Skip to content
Disclosery

Stegner Investment Associates Inc.

Follow

13F filer, CIK 1907433, LOUISVILLE, KY

Stegner Investment Associates Inc. reported $182,582,760 across 29 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 93.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001907433-26-000002

Period
2026-03-31
Reported value
$183M
Holdings
29
Top 10 weight
93.51%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RSPnew+17,631$3.38M
MSFTadded+2,271$841K
VONEadded+2,542$750K
IWPadded+3,900$500K
COSTnew+314$313K

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
IWRreduced-22,583-$2.2M
IVWreduced-5,204-$589K
AXPexited-650-$240K
SDYexited-1,622-$226K
VUGexited-422-$206K

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, Q1 2026

Share positions as resolved from 13F-HR 0001907433-26-000002, largest first. % of portfolio is the value over $182,582,760, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 631,174 shares; 2025Q1: 637,250 shares; 2025Q2: 635,921 shares; 2025Q3: 630,543 shares; 2025Q4: 619,494 shares; 2026Q1: 614,290 shares 614,290$69.5M38.06%-5,204Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320,946 shares; 2025Q1: 330,614 shares; 2025Q2: 356,643 shares; 2025Q3: 401,968 shares; 2025Q4: 442,962 shares; 2026Q1: 420,379 shares 420,379$40.9M22.39%-22,583Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,722 shares; 2025Q1: 62,902 shares; 2025Q2: 64,771 shares; 2025Q3: 64,774 shares; 2025Q4: 64,778 shares; 2026Q1: 67,320 shares 67,320$19.9M10.88%+2,542Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,245 shares; 2025Q1: 10,245 shares; 2025Q2: 10,245 shares; 2025Q3: 10,585 shares; 2025Q4: 13,954 shares; 2026Q1: 13,954 shares 13,954$8.34M4.57%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,570 shares; 2025Q1: 26,573 shares; 2025Q2: 26,570 shares; 2025Q3: 26,573 shares; 2025Q4: 38,389 shares; 2026Q1: 38,391 shares 38,391$8.2M4.49%+2Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,500 shares; 2025Q1: 26,505 shares; 2025Q2: 24,963 shares; 2025Q3: 23,548 shares; 2025Q4: 20,740 shares; 2026Q1: 20,534 shares 20,534$7.32M4.01%-206Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,610 shares; 2025Q1: 45,617 shares; 2025Q2: 45,623 shares; 2025Q3: 45,629 shares; 2025Q4: 45,634 shares; 2026Q1: 45,641 shares 45,641$5.01M2.74%+7Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,658 shares; 2025Q1: 7,421 shares; 2025Q2: 7,482 shares; 2025Q3: 7,681 shares; 2025Q4: 7,332 shares; 2026Q1: 7,377 shares 7,377$4.82M2.64%+45Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,114 shares; 2025Q1: 16,440 shares; 2025Q2: 16,518 shares; 2025Q3: 16,255 shares; 2025Q4: 16,304 shares; 2026Q1: 16,258 shares 16,258$3.43M1.88%-46Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,188 shares; 2025Q4: not reported; 2026Q1: 17,631 shares 17,631$3.38M1.85%newTimeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,046 shares; 2025Q1: 31,467 shares; 2025Q2: 28,348 shares; 2025Q3: 26,955 shares; 2025Q4: 22,283 shares; 2026Q1: 22,283 shares 22,283$1.66M0.91%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,405 shares; 2025Q1: 4,405 shares; 2025Q2: 4,405 shares; 2025Q3: 4,264 shares; 2025Q4: 6,336 shares; 2026Q1: 10,236 shares 10,236$1.31M0.72%+3,900Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 873 shares; 2026Q1: 3,144 shares 3,144$1.16M0.64%+2,271Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,262 shares; 2025Q1: 3,250 shares; 2025Q2: 3,165 shares; 2025Q3: 3,118 shares; 2025Q4: 1,945 shares; 2026Q1: 1,945 shares 1,945$829K0.45%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268 shares; 2025Q1: 1,270 shares; 2025Q2: 1,271 shares; 2025Q3: 1,272 shares; 2025Q4: 1,233 shares; 2026Q1: 1,234 shares 1,234$802K0.44%+1Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350$754K0.41%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,367 shares; 2025Q1: 3,831 shares; 2025Q2: 3,862 shares; 2025Q3: 3,862 shares; 2025Q4: 3,919 shares; 2026Q1: 3,919 shares 3,919$743K0.41%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,978 shares; 2025Q1: 5,859 shares; 2025Q2: 5,514 shares; 2025Q3: 4,549 shares; 2025Q4: 4,106 shares; 2026Q1: 5,026 shares 5,026$732K0.4%+920Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,257 shares; 2025Q4: 2,136 shares; 2026Q1: 2,802 shares 2,802$711K0.39%+666Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 2,141 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares 1,977$490K0.27%0Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,203 shares; 2026Q1: 1,161 shares 1,161$369K0.2%-42Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,805 shares; 2025Q1: 6,029 shares; 2025Q2: 5,794 shares; 2025Q3: 5,964 shares; 2025Q4: 4,783 shares; 2026Q1: 5,013 shares 5,013$369K0.2%+230Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,599 shares; 2025Q1: 13,017 shares; 2025Q2: 12,365 shares; 2025Q3: 12,365 shares; 2025Q4: 9,396 shares; 2026Q1: 9,343 shares 9,343$342K0.19%-53Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares 314$313K0.17%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,036 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003$312K0.17%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,628 shares 1,628$276K0.15%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,311 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares 3,280$249K0.14%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 454 shares; 2025Q3: 466 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462$221K0.12%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 741 shares; 2025Q4: 636 shares; 2026Q1: 636 shares 636$209K0.11%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AXPAMERICAN EXPRESS CO650$240Kshares
SDYSPDR SERIES TRUST1,622$226Kshares
VUGVANGUARD INDEX FDS422$206Kshares

How Q1 2026 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 0001907433-26-000002 base2026-04-30acceptance time not in the bulk data set