Stegner Investment Associates
Stegner Investment Associates reported 29 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVW (41.2%), IWR (20.2%) and VONE (10.8%). Compared with Q2 2026, the fund opened new positions in XOM, added to IVW, VONG and MSFT, trimmed IWR, VOO and IWB and sold out of HD, XOM and AXP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $88.3M | 41.2% | 621K | +12K (+2%) | 8 of 8 | |
| 2 |  IWR Ishares TR | $43.4M | 20.2% | 406K | −1,184 (−0%) | 8 of 8 | |
| 3 |  VONE Vanguard Scottsdale Fds | $23.2M | 10.8% | 67K | No change | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $9.5M | 4.5% | 14K | −290 (−2%) | 8 of 8 | |
| 5 |  IWD Ishares TR | $9.5M | 4.4% | 38K | No change | 8 of 8 | |
| 6 |  IWB Ishares TR | $7.5M | 3.5% | 18K | −308 (−2%) | 8 of 8 | |
| 7 |  VONG Vanguard Russell 1000 | $6.4M | 3.0% | 50K | +3,938 (+9%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $5.8M | 2.7% | 7,536 | −27 (−0%) | 8 of 8 | |
| 9 |  IVE Ishares TR | $3.7M | 1.7% | 16K | No change | 8 of 8 | |
| 10 |  RSP Invesco Exchange Traded FD T | $3.7M | 1.7% | 18K | No change | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stegner Investment Associates 13F FAQ
What does Stegner Investment Associates own?
Stegner Investment Associates reported 29 stocks worth $215M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVW (41.2%), IWR (20.2%) and VONE (10.8%). The table above lists every position in the filing (the top 10 without an account).
What did Stegner Investment Associates buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 5 added to, 10 trimmed and 3 sold out. New positions include XOM. It sold all of HD, XOM and AXP.
When will Stegner Investment Associates file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Stegner Investment Associates's portfolio worth?
The Q3 2026 filing reports $215M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.