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CIK: 0001454138
Total reported value
$2.1B
$2.1B
18 檔
57.3%
At the close of Q1 2026, Stairway Partners, LLC disclosed equity holdings valued at approximately $2.1B, spread across 18 reported holdings.
In Q1 2026, Stairway Partners, LLC displayed an active expansion posture, initiating 0 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IEFA, AGG) accounted for 57.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 14.74% | +0.47% | +0.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 14.48% | -0.34% | -0.31% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.52% | +0.58% | +1.05% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 11.49% | -1.80% | +0.22% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 9.82% | +0.08% | +2.93% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.85% | +0.39% | +1.29% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.10% | +0.19% | +0.33% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.44% | +0.39% | +1.79% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.42% | +0.09% | +0.24% | |
| 10 | EWC | Ishares Msci Canada ETF | ETF-Other | 2.31% | -0.08% | -0.16% | |
| 11 | GMF | State Street Spdr S&p Emergi | ETF-Other | 1.57% | +0.06% | -2.64% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.45% | -0.09% | -0.10% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.34% | — | +0.49% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.18% | +0.02% | +0.46% | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.12% | +0.02% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.95% | +0.01% | +0.09% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | +0.02% | -0.07% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.5% | +0.22% | Add |
| 2 | IWD | Ishares Russell 1000 Value E | +0.3% | +0.63% | Add |
| 3 | BND | Vanguard Total Bond Market | +0.2% | +2.93% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.79% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.31% | Trim |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.1% | +1.05% | Add |
| 7 | EWC | Ishares Msci Canada ETF | 0% | -0.16% | Trim |
| 8 | EFA | Ishares Msci Eafe ETF | 0% | -0.10% | Trim |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +0.49% | Add |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -0.07% | Trim |
| 11 | MUB | Ishares National Muni Bond E | 0% | +0.09% | Add |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +0.46% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 14 | VGK | Vanguard Ftse Europe ETF | -0.1% | +0.24% | Add |
| 15 | IWV | Ishares Russell 3000 ETF | -0.1% | — | Unchanged |
| 16 | GMF | State Street Spdr S&p Emergi | -0.1% | -2.64% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | -0.3% | +0.33% | Add |
| 18 | IWF | Ishares Russell 1000 Growth | -0.8% | +1.29% | Add |
According to official SEC Form 13F filings, Stairway Partners, LLC reported a total U.S. public equity portfolio value of $2.1B across 18 disclosed positions in Q1 2026.
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Top Position Liquidated / Trimmed
IEFA
前期市值: $277.1M
During Q1 2026, Stairway Partners, LLC's top holdings by market value included IWD (14.7%)、IEFA (14.5%)、AGG (12.5%). The largest single position, IWD, represented 14.7% of total portfolio value.
In Q1 2026, Stairway Partners, LLC made 16 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 5 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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