BlueStem Wealth Partners, LLC

CIK

1977465

Location

MINNETONKA, MN

Portfolio Value

Micro $32,370,304

Diversification

Diversified

Filing Date

Global Rank

#7,322 / 8,603 ▲ 61 · as of Mar 2026

Top Industry

Consumer Electronics 15.9%

3Y Alpha vs SPY

-9.4%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.8%

SPY

+24.4%

Annualised alpha

-9.4%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.4%

+0.0 pts

Top 5

41.1%

−1.1 pts

Top 10

58.9%

−2.5 pts

HHI

533

Diversified−16

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.6%	$9,590,940	5
Financial Services	17.9%	$5,782,145	9
Healthcare	14.1%	$4,551,296	9
Consumer Cyclical	12.0%	$3,884,750	4
Industrials	10.0%	$3,247,580	6
Communication Services	6.6%	$2,148,376	3
Consumer Defensive	3.0%	$980,016	2
Unclassified	2.7%	$877,270	2
Energy	2.1%	$676,632	3
Basic Materials	1.1%	$363,110	1
Utilities	0.8%	$268,189	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+6,649	12,401	$604,548
PRU	Prudential Financial Inc	+1,079	5,853	$571,779
OBDC	Blue Owl Capital Corp	+1,032	36,475	$403,413
NVDA	Nvidia Corp	+640	14,141	$2,466,190
MSFT	Microsoft Corp	+609	3,728	$1,379,993
AVGO	Broadcom Inc.	+411	1,714	$530,500
KKR	KKR & Co. Inc.	+378	2,447	$226,347
AMZN	Amazon Com Inc	+353	7,311	$1,522,661
NAT	NORDIC AMERICAN TANKERS Ltd	+313	10,981	$64,348
AAPL	Apple Inc.	+295	19,692	$4,997,632
GOOGL	Alphabet Inc.	+220	5,206	$1,497,037
META	Meta Platforms, Inc.	+167	772	$441,684
FAST	Fastenal Co	+134	13,035	$604,824
WMT	Walmart Inc.	+108	2,674	$332,324
TSLA	Tesla, Inc.	+102	5,059	$1,880,683
TJX	Tjx Companies Inc /De/	+71	1,682	$268,615
JNJ	Johnson & Johnson	+70	1,438	$351,504
JPM	Jpmorgan Chase & Co	+65	1,590	$467,714
GE	General Electric Co	+64	1,915	$543,419
MDT	Medtronic plc	+61	4,402	$381,433
BSX	Boston Scientific Corp	+49	17,556	$1,101,639
MCK	Mckesson Corp	+27	328	$283,838
LLY	ELI LILLY & Co	+24	349	$320,999
TGT	Target Corp	+24	5,344	$647,692
BRK-B	Berkshire Hathaway Inc	+21	481	$230,495
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−144	599	$389,553
WFC	Wells Fargo & Company/Mn	−138	7,424	$591,024
MMM	3M Co	−108	4,030	$585,276
AMP	Ameriprise Financial Inc	−96	5,496	$2,442,422
UNH	Unitedhealth Group Inc	−82	3,416	$924,335
LNG	Cheniere Energy, Inc.	−36	1,258	$356,970
AXP	American Express Co	−18	808	$244,403
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SNDA	Sonida Senior Living, Inc.	21,613	$697,019
CVX	Chevron Corp	1,234	$255,314
HON	Honeywell International Inc	1,024	$242,742
TSM	Taiwan Semiconductor Manufacturing Co Ltd	641	$216,625
T	At&T Inc.	7,232	$209,655
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
FICO	Fair Isaac Corp	182	$307,692
IBIT	iShares Bitcoin Trust ETF	6,071	$301,425
HBAN	Huntington Bancshares Inc /Md/	14,681	$254,715
ADP	Automatic Data Processing Inc	888	$228,420
TMO	Thermo Fisher Scientific Inc.	393	$227,723
MS	Morgan Stanley	1,245	$221,024
CRM	Salesforce, Inc.	833	$220,670
ADI	Analog Devices Inc	760	$206,112
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $32,370,304 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	19,692	+295	$4,997,632	−5.2%	15.44%
NVDA	Nvidia Corp Technology	Added	14,141	+640	$2,466,190	−2.1%	7.62%
AMP	Ameriprise Financial Inc Financial Services	Reduced	5,496	-96	$2,442,422	−10.9%	7.55%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,059	+102	$1,880,683	−15.6%	5.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,311	+353	$1,522,661	−5.2%	4.70%
GOOGL	Alphabet Inc. Communication Services	Added	5,206	+220	$1,497,037	−4.1%	4.62%
MSFT	Microsoft Corp Technology	Added	3,728	+609	$1,379,993	−8.5%	4.26%
BSX	Boston Scientific Corp Healthcare	Added	17,556	+49	$1,101,639	−34.0%	3.40%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,416	-82	$924,335	−20.0%	2.86%
CAT	Caterpillar Inc Industrials	Added	1,208	+16	$855,819	+25.3%	2.64%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	21,613	NEW	$697,019	NEW	2.15%
TGT	Target Corp Consumer Defensive	Added	5,344	+24	$647,692	+24.5%	2.00%
FAST	Fastenal Co Industrials	Added	13,035	+134	$604,824	+16.8%	1.87%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,401	+6,649	$604,548	+91.1%	1.87%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	7,424	-138	$591,024	−16.1%	1.83%
MMM	3M Co Industrials	Reduced	4,030	-108	$585,276	−11.7%	1.81%
PRU	Prudential Financial Inc Financial Services	Added	5,853	+1,079	$571,779	+6.1%	1.77%
GE	General Electric Co Industrials	Added	1,915	+64	$543,419	−4.7%	1.68%
AVGO	Broadcom Inc. Technology	Added	1,714	+411	$530,500	+17.6%	1.64%
QQQ	Invesco Qqq Trust, Series 1	Added	845	+1	$487,717	−5.9%	1.51%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,049	+7	$483,578	−18.1%	1.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,590	+65	$467,714	−4.8%	1.44%
META	Meta Platforms, Inc. Communication Services	Added	772	+167	$441,684	+10.6%	1.36%
GEV	GE Vernova Inc. Industrials	Added	476	+14	$415,500	+37.6%	1.28%
OBDC	Blue Owl Capital Corp Financial Services	Added	36,475	+1,032	$403,413	−8.4%	1.25%
SPY	Spdr S&P 500 ETF Trust	Reduced	599	-144	$389,553	−23.1%	1.20%
MDT	Medtronic plc Healthcare	Added	4,402	+61	$381,433	−8.5%	1.18%
HWKN	Hawkins Inc Basic Materials	Held	2,364	0	$363,110	+8.1%	1.12%
LNG	Cheniere Energy, Inc. Energy	Reduced	1,258	-36	$356,970	+41.9%	1.10%
JNJ	Johnson & Johnson Healthcare	Added	1,438	+70	$351,504	+24.2%	1.09%
WMT	Walmart Inc. Consumer Defensive	Added	2,674	+108	$332,324	+16.2%	1.03%
LLY	ELI LILLY & Co Healthcare	Added	349	+24	$320,999	−8.1%	0.99%
MCK	Mckesson Corp Healthcare	Added	328	+27	$283,838	+15.0%	0.88%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,682	+71	$268,615	+8.5%	0.83%
XEL	Xcel Energy Inc Utilities	Added	3,376	+9	$268,189	+7.8%	0.83%
CVX	Chevron Corp Energy	NEW	1,234	NEW	$255,314	NEW	0.79%
AXP	American Express Co Financial Services	Reduced	808	-18	$244,403	−20.0%	0.76%
HON	Honeywell International Inc Industrials	NEW	1,024	NEW	$242,742	NEW	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	481	+21	$230,495	−0.3%	0.71%
KKR	KKR & Co. Inc. Financial Services	Added	2,447	+378	$226,347	−14.2%	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	641	NEW	$216,625	NEW	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	647	+18	$212,791	−1.7%	0.66%
T	At&T Inc. Communication Services	NEW	7,232	NEW	$209,655	NEW	0.65%
NAT	NORDIC AMERICAN TANKERS Ltd Energy	Added	10,981	+313	$64,348	+75.3%	0.20%
COCH	Envoy Medical, Inc. Healthcare	Held	10,454	0	$6,951	+0.6%	0.02%