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 Market Cap. of $200 Billions or more
