Long-term investor
Bluestem Wealth Partners, LLC @bluestemwealthpartnersll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001977465).
Record
- Tracked since 2025-06-30 (441 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHF · 10.5% · long · since 2025-06-30
- FNDX · 7.3% · long · since 2025-06-30
- DYNF · 6.8% · long · since 2025-12-31
- IJH · 6.6% · long · since 2025-06-30
- SCHG · 6.5% · long · since 2025-12-31
- IVV · 5.3% · long · since 2025-06-30
- JMTG · 4.8% · long · since 2025-12-31
- SPEM · 4.6% · long · since 2025-06-30
- CALF · 3.4% · long · since 2025-06-30
- RECS · 3.3% · long · since 2025-06-30
- VUG · 3.3% · long · since 2025-06-30
- GOVT · 2.8% · long · since 2025-06-30