Stairway Partners, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Oct 2026 | $2,358,074,847 | Pension and profit sharing plans (91%) |
| Mar 2025 to Jan 2026 | $2,025,875,385 | Pension and profit sharing plans (91%) |
| Aug 2024 to Feb 2025 | $1,976,749,992 | Pension and profit sharing plans (90%) |
| Feb 2024 to Jul 2024 | $1,042,722,494 | Pension and profit sharing plans (82%) |
| Aug 2023 to Jan 2024 | $1,192,277,376 | Pension and profit sharing plans (85%) |
| May 2023 to Jul 2023 | $1,100,975,625 | Pension and profit sharing plans (91%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 98.6%; sector active share 90.6% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $357,424,179 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | +94,449 | 2,903,725 | $0 | |
| IEMG | iShares Trust | +75,621 | 2,557,560 | $0 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +52,919 | 2,915,052 | $204,490,897 | |
| IEFA | iShares Core MSCI EAFE ETF | +34,193 | 3,142,395 | $0 | |
| IVV | iShares Core S&P 500 ETF | +5,417 | 212,083 | $0 | |
| IWF | iShares Russell 1000 Growth ETF | +1,931 | 1,581,044 | $0 | |
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | +1,000 | 265,121 | $0 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | +1,000 | 356,328 | $0 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWD | iShares Russell 1000 Value ETF | −14,005 | 1,317,850 | $0 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −2,300 | 400,223 | $18,954,561 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | −1,292 | 1,079,226 | $93,676,816 | |
| EFA | iShares MSCI EAFE ETF | −830 | 277,784 | $0 | |
| IWV | iShares Russell 3000 ETF | −730 | 55,804 | $0 | |
| IWM | iShares Russell 2000 ETF | −355 | 411,336 | $0 | |
| MUB | iShares National Muni Bond ETF | −190 | 188,555 | $0 | |
| EWC | iShares Trust | −47 | 819,917 | $0 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 2,915,052 | $204,490,897 | 57.21% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Reduced | 1,079,226 | $93,676,816 | 26.21% | |
| GMF |
State Street(R) SPDR(R) S&P(R) Emerging Asia Pacific ETF
|
Held | 220,174 | $34,382,371 | 9.62% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Reduced | 400,223 | $18,954,561 | 5.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 7,762 | $5,919,534 | 1.66% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 2,903,725 | $0 | 0.00% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 277,784 | $0 | 0.00% | |
| EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
|
Added | 265,121 | $0 | 0.00% | |
| EWC |
iShares Trust
|
Reduced | 819,917 | $0 | 0.00% | |
| HYG |
iShares iBoxx $ High Yield Corporate Bond ETF
|
Added | 356,328 | $0 | 0.00% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 3,142,395 | $0 | 0.00% | |
| IEMG |
iShares Trust
|
Added | 2,557,560 | $0 | 0.00% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 212,083 | $0 | 0.00% | |
| IWD |
iShares Russell 1000 Value ETF
|
Reduced | 1,317,850 | $0 | 0.00% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 1,581,044 | $0 | 0.00% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 411,336 | $0 | 0.00% | |
| IWV |
iShares Russell 3000 ETF
|
Reduced | 55,804 | $0 | 0.00% | |
| MUB |
iShares National Muni Bond ETF
|
Reduced | 188,555 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.