Stegner Investment Associates Inc.: 13F holdings
CIK 19074332026Q2
| Positions | 31 |
|---|
| Reported value | $210.3m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 31 (+2 vs prior quarter) |
|---|
| Reported value | $210.3m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES TR | 608,731 | $83.7m | 39.8% |
| IWR ISHARES TR | 407,479 | $45.0m | 21.4% |
| VONE VANGUARD SCOTTSDALE FDS | 67,323 | $22.8m | 10.8% |
| VOO VANGUARD INDEX FDS | 13,909 | $9.6m | 4.5% |
| IWD ISHARES TR | 38,393 | $9.3m | 4.4% |
| IWB ISHARES TR | 18,226 | $7.5m | 3.5% |
| VONG VANGUARD SCOTTSDALE FDS | 45,647 | $5.8m | 2.8% |
| IVV ISHARES TR | 7,563 | $5.7m | 2.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 17,631 | $3.8m | 1.8% |
| IVE ISHARES TR | 16,086 | $3.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907433")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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