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Livermore
Livermore
ZHEN

Stairway Partners, LLC

SEC CIK
0001454138
Latest filing
Jul 1, 2026

The latest 13F from Stairway Partners, LLC covers Q2 2026 (filed Jul 1, 2026): 18 long positions worth $2.12B. The top 10 holdings make up 91.1% of the portfolio, and the largest is iShares Russell 1000 Value ETF at 15.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
10
Est. +$72.7M
Reduced
8
Est. −$69.1M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Russell 1000 Value ETF464287598
    15.2%$322.9M
  2. iShares Core MSCI Eafe ETF46432F842
    14.1%$300.2M
  3. iShares Core U.S. Aggregate Bond ETF464287226
    13.1%$278.1M
  4. Vanguard Total Bond Market ETF921937835
    9.9%$210.1M
  5. iShares Core MSCI Emerging Markets ETF46434G103
    9.7%$205.6M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +$37.0MAdded
  2. Vanguard Total Bond Market ETF921937835
    +$21.2MAdded
  3. Vanguard Intl Equity Index F922042874
    +$3.98MAdded
  4. iShares Tr464288513
    +$2.34MAdded
  5. iShares Tr464288281
    +$2.15MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core U.S. Aggregate Bond ETF464287226
    +0.58 pp12.5% → 13.1%
  2. iShares Russell 1000 Value ETF464287598
    +0.48 pp14.7% → 15.2%
  3. Vanguard Intl Equity Index F922042874
    +0.09 pp4.4% → 4.5%
  4. Vanguard Total Bond Market ETF921937835
    +0.08 pp9.8% → 9.9%
  5. iShares Tr464288281
    +0.02 pp1.2% → 1.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core MSCI Emerging Markets ETF46434G103
    −$57.9MReduced
  2. iShares Russell 2000 ETF464287655
    −$3.59MReduced
  3. iShares Russell 1000 Growth ETF464287614
    −$2.97MReducedConverted for a 4-for-1 split
  4. iShares Core S&P 500 ETF464287200
    −$2.40MReduced
  5. iShares MSCI Eafe ETF464287465
    −$930.7KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core MSCI Emerging Markets ETF46434G103
    −1.80 pp11.5% → 9.7%
  2. iShares MSCI Eafe ETF464287465
    −0.08 pp1.4% → 1.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.12B
+$191.8M (+9.9%) vs. prior quarter
Positions
18
0 vs. prior quarter
Top 10 concentration
91.1%
Top 10 as share of value
Turnover
3.4%
Q2 2026, one quarter
Average holding period
16.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.12B (Q2 2026)

Q1 2021: $713.0MQ2 2021: $751.2MQ3 2021: $741.4MQ4 2021: $784.3MQ1 2022: $746.4MQ2 2022: $660.2MQ3 2022: $615.9MQ4 2022: $701.1MQ1 2023: $1.15BQ2 2023: $1.17BQ3 2023: $930.7MQ4 2023: $991.8MQ1 2024: $1.24BQ2 2024: $1.27BQ3 2024: $1.56BQ4 2024: $1.59BQ1 2025: $1.62BQ2 2025: $1.76BQ3 2025: $1.88BQ4 2025: $1.93BQ1 2026: $1.93BQ2 2026: $2.12B
Q1 2021Q2 2026
13F filings of Stairway Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 1, 202618$2.12BiShares Russell 1000 Value ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2026SEC
Q1 2026Apr 2, 202618$1.93BiShares Russell 1000 Value ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2025SEC
Q4 2025Jan 5, 202618$1.93BiShares Russell 1000 Value ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Oct 3, 202518$1.88BiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q2 2025SEC
Q2 2025Jul 3, 202518$1.76BiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q1 2025SEC
Q1 2025Apr 7, 202518$1.62BiShares Russell 1000 Value ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2024SEC
Q4 2024Jan 6, 202518$1.59BiShares Russell 1000 Value ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2024SEC
Q3 2024Oct 4, 202418$1.56BiShares Russell 1000 Value ETFiShares Core MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFvs. Q2 2024SEC
Q2 2024Jul 2, 202415$1.27BiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2024SEC
Q1 2024Apr 3, 202415$1.24BiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core U.S. Aggregate Bond ETFvs. Q4 2023SEC
Q4 2023Jan 3, 202415$991.8MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2023SEC
Q3 2023Oct 11, 202315$930.7MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFVanguard Total Bond Market ETFvs. Q2 2023SEC
Q2 2023Jul 10, 202315$1.17BiShares MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFVanguard Total Bond Market ETFvs. Q1 2023SEC
Q1 2023Apr 4, 202315$1.15BiShares MSCI Eafe ETFiShares Core U.S. Aggregate Bond ETFVanguard Total Bond Market ETFvs. Q4 2022SEC
Q4 2022Jan 11, 202310$701.1MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q3 2022SEC
Q3 2022Oct 4, 202210$615.9MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q2 2022SEC
Q2 2022Jul 12, 202210$660.2MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q1 2022SEC
Q1 2022Apr 21, 202210$746.4MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q4 2021SEC
Q4 2021Jan 18, 202210$784.3MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q3 2021SEC
Q3 2021Oct 4, 202110$741.4MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q2 2021SEC
Q2 2021Jul 19, 202110$751.2MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETFvs. Q1 2021SEC
Q1 2021Apr 26, 202110$713.0MiShares MSCI Eafe ETFiShares Russell 1000 Value ETFiShares Core MSCI Emerging Markets ETF–SEC