account_balance

Investment manager · 13F filer · SEC CIK 1907433

Stegner Investment Associates Inc.

Reported value$215Mas of Sep 30, 2026
Positions29 0 new, 2 sold out
Top 10 weight93.6%IVW alone is 41%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares Tr 41.2% Added +2%
IWR iShares Tr 20.2% Held
VONE Vanguard Scottsdale FDS 10.8% Held
VOO Vanguard Index FDS 4.4% Trimmed −2%
IWD iShares Tr 4.4% Held
IWB iShares Tr 3.5% Held
VONG Vanguard Scottsdale FDS 3.0% Added +9%
IVV iShares Tr 2.7% Held
IVE iShares Tr 1.7% Held
RSP Invesco Exchange Traded Fd T 1.7% Held
EFV iShares Tr 0.8% Held
MSFT Microsoft Corp 0.8% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 24, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
  • IWN −6%
  • BND −3%
  • VOO −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist