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CIK: 0001907433
Total reported value
$214.6M
$214.6M
31 檔
79.4%
In Q2 2026, Stegner Investment Associates Inc.'s U.S. equity holdings reached a combined market value of $214.6M, distributed across 31 disclosed stock positions.
In Q2 2026, Stegner Investment Associates Inc. displayed an active expansion posture, initiating 2 new positions and adding to 11 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 | 39.80% | +1.37% | -0.90% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 21.37% | -1.16% | -3.07% | |
| 3 | VONE | Vanguard Russell 1000 | ETF-Other | 10.84% | -0.05% | +0.00% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.54% | -0.09% | -0.32% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.43% | +0.01% | +0.01% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.55% | -0.08% | -11.24% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.77% | +0.21% | +0.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.69% | — | +2.52% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.78% | -0.07% | — | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.74% | -0.03% | -1.06% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.81% | — | — | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.69% | -0.06% | -3.41% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.23% | -7.60% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.48% | -0.02% | +22.98% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | -0.01% | +300.00% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.09% | +18.56% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | — | +0.08% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | — | — | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.41% | -0.05% | -0.36% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | -0.02% | +37.02% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.20% | +0.01% | — | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.20% | -0.01% | +8.94% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | -0.01% | -34.60% | |
| 24 | MRVL | Marvell Technology Inc | Stock-Tech | 0.14% | -0.01% | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.03% | — | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | +0.01% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | +10.82% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | -0.11% | EXIT | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.11% | EXIT | |
| 31 | AXP | American Express Co | Stock-Financials | 0.10% | -0.10% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.7% | -0.90% | Trim |
| 2 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 3 | AXP | American Express Co | +0.1% | NEW | New buy |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +22.98% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +18.56% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.52% | Add |
| 7 | BND | Vanguard Total Bond Market | 0% | +37.02% | Add |
| 8 | VONG | Vanguard Russell 1000 Growth | 0% | +0.01% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 10 | CWI | State Street Spdr Msci Acwi | 0% | +8.94% | Add |
| 11 | IWN | Ishares Russell 2000 Value E | — | -0.36% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.08% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 14 | OEF | Ishares S&p 100 ETF | — | — | Unchanged |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | +10.82% | Add |
| 16 | HD | Home Depot Inc | — | — | Unchanged |
| 17 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | -0.32% | Trim |
| 19 | IWP | Ishares Russell Mid-cap Grow | 0% | -3.41% | Trim |
| 20 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 21 | VONE | Vanguard Russell 1000 | 0% | +0.00% | Add |
| 22 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 23 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 24 | IWD | Ishares Russell 1000 Value E | -0.1% | +0.01% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | -0.1% | — | Unchanged |
| 26 | IWM | Ishares Russell 2000 ETF | -0.1% | -34.60% | Trim |
| 27 | EFV | Ishares Msci Eafe Value ETF | -0.1% | — | Unchanged |
| 28 | MSFT | Microsoft CORP | -0.1% | -7.60% | Trim |
| 29 | IVE | Ishares S&p 500 Value ETF | -0.1% | -1.06% | Trim |
| 30 | IWB | Ishares Russell 1000 ETF | -0.5% | -11.24% | Trim |
| 31 | IWR | Ishares Russell Mid-cap ETF | -1% | -3.07% | Trim |
According to official SEC Form 13F filings, Stegner Investment Associates Inc. reported a total U.S. public equity portfolio value of $214.6M across 31 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, IWR, VONE) accounted for 79.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $303.6K
Top Position Liquidated / Trimmed
IVW
前期市值: $69.5M
During Q2 2026, Stegner Investment Associates Inc.'s top holdings by market value included IVW (39.8%)、IWR (21.4%)、VONE (10.8%). The largest single position, IVW, represented 39.8% of total portfolio value.
In Q2 2026, Stegner Investment Associates Inc. made 22 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 0 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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