Stegner Investment Associates Inc.
Stegner Investment Associates Inc. reported 31 positions worth $210.3M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVW (39.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVW | SH | $83.7M | 39.80% | 608,731 | — | — | |
| ▸ 2 | IWR | SH | $45.0M | 21.37% | 407,479 | — | — | |
| ▸ 3 | VONE | SH | $22.8M | 10.84% | 67,323 | — | — | |
| ▸ 4 | VOO | SH | $9.6M | 4.54% | 13,909 | — | — | |
| ▸ 5 | IWD | SH | $9.3M | 4.43% | 38,393 | — | — | |
| ▸ 6 | IWB | SH | $7.5M | 3.55% | 18,226 | — | — | |
| ▸ 7 | VONG | SH | $5.8M | 2.77% | 45,647 | — | — | |
| ▸ 8 | IVV | SH | $5.7M | 2.69% | 7,563 | — | — | |
| ▸ 9 | RSP | SH | $3.8M | 1.78% | 17,631 | — | — | |
| ▸ 10 | IVE | SH | $3.7M | 1.74% | 16,086 | — | — |
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Frequently Asked Questions
What stocks does Stegner Investment Associates Inc. hold as of Q2 2026?
Stegner Investment Associates Inc. reported 31 positions worth $210.3M in its Q2 2026 13F filing. Largest positions: IVW (39.8%), IWR (21.4%), VONE (10.8%), VOO (4.5%) and IWD (4.4%).
What did Stegner Investment Associates Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stegner Investment Associates Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.