Stegner Investment Associates Inc.

Portfolio Overview

Stegner Investment Associates Inc. disclosed 31 positions worth $210.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $MRVL. The portfolio is most concentrated in Other (96.1% of disclosed assets). All figures are sourced directly from Stegner Investment Associates Inc.’s Form 13F-HR filing with the SEC under CIK 1907433.

• ISHARES TR - S&P 500 GRWT ETF

  —

  Quality

  $83.7M608,731 sh

• ISHARES TR - RUS MID CAP ETF

  —

  Quality

  $45.0M407,479 sh

• VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX

  —

  Quality

  $22.8M67,323 sh

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $9.6M13,909 sh

• ISHARES TR - RUS 1000 VAL ETF

  —

  Quality

  $9.3M38,393 sh

• ISHARES TR - RUS 1000 ETF

  —

  Quality

  $7.5M18,226 sh

• VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW

  —

  Quality

  $5.8M45,647 sh

• ISHARES TR - CORE S&P500 ETF

  —

  Quality

  $5.7M7,563 sh
• 

  Invesco Ltd.

  $IVZ

  —

  Quality

  $3.8M17,631 sh

• ISHARES TR - S&P 500 VAL ETF

  —

  Quality

  $3.7M16,086 sh

Company	Quality	Value	Shares
ISHARES TR - S&P 500 GRWT ETF	—	$83.7M	608,731
ISHARES TR - RUS MID CAP ETF	—	$45.0M	407,479
VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	—	$22.8M	67,323
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$9.6M	13,909
ISHARES TR - RUS 1000 VAL ETF	—	$9.3M	38,393
ISHARES TR - RUS 1000 ETF	—	$7.5M	18,226
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	—	$5.8M	45,647
ISHARES TR - CORE S&P500 ETF	—	$5.7M	7,563
Invesco Ltd.$IVZ	—	$3.8M	17,631
ISHARES TR - S&P 500 VAL ETF	—	$3.7M	16,086

Showing top 10 of 31 holdings.

Full Holdings — Stegner Investment Associates Inc. (Q2 2026)

All 31 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR - S&P 500 GRWT ETF	$83.7M	39.8%	-1%	—
2	—	ISHARES TR - RUS MID CAP ETF	$45.0M	21.4%	-3%	—
3	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	$22.8M	10.8%	+0%	—
4	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$9.6M	4.5%	-0%	—
5	—	ISHARES TR - RUS 1000 VAL ETF	$9.3M	4.4%	+0%	—
6	—	ISHARES TR - RUS 1000 ETF	$7.5M	3.5%	-11%	—
7	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$5.8M	2.8%	+0%	—
8	—	ISHARES TR - CORE S&P500 ETF	$5.7M	2.7%	+3%	—
9	$IVZ	Invesco Ltd.	$3.8M	1.8%	+0%	—
10	—	ISHARES TR - S&P 500 VAL ETF	$3.7M	1.7%	-1%	—
11	—	ISHARES TR - EAFE VALUE ETF	$1.7M	0.8%	+0%	—
12	—	ISHARES TR - RUS MD CP GR ETF	$1.4M	0.7%	-3%	—
13	$MSFT	MICROSOFT CORP	$1.1M	0.5%	-8%	79.8
14	—	ISHARES TR - RUS MDCP VAL ETF	$1.0M	0.5%	+23%	—
15	—	ISHARES TR - RUS 1000 GRW ETF	$966,079	0.5%	+300%	—
16	$AAPL	Apple Inc.	$961,214	0.5%	+19%	76.4
17	$SPY	SPDR S&P 500 ETF TRUST	$922,111	0.4%	+0%	—
18	—	VANGUARD INDEX FDS - TOTAL STK MKT	$869,594	0.4%	+0%	—
19	—	ISHARES TR - RUS 2000 VAL ETF	$863,786	0.4%	-0%	—
20	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$504,253	0.2%	+37%	—
21	—	ISHARES TR - S&P 100 ETF	$424,775	0.2%	+0%	—
22	$STT	STATE STREET CORP	$413,939	0.2%	+9%	71.5
23	—	ISHARES TR - RUSSELL 2000 ETF	$388,627	0.2%	-35%	—
24	$MRVL	Marvell Technology, Inc.	$303,563	0.1%	NEW	76.5
25	$COST	COSTCO WHOLESALE CORP /NEW	$293,426	0.1%	+0%	66.2
26	$MCD	MCDONALDS CORP	$271,121	0.1%	+0%	69
27	$KO	COCA COLA CO	$266,566	0.1%	+0%	69.5
28	$BRK.B	BERKSHIRE HATHAWAY INC	$256,200	0.1%	+11%	73.8
29	$HD	HOME DEPOT, INC.	$224,304	0.1%	+0%	60.3
30	$XOM.R34088	EXXON MOBIL CORP	$222,580	0.1%	+0%	57.9
31	$AXP	AMERICAN EXPRESS CO	$219,863	0.1%	NEW	69.4