StockDriftsStockDriftsTop 28 Stegner Investment Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 41.17% | 620.9K | $88.3M | +2.00%(+12.18K) | $59.06(+137.39%) | 2026-09-30 | |
| IWR | ISHARES TR | 20.21% | 406.3K | $43.4M | -0.29%(-1.18K) | $67.44(+60.62%) | 2026-09-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 10.79% | 67.3K | $23.2M | +0.01%(+4) | $176.82(+95.63%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.45% | 13.6K | $9.5M | -2.08%(-290) | $391.44(+80.00%) | 2026-09-30 | |
| IWD | ISHARES TR | 4.44% | 38.4K | $9.5M | +0.01%(+2) | $148.83(+71.63%) | 2026-09-30 | |
| IWB | ISHARES TR | 3.47% | 17.9K | $7.5M | -1.69%(-308) | $187.57(+123.00%) | 2026-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.98% | 49.6K | $6.4M | +8.63%(+3.94K) | $68.11(+85.29%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.69% | 7.5K | $5.8M | -0.36%(-27) | $431.46(+78.47%) | 2026-09-30 | |
| IVE | ISHARES TR | 1.71% | 16.1K | $3.7M | +0.00%(+0) | $113.66(+106.90%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.71% | 17.6K | $3.7M | +0.00%(+0) | $190.31(+12.13%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.22% | +82.55% | +11.17% | +69.79% |
| Top 20 Holdings Unweighted | +18.23% | +65.25% | +9.16% | +55.00% |
Stegner Investment Associates INC reports $214.57M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are IVW (41.2%), IWR (20.2%) and VONE (10.8%). The top 20 holdings account for 98.7% of reported assets. Its disclosed equity book has returned +82.55% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stegner Investment Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907433). View Stegner Investment Associates INC’s 13F filings on SEC