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Stegner Investment Associates Inc. Top Holdings and 13F Report (2025)

About Stegner Investment Associates Inc.

Investment Activity

  • Stegner Investment Associates Inc. has $163.21 million in total holdings as of June 30, 2025.
  • Stegner Investment Associates Inc. owns shares of 26 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 1.95% of the portfolio was purchased this quarter.
  • About 0.94% of the portfolio was sold this quarter.
  • This quarter, Stegner Investment Associates Inc. has purchased 26 new stocks and bought additional shares in 7 stocks.
  • Stegner Investment Associates Inc. sold shares of 12 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

025816109 - American Express
$207,337 Holding

Largest Purchases this Quarter

iShares Russell Mid-Cap ETF
26,029 shares (about $2.39M)
Vanguard Russell 1000 ETF
1,869 shares (about $524.93K)
American Express
650 shares (about $207.34K)
iShares Core S&P 500 ETF
61 shares (about $37.87K)
iShares S&P 500 Value ETF
78 shares (about $15.24K)

Largest Sales this Quarter

iShares Russell 1000 ETF
1,542 shares (about $523.62K)
iShares MSCI EAFE Value ETF
3,119 shares (about $197.99K)
iShares S&P 500 Growth ETF
1,329 shares (about $146.32K)
Vanguard Total Stock Market ETF
167 shares (about $50.76K)
Berkshire Hathaway
103 shares (about $50.03K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStegner Investment Associates Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$70,014,871$146,323 -0.2%635,92142.9%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$32,800,502$2,393,890 7.9%356,64320.1%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$18,191,593$524,928 3.0%64,77111.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,476,658$523,615 -5.8%24,9635.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,819,1950.0%10,2453.6%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,160,653$583 0.0%26,5703.2%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$4,982,050$655 0.0%45,6233.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,645,574$37,875 0.8%7,4822.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$3,227,850$15,242 0.5%16,5182.0%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,799,531$197,994 -9.9%28,3481.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,343,742$36,088 -2.6%3,1650.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$785,368$618 0.1%1,2710.5%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$759,521$50,756 -6.3%2,4990.5%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$728,603$45,587 -5.9%5,5140.4%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$610,8460.0%4,4050.4%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$609,269$4,891 0.8%3,8620.4%ETF
Apple Inc. stock logo
AAPL
Apple
$543,9060.0%2,6510.3%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$426,612$17,303 -3.9%5,7940.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$411,1840.0%1,9050.3%Finance
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$403,841$21,294 -5.0%12,3650.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$293,0470.0%1,0030.2%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$266,347$20,679 -7.2%1,5070.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$244,1820.0%6660.1%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$239,805$21,043 -8.1%5470.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$220,540$50,034 -18.5%4540.1%Finance
American Express Company stock logo
AXP
American Express
$207,337$207,337 New Holding6500.1%Finance
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$0$395,691 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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