13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001907433
Total reported value
$210.3M
$210.3M
26 檔
64.3%
According to the latest 13F quarterly dataset, Stegner Investment Associates Inc. managed an equity portfolio of $210.3M at the end of Q2 2025, spanning 26 distinct U.S. exchange-listed positions.
In Q2 2025, Stegner Investment Associates Inc. adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 42.90% | +1.74% | -0.21% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 20.10% | -1.02% | +7.87% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-Other | 11.15% | -0.04% | +2.97% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.19% | -0.46% | -5.82% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.57% | -0.03% | — | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.16% | -0.06% | -0.01% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.05% | +0.03% | +0.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | +0.05% | +0.82% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.98% | -0.14% | +0.47% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.10% | -0.10% | -9.91% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | +0.01% | -2.62% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | +0.08% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | — | -6.26% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.45% | +0.08% | -5.89% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.37% | -0.03% | — | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.37% | — | +0.81% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.07% | — | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | +0.04% | -3.90% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | -0.09% | — | |
| 20 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.25% | +0.01% | -5.01% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | -0.04% | — | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | -7.20% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | — | -8.07% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | -18.49% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.13% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.5% | -0.21% | Trim |
| 2 | IWR | Ishares Russell Mid-cap ETF | +0.4% | +7.87% | Add |
| 3 | AXP | American Express Co | +0.1% | NEW | New buy |
| 4 | VONG | Vanguard Russell 1000 Growth | +0.1% | +0.01% | Add |
| 5 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 6 | IWF | Ishares Russell 1000 Growth | — | -2.62% | Trim |
| 7 | VUG | Vanguard Growth ETF | — | -8.07% | Trim |
| 8 | VONE | Vanguard Russell 1000 | 0% | +2.97% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.08% | Add |
| 10 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 11 | CWI | State Street Spdr Msci Acwi | 0% | -5.01% | Trim |
| 12 | HD | Home Depot Inc | 0% | — | Unchanged |
| 13 | IWN | Ishares Russell 2000 Value E | 0% | +0.81% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | -6.26% | Trim |
| 15 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 16 | VTV | Vanguard Value ETF | 0% | -7.20% | Trim |
| 17 | BND | Vanguard Total Bond Market | -0.1% | -3.90% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.82% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -18.49% | Trim |
| 20 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -5.89% | Trim |
| 21 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 22 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 23 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -9.91% | Trim |
| 24 | IVE | Ishares S&p 500 Value ETF | -0.2% | +0.47% | Add |
| 25 | IWO | Ishares Russell 2000 Growth | -0.3% | EXIT | Sold out |
| 26 | IWD | Ishares Russell 1000 Value E | -0.3% | -0.01% | Trim |
| 27 | IWB | Ishares Russell 1000 ETF | -0.5% | -5.82% | Trim |
According to official SEC Form 13F filings, Stegner Investment Associates Inc. reported a total U.S. public equity portfolio value of $210.3M across 26 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IWR, VONE) accounted for 64.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
AXP
市值: $207.3K
Top Position Liquidated / Trimmed
IWO
前期市值: $395.7K
During Q2 2025, Stegner Investment Associates Inc.'s top holdings by market value included IVW (42.9%)、IWR (20.1%)、VONE (11.2%). The largest single position, IVW, represented 42.9% of total portfolio value.
In Q2 2025, Stegner Investment Associates Inc. made 21 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.