Syverson Strege & Co Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Syverson Strege & Co disclosed 185 stock positions valued at approximately $460.77M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 185
- Portfolio Value
- $460.77M
Holdings by Sector
Syverson Strege & Co Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 31.42% | 3,256,901 | +60,168 | +1.88% | $144,769,259 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 16.83% | 2,061,898 | +23,993 | +1.18% | $77,548,002 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.23% | 723,152 | +13,873 | +1.96% | $28,723,588 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 2.91% | 495,613 | +17,291 | +3.61% | $13,406,332 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.59% | 236,897 | +24,722 | +11.65% | $11,932,523 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.03% | 120,933 | -700 | -0.58% | $9,362,607 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 1.98% | 173,939 | -27,723 | -13.75% | $9,107,468 |
| NVIDIA CORPORATION | NVDA | Technology | 1.40% | 28,246 | +4,902 | +21.00% | $6,450,821 |
| APPLE INC | AAPL | Technology | 1.21% | 16,713 | +212 | +1.28% | $5,565,763 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 1.02% | 129,905 | -1,959 | -1.49% | $4,706,443 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.01% | 112,315 | -16,809 | -13.02% | $4,653,195 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.90% | 87,555 | -238 | -0.27% | $4,129,969 |
| MICROSOFT CORP | MSFT | Technology | 0.85% | 7,674 | +367 | +5.02% | $3,935,995 |
| PIMCO ETF TR | BOND | Other | 0.84% | 44,357 | -7,217 | -13.99% | $3,858,607 |
| ISHARES TR | USMV | Other | 0.65% | 30,666 | -1,109 | -3.49% | $2,988,090 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.64% | 57,965 | +4,954 | +9.35% | $2,930,710 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.59% | 60,884 | -11,786 | -16.22% | $2,733,069 |
| META PLATFORMS INC | META | Communication Services | 0.58% | 3,667 | -465 | -11.25% | $2,659,235 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.56% | 5,142 | -59 | -1.13% | $2,560,459 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.55% | 2,384 | -87 | -3.52% | $2,539,222 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.52% | 28,813 | +16 | +0.06% | $2,392,376 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.52% | 14,619 | -1,072 | -6.83% | $2,379,242 |
| WALMART INC | WMT | Consumer Defensive | 0.50% | 22,212 | -44 | -0.20% | $2,308,271 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 8,723 | +297 | +3.52% | $2,173,335 |
| ALPHABET INC | GOOGL | Communication Services | 0.47% | 6,305 | +428 | +7.28% | $2,169,424 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.42% | 43,095 | -24 | -0.06% | $1,946,601 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.40% | 22,572 | -2,664 | -10.56% | $1,857,901 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.38% | 5,326 | -5 | -0.09% | $1,762,001 |
| ALPHABET INC | GOOG | Communication Services | 0.37% | 5,056 | -417 | -7.62% | $1,722,781 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.37% | 6,445 | +142 | +2.25% | $1,706,273 |
Showing 30 of 185 holdings in the latest reporting period.