AI Portfolio Summary
In 2026 Q1, Stairway Partners, LLC maintained a portfolio of 18 distinct positions. They heavily accumulated shares in ISHARES 1000 VALUE E, increasing their position by 0.6%. The fund also reduced its exposure to SPDR S&P EMERGING AS by 2.6%.
Total Positions
18
Quarter
2026 Q1
Top Holding
IWD (14.7%)
Top 10 Concentration
91.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-18 of 18
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWD
ISHARES 1000 VA...
|
ETF | 14.74% | 14.41% |
#1
Prev: #1
|
6.5 | 8,307 | 0.6% |
P
S
|
1,331,364 | $284,472,613 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IEFA
iShares Core MS...
|
ETF | 14.48% | 14.35% |
#2
Prev: #2
|
6.0 | -9,558 | -0.3% |
P
S
|
3,088,039 | $279,560,201 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AGG
ISHARES CORE US...
|
Bond/Debt | 12.52% | 12.46% |
#3
Prev: #3
|
5.5 | 25,200 | 1.0% |
P
S
|
2,435,318 | $241,754,046 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 11.49% | 11.04% |
#4
Prev: #4
|
5.0 | 7,010 | 0.2% |
P
S
|
3,180,698 | $221,853,697 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
BND
VANGUARD TOTAL ...
|
Bond/Debt | 9.82% | 9.59% |
#5
1
Prev: #6
|
4.9 | 73,200 | 2.9% |
P
S
|
2,573,111 | $189,483,910 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 8.85% | 9.69% |
#6
1
Prev: #5
|
4.0 | 5,101 | 1.3% |
P
S
|
400,768 | $170,887,358 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IVV
iShares S&P 500...
|
ETF | 7.10% | 7.42% |
#7
Prev: #7
|
3.3 | 685 | 0.3% |
P
S
|
209,875 | $137,092,268 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 5.44% | 5.30% |
#8
Prev: #8
|
2.7 | 7,470 | 1.8% |
P
S
|
423,642 | $105,063,093 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
VGK
VANGUARD MSCI E...
|
ETF | 4.42% | 4.47% |
#9
Prev: #9
|
2.3 | 2,460 | 0.2% |
P
S
|
1,035,584 | $85,363,221 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
EWC
iShares MSCI Ca...
|
ETF | 2.31% | 2.28% |
#10
Prev: #10
|
1.4 | -1,340 | -0.2% |
P
S
|
814,393 | $44,620,613 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
GMF
SPDR S&P EMERGI...
|
ETF | 1.57% | 1.64% |
#11
Prev: #11
|
1.1 | -6,044 | -2.6% |
P
S
|
222,829 | $30,335,574 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 1.45% | 1.43% |
#12
Prev: #12
|
1.1 | -300 | -0.1% |
P
S
|
287,573 | $27,931,965 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
HYG
ISHARES IBOXX $...
|
ETF | 1.34% | 1.35% |
#13
Prev: #13
|
1.0 | 1,574 | 0.5% |
P
S
|
326,029 | $25,938,878 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
EMB
ISHARES JP Morg...
|
ETF | 1.18% | 1.20% |
#14
Prev: #14
|
1.0 | 1,110 | 0.5% |
P
S
|
241,841 | $22,716,109 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IWV
ISHARES RUSSELL...
|
ETF | 1.12% | 1.17% |
#15
Prev: #15
|
1.4 | no change | no change |
P
S
|
58,578 | $21,713,693 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MUB
ISHARES NATIONA...
|
Bond/Debt | 0.95% | 0.96% |
#16
Prev: #16
|
0.9 | 160 | 0.1% |
P
S
|
173,332 | $18,399,192 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
VTEB
VANGUARD TAX-EX...
|
Bond/Debt | 0.94% | 0.95% |
#17
Prev: #17
|
0.9 | -250 | -0.1% |
P
S
|
364,470 | $18,183,408 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.26% | 0.28% |
#18
Prev: #18
|
1.1 | no change | no change |
P
S
|
7,829 | $5,091,512 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) |
Showing 1-18 of 18 holdings