Stegner Investment Associates Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Stegner Investment Associates Inc. disclosed 31 stock positions valued at approximately $210.33M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $210.33M
Holdings by Sector
Stegner Investment Associates Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 31 holdings in the latest reporting period.