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Stegner Investment Associates Inc.

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13F filer, CIK 1907433, LOUISVILLE, KY

Stegner Investment Associates Inc. reported $210,327,257 across 31 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-24. Its ten largest share positions make up 93.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001907433-26-000003

Period
2026-06-30
Reported value
$210M
Holdings
31
Top 10 weight
93.52%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWFadded+5,835$725K
MRVLnew+1,019$304K
AXPnew+650$220K
IWSadded+1,155$190K
AAPLadded+520$150K

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-12,900-$1.42M
IWBreduced-2,308-$945K
IVWreduced-5,559-$765K
IWMreduced-684-$206K
MSFTreduced-239-$89.1K

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, Q2 2026

Share positions as resolved from 13F-HR 0001907433-26-000003, largest first. % of portfolio is the value over $210,327,257, 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; 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; 2026Q2: 608,731 shares 608,731$83.7M39.8%-5,559Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 407,479 shares 407,479$45M21.37%-12,900Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 67,323 shares 67,323$22.8M10.84%+3Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,909 shares 13,909$9.55M4.54%-45Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 38,393 shares 38,393$9.31M4.43%+2Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,226 shares 18,226$7.46M3.55%-2,308Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,647 shares 45,647$5.83M2.77%+6Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,563 shares 7,563$5.66M2.69%+186Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,188 shares; 2025Q4: not reported; 2026Q1: 17,631 shares; 2026Q2: 17,631 shares 17,631$3.75M1.78%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,086 shares 16,086$3.65M1.74%-172Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,283 shares 22,283$1.71M0.81%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,887 shares 9,887$1.45M0.69%-349Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 873 shares; 2026Q1: 3,144 shares; 2026Q2: 2,905 shares 2,905$1.08M0.52%-239Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,181 shares 6,181$1.02M0.48%+1,155Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,780 shares 7,780$966K0.46%+5,835Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,322 shares 3,322$961K0.46%+520Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,235 shares 1,235$922K0.44%+1Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,350 shares 2,350$870K0.41%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,905 shares 3,905$864K0.41%-14Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,869 shares 6,869$504K0.24%+1,856Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,203 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161$425K0.2%0Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,178 shares 10,178$414K0.2%+835Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,293 shares 1,293$389K0.18%-684Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019$304K0.14%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares; 2026Q2: 314 shares 314$293K0.14%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,003 shares 1,003$271K0.13%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,311 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares; 2026Q2: 3,280 shares 3,280$267K0.13%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 454 shares; 2025Q3: 466 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 512 shares 512$256K0.12%+50Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 741 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636$224K0.11%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,628 shares; 2026Q2: 1,628 shares 1,628$223K0.11%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: not reported; 2026Q2: 650 shares 650$220K0.1%newTimeline

How Q2 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 0001907433-26-000003 base2026-07-24acceptance time not in the bulk data set