Stegner Investment Associates Inc.
RIA/Wealth
Stegner Investment Associates Inc. is a RIA/Wealth based in Louisville, KY led by Elizabeth Stegner Peabody, reporting $2.4B in AUM as of Q3 2025 with 99% ETF concentration, 94% concentrated in top 10 holdings, and 42% allocation to IVW.
CEOElizabeth Stegner Peabody
- Portfolio Value
- $182.4M
- Positions
- 34
- Top Holding
- IVW at 41.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stegner Investment Associates Inc.'s portfolio (93.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $76.1M | 41.74% | -$649.2K Sold | — 630.5K shares | |
ETF ETF | $38.8M | 21.28% | +$4.4M Bought | — 402.0K shares | |
ETF ETF | $19.6M | 10.74% | +$907.1 Bought | — 64.8K shares | |
ETF ETF | $8.6M | 4.72% | -$517.2K Sold | — 23.5K shares | |
ETF ETF | $6.5M | 3.55% | +$208.2K Bought | — 10.6K shares | |
ETF ETF | $5.5M | 3.01% | +$723.0 Bought | — 45.6K shares | |
ETF ETF | $5.4M | 2.97% | +$610.8 Bought | — 26.6K shares | |
ETF ETF | $5.1M | 2.82% | +$133.2K Bought | — 7.7K shares | |
ETF ETF | $3.4M | 1.84% | -$54.3K Sold | — 16.3K shares | |
ETF ETF | $1.8M | 1.00% | -$94.5K Sold | — 27.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stegner Investment Associates Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-17.5% | |
-14.86% | |
-5.67% | |
-4.91% | |
-3.2% |
Analytics
Portfolio insights and performance metrics for Stegner Investment Associates Inc.
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