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CIK: 0001907433
Total reported value
$210.3M
$210.3M
29 檔
74.1%
According to the latest 13F quarterly dataset, Stegner Investment Associates Inc. managed an equity portfolio of $210.3M at the end of Q4 2025, spanning 29 distinct U.S. exchange-listed positions.
In Q4 2025, Stegner Investment Associates Inc. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 5 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 | 40.58% | +1.74% | -1.75% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 22.66% | -1.02% | +10.20% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-Other | 10.64% | -0.04% | +0.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.65% | -0.03% | +31.83% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.29% | -0.06% | +44.47% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.12% | -0.46% | -11.92% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.95% | +0.03% | +0.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.67% | +0.05% | -4.54% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.84% | -0.14% | +0.30% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.85% | -0.10% | -17.33% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.01% | -37.62% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.46% | -0.03% | +48.59% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | -3.07% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | -5.96% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.38% | — | +1.48% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.07% | -5.36% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.31% | +0.08% | -9.74% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | -0.09% | -7.66% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.12% | -1.02% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.22% | — | +3.62% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.19% | +0.04% | -19.80% | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.18% | +0.01% | -24.01% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.16% | -0.04% | — | |
| 24 | AXP | American Express Co | Stock-Financials | 0.13% | +0.10% | NEW | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | -0.86% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | -0.01% | -0.94% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.12% | — | -26.97% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | — | -14.17% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | — | -22.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | +1.4% | +10.20% | Add |
| 2 | IWD | Ishares Russell 1000 Value E | +1.3% | +44.47% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +1.1% | +31.83% | Add |
| 4 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +48.59% | Add |
| 5 | IWN | Ishares Russell 2000 Value E | 0% | +1.48% | Add |
| 6 | OEF | Ishares S&p 100 ETF | 0% | +3.62% | Add |
| 7 | AXP | American Express Co | 0% | — | Unchanged |
| 8 | IVE | Ishares S&p 500 Value ETF | — | +0.30% | Add |
| 9 | KO | Coca-cola Co/the | — | -0.94% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.07% | Trim |
| 11 | AAPL | Apple Inc | 0% | -5.36% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.86% | Trim |
| 13 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | -7.66% | Trim |
| 15 | VUG | Vanguard Growth ETF | 0% | -22.85% | Trim |
| 16 | MSFT | Microsoft CORP | 0% | -1.02% | Trim |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | -5.96% | Trim |
| 18 | HD | Home Depot Inc | 0% | -14.17% | Trim |
| 19 | IWS | Ishares Russell Mid-cap Valu | 0% | -9.74% | Trim |
| 20 | BND | Vanguard Total Bond Market | -0.1% | -19.80% | Trim |
| 21 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -26.97% | Trim |
| 22 | CWI | State Street Spdr Msci Acwi | -0.1% | -24.01% | Trim |
| 23 | VONG | Vanguard Russell 1000 Growth | -0.1% | +0.01% | Add |
| 24 | VONE | Vanguard Russell 1000 | -0.1% | +0.01% | Add |
| 25 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -17.33% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.2% | -4.54% | Trim |
| 27 | IWF | Ishares Russell 1000 Growth | -0.3% | -37.62% | Trim |
| 28 | IWB | Ishares Russell 1000 ETF | -0.6% | -11.92% | Trim |
| 29 | IVW | Ishares S&p 500 Growth ETF | -1.2% | -1.75% | Trim |
| 30 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 31 | VTV | Vanguard Value ETF | — | EXIT | Sold out |
| 32 | VBR | Vanguard Small-cap Value ETF | — | EXIT | Sold out |
| 33 | CNC | Centene CORP | — | EXIT | Sold out |
| 34 | VTWO | Vanguard Russell 2000 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Stegner Investment Associates Inc. reported a total U.S. public equity portfolio value of $210.3M across 29 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IWR, VONE) accounted for 74.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
RSP
前期市值: $794.5K
During Q4 2025, Stegner Investment Associates Inc.'s top holdings by market value included IVW (40.6%)、IWR (22.7%)、VONE (10.6%). The largest single position, IVW, represented 40.6% of total portfolio value.
In Q4 2025, Stegner Investment Associates Inc. made 32 total portfolio adjustments, initiating 0 new buys, adding to 9 positions, trimming 18 holdings, and fully liquidating 5 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.
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