Syverson Strege & Co Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Syverson Strege & Co disclosed 186 stock positions valued at approximately $458.88M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 186
- Portfolio Value
- $458.88M
Holdings by Sector
Syverson Strege & Co Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 30.90% | 3,196,733 | +15,194 | +0.48% | $141,807,094 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 16.55% | 2,037,905 | +8,172 | +0.40% | $75,932,343 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.28% | 709,279 | -37,789 | -5.06% | $28,825,091 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 4.17% | 458,250 | +2,564 | +0.56% | $19,122,790 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 3.02% | 478,322 | +2,236 | +0.47% | $13,856,983 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.34% | 212,175 | +26,210 | +14.09% | $10,729,668 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 2.27% | 201,662 | -15,123 | -6.98% | $10,423,890 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.18% | 121,633 | -59,053 | -32.68% | $10,015,300 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.16% | 129,124 | -2,743 | -2.08% | $5,326,384 |
| APPLE INC | AAPL | Technology | 1.04% | 16,501 | -111 | -0.67% | $4,774,729 |
| PIMCO ETF TR | BOND | Other | 1.04% | 51,574 | +74 | +0.14% | $4,755,642 |
| NVIDIA CORPORATION | NVDA | Technology | 1.02% | 23,344 | -1,216 | -4.95% | $4,670,901 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 1.01% | 131,864 | -45,082 | -25.48% | $4,619,203 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.89% | 87,793 | -49 | -0.06% | $4,093,783 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.73% | 72,670 | -4,333 | -5.63% | $3,346,475 |
| ISHARES TR | USMV | Other | 0.67% | 31,775 | -1,241 | -3.76% | $3,065,003 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.62% | 2,471 | -21 | -0.84% | $2,852,251 |
| MICROSOFT CORP | MSFT | Technology | 0.59% | 7,307 | -1,220 | -14.31% | $2,725,661 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.59% | 53,011 | +3,634 | +7.36% | $2,703,561 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.57% | 5,201 | -94 | -1.78% | $2,602,528 |
| WALMART INC | WMT | Consumer Defensive | 0.55% | 22,256 | +4 | +0.02% | $2,520,738 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.51% | 28,797 | +33 | +0.11% | $2,359,609 |
| META PLATFORMS INC | META | Communication Services | 0.51% | 4,132 | -357 | -7.95% | $2,327,514 |
| EXXON MOBIL CORP | XOM | Energy | 0.47% | 15,691 | +67 | +0.43% | $2,145,241 |
| ALPHABET INC | GOOGL | Communication Services | 0.46% | 5,877 | +192 | +3.38% | $2,100,263 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.46% | 25,236 | -934 | -3.57% | $2,089,301 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.44% | 8,426 | -761 | -8.28% | $2,008,253 |
| INTEL CORP | INTC | Technology | 0.43% | 14,141 | +801 | +6.00% | $1,974,508 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.42% | 43,119 | -1 | -0.00% | $1,944,667 |
| ALPHABET INC | GOOG | Communication Services | 0.42% | 5,473 | -13 | -0.24% | $1,933,775 |
Showing 30 of 186 holdings in the latest reporting period.