Stegner Investment Associates

Latest statistics and disclosures from Stegner Investment Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVW, IWR, VONE, IWB, VOO, and represent 82.03% of Stegner Investment Associates's stock portfolio.
  • Added to shares of these 10 stocks: IWR, RSP, MSFT, OEF, SDY, VBR, CNC, KO, VTWO, VOO.
  • Started 8 new stock positions in CNC, VBR, SDY, RSP, VTWO, KO, MSFT, OEF.
  • Reduced shares in these 8 stocks: IVW, IWB, IWS, AAPL, EFV, IVE, IWF, IWP.
  • Stegner Investment Associates was a net buyer of stock by $6.1M.
  • Stegner Investment Associates has $182M in assets under management (AUM), dropping by 11.74%.
  • Central Index Key (CIK): 0001907433

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Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 34 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 41.7 $76M 631k 120.72
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Ishares Tr Rus Mid Cap Etf (IWR) 21.3 $39M +12% 402k 96.55
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.7 $20M 65k 302.35
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Ishares Tr Rus 1000 Etf (IWB) 4.7 $8.6M -5% 24k 365.49
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $6.5M +3% 11k 612.35
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.0 $5.5M 46k 120.50
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Ishares Tr Rus 1000 Val Etf (IWD) 3.0 $5.4M 27k 203.59
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Ishares Tr Core S&p500 Etf (IVV) 2.8 $5.1M +2% 7.7k 669.30
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Ishares Tr S&p 500 Val Etf (IVE) 1.8 $3.4M 16k 206.50
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Ishares Tr Eafe Value Etf (EFV) 1.0 $1.8M -4% 27k 67.83
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $1.5M 3.1k 468.47
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $848k 1.3k 666.37
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $820k 2.5k 328.17
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $795k NEW 4.2k 189.70
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Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $683k 3.9k 176.81
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $635k -17% 4.5k 139.67
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $607k -3% 4.3k 142.40
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Apple (AAPL) 0.3 $575k -14% 2.3k 254.63
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $518k +12% 2.1k 242.01
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Microsoft Corporation (MSFT) 0.3 $457k NEW 882.00 517.95
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $444k +2% 6.0k 74.37
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $432k 12k 34.92
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Ishares Tr S&p 100 Etf (OEF) 0.2 $386k NEW 1.2k 332.84
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Spdr Series Trust S&p Divid Etf (SDY) 0.2 $311k NEW 2.2k 140.05
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McDonald's Corporation (MCD) 0.2 $305k 1.0k 303.89
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Home Depot (HD) 0.2 $300k +11% 741.00 405.19
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Vanguard Index Fds Value Etf (VTV) 0.2 $281k 1.5k 186.49
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $281k NEW 1.3k 208.71
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Vanguard Index Fds Growth Etf (VUG) 0.1 $262k 547.00 479.61
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Centene Corporation (CNC) 0.1 $254k NEW 7.1k 35.68
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $234k +2% 466.00 502.74
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Coca-Cola Company (KO) 0.1 $220k NEW 3.3k 66.32
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American Express Company (AXP) 0.1 $216k 650.00 332.16
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $210k NEW 2.2k 97.81
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Past Filings by Stegner Investment Associates

SEC 13F filings are viewable for Stegner Investment Associates going back to 2021

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