§ 13F · FUND PROFILE
Stegner Investment Associates Inc..
AUM · $210M (13F)Positions · 31Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$523K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 609K | $84M | 39.8% | −1% |
| 2 | IWR | ISHARES TR | 407K | $45M | 21.4% | −3% |
| 3 | VONE | VANGUARD SCOTTSDALE FDS | 67K | $23M | 10.8% | ±0% |
| 4 | VOO | VANGUARD INDEX FDS | 14K | $10M | 4.5% | ±0% |
| 5 | IWD | ISHARES TR | 38K | $9M | 4.4% | ±0% |
| 6 | IWB | ISHARES TR | 18K | $7M | 3.5% | −11% |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 46K | $6M | 2.8% | ±0% |
| 8 | IVV | ISHARES TR | 8K | $6M | 2.7% | +3% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 18K | $4M | 1.8% | ±0% |
| 10 | IVE | ISHARES TR | 16K | $4M | 1.7% | −1% |
§ 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 $210 million in assets. The fund runs a portfolio of 31 positions.
Read the full dossier →