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, VOO, IWD, and represent 82.82% of Stegner Investment Associates's stock portfolio.
- Added to shares of these 9 stocks: IWR, IWD, VOO, IWP, OEF, IVE, IWN, VONE, VONG.
- Reduced shares in these 10 stocks: IVW, IWB, RSP, IWF, EFV, VTV, VBR, , IVV, .
- Sold out of its positions in CNC, RSP, VTWO, VBR, VTV.
- Stegner Investment Associates was a net buyer of stock by $2.9M.
- Stegner Investment Associates has $188M in assets under management (AUM), dropping by 3.18%.
- Central Index Key (CIK): 0001907433
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Portfolio Holdings for Stegner Investment Associates
Stegner Investment Associates holds 29 positions in its portfolio as reported in the December 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) | 40.6 | $76M | 620k | 123.26 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 22.7 | $43M | +10% | 443k | 96.27 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 10.6 | $20M | 65k | 309.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.7 | $8.8M | +31% | 14k | 627.11 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.3 | $8.1M | +44% | 38k | 210.34 |
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| Ishares Tr Rus 1000 Etf (IWB) | 4.1 | $7.7M | -11% | 21k | 373.43 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.0 | $5.6M | 46k | 121.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $5.0M | -4% | 7.3k | 684.94 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.8 | $3.5M | 16k | 212.06 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $1.6M | -17% | 22k | 71.41 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $921k | -37% | 1.9k | 473.37 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $868k | +48% | 6.3k | 136.93 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $841k | -3% | 1.2k | 681.69 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $788k | -5% | 2.4k | 335.27 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $710k | 3.9k | 181.21 |
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| Apple (AAPL) | 0.3 | $581k | -5% | 2.1k | 271.86 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $579k | -9% | 4.1k | 141.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $487k | -7% | 2.0k | 246.22 |
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| Microsoft Corporation (MSFT) | 0.2 | $422k | 873.00 | 483.62 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $413k | +3% | 1.2k | 342.97 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $354k | -19% | 4.8k | 74.07 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $338k | -24% | 9.4k | 35.92 |
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| McDonald's Corporation (MCD) | 0.2 | $307k | 1.0k | 305.63 |
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| American Express Company (AXP) | 0.1 | $241k | 650.00 | 369.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $232k | 462.00 | 502.65 |
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| Coca-Cola Company (KO) | 0.1 | $229k | 3.3k | 69.91 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $226k | -26% | 1.6k | 139.16 |
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| Home Depot (HD) | 0.1 | $219k | -14% | 636.00 | 344.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $206k | -22% | 422.00 | 487.86 |
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Past Filings by Stegner Investment Associates
SEC 13F filings are viewable for Stegner Investment Associates going back to 2021
- Stegner Investment Associates 2025 Q4 filed Jan. 30, 2026
- Stegner Investment Associates 2025 Q3 filed Nov. 6, 2025
- Stegner Investment Associates 2025 Q2 filed July 28, 2025
- Stegner Investment Associates 2025 Q1 filed May 5, 2025
- Stegner Investment Associates 2024 Q4 filed Feb. 6, 2025
- Stegner Investment Associates 2024 Q3 filed Oct. 11, 2024
- Stegner Investment Associates 2024 Q2 filed July 23, 2024
- Stegner Investment Associates 2024 Q1 filed April 22, 2024
- Stegner Investment Associates 2023 Q4 filed Feb. 8, 2024
- Stegner Investment Associates 2023 Q3 filed Oct. 18, 2023
- Stegner Investment Associates 2023 Q2 filed July 19, 2023
- Stegner Investment Associates 2023 Q1 filed April 24, 2023
- Stegner Investment Associates 2022 Q4 filed Feb. 6, 2023
- Stegner Investment Associates 2022 Q3 filed Nov. 1, 2022
- Stegner Investment Associates 2022 Q2 filed July 22, 2022
- Stegner Investment Associates 2022 Q1 filed April 20, 2022