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BlueStem Wealth Partners, LLC
RIA/Wealth
BlueStem Wealth Partners, LLC is a RIA/Wealth based in Minnetonka, MN led by Jill B Lawrence, reporting $968.0M in AUM as of Q3 2025 with 92% ETF concentration, 68% concentrated in top 10 holdings, 18% allocation to IVV, and minimal technology exposure.
CEOJill B Lawrence
- Portfolio Value
- $873.5M
- Positions
- 124
- Top Holding
- IVV at 18.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BlueStem Wealth Partners, LLC's portfolio (68% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $157.9M | 18.08% | -$2.2M Sold | — 235.9K shares | |
ETF ETF | $120.4M | 13.78% | +$39.9M Bought | — 251.0K shares | |
ETF ETF | $75.9M | 8.69% | -$1.1M Sold | — 3.3M shares | |
ETF ETF | $49.9M | 5.71% | -$41.9M Sold | — 1.9M shares | |
ETF ETF | $49.1M | 5.63% | +$3.1M Bought | — 1.0M shares | |
ETF ETF | $32.6M | 3.73% | -$3.2M Sold | — 499.6K shares | |
ETF ETF | $28.9M | 3.30% | -$14.0M Sold | — 715.4K shares | |
ETF ETF | $28.1M | 3.21% | +$2.4M Bought | — 597.3K shares | |
ETF ETF | $27.9M | 3.19% | +$2.5M Bought | — 1.2M shares | |
ETF ETF | $23.2M | 2.66% | +$2.5M Bought | — 837.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BlueStem Wealth Partners, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for BlueStem Wealth Partners, LLC
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