Stegner Investment Associates Inc. Top Holdings and 13F Report (2026) About Stegner Investment Associates Inc.Investment ActivityStegner Investment Associates Inc. has $210.33 million in total holdings as of June 30, 2026.Stegner Investment Associates Inc. owns shares of 31 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.92% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Stegner Investment Associates Inc. has purchased 29 new stocks and bought additional shares in 11 stocks.Stegner Investment Associates Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $83,718,799iShares Russell Mid-Cap ETF $44,953,077Vanguard Russell 1000 ETF $22,803,716Vanguard S&P 500 ETF $9,552,511iShares Russell 1000 Value ETF $9,307,597 Largest New Holdings this Quarter 573874104 - Marvell Technology $303,563 Holding025816109 - American Express $219,863 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 5,835 shares (about $724.56K)Marvell Technology 1,019 shares (about $303.56K)American Express 650 shares (about $219.86K)iShares Russell Mid-Cap Value ETF 1,155 shares (about $190.11K)Apple 520 shares (about $150.46K) Largest Sales this Quarter iShares Russell Mid-Cap ETF 12,900 shares (about $1.42M)iShares Russell 1000 ETF 2,308 shares (about $945.14K)iShares S&P 500 Growth ETF 5,559 shares (about $764.53K)iShares Russell 2000 ETF 684 shares (about $205.58K)Microsoft 239 shares (about $89.14K) 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$83,718,799$764,529 â–¼-0.9%608,73139.8%ETFIWRiShares Russell Mid-Cap ETF$44,953,077$1,423,128 â–¼-3.1%407,47921.4%ETFVONEVanguard Russell 1000 ETF$22,803,716$1,016 â–²0.0%67,32310.8%ETFVOOVanguard S&P 500 ETF$9,552,511$30,905 â–¼-0.3%13,9094.5%ETFIWDiShares Russell 1000 Value ETF$9,307,597$485 â–²0.0%38,3934.4%ETFIWBiShares Russell 1000 ETF$7,463,645$945,138 â–¼-11.2%18,2263.5%ETFVONGVanguard Russell 1000 Growth ETF$5,834,163$767 â–²0.0%45,6472.8%ETFIVViShares Core S&P 500 ETF$5,663,855$139,294 â–²2.5%7,5632.7%ETFRSPInvesco S&P 500 Equal Weight ETF$3,751,3480.0%17,6311.8%ETFIVEiShares S&P 500 Value ETF$3,652,374$39,053 â–¼-1.1%16,0861.7%ETFEFViShares MSCI EAFE Value ETF$1,705,7640.0%22,2830.8%ETFIWPiShares Russell Mid-Cap Growth ETF$1,447,514$51,096 â–¼-3.4%9,8870.7%ETFMSFTMicrosoft$1,083,521$89,143 â–¼-7.6%2,9050.5%TechnologyIWSiShares Russell Mid-Cap Value ETF$1,017,372$190,109 â–²23.0%6,1810.5%ETFIWFiShares Russell 1000 Growth ETF$966,079$724,559 â–²300.0%7,7800.5%ETFAAPLApple$961,214$150,461 â–²18.6%3,3220.5%TechnologySPYSPDR S&P 500 ETF Trust$922,111$747 â–²0.1%1,2350.4%ETFVTIVanguard Total Stock Market ETF$869,5940.0%2,3500.4%ETFIWNiShares Russell 2000 Value ETF$863,786$3,097 â–¼-0.4%3,9050.4%ETFBNDVanguard Total Bond Market ETF$504,253$136,249 â–²37.0%6,8690.2%ETFOEFiShares S&P 100 ETF$424,7750.0%1,1610.2%ETFCWISPDR MSCI ACWI ex-US ETF$413,939$33,959 â–²8.9%10,1780.2%ETFIWMiShares Russell 2000 ETF$388,627$205,585 â–¼-34.6%1,2930.2%ETFMRVLMarvell Technology$303,563$303,563 â–²New Holding1,0190.1%TechnologyCOSTCostco Wholesale$293,4260.0%3140.1%Consumer StaplesMCDMcDonald's$271,1210.0%1,0030.1%Consumer DiscretionaryKOCocaCola$266,5660.0%3,2800.1%Consumer StaplesBRK.BBerkshire Hathaway$256,200$25,020 â–²10.8%5120.1%FinanceHDHome Depot$224,3040.0%6360.1%Consumer DiscretionaryXOMExxonMobil$222,5800.0%1,6280.1%EnergyAXPAmerican Express$219,863$219,863 â–²New Holding6500.1%FinanceShowing largest 100 holdings. 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