Filed: 4/2/2026ACC: 0001454138-26-000003
📋 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)
17.18M
Total Shares
Allocation by class
MSCI EAFE IDX$307.49M15.9%
RUSSELL 1000 VAL$284.47M14.7%
ISHARES BOND ETF$260.15M13.5%
CORE MSCI EMKT$221.85M11.5%
VANGUARD BOND ETF$207.67M10.8%
RUSSELL 1000 GRW$170.89M8.9%
ISHARES S&P 500 ETF$137.09M7.1%
Portfolio Concentration
Top 3$805.79M41.7%
4–10$954.36M49.4%
11–25$170.31M8.8%
Top 3 weight
41.7%
Top 10 weight
91.2%
Voting Authority Distribution
Total shares with voting rights: 17.18M
Sole
Full voting authority
17.18M
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
SOLEShares1.33M
TypeSH
Market value$284.47M
14.74%
Sole
1.33M
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares3.09M
TypeSH
Market value$279.56M
14.48%
Sole
3.09M
Shared
0.00
None
0.00
ISHARES CORE US AGGREGATE BOND ETF
SOLEShares2.44M
TypeSH
Market value$241.75M
12.52%
Sole
2.44M
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MKT IDX
SOLEShares3.18M
TypeSH
Market value$221.85M
11.49%
Sole
3.18M
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares2.57M
TypeSH
Market value$189.48M
9.82%
Sole
2.57M
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH IDX FUND
SOLEShares400.77K
TypeSH
Market value$170.89M
8.85%
Sole
400.77K
Shared
0.00
None
0.00
iShares S&P 500 Index Fund
SOLEShares209.88K
TypeSH
Market value$137.09M
7.10%
Sole
209.88K
Shared
0.00
None
0.00
ISHARES RUSSELL 2000 ETF
SOLEShares423.64K
TypeSH
Market value$105.06M
5.44%
Sole
423.64K
Shared
0.00
None
0.00
VANGUARD MSCI EURPE EQUITY IDX FUND
SOLEShares1.04M
TypeSH
Market value$85.36M
4.42%
Sole
1.04M
Shared
0.00
None
0.00
iShares MSCI Canada
SOLEShares814.39K
TypeSH
Market value$44.62M
2.31%
Sole
814.39K
Shared
0.00
None
0.00
SPDR S&P EMERGING ASIA PACIFIC ETF
SOLEShares222.83K
TypeSH
Market value$30.34M
1.57%
Sole
222.83K
Shared
0.00
None
0.00
ISHARES MSCI EAFE INDEX FUND
SOLEShares287.57K
TypeSH
Market value$27.93M
1.45%
Sole
287.57K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH YIELD CORP BD ETF
SOLEShares326.03K
TypeSH
Market value$25.94M
1.34%
Sole
326.03K
Shared
0.00
None
0.00
ISHARES JP Morgan USD Em Mkts Bd ETF
SOLEShares241.84K
TypeSH
Market value$22.72M
1.18%
Sole
241.84K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 INDEX
SOLEShares58.58K
TypeSH
Market value$21.71M
1.12%
Sole
58.58K
Shared
0.00
None
0.00
ISHARES NATIONAL MUNI BOND ETF
SOLEShares173.33K
TypeSH
Market value$18.40M
0.95%
Sole
173.33K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares364.47K
TypeSH
Market value$18.18M
0.94%
Sole
364.47K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares7.83K
TypeSH
Market value$5.09M
0.26%
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 | 1.33M | SH | $284.47M 14.74% | 1.33M | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | MSCI EAFE IDX | 3.09M | SH | $279.56M 14.48% | 3.09M | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFSOLE | ISHARES BOND ETF | 2.44M | SH | $241.75M 12.52% | 2.44M | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKT IDXSOLE | CORE MSCI EMKT | 3.18M | SH | $221.85M 11.49% | 3.18M | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | VANGUARD BOND ETF | 2.57M | SH | $189.48M 9.82% | 2.57M | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH IDX FUNDSOLE | RUSSELL 1000 GRW | 400.77K | SH | $170.89M 8.85% | 400.77K | 0.00 | 0.00 |
iShares S&P 500 Index FundSOLE | iShares S&P 500 ETF | 209.88K | SH | $137.09M 7.10% | 209.88K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | RUSSELL 2000 | 423.64K | SH | $105.06M 5.44% | 423.64K | 0.00 | 0.00 |
VANGUARD MSCI EURPE EQUITY IDX FUNDSOLE | MSCI EUROPE ETF | 1.04M | SH | $85.36M 4.42% | 1.04M | 0.00 | 0.00 |
iShares MSCI CanadaSOLE | iShares CANADA IDX | 814.39K | SH | $44.62M 2.31% | 814.39K | 0.00 | 0.00 |
SPDR S&P EMERGING ASIA PACIFIC ETFSOLE | ASIA PACIFIC ETF | 222.83K | SH | $30.34M 1.57% | 222.83K | 0.00 | 0.00 |
ISHARES MSCI EAFE INDEX FUNDSOLE | MSCI EAFE IDX | 287.57K | SH | $27.93M 1.45% | 287.57K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORP BD ETFSOLE | ISHARES HIGH YIELD ETF | 326.03K | SH | $25.94M 1.34% | 326.03K | 0.00 | 0.00 |
ISHARES JP Morgan USD Em Mkts Bd ETFSOLE | JP MORGAN USD EMG | 241.84K | SH | $22.72M 1.18% | 241.84K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 INDEXSOLE | RUSSELL 3000 | 58.58K | SH | $21.71M 1.12% | 58.58K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ISHARES BOND ETF | 173.33K | SH | $18.40M 0.95% | 173.33K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | VANGUARD BOND ETF | 364.47K | SH | $18.18M 0.94% | 364.47K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | SPDR S&P 500 ETF | 7.83K | SH | $5.09M 0.26% | 7.83K | 0.00 | 0.00 |