13F Insight
DOSSIER · 13F-HR · Q3 2026

Stegner Investment Associates Inc.

$215M in tracked AUM across 29 positions as of Q3 2026.

SI
CIK 0001907433 · last filed Sep 30, 2026
Total AUM
$215M
as of Q3 2026
Holdings
29
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Stegner Investment Associates Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$88M621K41.2%02
IWR
ISHARES TR
$43M406K20.2%03
VONE
VANGUARD SCOTTSDALE FDS
$23M67K10.8%04
VOO
VANGUARD INDEX FDS
$10M14K4.4%05
IWD
ISHARES TR
$10M38K4.4%06
IWB
ISHARES TR
$7M18K3.5%07
VONG
VANGUARD SCOTTSDALE FDS
$6M50K3.0%08
IVV
ISHARES TR
$6M8K2.7%09
IVE
ISHARES TR
$4M16K1.7%10
RSP
INVESCO EXCHANGE TRADED FD T
$4M18K1.7%

Filing history

2026Q3Sep 30
$215M▲ 2.0%
29 positionsView →2026Q2Jun 30
$210M▲ 15.2%
31 positionsView →2026Q1Mar 31
$183M▼ 3.0%
29 positionsView →2025Q4Dec 31
$188M▲ 3.2%
29 positionsView →2025Q3Sep 30
$182M▲ 11.7%
34 positionsLocked2025Q2Jun 30
$163M▲ 666.4%
26 positionsLocked2025Q1Mar 31
$21M▼ 85.9%
4 positionsLocked2024Q4Dec 31
$151M▲ 2.7%
27 positionsLocked2024Q3Sep 30
$147M▲ 5.9%
24 positionsLocked2024Q2Jun 30
$139M▲ 1.8%
24 positionsLocked2024Q1Mar 31
$137M▲ 8.2%
22 positionsLocked2023Q4Dec 31
$126M▲ 9.0%
19 positionsLocked
Showing 12 of 25