK funds › MCKESSON CORP COM TRIM 0.0% -0.0% 0.2 304 -24 4
ABT funds › ABBOTT LABORATORIES COM NEW 0.0% +0.0% 0.2 2,525 +2,525 1
KKR funds › KKR & CO INC COM ADD 0.0% -0.0% 0.2 2,451 +4 5
MUB funds › ISHARES NATIONAL MUNI BOND ETF TRIM 0.0% -0.0% 0.2 2,074 -527 5
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD 0.0% -0.0% 0.2 1,392 +8 2
VHT funds › VANGUARD HEALTH CARE ETF NEW 0.0% +0.0% 0.2 720 +720 1
INTC funds › INTEL CORP COM NEW 0.0% +0.0% 0.2 1,521 +1,521 1
CVX funds › CHEVRON CORPORATION COM ADD 0.0% -0.0% 0.2 1,268 +34 2
DAL funds › DELTA AIR LINES INC COM NEW NEW 0.0% +0.0% 0.2 2,213 +2,213 1
SMH funds › VANECK SEMICONDUCTOR ETF NEW 0.0% +0.0% 0.2 305 +305 1
NAT funds › NORDIC AMERICAN TANKERS LIMITE COM ADD 0.0% -0.0% 0.1 11,356 +375 4
COCH funds › ENVOY MEDICAL INC CL A HOLD 0.0% +0.0% 0.0 10,454 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT 0.0% -0.0% 0.0 0 -1,024 0
XLP funds › STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF EXIT 0.0% -1.8% 0.0 0 -200,243 0
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.0% 0.0 0 -2,391 0
HYDB funds › ISHARES HIGH YIELD SYSTEMATIC BOND ETF EXIT 0.0% -1.8% 0.0 0 -357,576 0
T funds › AT&T INC COM EXIT 0.0% -0.0% 0.0 0 -7,232 0
FTMH funds › FRANKLIN MUNICIPAL HIGH YIELD ETF EXIT 0.0% -0.0% 0.0 0 -10,454 0
IAGG funds › ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF EXIT 0.0% -0.6% 0.0 0 -103,537 0
EVSM funds › EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF EXIT 0.0% -0.2% 0.0 0 -28,783 0
ACWX funds › ISHARES MSCI ACWI EX U.S. ETF EXIT 0.0% -0.4% 0.0 0 -51,339 0
SPHY funds › STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF EXIT 0.0% -0.0% 0.0 0 -13,175 0
EFAV funds › ISHARES MSCI EAFE MIN VOL FACTOR ETF EXIT 0.0% -0.4% 0.0 0 -39,718 0
SNDA funds › SONIDA SENIOR LIVING INC COM EXIT 0.0% -0.1% 0.0 0 -21,613 0
USMV funds › ISHARES MSCI USA MIN VOL FACTOR ETF EXIT 0.0% -1.4% 0.0 0 -132,339 0
SCHX funds › SCHWAB U.S. LARGE-CAP ETF EXIT 0.0% -2.1% 0.0 0 -733,431 0
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF EXIT 0.0% -1.8% 0.0 0 -85,914 0
USTB funds › VICTORYSHARES SHORT-TERM BOND ETF EXIT 0.0% -1.2% 0.0 0 -221,223 0
EWU funds › ISHARES MSCI UNITED KINGDOM ETF EXIT 0.0% -0.4% 0.0 0 -78,104 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,004 127 0.21 59% 0.045 0.457 in
2026Q1 900 124 0.20 52% 0.038 0.403 in
2025Q4 906 125 0.33 60% 0.046 0.198 in
2025Q3 873 124 0.10 68% 0.074 0.715 in
2025Q2 814 119 0.18 70% 0.073 0.605 entered
2025Q1 733 103 0.00 68% 0.069 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status