STAIRWAY PARTNERS, LLC

Filed: 10/3/2025ACC: 0001454138-25-000009

📋 What this filing means

STAIRWAY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $1.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$1.88B

Total AUM (reported)

16.77M

Total Shares

Allocation by class

MSCI EAFE IDX$303.69M16.1%

RUSSELL 1000 VAL$267.14M14.2%

CORE MSCI EMKT$232.28M12.3%

ISHARES BOND ETF$220.79M11.7%

RUSSELL 1000 GRW$198.42M10.5%

VANGUARD BOND ETF$175.71M9.3%

ISHARES S&P 500 ETF$161.72M8.6%

Portfolio Concentration

Top 3$774.65M41.1%

4–10$934.62M49.6%

11–25$173.82M9.2%

Top 3 weight

41.1%

Top 10 weight

90.8%

Voting Authority Distribution

Total shares with voting rights: 16.77M

Sole

Full voting authority

16.77M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole18

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings18

Rows:

iShares Core MSCI EAFE ETF

SOLE

MSCI EAFE IDX

Shares3.15M

TypeSH

Market value$275.23M

14.62%

Sole

3.15M

Shared

0.00

None

0.00

ISHARES 1000 VALUE ETF

SOLE

RUSSELL 1000 VAL

Shares1.31M

TypeSH

Market value$267.14M

14.19%

Sole

1.31M

Shared

0.00

None

0.00

ISHARES CORE MSCI EMERGING MKT IDX

SOLE

CORE MSCI EMKT

Shares3.52M

TypeSH

Market value$232.28M

12.33%

Sole

3.52M

Shared

0.00

None

0.00

ISHARES CORE US AGGREGATE BOND ETF

SOLE

ISHARES BOND ETF

Shares2.04M

TypeSH

Market value$204.79M

10.88%

Sole

2.04M

Shared

0.00

None

0.00

ISHARES RUSSELL 1000 GROWTH IDX FUND

SOLE

RUSSELL 1000 GRW

Shares423.61K

TypeSH

Market value$198.42M

10.54%

Sole

423.61K

Shared

0.00

None

0.00

iShares S&P 500 Index Fund

SOLE

iShares S&P 500 ETF

Shares241.63K

TypeSH

Market value$161.72M

8.59%

Sole

241.63K

Shared

0.00

None

0.00

VANGUARD TOTAL BOND MARKET ETF

SOLE

VANGUARD BOND ETF

Shares2.15M

TypeSH

Market value$159.98M

8.50%

Sole

2.15M

Shared

0.00

None

0.00

VANGUARD MSCI EURPE EQUITY IDX FUND

SOLE

MSCI EUROPE ETF

Shares1.10M

TypeSH

Market value$87.67M

4.66%

Sole

1.10M

Shared

0.00

None

0.00

ISHARES RUSSELL 2000 ETF

SOLE

RUSSELL 2000

Shares327.13K

TypeSH

Market value$79.15M

4.20%

Sole

327.13K

Shared

0.00

None

0.00

iShares MSCI Canada

SOLE

iShares CANADA IDX

Shares848.37K

TypeSH

Market value$42.89M

2.28%

Sole

848.37K

Shared

0.00

None

0.00

SPDR S&P EMERGING ASIA PACIFIC ETF

SOLE

ASIA PACIFIC ETF

Shares246.05K

TypeSH

Market value$34.20M

1.82%

Sole

246.05K

Shared

0.00

None

0.00

ISHARES MSCI EAFE INDEX FUND

SOLE

MSCI EAFE IDX

Shares304.74K

TypeSH

Market value$28.45M

1.51%

Sole

304.74K

Shared

0.00

None

0.00

ISHARES IBOXX $ HIGH YIELD CORP BD ETF

SOLE

ISHARES HIGH YIELD ETF

Shares324.75K

TypeSH

Market value$26.37M

1.40%

Sole

324.75K

Shared

0.00

None

0.00

ISHARES RUSSELL 3000 INDEX

SOLE

RUSSELL 3000

Shares62.24K

TypeSH

Market value$23.59M

1.25%

Sole

62.24K

Shared

0.00

None

0.00

ISHARES JP Morgan USD Em Mkts Bd ETF

SOLE

JP MORGAN USD EMG

Shares240.73K

TypeSH

Market value$22.92M

1.22%

Sole

240.73K

Shared

0.00

None

0.00

ISHARES NATIONAL MUNI BOND ETF

SOLE

ISHARES BOND ETF

Shares150.21K

TypeSH

Market value$16.00M

0.85%

Sole

150.21K

Shared

0.00

None

0.00

VANGUARD TAX-EXEMPT BOND ETF

SOLE

VANGUARD BOND ETF

Shares314.28K

TypeSH

Market value$15.74M

0.84%

Sole

314.28K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TRUST

SOLE

SPDR S&P 500 ETF

Shares9.86K

TypeSH

Market value$6.57M

0.35%

Sole

9.86K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
iShares Core MSCI EAFE ETFSOLE	MSCI EAFE IDX	3.15M	SH	$275.23M 14.62%	3.15M
ISHARES 1000 VALUE ETFSOLE	RUSSELL 1000 VAL	1.31M	SH	$267.14M 14.19%	1.31M
ISHARES CORE MSCI EMERGING MKT IDXSOLE	CORE MSCI EMKT	3.52M	SH	$232.28M 12.33%	3.52M
ISHARES CORE US AGGREGATE BOND ETFSOLE	ISHARES BOND ETF	2.04M	SH	$204.79M 10.88%	2.04M
ISHARES RUSSELL 1000 GROWTH IDX FUNDSOLE	RUSSELL 1000 GRW	423.61K	SH	$198.42M 10.54%	423.61K
iShares S&P 500 Index FundSOLE	iShares S&P 500 ETF	241.63K	SH	$161.72M 8.59%	241.63K
VANGUARD TOTAL BOND MARKET ETFSOLE	VANGUARD BOND ETF	2.15M	SH	$159.98M 8.50%	2.15M
VANGUARD MSCI EURPE EQUITY IDX FUNDSOLE	MSCI EUROPE ETF	1.10M	SH	$87.67M 4.66%	1.10M
ISHARES RUSSELL 2000 ETFSOLE	RUSSELL 2000	327.13K	SH	$79.15M 4.20%	327.13K
iShares MSCI CanadaSOLE	iShares CANADA IDX	848.37K	SH	$42.89M 2.28%	848.37K
SPDR S&P EMERGING ASIA PACIFIC ETFSOLE	ASIA PACIFIC ETF	246.05K	SH	$34.20M 1.82%	246.05K
ISHARES MSCI EAFE INDEX FUNDSOLE	MSCI EAFE IDX	304.74K	SH	$28.45M 1.51%	304.74K
ISHARES IBOXX $ HIGH YIELD CORP BD ETFSOLE	ISHARES HIGH YIELD ETF	324.75K	SH	$26.37M 1.40%	324.75K
ISHARES RUSSELL 3000 INDEXSOLE	RUSSELL 3000	62.24K	SH	$23.59M 1.25%	62.24K
ISHARES JP Morgan USD Em Mkts Bd ETFSOLE	JP MORGAN USD EMG	240.73K	SH	$22.92M 1.22%	240.73K
ISHARES NATIONAL MUNI BOND ETFSOLE	ISHARES BOND ETF	150.21K	SH	$16.00M 0.85%	150.21K
VANGUARD TAX-EXEMPT BOND ETFSOLE	VANGUARD BOND ETF	314.28K	SH	$15.74M 0.84%	314.28K
SPDR S&P 500 ETF TRUSTSOLE	SPDR S&P 500 ETF	9.86K	SH	$6.57M 0.35%	9.86K