Q2 2026 13F · SEC CIK 1682057

Syverson Strege & Co

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $458.9M
Reported positions: 186
Top holdings a year, 3 yrs: +16.6%
Assets under management: $910.8M

Syverson Strege & Co is a wealth manager that reported 186 positions worth $458.9M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Dimensional ETF Trust (DFAC, 30.9%), Dimensional ETF Trust (DFIC, 16.5%), Dimensional ETF Trust (DFEM, 6.3%). A portfolio copying its top holdings returned 16.6% a year over the last 3 years, against 20.4% for the S&P 500.

Syverson Strege & Co holdings largest 50 of 186 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Syverson Strege & Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	30.9%	29.7%	3,196,733	+0.5%	$141.8M
DFICDimensional ETF Trust	16.5%	17.4%	2,037,905	+0.4%	$75.9M
DFEMDimensional ETF Trust	6.3%	6.2%	709,279	-5.1%	$28.8M
DUHPDimensional ETF Trust	4.2%	4.0%	458,250	+0.6%	$19.1M
DFGRDimensional ETF Trust	3.0%	3.0%	478,322	+0.5%	$13.9M
JPSTJ P Morgan Exchange Traded F	2.3%	2.3%	212,175	+14.1%	$10.7M
DFAUDimensional ETF Trust	2.3%	2.4%	201,662	-7.0%	$10.4M
DFASDimensional ETF Trust	2.2%	3.1%	121,633	-32.7%	$10.0M
DFAIDimensional ETF Trust	1.2%	1.2%	129,124	-2.1%	$5.3M
AAPLApple Inc	1.0%	1.0%	16,501	-0.7%	$4.8M
BONDPimco ETF Tr	1.0%	1.1%	51,574	+0.1%	$4.8M
NVDANvidia Corporation	1.0%	1.0%	23,344	-5.0%	$4.7M
DFISDimensional ETF Trust	1.0%	1.4%	131,864	-25.5%	$4.6M
DFSUDimensional ETF Trust	0.9%	0.9%	87,793	-0.1%	$4.1M
JPIEJpmorgan Income ETF	0.7%	0.9%	72,670	-5.6%	$3.3M
USMVIshares Tr	0.7%	0.7%	31,775	-3.8%	$3.1M
MUMicron Technology Inc	0.6%	—	2,471	—	$2.9M
MSFTMicrosoft Corp	0.6%	0.8%	7,307	-14.3%	$2.7M
JMSTJ P Morgan Exchange Traded F	0.6%	0.6%	53,011	+7.4%	$2.7M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	5,201	-1.8%	$2.6M
WMTWalmart Inc	0.5%	0.7%	22,256	+0.0%	$2.5M
DFUSDimensional ETF Trust	0.5%	0.5%	28,797	+0.1%	$2.4M
METAMeta Platforms Inc	0.5%	0.6%	4,132	-8.0%	$2.3M
XOMExxon Mobil Corp	0.5%	0.6%	15,691	+0.4%	$2.1M
GOOGLAlphabet Inc	0.5%	0.4%	5,877	+3.4%	$2.1M
DFAWDimensional ETF Trust	0.5%	0.5%	25,236	-3.6%	$2.1M
AMZNAmazon Com Inc	0.4%	0.5%	8,426	-8.3%	$2.0M
INTCIntel Corp	0.4%	—	14,141	—	$2.0M
DFSIDimensional ETF Trust	0.4%	0.4%	43,119	-0.0%	$1.9M
GOOGAlphabet Inc	0.4%	0.4%	5,473	-0.2%	$1.9M
DFAEDimensional ETF Trust	0.4%	0.4%	46,455	-10.1%	$1.9M
JPMJpmorgan Chase & Co	0.4%	0.4%	5,331	-1.1%	$1.7M
JNJJohnson & Johnson	0.3%	0.4%	6,303	-3.6%	$1.6M
AOAIshares Tr	0.3%	0.4%	16,284	-12.2%	$1.6M
VIGVanguard Specialized Funds	0.3%	0.3%	6,336	+0.0%	$1.5M
ABBVAbbvie Inc	0.3%	0.3%	5,870	-9.5%	$1.5M
USBUS Bancorp	0.3%	0.3%	24,268	-5.8%	$1.5M
RSPInvesco Exchange Traded Fd T	0.3%	0.3%	6,597	+0.0%	$1.4M
AVGOBroadcom Inc	0.3%	0.3%	3,684	-3.2%	$1.4M
VEUVanguard Intl Equity Index F	0.3%	0.3%	15,718	+0.0%	$1.3M
LRCXLam Research Corp	0.2%	—	2,618	—	$1.1M
LLYEli Lilly & Co	0.2%	0.2%	932	+0.1%	$1.1M
AMATApplied Matls Inc	0.2%	—	1,542	—	$1.1M
IBMInternational Business Machs	0.2%	0.2%	3,889	-7.6%	$1.1M
ABTAbbott Laboratories	0.2%	0.3%	12,020	-15.1%	$1.1M
CCitigroup Inc	0.2%	0.2%	7,488	-2.4%	$1.0M
IWBIshares Tr	0.2%	0.2%	2,529	+0.0%	$1.0M
CSCOCisco Sys Inc	0.2%	—	8,692	—	$1.0M
VXFVanguard Index Fds	0.2%	—	4,079	—	$1.0M
CATCaterpillar Inc	0.2%	—	932	—	$992K

What Syverson Strege & Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

JPST J P Morgan Exchange Traded F+14.1% shares
JMST J P Morgan Exchange Traded F+7.4% shares

Reduced

Left the top 50

T At&t Incwas 0.3%
CVX Chevron Corporationwas 0.2%
WFC Wells Fargo & Cowas 0.2%
LDUR Pimco ETF Trwas 0.2%
COST Costco Wholesale Corporationwas 0.2%
NFLX Netflix Inc.was 0.2%
HD Home Depot Incwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.6% /yr; S&P 500 +20.1%
3 years: +16.6% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$458.9M	186
Q1 2026	$415.6M	169
Q4 2025	$422.5M	166
Q3 2025	$417.3M	165
Q2 2025	$423.3M	168
Q1 2025	$311.3M	79
Q4 2024	$299.9M	78
Q3 2024	$298.4M	69
Q2 2024	$293.4M	76
Q1 2024	$277.4M	71
Q4 2023	$257.8M	69
Q3 2023	$223.5M	60

Questions about Syverson Strege & Co's portfolio

What stocks does Syverson Strege & Co own?

Syverson Strege & Co's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 186 positions worth $458.9M. The largest are Dimensional ETF Trust (DFAC) at 30.9%, Dimensional ETF Trust (DFIC) at 16.5%, Dimensional ETF Trust (DFEM) at 6.3%, Dimensional ETF Trust (DUHP) at 4.2% and Dimensional ETF Trust (DFGR) at 3.0%.

What did Syverson Strege & Co buy last quarter?

In Q2 2026, Syverson Strege & Co added J P Morgan Exchange Traded F (JPST) (+14.1% shares) and J P Morgan Exchange Traded F (JMST) (+7.4% shares), compared with its Q1 2026 filing.

What did Syverson Strege & Co sell last quarter?

In Q2 2026, Syverson Strege & Co cut from its top 50 At&t Inc (T), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Wells Fargo & Co (WFC), cut from its top 50 Pimco ETF Tr (LDUR), cut from its top 50 Costco Wholesale Corporation (COST), Dimensional ETF Trust (DFAS) (-32.7% shares), Dimensional ETF Trust (DFIS) (-25.5% shares) and Abbott Laboratories (ABT) (-15.1% shares), compared with its Q1 2026 filing.

How has Syverson Strege & Co's portfolio performed?

A portfolio copying Syverson Strege & Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.6% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Syverson Strege & Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Syverson Strege & Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Syverson Strege & Co manage?

Syverson Strege & Co reported $910.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $458.9M.