Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Stegner Investment Associates Inc.

•CIK: 1907433•Filing: Q4 2025

**Stegner Investment Associates Inc.** manages $188M across a concentrated portfolio of 29 positions. The fund exhibits a strong tilt toward iShares Core S&P 500 ETF (IVW), holding $76.4M, followed by IWR at $42.6M. Notable allocations include VONE ($20.0M) and VOO ($8.8M), suggesting a systematic focus on core market exposure and dividend-oriented strategies. This positioning reflects a tactical overweighting in established, broad-market index products.

Total AUM

$188.2M

QoQ Performance

+3.2%

Positions

14

Top 10 Concentration

95.2%

Latest Filing

Q4 2025

Top Holdings Allocation

IVW

IWR

VONE

IVW40.6%

IWR22.7%

VONE10.6%

VOO4.7%

IWD4.3%

IWB4.1%

VONG3.0%

IVV2.7%

📈 Biggest Buys

ISHARES TR

+10.2%

22.7% of portfolio

ISHARES TR

+44.5%

4.3% of portfolio

VANGUARD INDEX FDS

+31.8%

4.7% of portfolio

ISHARES TR

+48.6%

0.5% of portfolio

ISHARES TR

+3.6%

0.2% of portfolio

📉 Biggest Sells

ISHARES TR

-1.8%

40.6% of portfolio

ISHARES TR

-11.9%

4.1% of portfolio

ISHARES TR

-37.6%

0.5% of portfolio

ISHARES TR

-17.3%

0.8% of portfolio

ISHARES TR

-4.5%

2.7% of portfolio

Sector Breakdown

Other91.0%

ETF7.8%

Technology0.5%

Consumer0.3%

Financial0.3%

Consumer Staples0.1%

🚪 Exited Positionssold since Q3 2025

INVESCO EXCHANGE TRADED FD T

SOLD

$794.5K

VANGUARD INDEX FDS

SOLD

$281.0K

VANGUARD INDEX FDS

SOLD

$280.9K

CENTENE CORP DEL

SOLD

$253.6K

VANGUARD SCOTTSDALE FDS

SOLD

$210.3K

Changes from Q3 2025

↑9 increased

↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANGUARD SCOTTSDALE FDS

VANGUARD INDEX FDS

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