STAIRWAY PARTNERS, LLC

Filed: 7/2/2026ACC: 0001454138-26-000004

📋 What this filing means

STAIRWAY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $2.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$2.12B

Total AUM (reported)

18.47M

Total Shares

Allocation by class

MSCI EAFE IDX$329.13M15.5%

RUSSELL 1000 VAL$322.88M15.2%

ISHARES BOND ETF$298.37M14.1%

VANGUARD BOND ETF$230.47M10.9%

CORE MSCI EMKT$205.60M9.7%

RUSSELL 1000 GRW$196.08M9.2%

ISHARES S&P 500 ETF$154.77M7.3%

Portfolio Concentration

Top 3$901.13M42.5%

4–10$1.03B48.7%

11–25$187.97M8.9%

Top 3 weight

42.5%

Top 10 weight

91.1%

Voting Authority Distribution

Total shares with voting rights: 18.47M

Sole

Full voting authority

18.47M

% 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 1000 VALUE ETF

SOLE

RUSSELL 1000 VAL

Shares1.33M

TypeSH

Market value$322.88M

15.21%

Sole

1.33M

Shared

0.00

None

0.00

iShares Core MSCI EAFE ETF

SOLE

MSCI EAFE IDX

Shares3.11M

TypeSH

Market value$300.19M

14.14%

Sole

3.11M

Shared

0.00

None

0.00

ISHARES CORE US AGGREGATE BOND ETF

SOLE

ISHARES BOND ETF

Shares2.81M

TypeSH

Market value$278.06M

13.10%

Sole

2.81M

Shared

0.00

None

0.00

VANGUARD TOTAL BOND MARKET ETF

SOLE

VANGUARD BOND ETF

Shares2.86M

TypeSH

Market value$210.11M

9.90%

Sole

2.86M

Shared

0.00

None

0.00

ISHARES CORE MSCI EMERGING MKT IDX

SOLE

CORE MSCI EMKT

Shares2.48M

TypeSH

Market value$205.60M

9.69%

Sole

2.48M

Shared

0.00

None

0.00

ISHARES RUSSELL 1000 GROWTH IDX FUND

SOLE

RUSSELL 1000 GRW

Shares1.58M

TypeSH

Market value$196.08M

9.24%

Sole

1.58M

Shared

0.00

None

0.00

iShares S&P 500 Index Fund

SOLE

iShares S&P 500 ETF

Shares206.67K

TypeSH

Market value$154.77M

7.29%

Sole

206.67K

Shared

0.00

None

0.00

ISHARES RUSSELL 2000 ETF

SOLE

RUSSELL 2000

Shares411.69K

TypeSH

Market value$123.69M

5.83%

Sole

411.69K

Shared

0.00

None

0.00

VANGUARD MSCI EURPE EQUITY IDX FUND

SOLE

MSCI EUROPE ETF

Shares1.08M

TypeSH

Market value$95.67M

4.51%

Sole

1.08M

Shared

0.00

None

0.00

iShares MSCI Canada

SOLE

iShares CANADA IDX

Shares819.96K

TypeSH

Market value$47.26M

2.23%

Sole

819.96K

Shared

0.00

None

0.00

SPDR S&P EMERGING ASIA PACIFIC ETF

SOLE

ASIA PACIFIC ETF

Shares220.17K

TypeSH

Market value$34.56M

1.63%

Sole

220.17K

Shared

0.00

None

0.00

ISHARES MSCI EAFE INDEX FUND

SOLE

MSCI EAFE IDX

Shares278.61K

TypeSH

Market value$28.94M

1.36%

Sole

278.61K

Shared

0.00

None

0.00

ISHARES IBOXX $ HIGH YIELD CORP BD ETF

SOLE

ISHARES HIGH YIELD ETF

Shares355.33K

TypeSH

Market value$28.42M

1.34%

Sole

355.33K

Shared

0.00

None

0.00

ISHARES JP Morgan USD Em Mkts Bd ETF

SOLE

JP MORGAN USD EMG

Shares264.12K

TypeSH

Market value$25.47M

1.20%

Sole

264.12K

Shared

0.00

None

0.00

ISHARES RUSSELL 3000 INDEX

SOLE

RUSSELL 3000

Shares56.53K

TypeSH

Market value$24.11M

1.14%

Sole

56.53K

Shared

0.00

None

0.00

VANGUARD TAX-EXEMPT BOND ETF

SOLE

VANGUARD BOND ETF

Shares402.52K

TypeSH

Market value$20.36M

0.96%

Sole

402.52K

Shared

0.00

None

0.00

ISHARES NATIONAL MUNI BOND ETF

SOLE

ISHARES BOND ETF

Shares188.75K

TypeSH

Market value$20.31M

0.96%

Sole

188.75K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TRUST

SOLE

SPDR S&P 500 ETF

Shares7.76K

TypeSH

Market value$5.80M

0.27%

Sole

7.76K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES 1000 VALUE ETFSOLE	RUSSELL 1000 VAL	1.33M	SH	$322.88M 15.21%	1.33M
iShares Core MSCI EAFE ETFSOLE	MSCI EAFE IDX	3.11M	SH	$300.19M 14.14%	3.11M
ISHARES CORE US AGGREGATE BOND ETFSOLE	ISHARES BOND ETF	2.81M	SH	$278.06M 13.10%	2.81M
VANGUARD TOTAL BOND MARKET ETFSOLE	VANGUARD BOND ETF	2.86M	SH	$210.11M 9.90%	2.86M
ISHARES CORE MSCI EMERGING MKT IDXSOLE	CORE MSCI EMKT	2.48M	SH	$205.60M 9.69%	2.48M
ISHARES RUSSELL 1000 GROWTH IDX FUNDSOLE	RUSSELL 1000 GRW	1.58M	SH	$196.08M 9.24%	1.58M
iShares S&P 500 Index FundSOLE	iShares S&P 500 ETF	206.67K	SH	$154.77M 7.29%	206.67K
ISHARES RUSSELL 2000 ETFSOLE	RUSSELL 2000	411.69K	SH	$123.69M 5.83%	411.69K
VANGUARD MSCI EURPE EQUITY IDX FUNDSOLE	MSCI EUROPE ETF	1.08M	SH	$95.67M 4.51%	1.08M
iShares MSCI CanadaSOLE	iShares CANADA IDX	819.96K	SH	$47.26M 2.23%	819.96K
SPDR S&P EMERGING ASIA PACIFIC ETFSOLE	ASIA PACIFIC ETF	220.17K	SH	$34.56M 1.63%	220.17K
ISHARES MSCI EAFE INDEX FUNDSOLE	MSCI EAFE IDX	278.61K	SH	$28.94M 1.36%	278.61K
ISHARES IBOXX $ HIGH YIELD CORP BD ETFSOLE	ISHARES HIGH YIELD ETF	355.33K	SH	$28.42M 1.34%	355.33K
ISHARES JP Morgan USD Em Mkts Bd ETFSOLE	JP MORGAN USD EMG	264.12K	SH	$25.47M 1.20%	264.12K
ISHARES RUSSELL 3000 INDEXSOLE	RUSSELL 3000	56.53K	SH	$24.11M 1.14%	56.53K
VANGUARD TAX-EXEMPT BOND ETFSOLE	VANGUARD BOND ETF	402.52K	SH	$20.36M 0.96%	402.52K
ISHARES NATIONAL MUNI BOND ETFSOLE	ISHARES BOND ETF	188.75K	SH	$20.31M 0.96%	188.75K
SPDR S&P 500 ETF TRUSTSOLE	SPDR S&P 500 ETF	7.76K	SH	$5.80M 0.27%	7.76K