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Stegner Investment Associates Inc.
Stegner Investment Associates Inc. (SIA) is an independent, employee-owned Registered Investment Advisor (RIA) headquartered in Louisville, Kentucky. Founded in 1994, the firm specializes in unbiased fee-only investment consulting and wealth management. SIA serves high net-worth individuals, retirement plans, non-profit institutions, and corporate entities, providing both discretionary and non-discretionary investment services. The firm emphasizes fiduciary responsibility, conflict-free advice, and a personalized approach, backed by a team of experienced professionals. With 11 employees as of 2025, SIA is recognized for its dedication to client relationships and community engagement.
Investment Strategy
Stegner Investment Associates employs a highly tailored investment consulting strategy, combining in-house proprietary research and partnerships with leading industry specialists to create diversified, long-term focused portfolios. The firm develops customized solutions for high net-worth individuals, retirement plans, and non-profit organizations, acting in either a discretionary or non-discretionary fiduciary role. SIA avoids conflicts of interest by being fee-only and employee-owned, concentrating solely on serving client needs. Their investment philosophy centers around unbiased advice, prudent decision-making, and rigorous due diligence, seeking to achieve both short- and long-term financial objectives for clients.
Latest 13F Filing Activity
Stegner Investment Associates Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $163M. The fund increased holdings in Ishares TR, Ishares TR, Vanguard Scottsdale FDS among other positions. Stegner Investment Associates Inc. reduced exposure to Ishares TR, Berkshire Hathaway Inc. Del, Ishares TR among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 42.90% | $70.0M | 635,921 | $59.80 | $110.10 | +$10.9M |
I IWR | ISHARES TR | 20.10% | $32.8M | 356,643 | $62.17 | $91.97 | +$4.7M |
V VONE | VANGUARD SCOTTSDALE FDS | 11.15% | $18.2M | 64,771 | $179.73 | $280.86 | +$2.2M |
I IWB | ISHARES TR | 5.19% | $8.5M | 24,963 | $195.70 | $339.57 | +$346.7K |
V VOO | VANGUARD INDEX FDS | 3.57% | $5.8M | 10,245 | $322.44 | $568.03 | +$554.4K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | CEO and Chief Investment Officer | Louisville, KY , United States | |
 | Research Analyst | Littleton, CO , United States | |
 | Investment Research Analyst | United States |
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