Syverson Strege & CO Portfolio Holdings

Syverson Strege & CO

  • $394 Million
  • Q3 2025

Syverson Strege & CO has filed its 13F form on December 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $394 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $126M, Dimensional ETF Tr Dimensional with a value of $68.2M, Dimensional ETF Tr Emerging Mk with a value of $24.5M, Dimensional ETF Tr Dimensional with a value of $17.6M, and Dimensional ETF Tr U S Small C with a value of $12.2M.

Examining the 13F form we can see an decrease of $5.78M in the current position value, from $400M to 394M.

Syverson Strege & CO is based out at West Des Moines, IA

Below you can find more details about Syverson Strege & CO portfolio as well as his latest detailed transactions.

Portfolio value $394 Million
ETFs: $311 Million
Technology: $22.5 Million
Financial Services: $16.9 Million
Communication Services: $9.25 Million
Healthcare: $8.99 Million
Consumer Defensive: $6.27 Million
Consumer Cyclical: $5.94 Million
Energy: $3.87 Million
Other: $4.96 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$126 Million 31.83% of portfolio
3,255,533
Q3 2025 Reduced 6.83%
$0
$68.2 Million 17.29% of portfolio
2,079,307
Q3 2025 Reduced 6.64%
$0
$24.5 Million 6.21% of portfolio
764,056
Q3 2025 Reduced 6.73%
$0
$17.6 Million 4.46% of portfolio
466,177
Q3 2025 Reduced 8.21%
$0
$12.2 Million 3.09% of portfolio
178,004
Q3 2025 Reduced 4.87%
$0
$11.9 Million 3.02% of portfolio
260,203
Q3 2025 Reduced 21.48%
$0
$8.66 Million 2.2% of portfolio
170,790
Q3 2025 Added 3.78%
$0
$5.94 Million 1.51% of portfolio
187,909
Q3 2025 Reduced 2.94%
$0
$5.88 Million 1.49% of portfolio
161,708
Q3 2025 Reduced 16.39%
$0
$5.68 Million 1.44% of portfolio
60,793
Q3 2025 Reduced 8.26%
$0
$4.26 Million 1.08% of portfolio
91,827
Q3 2025 Reduced 6.96%
$0
$3.21 Million 0.81% of portfolio
33,706
Q3 2025 Reduced 3.52%
$0
$2.54 Million 0.64% of portfolio
49,722
Q3 2025 Added 0.11%
$0
$2.28 Million 0.58% of portfolio
31,543
Q3 2025 Reduced 31.84%
$0
$1.96 Million 0.5% of portfolio
62,277
Q3 2025 Reduced 4.24%
$0
$1.92 Million 0.49% of portfolio
21,778
Q3 2025 Reduced 4.03%
$0
$1.25 Million 0.32% of portfolio
6,597
Q2 2023 Reduced 0.39%
$0
$1.15 Million 0.29% of portfolio
6,336
Q3 2022 Reduced 6.59%
$0
$1.12 Million 0.28% of portfolio
15,718
Q4 2020 New
$0
$1.04 Million 0.26% of portfolio
10,863
Q3 2025 Reduced 16.84%
$0
$919,000 0.23% of portfolio
17,935
Q3 2025 Added 0.01%
$0
$853,000 0.22% of portfolio
4,079
Q2 2024 Reduced 2.39%
$0
$779,000 0.2% of portfolio
14,916
Q3 2025 Reduced 10.68%
$0
$647,000 0.16% of portfolio
25,976
Q3 2025 Added 2.59%
$0
$531,000 0.13% of portfolio
9,807
Q4 2024 Reduced 0.08%
$0
$474,000 0.12% of portfolio
19,822
Q2 2023 Reduced 41.18%
$0
$467,000 0.12% of portfolio
14,885
Q3 2025 Reduced 0.01%
$0
$456,000 0.12% of portfolio
3,238
Q3 2025 Added 0.59%
$0
$397,000 0.1% of portfolio
8,783
Q3 2025 Reduced 4.78%
$0
$410,000 0.1% of portfolio
4,094
Q3 2025 Added 0.29%
$0
$342,000 0.09% of portfolio
5,889
Q3 2025 Added 0.41%
$0
$321,000 0.08% of portfolio
6,749
Q3 2025 Reduced 8.21%
$0
$311,000 0.08% of portfolio
4,835
Q3 2025 Reduced 0.17%
$0
$268,000 0.07% of portfolio
1,379
Q3 2025 Added 0.88%
$0
$253,000 0.06% of portfolio
9,820
Q1 2025 Added 0.67%
$0
$224,000 0.06% of portfolio
7,396
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $394 Million
  • Prior Value $400 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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