Filed: 1/5/2026ACC: 0001454138-26-000002
📋 What this filing means
STAIRWAY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $1.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$1.93B
Total AUM (reported)
17.06M
Total Shares
Allocation by class
MSCI EAFE IDX$304.76M15.8%
RUSSELL 1000 VAL$278.29M14.4%
ISHARES BOND ETF$259.27M13.4%
CORE MSCI EMKT$213.34M11.0%
VANGUARD BOND ETF$203.51M10.5%
RUSSELL 1000 GRW$187.27M9.7%
ISHARES S&P 500 ETF$143.28M7.4%
Portfolio Concentration
Top 3$796.13M41.2%
4–10$961.87M49.8%
11–25$173.63M9.0%
Top 3 weight
41.2%
Top 10 weight
91.0%
Voting Authority Distribution
Total shares with voting rights: 17.06M
Sole
Full voting authority
17.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
ISHARES 1000 VALUE ETF
SOLEShares1.32M
TypeSH
Market value$278.29M
14.41%
Sole
1.32M
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares3.10M
TypeSH
Market value$277.11M
14.35%
Sole
3.10M
Shared
0.00
None
0.00
ISHARES CORE US AGGREGATE BOND ETF
SOLEShares2.41M
TypeSH
Market value$240.72M
12.46%
Sole
2.41M
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MKT IDX
SOLEShares3.17M
TypeSH
Market value$213.34M
11.04%
Sole
3.17M
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH IDX FUND
SOLEShares395.67K
TypeSH
Market value$187.27M
9.69%
Sole
395.67K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares2.50M
TypeSH
Market value$185.17M
9.59%
Sole
2.50M
Shared
0.00
None
0.00
iShares S&P 500 Index Fund
SOLEShares209.19K
TypeSH
Market value$143.28M
7.42%
Sole
209.19K
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 ETF
SOLEShares416.17K
TypeSH
Market value$102.44M
5.30%
Sole
416.17K
Shared
0.00
None
0.00
VANGUARD MSCI EURPE EQUITY IDX FUND
SOLEShares1.03M
TypeSH
Market value$86.38M
4.47%
Sole
1.03M
Shared
0.00
None
0.00
iShares MSCI Canada
SOLEShares815.73K
TypeSH
Market value$43.99M
2.28%
Sole
815.73K
Shared
0.00
None
0.00
SPDR S&P EMERGING ASIA PACIFIC ETF
SOLEShares228.87K
TypeSH
Market value$31.76M
1.64%
Sole
228.87K
Shared
0.00
None
0.00
ISHARES MSCI EAFE INDEX FUND
SOLEShares287.87K
TypeSH
Market value$27.64M
1.43%
Sole
287.87K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH YIELD CORP BD ETF
SOLEShares324.45K
TypeSH
Market value$26.16M
1.35%
Sole
324.45K
Shared
0.00
None
0.00
ISHARES JP Morgan USD Em Mkts Bd ETF
SOLEShares240.73K
TypeSH
Market value$23.18M
1.20%
Sole
240.73K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 INDEX
SOLEShares58.58K
TypeSH
Market value$22.66M
1.17%
Sole
58.58K
Shared
0.00
None
0.00
ISHARES NATIONAL MUNI BOND ETF
SOLEShares173.17K
TypeSH
Market value$18.55M
0.96%
Sole
173.17K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares364.72K
TypeSH
Market value$18.34M
0.95%
Sole
364.72K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares7.83K
TypeSH
Market value$5.34M
0.28%
Sole
7.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES 1000 VALUE ETFSOLE | RUSSELL 1000 VAL | 1.32M | SH | $278.29M 14.41% | 1.32M | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | MSCI EAFE IDX | 3.10M | SH | $277.11M 14.35% | 3.10M | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFSOLE | ISHARES BOND ETF | 2.41M | SH | $240.72M 12.46% | 2.41M | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKT IDXSOLE | CORE MSCI EMKT | 3.17M | SH | $213.34M 11.04% | 3.17M | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH IDX FUNDSOLE | RUSSELL 1000 GRW | 395.67K | SH | $187.27M 9.69% | 395.67K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | VANGUARD BOND ETF | 2.50M | SH | $185.17M 9.59% | 2.50M | 0.00 | 0.00 |
iShares S&P 500 Index FundSOLE | iShares S&P 500 ETF | 209.19K | SH | $143.28M 7.42% | 209.19K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | RUSSELL 2000 | 416.17K | SH | $102.44M 5.30% | 416.17K | 0.00 | 0.00 |
VANGUARD MSCI EURPE EQUITY IDX FUNDSOLE | MSCI EUROPE ETF | 1.03M | SH | $86.38M 4.47% | 1.03M | 0.00 | 0.00 |
iShares MSCI CanadaSOLE | iShares CANADA IDX | 815.73K | SH | $43.99M 2.28% | 815.73K | 0.00 | 0.00 |
SPDR S&P EMERGING ASIA PACIFIC ETFSOLE | ASIA PACIFIC ETF | 228.87K | SH | $31.76M 1.64% | 228.87K | 0.00 | 0.00 |
ISHARES MSCI EAFE INDEX FUNDSOLE | MSCI EAFE IDX | 287.87K | SH | $27.64M 1.43% | 287.87K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORP BD ETFSOLE | ISHARES HIGH YIELD ETF | 324.45K | SH | $26.16M 1.35% | 324.45K | 0.00 | 0.00 |
ISHARES JP Morgan USD Em Mkts Bd ETFSOLE | JP MORGAN USD EMG | 240.73K | SH | $23.18M 1.20% | 240.73K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 INDEXSOLE | RUSSELL 3000 | 58.58K | SH | $22.66M 1.17% | 58.58K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ISHARES BOND ETF | 173.17K | SH | $18.55M 0.96% | 173.17K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | VANGUARD BOND ETF | 364.72K | SH | $18.34M 0.95% | 364.72K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | SPDR S&P 500 ETF | 7.83K | SH | $5.34M 0.28% | 7.83K | 0.00 | 0.00 |