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Q2 2026 13F · SEC CIK 1907433

Stegner Investment Associates Inc.

Institutional asset managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$210.3M
Reported positions
31
Top holdings a year, 3 yrs
+21.7%
Assets under management
$2.8B

Stegner Investment Associates Inc. is an institutional asset manager that reported 31 positions worth $210.3M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Ishares (IVW, 39.8%), Ishares Russell Midcap ETF (IWR, 21.4%), Vanguard Scottsdale Fds (VONE, 10.8%). A portfolio copying its top holdings returned 21.7% a year over the last 3 years, against 20.4% for the S&P 500.

Stegner Investment Associates Inc. holdings all 31 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stegner Investment Associates Inc. 13F holdings
Stock% of 13F valueShare changeReported value
IVWIshares39.8%-0.9%$83.7M
IWRIshares Russell Midcap ETF21.4%-3.1%$45.0M
VONEVanguard Scottsdale Fds10.8%+0.0%$22.8M
VOOVanguard S&p 500 ETF4.5%-0.3%$9.6M
IWDIshares Russell 1000 Value ETF4.4%+0.0%$9.3M
IWBIshares Russell 1000 ETF3.5%-11.2%$7.5M
VONGVanguard Russell 1000 Growth ETF2.8%+0.0%$5.8M
IVVIshares Core S&p 500 ETF2.7%+2.5%$5.7M
RSPInvesco S&p 500 Equal Weight ETF1.8%+0.0%$3.8M
IVEIshares S&p 500 Value ETF1.7%-1.1%$3.7M
EFVIshares Tr0.8%+0.0%$1.7M
IWPIshares Russell Mid-Cap Growth ETF0.7%-3.4%$1.4M
MSFTMicrosoft Corp0.5%-7.6%$1.1M
IWSIshares Russell Mid-Cap Value ETF0.5%+23.0%$1.0M
IWFIshares Russell 1000 Growth ETF0.5%+300.0%$966K
AAPLApple Inc0.5%+18.6%$961K
SPYSpdr S&p 500 ETF Tr0.4%+0.1%$922K
VTIVanguard Index Fds0.4%+0.0%$870K
IWNIshares Russell 2000 Value ETF0.4%-0.4%$864K
BNDVanguard Total Bond Market ETF0.2%+37.0%$504K
OEFIshares S&p 100 ETF0.2%+0.0%$425K
CWISpdr Index Shs Fds0.2%+8.9%$414K
IWMIshares0.2%-34.6%$389K
MRVLMarvell Technology Inc0.1%—$304K
COSTCostco Whsl Corp New0.1%+0.0%$293K
MCDMcdonalds Corp Com0.1%+0.0%$271K
KOCoca Cola Co0.1%+0.0%$267K
BRK-BBerkshire Hathaway Inc Del0.1%+10.8%$256K
HDHome Depot Inc Com0.1%+0.0%$224K
XOMExxon Mobil Corp0.1%+0.0%$223K
AXPAmerican Express Co Com0.1%—$220K

What Stegner Investment Associates Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+21.8% /yr
S&P 500 +20.1%
3 years
+21.7% /yr
S&P 500 +20.4%
5 years
+12.7% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$210.3M31
Q1 2026$182.6M29
Q4 2025$188.2M29
Q3 2025$182.4M34
Q2 2025$163.2M26
Q1 2025$143.0M26
Q4 2024$151.1M27
Q3 2024$147.2M24
Q2 2024$139.0M24
Q1 2024$136.5M22
Q4 2023$126.1M19
Q3 2023$115.8M21

Questions about Stegner Investment Associates Inc.'s portfolio

What stocks does Stegner Investment Associates Inc. own?

Stegner Investment Associates Inc.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 31 positions worth $210.3M. The largest are Ishares (IVW) at 39.8%, Ishares Russell Midcap ETF (IWR) at 21.4%, Vanguard Scottsdale Fds (VONE) at 10.8%, Vanguard S&p 500 ETF (VOO) at 4.5% and Ishares Russell 1000 Value ETF (IWD) at 4.4%.

What did Stegner Investment Associates Inc. buy last quarter?

In Q2 2026, Stegner Investment Associates Inc. added a new position in Marvell Technology Inc (MRVL), a new position in American Express Co Com (AXP), Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), Vanguard Total Bond Market ETF (BND) (+37.0% shares) and Ishares Russell Mid-Cap Value ETF (IWS) (+23.0% shares), compared with its Q1 2026 filing.

What did Stegner Investment Associates Inc. sell last quarter?

In Q2 2026, Stegner Investment Associates Inc. Ishares (IWM) (-34.6% shares), Ishares Russell 1000 ETF (IWB) (-11.2% shares) and Microsoft Corp (MSFT) (-7.6% shares), compared with its Q1 2026 filing.

How has Stegner Investment Associates Inc.'s portfolio performed?

A portfolio copying Stegner Investment Associates Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.8% against +20.1%. Over 5 years: +12.7% a year against +13.0%.

When is Stegner Investment Associates Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Stegner Investment Associates Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stegner Investment Associates Inc. manage?

Stegner Investment Associates Inc. reported $2.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $210.3M.