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Q3 2026 13F · SEC CIK 1907433

Stegner Investment Associates Inc.

Institutional asset managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$214.6M
Reported positions
29
Top holdings a year, 3 yrs
+21.7%
Assets under management
$2.8B

Stegner Investment Associates Inc. is an institutional asset manager that reported 29 positions worth $214.6M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Ishares Tr (IVW, 41.2%), Ishares Tr (IWR, 20.2%), 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 29 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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
IVWIshares Tr41.2%+2.0%$88.3M
IWRIshares Tr20.2%-0.3%$43.4M
VONEVanguard Scottsdale Fds10.8%+0.0%$23.2M
VOOVanguard Index Fds4.4%-2.1%$9.5M
IWDIshares Tr4.4%+0.0%$9.5M
IWBIshares Tr3.5%-1.7%$7.5M
VONGVanguard Scottsdale Fds3.0%+8.6%$6.4M
IVVIshares Tr2.7%-0.4%$5.8M
IVEIshares Tr1.7%+0.0%$3.7M
RSPInvesco Exchange Traded Fd T1.7%+0.0%$3.7M
EFVIshares Tr0.8%-1.1%$1.7M
MSFTMicrosoft Corp0.8%+8.3%$1.6M
IWPIshares Tr0.6%-0.7%$1.4M
AAPLApple Inc0.6%+7.0%$1.2M
IWSIshares Tr0.5%-1.2%$982K
IWFIshares Tr0.5%+0.0%$975K
SPYState Str Spdr S&p 500 ETF T0.4%+0.1%$943K
VTIVanguard Index Fds0.4%+0.0%$879K
IWNIshares Tr0.4%-5.7%$771K
BNDVanguard Bd Index Fds0.2%-2.5%$470K
OEFIshares Tr0.2%+0.0%$444K
CWISpdr Index Shs Fds0.2%+0.0%$411K
IWMIshares Tr0.2%+0.0%$359K
KOCoca Cola Co0.1%+3.0%$291K
COSTCostco Wholesale Corporation0.1%+0.0%$286K
MRVLMarvell Technology Inc0.1%+0.0%$269K
XOMExxonmobil Holdings Corp0.1%—$265K
BRK-BBerkshire Hathaway Inc Del0.1%+0.0%$255K
MCDMcdonalds Corp0.1%-10.3%$208K

What Stegner Investment Associates Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026$214.6M29
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

Questions about Stegner Investment Associates Inc.'s portfolio

What stocks does Stegner Investment Associates Inc. own?

Stegner Investment Associates Inc.'s latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 29 positions worth $214.6M. The largest are Ishares Tr (IVW) at 41.2%, Ishares Tr (IWR) at 20.2%, Vanguard Scottsdale Fds (VONE) at 10.8%, Vanguard Index Fds (VOO) at 4.4% and Ishares Tr (IWD) at 4.4%.

What did Stegner Investment Associates Inc. buy last quarter?

In Q3 2026, Stegner Investment Associates Inc. added a new position in Exxonmobil Holdings Corp (XOM), Vanguard Scottsdale Fds (VONG) (+8.6% shares), Microsoft Corp (MSFT) (+8.3% shares) and Apple Inc (AAPL) (+7.0% shares), compared with its Q2 2026 filing.

What did Stegner Investment Associates Inc. sell last quarter?

In Q3 2026, Stegner Investment Associates Inc. sold all of Home Depot Inc (HD), sold all of Exxon Mobil Corp (XOM), sold all of American Express Co (AXP), Mcdonalds Corp (MCD) (-10.3% shares) and Ishares Tr (IWN) (-5.7% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $214.6M.