Stegner Investment Associates Inc. 13F Holdings · Q2 2026
Stegner Investment Associates Inc. reported 31 securities worth $210.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVW (39.80%), IWR (21.37%), VONE (10.84%). Among its top 25 positions this quarter: 1 new, 10 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $83.7M | 39.80% | 608,731 | Trimmed |
| 2 | IWR | ISHARES TR | $45.0M | 21.37% | 407,479 | Trimmed |
| 3 | VONE | VANGUARD SCOTTSDALE FDS | $22.8M | 10.84% | 67,323 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $9.6M | 4.54% | 13,909 | Trimmed |
| 5 | IWD | ISHARES TR | $9.3M | 4.43% | 38,393 | Added |
| 6 | IWB | ISHARES TR | $7.5M | 3.55% | 18,226 | Trimmed |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | $5.8M | 2.77% | 45,647 | Added |
| 8 | IVV | ISHARES TR | $5.7M | 2.69% | 7,563 | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $3.8M | 1.78% | 17,631 | Hold |
| 10 | IVE | ISHARES TR | $3.7M | 1.74% | 16,086 | Trimmed |
| 11 | EFV | ISHARES TR | $1.7M | 0.81% | 22,283 | Hold |
| 12 | IWP | ISHARES TR | $1.4M | 0.69% | 9,887 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $1.1M | 0.52% | 2,905 | Trimmed |
| 14 | IWS | ISHARES TR | $1.0M | 0.48% | 6,181 | Added |
| 15 | AAPL | APPLE INC | $961,214 | 0.46% | 3,322 | Added |
| 16 | IWF | ISHARES TR | $966,079 | 0.46% | 7,780 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $922,111 | 0.44% | 1,235 | Added |
| 18 | IWN | ISHARES TR | $863,786 | 0.41% | 3,905 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $869,594 | 0.41% | 2,350 | Hold |
| 20 | BND | VANGUARD BD INDEX FDS | $504,253 | 0.24% | 6,869 | Added |
| 21 | CWI | SPDR INDEX SHS FDS | $413,939 | 0.20% | 10,178 | Added |
| 22 | OEF | ISHARES TR | $424,775 | 0.20% | 1,161 | Hold |
| 23 | IWM | ISHARES TR | $388,627 | 0.18% | 1,293 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $293,426 | 0.14% | 314 | Hold |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $303,563 | 0.14% | 1,019 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR