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Syverson Strege & Co — 13F Holdings & Portfolio

CIK 1682057 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Syverson Strege & Co manages $458.9M in 13F-reported U.S. long-equity assets across 186 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (30.90%), DFIC (16.55%), DFEM (6.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions, exited 5, added to 98, and trimmed 32.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4125 WESTOWN PKWY
SUITE 104
WEST DES MOINES, IA 50266
Phone
(515) 225-6000
Filing Manager
Syverson Strege & Co
WEST DES MOINES, IA
Signatory
Matt Roberts
Chief Compliance Officer
Loading holdings…
AUM

$458.9M

Long-equity book

Holdings

186

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+22 / −5 / ↑98 / ↓32

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$18.2M +14.7%
  • DIMENSIONAL ETF TRUST$3.8M +5.3%
  • DIMENSIONAL ETF TRUST$3.0M +11.7%
  • DIMENSIONAL ETF TRUST$2.4M +14.2%
  • MICRON TECHNOLOGY INC$2.0M +238.8%
Show all 98 →

Top Trims

  • DIMENSIONAL ETF TRUST-$2.8M -22.1%
  • DIMENSIONAL ETF TRUST-$1.3M -22.5%
  • EXXON MOBIL CORP-$505.6K -19.1%
  • MICROSOFT CORP-$431.0K -13.7%
  • ABBOTT LABORATORIES-$362.6K -25.0%
Show all 32 →

New Positions

  • SANDISK CORP$648.0K
  • ASML HLDG NV$326.3K
  • GENERAL MILLS INC$283.9K
  • TERADYNE INC$262.7K
  • PRINCIPAL FINANCIAL GROUP IN$235.8K
Show all 22 →

Exited Positions

  • HCA HEALTHCARE INC$238.5K
  • FEDEX CORP$222.6K
  • IMPERIAL OIL LTD$213.1K
  • GSK PLC$212.3K
  • NRG ENERGY INC$205.5K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $141.8M 30.90% 3,196,733 SH
2 DIMENSIONAL ETF TRUST DFIC 25434V799 $75.9M 16.55% 2,037,905 SH
3 DIMENSIONAL ETF TRUST DFEM 25434V732 $28.8M 6.28% 709,279 SH
4 DIMENSIONAL ETF TRUST DUHP 25434V831 $19.1M 4.17% 458,250 SH
5 DIMENSIONAL ETF TRUST DFGR 25434V658 $13.9M 3.02% 478,322 SH
6 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $10.7M 2.34% 212,175 SH
7 DIMENSIONAL ETF TRUST DFAU 25434V104 $10.4M 2.27% 201,662 SH
8 DIMENSIONAL ETF TRUST DFAS 25434V500 $10.0M 2.18% 121,633 SH
9 DIMENSIONAL ETF TRUST DFAI 25434V203 $5.3M 1.16% 129,124 SH
10 APPLE INC AAPL 037833100 $4.8M 1.04% 16,501 SH
11 PIMCO ETF TR BOND 72201R775 $4.8M 1.04% 51,574 SH
12 NVIDIA CORPORATION NVDA 67066G104 $4.7M 1.02% 23,344 SH
13 DIMENSIONAL ETF TRUST DFIS 25434V773 $4.6M 1.01% 131,864 SH
14 DIMENSIONAL ETF TRUST DFSU 25434V716 $4.1M 0.89% 87,793 SH
15 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $3.3M 0.73% 72,670 SH
16 ISHARES TR USMV 46429B697 $3.1M 0.67% 31,775 SH
17 MICRON TECHNOLOGY INC MU 595112103 $2.9M 0.62% 2,471 SH
18 MICROSOFT CORP MSFT 594918104 $2.7M 0.59% 7,307 SH
19 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $2.7M 0.59% 53,011 SH
20 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.6M 0.57% 5,201 SH
21 WALMART INC WMT 931142103 $2.5M 0.55% 22,256 SH
22 DIMENSIONAL ETF TRUST DFUS 25434V401 $2.4M 0.51% 28,797 SH
23 META PLATFORMS INC META 30303M102 $2.3M 0.51% 4,132 SH
24 EXXON MOBIL CORP XOM 30231G102 $2.1M 0.47% 15,691 SH
25 ALPHABET INC GOOGL 02079K305 $2.1M 0.46% 5,877 SH
26 DIMENSIONAL ETF TRUST DFAW 25434V617 $2.1M 0.46% 25,236 SH
27 AMAZON COM INC AMZN 023135106 $2.0M 0.44% 8,426 SH
28 INTEL CORP INTC 458140100 $2.0M 0.43% 14,141 SH
29 DIMENSIONAL ETF TRUST DFSI 25434V690 $1.9M 0.42% 43,119 SH
30 ALPHABET INC GOOG 02079K107 $1.9M 0.42% 5,473 SH
31 DIMENSIONAL ETF TRUST DFAE 25434V302 $1.9M 0.41% 46,455 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $1.7M 0.38% 5,331 SH
33 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.35% 6,303 SH
34 ISHARES TR AOA 464289859 $1.6M 0.35% 16,284 SH
35 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.5M 0.33% 6,336 SH
36 ABBVIE INC ABBV 00287Y109 $1.5M 0.32% 5,870 SH
37 US BANCORP USB 902973304 $1.5M 0.32% 24,268 SH
38 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.4M 0.31% 6,597 SH
39 BROADCOM INC AVGO 11135F101 $1.4M 0.30% 3,684 SH
40 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.3M 0.29% 15,718 SH
41 LAM RESEARCH CORP LRCX 512807306 $1.1M 0.25% 2,618 SH
42 ELI LILLY & CO LLY 532457108 $1.1M 0.24% 932 SH
43 APPLIED MATLS INC AMAT 038222105 $1.1M 0.24% 1,542 SH
44 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.1M 0.24% 3,889 SH
45 ABBOTT LABORATORIES ABT 002824100 $1.1M 0.24% 12,020 SH
46 CITIGROUP INC C 172967424 $1.0M 0.23% 7,488 SH
47 ISHARES TR IWB 464287622 $1.0M 0.23% 2,529 SH
48 CISCO SYS INC CSCO 17275R102 $1.0M 0.22% 8,692 SH
49 VANGUARD INDEX FDS VXF 922908652 $1.0M 0.22% 4,079 SH
50 CATERPILLAR INC CAT 149123101 $992.5K 0.22% 932 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $458.9M 186 0001682057-26-000003
2026-03-31 2026-05-04 $415.6M 169 0001682057-26-000002
2025-12-31 2026-02-09 $422.5M 166 0001682057-26-000001