Stegner Investment Associates Inc. filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm held a total of 29 positions across various sectors, with the total value of these holdings listed as $2,145,688,899.
The largest holding in the portfolio is Apple Inc., with 3,553 shares valued at $355,327,000. Berkshire Hathaway Inc. is the second-largest position, consisting of 512 shares valued at $254,950,000. Coca-Cola Co. follows with 3,380 shares valued at $290,950,000. ExxonMobil Holdings Corp. holds 1,628 shares valued at $264,957,000. Invesco Exchange Traded Fund Trust T S&P500 EQL WGT is the fifth-largest holding, with 17,631 shares valued at $3,667,601,000.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which comprise the majority of the disclosed positions. Notable ETF holdings include the iShares Core S&P 500 ETF with 753,6 shares valued at $5,771,446,000, and the iShares Russell 1000 Growth ETF with 620,907 shares valued at $88,330,299,000. Other significant ETF positions include the Vanguard S&P 500 ETF Shares (13,619 shares), the Vanguard Russell 1000 Index Fund (67,327 shares), and the Vanguard Russell 1000 Growth Fund (49,585 shares).
Among individual equities outside of ETFs, Stegner Investment Associates holds positions in Marvel Technology Inc. (1,019 shares), McDonald's Corp. (900 shares), and Microsoft Corp. (3,145 shares). The filing lists Douglas D. Peabody as the Chief Compliance Officer responsible for the report.
