Stegner Investment Associates Inc. Portfolio Stock Holdings
Stegner Investment Associates Inc. disclosed 31 stock positions valued at approximately $210.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $210.3M
Holdings by Sector
Stegner Investment Associates Inc. Portfolio Holdings in Q2 2026
31 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVW | Other | 39.80% | 608,731 | -5,559 | -0.90% | $83,718,799 |
| ISHARES TR | IWR | Other | 21.37% | 407,479 | -12,900 | -3.07% | $44,953,077 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 10.84% | 67,323 | +3 | +0.00% | $22,803,716 |
| VANGUARD INDEX FDS | VOO | Other | 4.54% | 13,909 | -45 | -0.32% | $9,552,511 |
| ISHARES TR | IWD | Other | 4.43% | 38,393 | +2 | +0.01% | $9,307,597 |
| ISHARES TR | IWB | Other | 3.55% | 18,226 | -2,308 | -11.24% | $7,463,645 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 2.77% | 45,647 | +6 | +0.01% | $5,834,163 |
| ISHARES TR | IVV | Other | 2.69% | 7,563 | +186 | +2.52% | $5,663,855 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.78% | 17,631 | - | - | $3,751,348 |
| ISHARES TR | IVE | Other | 1.74% | 16,086 | -172 | -1.06% | $3,652,374 |
| ISHARES TR | EFV | Other | 0.81% | 22,283 | - | - | $1,705,764 |
| ISHARES TR | IWP | Other | 0.69% | 9,887 | -349 | -3.41% | $1,447,514 |
| MICROSOFT CORP | MSFT | Technology | 0.52% | 2,905 | -239 | -7.60% | $1,083,521 |
| ISHARES TR | IWS | Other | 0.48% | 6,181 | +1,155 | +22.98% | $1,017,372 |
| ISHARES TR | IWF | Other | 0.46% | 7,780 | +5,835 | +300.00% | $966,079 |
| APPLE INC | AAPL | Technology | 0.46% | 3,322 | +520 | +18.56% | $961,214 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.44% | 1,235 | +1 | +0.08% | $922,111 |
| VANGUARD INDEX FDS | VTI | Other | 0.41% | 2,350 | - | - | $869,594 |
| ISHARES TR | IWN | Other | 0.41% | 3,905 | -14 | -0.36% | $863,786 |
| VANGUARD BD INDEX FDS | BND | Other | 0.24% | 6,869 | +1,856 | +37.02% | $504,253 |
| ISHARES TR | OEF | Other | 0.20% | 1,161 | - | - | $424,775 |
| SPDR INDEX SHS FDS | CWI | Other | 0.20% | 10,178 | +835 | +8.94% | $413,939 |
| ISHARES TR | IWM | Other | 0.18% | 1,293 | -684 | -34.60% | $388,627 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.14% | 1,019 | +1,019 | +100.00% | $303,563 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.14% | 314 | - | - | $293,426 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.13% | 1,003 | - | - | $271,121 |
| COCA COLA CO | KO | Consumer Defensive | 0.13% | 3,280 | - | - | $266,566 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.12% | 512 | +50 | +10.82% | $256,200 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 636 | - | - | $224,304 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 1,628 | - | - | $222,580 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.10% | 650 | - | - | $219,863 |