Stegner Investment Associates Inc. Top Holdings and 13F Report (2025) About Stegner Investment Associates Inc.Investment ActivityStegner 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 Holdings iShares S&P 500 Growth ETF $70,014,871iShares Russell Mid-Cap ETF $32,800,502Vanguard Russell 1000 ETF $18,191,593iShares Russell 1000 ETF $8,476,658Vanguard S&P 500 ETF $5,819,195 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 TimeMap of 500 Largest Holdings ofStegner Investment Associates Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$70,014,871$146,323 ▼-0.2%635,92142.9%ETFIWRiShares Russell Mid-Cap ETF$32,800,502$2,393,890 ▲7.9%356,64320.1%ETFVONEVanguard Russell 1000 ETF$18,191,593$524,928 ▲3.0%64,77111.1%ETFIWBiShares Russell 1000 ETF$8,476,658$523,615 ▼-5.8%24,9635.2%ETFVOOVanguard S&P 500 ETF$5,819,1950.0%10,2453.6%ETFIWDiShares Russell 1000 Value ETF$5,160,653$583 ▼0.0%26,5703.2%ETFVONGVanguard Russell 1000 Growth ETF$4,982,050$655 ▲0.0%45,6233.1%ETFIVViShares Core S&P 500 ETF$4,645,574$37,875 ▲0.8%7,4822.8%ETFIVEiShares S&P 500 Value ETF$3,227,850$15,242 ▲0.5%16,5182.0%ETFEFViShares MSCI EAFE Value ETF$1,799,531$197,994 ▼-9.9%28,3481.1%ETFIWFiShares Russell 1000 Growth ETF$1,343,742$36,088 ▼-2.6%3,1650.8%ETFSPYSPDR S&P 500 ETF Trust$785,368$618 ▲0.1%1,2710.5%FinanceVTIVanguard Total Stock Market ETF$759,521$50,756 ▼-6.3%2,4990.5%ETFIWSiShares Russell Mid-Cap Value ETF$728,603$45,587 ▼-5.9%5,5140.4%ETFIWPiShares Russell Mid-Cap Growth ETF$610,8460.0%4,4050.4%ETFIWNiShares Russell 2000 Value ETF$609,269$4,891 ▲0.8%3,8620.4%ETFAAPLApple$543,9060.0%2,6510.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$426,612$17,303 ▼-3.9%5,7940.3%ETFIWMiShares Russell 2000 ETF$411,1840.0%1,9050.3%FinanceCWISPDR MSCI ACWI ex-US ETF$403,841$21,294 ▼-5.0%12,3650.2%ETFMCDMcDonald's$293,0470.0%1,0030.2%Retail/WholesaleVTVVanguard Value ETF$266,347$20,679 ▼-7.2%1,5070.2%ETFHDHome Depot$244,1820.0%6660.1%Retail/WholesaleVUGVanguard Growth ETF$239,805$21,043 ▼-8.1%5470.1%ETFBRK.BBerkshire Hathaway$220,540$50,034 ▼-18.5%4540.1%FinanceAXPAmerican Express$207,337$207,337 ▲New Holding6500.1%FinanceIWOiShares Russell 2000 Growth ETF$0$395,691 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access