§ 13F · FUND PROFILE
Stegner Investment Associates Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163.2T (13F)Positions · 26Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 619K | $76.4T | 40.6% | −2% |
| 2 | IWR | ISHARES TR | 443K | $42.6T | 22.7% | +10% |
| 3 | VONE | VANGUARD SCOTTSDALE FDS | 65K | $20.0T | 10.6% | ±0% |
| 4 | VOO | VANGUARD INDEX FDS | 14K | $8.8T | 4.7% | +32% |
| 5 | IWD | ISHARES TR | 38K | $8.1T | 4.3% | +44% |
| 6 | IWB | ISHARES TR | 21K | $7.7T | 4.1% | −12% |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 46K | $5.6T | 3.0% | ±0% |
| 8 | IVV | ISHARES TR | 7K | $5.0T | 2.7% | −5% |
| 9 | IVE | ISHARES TR | 16K | $3.5T | 1.8% | ±0% |
| 10 | EFV | ISHARES TR | 22K | $1.6T | 0.8% | −17% |
§ 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 $163212.6 trillion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed