§ 13F · FUND PROFILE
Stegner Investment Associates Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182M (13F)Positions · 34Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 614K | $69M | 38.1% | −1% |
| 2 | IWR | ISHARES TR | 420K | $41M | 22.4% | −5% |
| 3 | VONE | VANGUARD SCOTTSDALE FDS | 67K | $20M | 10.9% | +4% |
| 4 | VOO | VANGUARD INDEX FDS | 14K | $8M | 4.6% | ±0% |
| 5 | IWD | ISHARES TR | 38K | $8M | 4.5% | ±0% |
| 6 | IWB | ISHARES TR | 21K | $7M | 4.0% | −1% |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 46K | $5M | 2.7% | ±0% |
| 8 | IVV | ISHARES TR | 7K | $5M | 2.6% | +1% |
| 9 | IVE | ISHARES TR | 16K | $3M | 1.9% | ±0% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 18K | $3M | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEGNER SIGNAL
AC read
Stegner Investment Associates Inc. is a Other fund managing $182 million in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed