Stegner Investment Associates Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Stegner Investment Associates Inc. held in its portfolio 29 assets valued at $188,177,704 (i.e. $188.18M).
The most valuable assets in the portfolio included: ISHARES TR ($76.36M), ISHARES TR ($42.64M), and VANGUARD SCOTTSDALE FDS ($20.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stegner Investment Associates Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 619494 | 76358872 | S&P 500 GRWT ETF |
| ISHARES TR | 442962 | 42643931 | RUS MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 64778 | 20018877 | VNG RUS1000IDX |
| VANGUARD INDEX FDS | 13954 | 8750671 | S&P 500 ETF SHS |
| ISHARES TR | 38389 | 8074650 | RUS 1000 VAL ETF |
| ISHARES TR | 20740 | 7744962 | RUS 1000 ETF |
| VANGUARD SCOTTSDALE FDS | 45634 | 5556000 | VNG RUS1000GRW |
| ISHARES TR | 7332 | 5021980 | CORE S&P500 ETF |
| ISHARES TR | 16304 | 3457483 | S&P 500 VAL ETF |
| ISHARES TR | 22283 | 1591229 | EAFE VALUE ETF |
| ISHARES TR | 1945 | 920706 | RUS 1000 GRW ETF |
| ISHARES TR | 6336 | 867613 | RUS MD CP GR ETF |
| SPDR S&P 500 ETF TR | 1233 | 840519 | TR UNIT |
| VANGUARD INDEX FDS | 2350 | 787885 | TOTAL STK MKT |
| ISHARES TR | 3919 | 710162 | RUS 2000 VAL ETF |
| APPLE INC | 2136 | 580693 | COM |
| ISHARES TR | 4106 | 579133 | RUS MDCP VAL ETF |
| ISHARES TR | 1977 | 486777 | RUSSELL 2000 ETF |
| MICROSOFT CORP | 873 | 422200 | COM |
| ISHARES TR | 1203 | 412593 | S&P 100 ETF |
| VANGUARD BD INDEX FDS | 4783 | 354277 | TOTAL BND MRKT |
| SPDR INDEX SHS FDS | 9396 | 337504 | MSCI ACWI EXUS |
| MCDONALDS CORP | 1003 | 306547 | COM |
| AMERICAN EXPRESS CO | 650 | 240468 | COM |
| BERKSHIRE HATHAWAY INC DEL | 462 | 232224 | CL B NEW |
| COCA COLA CO | 3280 | 229305 | COM |
| SPDR SERIES TRUST | 1622 | 225718 | STATE STREET SPD |
| HOME DEPOT INC | 636 | 218848 | COM |
| VANGUARD INDEX FDS | 422 | 205877 | GROWTH ETF |
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