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CIK: 0001907433
Total reported value
$210.3M
$210.3M
29 檔
69.8%
As reported in its official Q1 2026 Form 13F filing, Stegner Investment Associates Inc.'s tracked investment portfolio stood at $210.3M with 29 total positions.
In Q1 2026, Stegner Investment Associates Inc. displayed an active expansion posture, initiating 3 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 38.06% | +1.74% | -0.84% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 22.39% | -1.02% | -5.10% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-Other | 10.88% | -0.04% | +3.92% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.57% | -0.03% | — | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.49% | -0.06% | +0.01% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.01% | -0.46% | -0.99% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.74% | +0.03% | +0.02% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | +0.05% | +0.61% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.88% | -0.14% | -0.28% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.85% | -0.07% | — | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.91% | -0.10% | — | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.72% | -0.03% | +61.55% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.12% | +260.14% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.01% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | — | +0.08% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | — | — | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.41% | — | — | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.40% | +0.08% | +22.41% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.07% | +31.18% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | -0.09% | — | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.20% | — | -3.49% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | +0.04% | +4.81% | |
| 23 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.19% | +0.01% | -0.56% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.03% | — | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.04% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | — | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.4% | +260.14% | Add |
| 2 | IWP | Ishares Russell Mid-cap Grow | +0.3% | +61.55% | Add |
| 3 | VONE | Vanguard Russell 1000 | +0.2% | +3.92% | Add |
| 4 | IWD | Ishares Russell 1000 Value E | +0.2% | +0.01% | Add |
| 5 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +22.41% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +31.18% | Add |
| 7 | EFV | Ishares Msci Eafe Value ETF | +0.1% | — | Unchanged |
| 8 | IVE | Ishares S&p 500 Value ETF | 0% | -0.28% | Trim |
| 9 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 10 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 11 | BND | Vanguard Total Bond Market | 0% | +4.81% | Add |
| 12 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 13 | CWI | State Street Spdr Msci Acwi | 0% | -0.56% | Trim |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.08% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 18 | HD | Home Depot Inc | 0% | — | Unchanged |
| 19 | OEF | Ishares S&p 100 ETF | 0% | -3.49% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | +0.61% | Add |
| 21 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 22 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 23 | IWB | Ishares Russell 1000 ETF | -0.1% | -0.99% | Trim |
| 24 | VONG | Vanguard Russell 1000 Growth | -0.2% | +0.02% | Add |
| 25 | IWR | Ishares Russell Mid-cap ETF | -0.3% | -5.10% | Trim |
| 26 | IVW | Ishares S&p 500 Growth ETF | -2.5% | -0.84% | Trim |
| 27 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 28 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 29 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 30 | AXP | American Express Co | — | EXIT | Sold out |
| 31 | SDY | Ss Spdr S&p Dividend ETF | — | EXIT | Sold out |
| 32 | VUG | Vanguard Growth 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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IWR, VONE) accounted for 69.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
RSP
市值: $3.4M
Top Position Liquidated / Trimmed
AXP
前期市值: $240.5K
During Q1 2026, Stegner Investment Associates Inc.'s top holdings by market value included IVW (38.1%)、IWR (22.4%)、VONE (10.9%). The largest single position, IVW, represented 38.1% of total portfolio value.
In Q1 2026, Stegner Investment Associates Inc. made 22 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 6 holdings, and fully liquidating 3 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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