Stegner Investment Associates Inc.
CIK: 0001907433Latest portfolio: $188.2M · Q4 2025
Holdings
29
Total Value
$188.2M
New Positions
29
Closed Positions
0
Top Holdings
View All 29 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 619,494 | $76.4M | 40.58% | NEW | |
| 2 | IWRISHARES TR | 442,962 | $42.6M | 22.66% | NEW | |
| 3 | VONEVANGUARD SCOTTSDALE FDS | 64,778 | $20.0M | 10.64% | NEW | |
| 4 | VOOVANGUARD INDEX FDS | 13,954 | $8.8M | 4.65% | NEW | |
| 5 | IWDISHARES TR | 38,389 | $8.1M | 4.29% | NEW | |
| 6 | IWBISHARES TR | 20,740 | $7.7M | 4.12% | NEW | |
| 7 | VONGVANGUARD SCOTTSDALE FDS | 45,634 | $5.6M | 2.95% | NEW | |
| 8 | IVVISHARES TR | 7,332 | $5.0M | 2.67% | NEW | |
| 9 | IVEISHARES TR | 16,304 | $3.5M | 1.84% | NEW | |
| 10 | EFVISHARES TR | 22,283 | $1.6M | 0.85% | NEW | |
| 11 | IWFISHARES TR | 1,945 | $920K | 0.49% | NEW | |
| 12 | IWPISHARES TR | 6,336 | $867K | 0.46% | NEW | |
| 13 | SPYSPDR S&P 500 ETF TR | 1,233 | $840K | 0.45% | NEW | |
| 14 | VTIVANGUARD INDEX FDS | 2,350 | $787K | 0.42% | NEW | |
| 15 | IWNISHARES TR | 3,919 | $710K | 0.38% | NEW | |
| 16 | AAPLAPPLE INC | 2,136 | $580K | 0.31% | NEW | |
| 17 | IWSISHARES TR | 4,106 | $579K | 0.31% | NEW | |
| 18 | IWMISHARES TR | 1,977 | $486K | 0.26% | NEW | |
| 19 | MSFTMICROSOFT CORP | 873 | $422K | 0.22% | NEW | |
| 20 | OEFISHARES TR | 1,203 | $412K | 0.22% | NEW | |
| 21 | BNDVANGUARD BD INDEX FDS | 4,783 | $354K | 0.19% | NEW | |
| 22 | CWISPDR INDEX SHS FDS | 9,396 | $337K | 0.18% | NEW | |
| 23 | MCDMCDONALDS CORP | 1,003 | $306K | 0.16% | NEW | |
| 24 | AXPAMERICAN EXPRESS CO | 650 | $240K | 0.13% | NEW | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 462 | $232K | 0.12% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.635842643200189e+72T)
Technology0.0% ($580.4M)
Consumer Cyclical0.0% ($306.2M)
Unknown0.0% ($232K)
Consumer Defensive0.0% ($229K)
Filing History
Fund Information
Stegner Investment Associates Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $188.2M across 29 holdings. The largest position is ISHARES TR (IVW), representing 40.6% of the portfolio. Compared to the previous quarter, the fund opened 29 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.