Stegner Investment Associates Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$182.6M
Q ending 2026-03-31
Prior quarter
$188.2M
Q ending 2025-12-31
Change
-3.0% QoQ · +27.7% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVW | Shares | $69.5M | 614K |
| Ishares Tr | IWR | Shares | $40.9M | 420K |
| Vanguard Scottsdale Fds | VONE | Shares | $19.9M | 67K |
| Vanguard Index Fds | VOO | Shares | $8.3M | 14K |
| Ishares Tr | IWD | Shares | $8.2M | 38K |
| Ishares Tr | IWB | Shares | $7.3M | 21K |
| Vanguard Scottsdale Fds | VONG | Shares | $5.0M | 46K |
| Ishares Tr | IVV | Shares | $4.8M | 7K |
| Ishares Tr | IVE | Shares | $3.4M | 16K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.4M | 18K |
| Ishares Tr | EFV | Shares | $1.7M | 22K |
| Ishares Tr | IWP | Shares | $1.3M | 10K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Ishares Tr | IWF | Shares | $829K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $802K | 1K |
| Vanguard Index Fds | VTI | Shares | $754K | 2K |
| Ishares Tr | IWN | Shares | $743K | 4K |
| Ishares Tr | IWS | Shares | $732K | 5K |
| Apple Inc | AAPL | Shares | $711K | 3K |
| Ishares Tr | IWM | Shares | $490K | 2K |
| Ishares Tr | OEF | Shares | $369K | 1K |
| Vanguard Bd Index Fds | BND | Shares | $369K | 5K |
| Spdr Index Shs Fds | CWI | Shares | $342K | 9K |
| Costco Wholesale Corporation | COST | Shares | $313K | 314 |
| Mcdonalds Corp | MCD | Shares | $312K | 1K |
| Exxon Mobil Corp | XOM | Shares | $276K | 2K |
| Coca Cola Co | KO | Shares | $249K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $221K | 462 |
| Home Depot Inc | HD | Shares | $209K | 636 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.