Stegner Investment Associates Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Stegner Investment Associates Inc. reported 26 stock positions worth $143.0 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 41.4% of the portfolio, followed by iShares Russell Mid-Cap ETF (IWR, 19.7%) and Vanguard Russell 1000 (VONE, 11.2%). Compared with Q4 2024, it sold out of 1, added to 8 and reduced 8. The biggest buy was iShares Russell Mid-Cap ETF (IWR, shares +3%) and the biggest sale an exit from Vanguard Russell 2000 ETF (VTWO).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001907433
- Portfolio Value
- $143.0M (Q1 2025)
- SEC Filing
- 0001172661-25-001573 ↗ filed May 5, 2025
Holdings Value
Holdings 26 stocks · $143.0M
| IVW iShares S&P 500 Growth ETF | 41.36% | 637,250 | $59.2M | Add +1.0% |
| IWR iShares Russell Mid-Cap ETF | 19.66% | 330,614 | $28.1M | Add +3.0% |
| VONE Vanguard Russell 1000 | 11.16% | 62,902 | $16.0M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 5.68% | 26,505 | $8.1M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 3.68% | 10,245 | $5.3M | No change |
| IWD iShares Russell 1000 Value E | 3.50% | 26,573 | $5.0M | Add +0.0% |
| VONG Vanguard Russell 1000 Growth | 2.96% | 45,617 | $4.2M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 2.92% | 7,421 | $4.2M | Reduce -3.1% |
| IVE iShares S&P 500 Value ETF | 2.19% | 16,440 | $3.1M | Reduce -3.9% |
| EFV iShares MSCI Eafe Value ETF | 1.30% | 31,467 | $1.9M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.82% | 3,250 | $1.2M | Reduce -0.4% |
| IWS iShares Russell Mid-Cap Valu | 0.52% | 5,859 | $738K | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 2,666 | $733K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,270 | $710K | Add +0.2% |
| AAPL Apple Inc. | 0.41% | 2,651 | $589K | No change |
| IWN iShares Russell 2000 Value E | 0.40% | 3,831 | $578K | Reduce -12.3% |
| IWP iShares Russell Mid-Cap Grow | 0.36% | 4,405 | $518K | No change |
| BND Vanguard Total Bond Market | 0.31% | 6,029 | $443K | Add +3.9% |
| IWO iShares Russell 2000 Growth | 0.28% | 1,549 | $396K | No change |
| CWI State Street SPDR MSCI Acwi | 0.27% | 13,017 | $385K | Reduce -10.8% |
| IWM iShares Russell 2000 ETF | 0.27% | 1,905 | $380K | No change |
| MCD McDonald's Corp. | 0.22% | 1,003 | $313K | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 557 | $297K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 1,624 | $281K | No change |
| HD Home Depot Inc. | 0.17% | 666 | $244K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.15% | 595 | $221K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.14 |
| IWN iShares Russell 2000 Value E | Reduce -12.3% | 0.40% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -3.1% | 2.92% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.82% | −0.05 |
| CWI State Street SPDR MSCI Acwi | Reduce -10.8% | 0.27% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.0% | 0.52% | +0.00 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.22% | +0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -3.9% | 2.19% | +0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.8% | 1.30% | +0.18 |
Portfolio Buys Q4 2024 → Q1 2025
| IWR iShares Russell Mid-Cap ETF | Add +3.0% | 19.66% | +0.89 |
| IWD iShares Russell 1000 Value E | Add +0.0% | 3.50% | +0.24 |
| VONE Vanguard Russell 1000 | Add +0.3% | 11.16% | +0.09 |
| IWB iShares Russell 1000 ETF | Add +0.0% | 5.68% | +0.03 |
| BND Vanguard Total Bond Market | Add +3.9% | 0.31% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.50% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Add +0.0% | 2.96% | −0.16 |
| IVW iShares S&P 500 Growth ETF | Add +1.0% | 41.36% | −1.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $210.3M | IVW, IWR, VONE, VOO, IWD |
| Q1 2026 | 29 | $182.6M | IVW, IWR, VONE, VOO, IWD |
| Q4 2025 | 29 | $188.2M | IVW, IWR, VONE, VOO, IWD |
| Q3 2025 | 34 | $182.4M | IVW, IWR, VONE, IWB, VOO |
| Q2 2025 | 26 | $163.2M | IVW, IWR, VONE, IWB, VOO |
| Q1 2025 | 26 | $143.0M | IVW, IWR, VONE, IWB, VOO |
| Q4 2024 | 27 | $151.1M | IVW, IWR, VONE, IWB, VOO |
| Q3 2024 | 24 | $147.2M | IVW, IWR, VONE, IWB, VOO |
| Q2 2024 | 24 | $139.0M | IVW, IWR, VONE, IWB, VOO |
| Q1 2024 | 22 | $136.5M | IVW, IWR, VONE, IWB, VOO |