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Bluestem Wealth Partners, LLC
Bluestem Wealth Partners, LLC is an investment advisory firm headquartered in Minnetonka, Minnesota, serving primarily individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm is owned by Jill Lawrence and Scott Marquardt. Bluestem provides wealth management and personalized financial planning services, including retirement, estate, tax, educational, and cash flow planning. As of 2025, the firm employs approximately 33 people. Bluestem Wealth Partners is registered with the SEC as an investment adviser, focusing on delivering tailored investment solutions and comprehensive financial guidance.
Investment Strategy
Bluestem Wealth Partners employs a personalized and comprehensive approach to portfolio management and financial planning. The firm offers both discretionary and non-discretionary investment advisory services, utilizing diversified strategies across mutual funds, ETFs, equities, corporate bonds, REITs, alternative investments, and annuities when appropriate for the client’s objectives. Bluestem partners with leading institutional custodians such as Charles Schwab for execution and custody. The strategy focuses on aligning investment portfolios with client-specific risk tolerance, time horizon, and financial goals, supported by ongoing review and adjustments through comprehensive financial planning. The firm is committed to acting in clients’ best interests by providing unbiased advice and maintaining fiduciary standards.
Latest 13F Filing Activity
Bluestem Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 118 equity positions with a total 13F market value of $814M. The fund increased holdings in Schwab Fundamental U.s. Large Company Etf, Schwab International Equity Etf, Ishares Core S&P 500 Etf among other positions. Bluestem Wealth Partners, LLC reduced exposure to Vanguard Growth Etf, Columbia Research Enhanced Core Etf, Ishares U.s. Treasury Bond Etf among others.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 18.24% | $148.5M | 239,132 | $590.61 | $620.90 | +$22.2M |
F FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 10.53% | $85.7M | 3,490,978 | $24.15 | $24.54 | +$48.3M |
V VUG | VANGUARD GROWTH ETF | 9.03% | $73.5M | 167,739 | $405.58 | $438.40 | -$14.7M |
S SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 8.98% | $73.1M | 3,308,478 | $19.77 | $22.10 | +$30.7M |
S SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 5.17% | $42.1M | 984,214 | $39.91 | $42.74 | +$17.0M |
Industry Allocation
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