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Stegner Investment Associates Inc.

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13F filer, CIK 1907433, LOUISVILLE, KY

Stegner Investment Associates Inc. reported $182,369,864 across 34 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 93.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001907433-25-000004

Period
2025-09-30
Reported value
$182M
Holdings
34
Top 10 weight
93.68%
New
8
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWRadded+45,325$4.38M
RSPnew+4,188$794K
MSFTnew+882$457K
OEFnew+1,161$386K
SDYnew+2,221$311K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVWreduced-5,378-$649K
IWBreduced-1,415-$517K
IWSreduced-965-$135K
AAPLreduced-394-$100K
EFVreduced-1,393-$94.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001907433-25-000004, largest first. % of portfolio is the value over $182,369,864, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 631,174 shares; 2025Q1: 637,250 shares; 2025Q2: 635,921 shares; 2025Q3: 630,543 shares 630,543$76.1M41.74%-5,378Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320,946 shares; 2025Q1: 330,614 shares; 2025Q2: 356,643 shares; 2025Q3: 401,968 shares 401,968$38.8M21.28%+45,325Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,722 shares; 2025Q1: 62,902 shares; 2025Q2: 64,771 shares; 2025Q3: 64,774 shares 64,774$19.6M10.74%+3Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,500 shares; 2025Q1: 26,505 shares; 2025Q2: 24,963 shares; 2025Q3: 23,548 shares 23,548$8.61M4.72%-1,415Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,245 shares; 2025Q1: 10,245 shares; 2025Q2: 10,245 shares; 2025Q3: 10,585 shares 10,585$6.48M3.55%+340Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,610 shares; 2025Q1: 45,617 shares; 2025Q2: 45,623 shares; 2025Q3: 45,629 shares 45,629$5.5M3.01%+6Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,570 shares; 2025Q1: 26,573 shares; 2025Q2: 26,570 shares; 2025Q3: 26,573 shares 26,573$5.41M2.97%+3Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,658 shares; 2025Q1: 7,421 shares; 2025Q2: 7,482 shares; 2025Q3: 7,681 shares 7,681$5.14M2.82%+199Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,114 shares; 2025Q1: 16,440 shares; 2025Q2: 16,518 shares; 2025Q3: 16,255 shares 16,255$3.36M1.84%-263Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,046 shares; 2025Q1: 31,467 shares; 2025Q2: 28,348 shares; 2025Q3: 26,955 shares 26,955$1.83M1%-1,393Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,262 shares; 2025Q1: 3,250 shares; 2025Q2: 3,165 shares; 2025Q3: 3,118 shares 3,118$1.46M0.8%-47Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268 shares; 2025Q1: 1,270 shares; 2025Q2: 1,271 shares; 2025Q3: 1,272 shares 1,272$848K0.46%+1Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares 2,499$820K0.45%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,188 shares 4,188$794K0.44%newTimeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,367 shares; 2025Q1: 3,831 shares; 2025Q2: 3,862 shares; 2025Q3: 3,862 shares 3,862$683K0.37%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,978 shares; 2025Q1: 5,859 shares; 2025Q2: 5,514 shares; 2025Q3: 4,549 shares 4,549$635K0.35%-965Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,405 shares; 2025Q1: 4,405 shares; 2025Q2: 4,405 shares; 2025Q3: 4,264 shares 4,264$607K0.33%-141Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,257 shares 2,257$575K0.32%-394Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 2,141 shares 2,141$518K0.28%+236Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares 882$457K0.25%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,805 shares; 2025Q1: 6,029 shares; 2025Q2: 5,794 shares; 2025Q3: 5,964 shares 5,964$444K0.24%+170Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,599 shares; 2025Q1: 13,017 shares; 2025Q2: 12,365 shares; 2025Q3: 12,365 shares 12,365$432K0.24%0Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares 1,161$386K0.21%newTimeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares 2,221$311K0.17%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,036 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares 1,003$305K0.17%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 741 shares 741$300K0.16%+75Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares 1,507$281K0.15%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares 1,346$281K0.15%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 547 shares; 2025Q3: 547 shares 547$262K0.14%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,109 shares 7,109$254K0.14%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 454 shares; 2025Q3: 466 shares 466$234K0.13%+12Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,311 shares 3,311$220K0.12%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 650 shares 650$216K0.12%0Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares 2,150$210K0.12%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001907433-25-000004 base2025-11-06acceptance time not in the bulk data set