Stegner Investment Associates Inc.

LOUISVILLE, KY · CIK 1907433 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 1994 · other (specify)

Assets managed$2.8bn
Staff10 · 5 in investment roles
Main clients (by assets)Pension plans 70%, High net worth individuals 21%, Charities 6%
Form ADV · 2026-09-21SEC adviser record

Kindinstitutions
Others nearbyLouisville, KY

$210.3m reported value +15.2% vs Q1 2026

31positions

93.5%in top 10

2 new 10 added 9 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR S&P 500 GRWT ETF IVW	IVW	608,731	$83.7m39.80%	39.80%	Reduced -5.6k	-5,559 -0.9%
2	ISHARES TR RUS MID CAP ETF IWR	IWR	407,479	$45.0m21.37%	21.37%	Reduced -12.9k	-12,900 -3.1%
3	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	67,323	$22.8m10.84%	10.84%	Added +3	+3 0.0%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,909	$9.6m4.54%	4.54%	Reduced -45	-45 -0.3%
5	ISHARES TR RUS 1000 VAL ETF IWD	IWD	38,393	$9.3m4.43%	4.43%	Added +2	+2 0.0%
6	ISHARES TR RUS 1000 ETF IWB	IWB	18,226	$7.5m3.55%	3.55%	Reduced -2.3k	-2,308 -11.2%
7	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	45,647	$5.8m2.77%	2.77%	Added +6	+6 0.0%
8	ISHARES TR CORE S&P500 ETF IVV	IVV	7,563	$5.7m2.69%	2.69%	Added +186	+186 2.5%
9	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	17,631	$3.8m1.78%	1.78%	Unchanged
10	ISHARES TR S&P 500 VAL ETF IVE	IVE	16,086	$3.7m1.74%	1.74%	Reduced -172	-172 -1.1%
11	ISHARES TR EAFE VALUE ETF EFV	EFV	22,283	$1.7m0.81%	0.81%	Unchanged
12	ISHARES TR RUS MD CP GR ETF IWP	IWP	9,887	$1.4m0.69%	0.69%	Reduced -349	-349 -3.4%
13	MICROSOFT CORP COM MSFT	MSFT	2,905	$1.1m0.52%	0.52%	Reduced -239	-239 -7.6%
14	ISHARES TR RUS MDCP VAL ETF IWS	IWS	6,181	$1.0m0.48%	0.48%	Added +1.2k	+1,155 23.0%
15	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,780	$966.1k0.46%	0.46%	Unchanged
16	APPLE INC COM AAPL	AAPL	3,322	$961.2k0.46%	0.46%	Added +520	+520 18.6%
17	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,235	$922.1k0.44%	0.44%	Added +1	+1 0.1%
18	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,350	$869.6k0.41%	0.41%	Unchanged
19	ISHARES TR RUS 2000 VAL ETF IWN	IWN	3,905	$863.8k0.41%	0.41%	Reduced -14	-14 -0.4%
20	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	6,869	$504.3k0.24%	0.24%	Added +1.9k	+1,856 37.0%
21	ISHARES TR S&P 100 ETF OEF	OEF	1,161	$424.8k0.20%	0.20%	Unchanged
22	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	10,178	$413.9k0.20%	0.20%	Added +835	+835 8.9%
23	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,293	$388.6k0.18%	0.18%	Reduced -684	-684 -34.6%
24	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,019	$303.6k0.14%	0.14%	New
25	COSTCO WHSL CORP NEW COM COST	COST	314	$293.4k0.14%	0.14%	Unchanged
26	MCDONALDS CORP COM MCD	MCD	1,003	$271.1k0.13%	0.13%	Unchanged
27	COCA COLA CO COM KO	KO	3,280	$266.6k0.13%	0.13%	Unchanged
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	512	$256.2k0.12%	0.12%	Added +50	+50 10.8%
29	HOME DEPOT INC COM HD	HD	636	$224.3k0.11%	0.11%	Unchanged
30	EXXON MOBIL CORP COM XOM	XOM	1,628	$222.6k0.11%	0.11%	Unchanged
31	AMERICAN EXPRESS CO COM AXP	AXP	650	$219.9k0.10%	0.10%	New