Syverson Strege & Co - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Syverson Strege & Co held in its portfolio 166 assets valued at $422,532,744 (i.e. $422.53M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($127.72M), DIMENSIONAL ETF TRUST ($71.22M), and DIMENSIONAL ETF TRUST ($25.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 166 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Syverson Strege & Co - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3225954 | 127715516 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 2066694 | 71218281 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 756542 | 25026407 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 443009 | 16847619 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 475476 | 12562086 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 175826 | 12249767 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 245507 | 11489743 | US CORE EQT MKT |
| J P MORGAN EXCHANGE TRADED F | 175407 | 8873856 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 155674 | 5932754 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 178735 | 5887527 | INTL SMALL CAP E |
| PIMCO ETF TR | 60077 | 5591952 | ACTIVE BD ETF |
| APPLE INC | 16115 | 4381094 | COM |
| MICROSOFT CORP | 9002 | 4353782 | COM |
| NVIDIA CORPORATION | 22455 | 4187860 | COM |
| J P MORGAN EXCHANGE TRADED F | 89698 | 4152134 | INCOME ETF |
| DIMENSIONAL ETF TRUST | 87935 | 3819018 | US SUSTAINABILTY |
| ISHARES TR | 33640 | 3167543 | MSCI USA MIN VOL |
| META PLATFORMS INC | 4652 | 3070753 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 5341 | 2684654 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 51553 | 2626110 | ULTRA SHT MUNCPL |
| WALMART INC | 22623 | 2520395 | COM |
| DIMENSIONAL ETF TRUST | 29486 | 2187000 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 29134 | 2155310 | WORLD EQUITY ETF |
| AMAZON COM INC | 8635 | 1993131 | COM |
| DIMENSIONAL ETF TRUST | 58899 | 1918348 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 43714 | 1872926 | INTERNATIONAL |
| EXXON MOBIL CORP | 15526 | 1868415 | COM |
| ABBOTT LABS | 14534 | 1820988 | COM |
| ISHARES TR | 20088 | 1799089 | CORE 80/20 AGGRE |
| JPMORGAN CHASE & CO. | 5412 | 1743921 | COM |
| ALPHABET INC | 5338 | 1670794 | CAP STK CL A |
| ABBVIE INC | 6574 | 1502093 | COM |
| ALPHABET INC | 4444 | 1394527 | CAP STK CL C |
| VANGUARD SPECIALIZED FUNDS | 6336 | 1392526 | DIV APP ETF |
| INTERNATIONAL BUSINESS MACHS | 4657 | 1379439 | COM |
| US BANCORP DEL | 25750 | 1374031 | COM NEW |
| JOHNSON & JOHNSON | 6616 | 1369180 | COM |
| BROADCOM INC | 3766 | 1303413 | COM |
| INVESCO EXCHANGE TRADED FD T | 6597 | 1263721 | S&P500 EQL WGT |
| VANGUARD INTL EQUITY INDEX F | 15718 | 1156216 | ALLWRLD EX US |
| WELLS FARGO CO NEW | 12334 | 1149487 | COM |
| PIMCO ETF TR | 10913 | 1047051 | ENHNCD LW DUR AC |
| ELI LILLY & CO | 951 | 1022021 | COM |
| HOME DEPOT INC | 2970 | 1021807 | COM |
| NETFLIX INC | 10770 | 1009795 | COM |
| MASTERCARD INCORPORATED | 1758 | 1003607 | CL A |
| ISHARES TR | 2526 | 943309 | RUS 1000 ETF |
| AT&T INC | 37262 | 925581 | COM |
| CITIGROUP INC | 7846 | 915550 | COM NEW |
| VANGUARD INDEX FDS | 4079 | 853000 | EXTEND MKT ETF |
| COSTCO WHSL CORP NEW | 977 | 842506 | COM |
| UNITEDHEALTH GROUP INC | 2481 | 818907 | COM |
| GOLDMAN SACHS GROUP INC | 915 | 804285 | COM |
| PIMCO ETF TR | 14917 | 781784 | INTER MUN BD ACT |
| GE AEROSPACE | 2409 | 742044 | COM NEW |
| BANK AMERICA CORP | 13353 | 734415 | COM |
| EMERSON ELEC CO | 5447 | 722870 | COM |
| ORACLE CORP | 3654 | 712285 | COM |
| CISCO SYS INC | 9033 | 695849 | COM |
| SPDR SERIES TRUST | 26750 | 667140 | STATE STREET SPD |
| ISHARES U S ETF TR | 12076 | 617091 | SHORT DURATION B |
| MICRON TECHNOLOGY INC | 2154 | 614773 | COM |
| DIMENSIONAL ETF TRUST | 13706 | 568533 | EMERGING MARKETS |
| CHEVRON CORP NEW | 3722 | 567269 | COM |
| GENERAL MTRS CO | 6918 | 562572 | COM |
| PROCTER AND GAMBLE CO | 3774 | 540922 | COM |
| VANGUARD INTL EQUITY INDEX F | 9807 | 527236 | FTSE EMR MKT ETF |
| SOUTHERN CO | 6042 | 526843 | COM |
| TJX COS INC NEW | 3336 | 512443 | COM |
| APPLIED MATLS INC | 1978 | 508379 | COM |
| MCKESSON CORP | 614 | 503658 | COM |
| CAPITAL ONE FINL CORP | 2067 | 500958 | COM |
| PALANTIR TECHNOLOGIES INC | 2802 | 498056 | CL A |
| WILLIAMS SONOMA INC | 2750 | 491123 | COM |
| DIMENSIONAL ETF TRUST | 14885 | 487170 | WORLD EX US CORE |
| CATERPILLAR INC | 841 | 481996 | COM |
| BLACKROCK ETF TRUST II | 19822 | 476521 | ISHARES INTERMED |
| VERIZON COMMUNICATIONS INC | 11332 | 461560 | COM |
| CVS HEALTH CORP | 5816 | 461558 | COM |
| INTEL CORP | 12471 | 460180 | COM |
| BRITISH AMERN TOB PLC | 7984 | 452054 | SPONSORED ADR |
| VANGUARD WHITEHALL FDS | 3114 | 446921 | HIGH DIV YLD |
| MERCK & CO INC | 4142 | 436027 | COM |
| VISA INC | 1226 | 429970 | COM CL A |
| PROGRESSIVE CORP | 1887 | 429708 | COM |
| ISHARES TR | 8928 | 426129 | CORE 40/60 MODER |
| INVESCO EXCHANGE TRADED FD T | 8791 | 412456 | RAFI US 1000 ETF |
| BANK NEW YORK MELLON CORP | 3407 | 395519 | COM |
| MARATHON PETE CORP | 2427 | 394703 | COM |
| PHILIP MORRIS INTL INC | 2441 | 391536 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 16648 | 388065 | SPONSORED ADR |
| CORTEVA INC | 5779 | 387359 | COM |
| PEPSICO INC | 2677 | 384203 | COM |
| GILEAD SCIENCES INC | 3105 | 381108 | COM |
| KROGER CO | 5997 | 374693 | COM |
| KLA CORP | 308 | 374245 | COM NEW |
| TRAVELERS COMPANIES INC | 1254 | 363735 | COM |
| AMERICAN EXPRESS CO | 968 | 358112 | COM |
| BARCLAYS PLC | 13896 | 353653 | ADR |
| LAM RESEARCH CORP | 2057 | 352117 | COM NEW |
| DIMENSIONAL ETF TRUST | 5910 | 351901 | US TARGETED VLU |
| PFIZER INC | 14083 | 350667 | COM |
| ISHARES TR | 3510 | 350572 | CORE US AGGBD ET |
| QUALCOMM INC | 2044 | 349616 | COM |
| FORD MTR CO | 26632 | 349406 | COM |
| MCDONALDS CORP | 1131 | 345775 | COM |
| CONSTELLATION ENERGY CORP | 955 | 337373 | COM |
| CENCORA INC | 992 | 335048 | COM |
| RTX CORPORATION | 1826 | 334969 | COM |
| BANCO SANTANDER SA | 28110 | 329733 | ADR |
| AMPHENOL CORP NEW | 2414 | 326228 | CL A |
| ADVANCED MICRO DEVICES INC | 1503 | 321882 | COM |
| CSX CORP | 8863 | 321296 | COM |
| COCA COLA CO | 4530 | 316717 | COM |
| ALTRIA GROUP INC | 5334 | 307558 | COM |
| SHELL PLC | 4150 | 304942 | SPON ADS |
| ISHARES TR | 4672 | 303742 | CORE 60/40 BALAN |
| HSBC HLDGS PLC | 3852 | 303037 | SPON ADR NEW |
| ALLSTATE CORP | 1448 | 301401 | COM |
| MIZUHO FINANCIAL GROUP INC | 40928 | 299593 | SPONSORED ADR |
| CARDINAL HEALTH INC | 1443 | 296537 | COM |
| ARISTA NETWORKS INC | 2232 | 292459 | COM SHS |
| AMERICAN INTL GROUP INC | 3325 | 284454 | COM NEW |
| SEAGATE TECHNOLOGY HLDNGS PL | 999 | 275115 | ORD SHS |
| EATON VANCE TAX-MANAGED DIVE | 17665 | 270981 | COM |
| BRISTOL-MYERS SQUIBB CO | 4939 | 266410 | COM |
| UBS GROUP AG | 5741 | 265866 | SHS |
| CORNING INC | 2995 | 262242 | COM |
| NOVARTIS AG | 1895 | 261264 | SPONSORED ADR |
| AMGEN INC | 797 | 260866 | COM |
| MORGAN STANLEY | 1462 | 259549 | COM NEW |
| SAP SE | 1067 | 259185 | SPON ADR |
| ELEVANCE HEALTH INC FORMERLY | 734 | 257304 | COM |
| INTUIT | 384 | 254369 | COM |
| SYNCHRONY FINANCIAL | 3008 | 250957 | COM |
| AMEREN CORP | 2496 | 249253 | COM |
| PARKER-HANNIFIN CORP | 281 | 246988 | COM |
| NEWMONT CORP | 2442 | 243834 | COM |
| ING GROEP N.V. | 8703 | 243684 | SPONSORED ADR |
| SUNCOR ENERGY INC NEW | 5468 | 242560 | COM |
| HCA HEALTHCARE INC | 518 | 241833 | COM |
| CHUBB LIMITED | 774 | 241581 | COM |
| YUM BRANDS INC | 1588 | 240233 | COM |
| PIMCO DYNAMIC INCOME FD | 13437 | 237976 | SHS |
| NEXTERA ENERGY INC | 2942 | 236211 | COM |
| DIMENSIONAL ETF TRUST | 7396 | 234194 | INTL HIGH PROFIT |
| SUMITOMO MITSUI FINL GROUP I | 12024 | 232424 | SPONSORED ADR |
| APPLOVIN CORP | 343 | 231120 | COM CL A |
| WESTERN DIGITAL CORP | 1320 | 227396 | COM |
| WW GRAINGER INC | 223 | 225018 | COM |
| JABIL INC | 985 | 224600 | COM |
| SERVICENOW INC | 1460 | 223657 | COM |
| GE VERNOVA INC | 342 | 223521 | COM |
| HEWLETT PACKARD ENTERPRISE C | 9213 | 221296 | COM |
| VALERO ENERGY CORP | 1355 | 220580 | COM |
| DISNEY WALT CO | 1908 | 217074 | COM |
| NRG ENERGY INC | 1350 | 214974 | COM NEW |
| FREEPORT-MCMORAN INC | 4113 | 208899 | CL B |
| BOOKING HOLDINGS INC | 39 | 208858 | COM |
| CONOCOPHILLIPS | 2212 | 207053 | COM |
| THE CIGNA GROUP | 750 | 206423 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 676 | 205430 | SPONSORED ADS |
| VANGUARD WHITEHALL FDS | 2251 | 202590 | INTL HIGH ETF |
| VIATRIS INC | 11516 | 143374 | COM |
| NOKIA CORP | 18113 | 117191 | SPONSORED ADR |
| NOMURA HLDGS INC | 13771 | 115539 | SPONSORED ADR |
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