Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Stegner Investment Associates Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Stegner Investment Associates Inc. 13F Holdings (2026-03-31)
Creator: ko.io

Stegner Investment Associates Inc. (CIK 1907433) reported $182.6M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($69.5M, 38.06%), IWR ($40.9M, 22.39%), VONE ($19.9M, 10.88%), VOO ($8.3M, 4.57%), IWD ($8.2M, 4.49%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IVW	ISHARES TR	$69.5M	38.06%	614,290	Trimmed
2	IWR	ISHARES TR	$40.9M	22.39%	420,379	Trimmed
3	VONE	VANGUARD SCOTTSDALE FDS	$19.9M	10.88%	67,320	Added
4	VOO	VANGUARD INDEX FDS	$8.3M	4.57%	13,954	Hold
5	IWD	ISHARES TR	$8.2M	4.49%	38,391	Added
6	IWB	ISHARES TR	$7.3M	4.01%	20,534	Trimmed
7	VONG	VANGUARD SCOTTSDALE FDS	$5.0M	2.74%	45,641	Added
8	IVV	ISHARES TR	$4.8M	2.64%	7,377	Added
9	IVE	ISHARES TR	$3.4M	1.88%	16,258	Trimmed
10	RSP	INVESCO EXCHANGE TRADED FD T	$3.4M	1.85%	17,631	New
11	EFV	ISHARES TR	$1.7M	0.91%	22,283	Hold
12	IWP	ISHARES TR	$1.3M	0.72%	10,236	Added
13	MSFT	MICROSOFT CORP	$1.2M	0.64%	3,144	Added
14	IWF	ISHARES TR	$829,472	0.45%	1,945	Hold
15	SPY	STATE STR SPDR S&P 500 ETF T	$802,363	0.44%	1,234	Added
16	IWN	ISHARES TR	$743,003	0.41%	3,919	Hold
17	VTI	VANGUARD INDEX FDS	$753,904	0.41%	2,350	Hold
18	IWS	ISHARES TR	$732,471	0.40%	5,026	Added
19	AAPL	APPLE INC	$711,203	0.39%	2,802	Added
20	IWM	ISHARES TR	$490,416	0.27%	1,977	Hold
21	OEF	ISHARES TR	$369,279	0.20%	1,161	Trimmed
22	BND	VANGUARD BD INDEX FDS	$369,157	0.20%	5,013	Added
23	CWI	SPDR INDEX SHS FDS	$341,860	0.19%	9,343	Trimmed
24	MCD	MCDONALDS CORP	$311,722	0.17%	1,003	Hold
25	COST	COSTCO WHOLESALE CORPORATION	$312,547	0.17%	314	New

Source: SEC Form 13F filings · as of 2026-03-31