• 13F History

BlueStem Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$762M
Signature - Title
Andy Warning - Chief Compliance Officer
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by BlueStem Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BlueStem Wealth Partners, LLC reported 101 stock holdings with total value $762M as of Q4 2024. Top holdings included IVV, VUG, FNDX, IJH, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 101 $762M $0 $0 IVV, VUG, FNDX, IJH, SCHF 13F-HR 2/5/2025, 04:41 PM