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 80.38% of Stegner Investment Associates's stock portfolio.
  • Added to shares of these 10 stocks: RSP, MSFT, VONE, IWP, COST, XOM, AAPL, IWS, IVV, BND.
  • Started 3 new stock positions in RSP, XOM, COST.
  • Reduced shares in these 9 stocks: IWR, IVW, AXP, , VUG, IWB, OEF, IVE, CWI.
  • Sold out of its positions in AXP, SDY, VUG.
  • Stegner Investment Associates was a net buyer of stock by $2.9M.
  • Stegner Investment Associates has $183M in assets under management (AUM), dropping by -2.97%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 38.1 $70M 614k 113.11
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Ishares Tr Rus Mid Cap Etf (IWR) 22.4 $41M -5% 420k 97.23
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.9 $20M +3% 67k 295.12
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $8.3M 14k 597.53
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Ishares Tr Rus 1000 Val Etf (IWD) 4.5 $8.2M 38k 213.67
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Ishares Tr Rus 1000 Etf (IWB) 4.0 $7.3M 21k 356.55
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.7 $5.0M 46k 109.69
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Ishares Tr Core S&p500 Etf (IVV) 2.6 $4.8M 7.4k 653.21
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Ishares Tr S&p 500 Val Etf (IVE) 1.9 $3.4M 16k 211.14
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $3.4M NEW 18k 191.92
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Ishares Tr Eafe Value Etf (EFV) 0.9 $1.7M 22k 74.35
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.3M +61% 10k 128.12
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Microsoft Corporation (MSFT) 0.6 $1.2M +260% 3.1k 370.14
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $830k 1.9k 426.46
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $802k 1.2k 650.21
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $754k 2.4k 320.81
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Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $743k 3.9k 189.59
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $733k +22% 5.0k 145.74
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Apple (AAPL) 0.4 $711k +31% 2.8k 253.82
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $490k 2.0k 248.06
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Ishares Tr S&p 100 Etf (OEF) 0.2 $369k -3% 1.2k 318.07
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $369k +4% 5.0k 73.64
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Spdr Index Shs Fds State Street Spd (CWI) 0.2 $342k 9.3k 36.59
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Costco Wholesale Corporation (COST) 0.2 $313k NEW 314.00 995.37
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McDonald's Corporation (MCD) 0.2 $312k 1.0k 310.79
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Exxon Mobil Corporation (XOM) 0.2 $276k NEW 1.6k 169.66
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Coca-Cola Company (KO) 0.1 $249k 3.3k 76.05
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $221k 462.00 479.20
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Home Depot (HD) 0.1 $209k 636.00 328.89
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Past Filings by Stegner Investment Associates

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

View all past filings