Syverson Strege & Co Top Holdings and 13F Report (2026) About Syverson Strege & CoInvestment ActivitySyverson Strege & Co has $458.88 million in total holdings as of June 30, 2026.Syverson Strege & Co owns shares of 186 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.24% of the portfolio was purchased this quarter.About 3.22% of the portfolio was sold this quarter.This quarter, Syverson Strege & Co has purchased 169 new stocks and bought additional shares in 41 stocks.Syverson Strege & Co sold shares of 112 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $141,807,094Dimensional International Core Equity 2 ETF $75,932,343Dimensional Emerging Markets Core Equity 2 ETF $28,825,091Dimensional US High Profitability ETF $19,122,790Dimensional Global Real Estate ETF $13,856,983 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $648,013 HoldingN07059210 - ASML $326,268 Holding370334104 - General Mills $283,933 Holding880770102 - Teradyne $262,725 Holding74251V102 - PRINCIPAL FINANCIAL GROUP IN $235,774 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 26,210 shares (about $1.33M)KLA 2,536 shares (about $765.14K)Dimensional U.S. Core Equity 2 ETF 15,194 shares (about $674.01K)SANDISK CORP 285 shares (about $648.01K)ASML 164 shares (about $326.27K) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 59,053 shares (about $4.86M)Dimensional International Small Cap ETF 45,082 shares (about $1.58M)Dimensional Emerging Markets Core Equity 2 ETF 37,789 shares (about $1.54M)Dimensional US Core Equity Market ETF 15,123 shares (about $781.71K)Microsoft 1,220 shares (about $455.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSyverson Strege & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$141,807,094$674,006 â–²0.5%3,196,73330.9%ETFDFICDimensional International Core Equity 2 ETF$75,932,343$304,489 â–²0.4%2,037,90516.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$28,825,091$1,535,745 â–¼-5.1%709,2796.3%ETFDUHPDimensional US High Profitability ETF$19,122,790$106,996 â–²0.6%458,2504.2%ETFDFGRDimensional Global Real Estate ETF$13,856,983$64,777 â–²0.5%478,3223.0%ETFJPSTJPMorgan Ultra-Short Income ETF$10,729,668$1,325,437 â–²14.1%212,1752.3%ETFDFAUDimensional US Core Equity Market ETF$10,423,890$781,706 â–¼-7.0%201,6622.3%ETFDFASDimensional U.S. Small Cap ETF$10,015,300$4,862,443 â–¼-32.7%121,6332.2%ETFDFAIDimensional International Core Equity Market ETF$5,326,384$113,149 â–¼-2.1%129,1241.2%ETFAAPLApple$4,774,729$32,119 â–¼-0.7%16,5011.0%TechnologyPIMCO ETF TR$4,755,642$6,824 â–²0.1%51,5741.0%ACTIVE BD ETFNVDANVIDIA$4,670,901$243,309 â–¼-5.0%23,3441.0%TechnologyDFISDimensional International Small Cap ETF$4,619,203$1,579,225 â–¼-25.5%131,8641.0%ETFDFSUDimensional US Sustainability Core 1 ETF$4,093,783$2,285 â–¼-0.1%87,7930.9%ETFJPIEJPMorgan Income ETF$3,346,475$199,536 â–¼-5.6%72,6700.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,065,003$119,706 â–¼-3.8%31,7750.7%ETFMUMicron Technology$2,852,251$24,240 â–¼-0.8%2,4710.6%TechnologyMSFTMicrosoft$2,725,661$455,085 â–¼-14.3%7,3070.6%TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$2,703,561$185,334 â–²7.4%53,0110.6%ETFBRK.BBerkshire Hathaway$2,602,528$47,037 â–¼-1.8%5,2010.6%FinanceWALMART INC$2,520,738$453 â–²0.0%22,2560.5%COMDFUSDimensional U.S. Equity ETF$2,359,609$2,704 â–²0.1%28,7970.5%ETFMETAMeta Platforms$2,327,514$201,095 â–¼-8.0%4,1320.5%Communication ServicesXOMExxonMobil$2,145,241$9,160 â–²0.4%15,6910.5%EnergyGOOGLAlphabet$2,100,263$68,615 â–²3.4%5,8770.5%Communication ServicesDIMENSIONAL ETF TRUST$2,089,301$77,326 â–¼-3.6%25,2360.5%WORLD EQUITY ETFAMZNAmazon.com$2,008,253$181,377 â–¼-8.3%8,4260.4%Consumer DiscretionaryINTCIntel$1,974,508$111,844 â–²6.0%14,1410.4%TechnologyDFSIDimensional International Sustainability Core 1 ETF$1,944,667$45 â–¼0.0%43,1190.4%ETFGOOGAlphabet$1,933,775$4,593 â–¼-0.2%5,4730.4%Communication ServicesDFAEDimensional Emerging Core Equity Market ETF$1,867,937$210,176 â–¼-10.1%46,4550.4%ETFJPMJPMorgan Chase & Co.$1,744,996$18,658 â–¼-1.1%5,3310.4%FinanceJNJJohnson & Johnson$1,600,796$59,938 â–¼-3.6%6,3030.3%HealthcareAOAiShares Core 80/20 Aggressive Allocation ETF$1,589,290$220,474 â–¼-12.2%16,2840.3%ETFVIGVanguard Dividend Appreciation ETF$1,499,2240.0%6,3360.3%ETFABBVAbbVie$1,477,127$155,010 â–¼-9.5%5,8700.3%HealthcareUSBU.S. Bancorp$1,465,775$90,116 â–¼-5.8%24,2680.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,403,6440.0%6,5970.3%ETFAVGOBroadcom$1,391,631$46,463 â–¼-3.2%3,6840.3%TechnologyVEUVanguard FTSE All-World ex-US ETF$1,316,3830.0%15,7180.3%ETFLAM RESEARCH CORP$1,134,458$18,633 â–¼-1.6%2,6180.2%COM NEWLLYEli Lilly and Company$1,117,869$1,199 â–²0.1%9320.2%HealthcareAMATApplied Materials$1,114,866$48,441 â–¼-4.2%1,5420.2%TechnologyIBMInternational Business Machines$1,093,528$89,417 â–¼-7.6%3,8890.2%TechnologyABTAbbott Laboratories$1,090,695$193,730 â–¼-15.1%12,0200.2%HealthcareCCitigroup$1,048,020$26,033 â–¼-2.4%7,4880.2%FinanceIWBiShares Russell 1000 ETF$1,035,6260.0%2,5290.2%ETFCSCOCisco Systems$1,020,965$43,813 â–¼-4.1%8,6920.2%TechnologyVXFVanguard Extended Market ETF$1,004,2910.0%4,0790.2%ETFCATCaterpillar$992,487$7,454 â–²0.8%9320.2%IndustrialsLDURPIMCO Low Duration Exchange-Traded Fund$975,171$2,008 â–¼-0.2%10,1990.2%ETFWFCWells Fargo & Company$963,234$55,368 â–¼-5.4%11,6560.2%FinanceSTXSeagate Technology$956,315$38,600 â–¼-3.9%9910.2%TechnologyAMDAdvanced Micro Devices$920,742$55,186 â–²6.4%1,5850.2%TechnologyGSThe Goldman Sachs Group$874,835$28,318 â–¼-3.1%8650.2%FinanceCOSTCostco Wholesale$863,4390.0%9230.2%Consumer StaplesKLACKLA$855,650$765,137 â–²845.3%2,8360.2%TechnologyUNHUnitedHealth Group$788,088$77,312 â–¼-8.9%1,8960.2%HealthcareGEGE Aerospace$782,964$35,878 â–¼-4.4%2,0950.2%IndustrialsWDCWestern Digital$770,296$38,323 â–¼-4.7%1,2060.2%TechnologyCVXChevron$758,990$27,184 â–¼-3.5%4,5790.2%EnergyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$745,721$45,973 â–¼-5.8%14,1770.2%ETFTAT&T$745,217$22,832 â–¼-3.0%36,0010.2%Communication ServicesMAMastercard$742,666$104,261 â–¼-12.3%1,4460.2%FinanceBACBank of America$732,991$6,553 â–¼-0.9%12,8640.2%FinanceEMREmerson Electric$732,725$4,008 â–¼-0.5%5,1190.2%IndustrialsHDHome Depot$714,530$237,001 â–¼-24.9%2,0260.2%Consumer DiscretionaryGLWCorning$706,519$75,863 â–¼-9.7%2,7660.2%TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$654,718$43,553 â–¼-6.2%25,7360.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$653,178$1,026 â–¼-0.2%13,3630.1%ETFNFLXNetflix$649,811$26,918 â–¼-4.0%9,1010.1%Communication ServicesSANDISK CORP$648,013$648,013 â–²New Holding2850.1%COMMOAltria Group$622,511$192,970 â–²44.9%8,6520.1%Consumer StaplesWSMWilliams-Sonoma$620,046$14,219 â–¼-2.2%2,6600.1%Consumer DiscretionaryNEARiShares Short Duration Bond Active ETF$611,743$101 â–¼0.0%12,0750.1%ETFPMPhilip Morris International$610,029$149,613 â–²32.5%3,3720.1%Consumer StaplesMPCMarathon Petroleum$603,381$14,062 â–¼-2.3%2,3600.1%EnergyVWOVanguard FTSE Emerging Markets ETF$585,3950.0%9,8070.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$580,564$8,989 â–¼-1.5%15,7590.1%ETFMRKMerck & Co., Inc.$576,050$17,347 â–¼-2.9%4,4830.1%HealthcareSOSouthern$544,171$479 â–²0.1%5,6860.1%UtilitiesGMGeneral Motors$535,475$15,493 â–¼-2.8%6,9470.1%Consumer DiscretionaryVZVerizon Communications$530,817$81,335 â–²18.1%12,5370.1%Communication ServicesBTIBritish American Tobacco$526,442$38,909 â–²8.0%8,5240.1%Consumer StaplesCVSCVS Health$518,388$16,449 â–¼-3.1%5,0110.1%HealthcareBMYBristol Myers Squibb$517,312$193,891 â–²60.0%8,9780.1%HealthcareTJXTJX Companies$512,070$8,333 â–¼-1.6%3,3800.1%Consumer DiscretionaryPGProcter & Gamble$505,321$46,631 â–¼-8.4%3,4460.1%Consumer StaplesVYMVanguard High Dividend Yield ETF$492,1050.0%3,1140.1%ETFCTVACorteva$487,730$254 â–²0.1%5,7590.1%MaterialsINMUiShares Intermediate Muni Income Active ETF$480,6840.0%19,8220.1%ETFBANK OF NY MELLON CORP$476,635$16,486 â–¼-3.3%3,2960.1%COMMCKMcKesson$470,739$8,312 â–¼-1.7%6230.1%HealthcareVVisa$452,879$18,184 â–¼-3.9%1,3200.1%FinanceTSMTaiwan Semiconductor Manufacturing$436,977$43,459 â–²11.0%9150.1%TechnologyPRFInvesco RAFI US 1000 ETF$422,944$52,301 â–¼-11.0%7,8280.1%ETFGILDGilead Sciences$422,102$16,803 â–²4.1%3,3410.1%HealthcareDFATDimensional U.S. Targeted Value ETF$415,330$1,118 â–²0.3%5,9420.1%ETFTRVTravelers Companies$396,144$12,545 â–¼-3.1%1,2000.1%FinancePALANTIR TECHNOLOGIES INC$392,361$88,552 â–²29.1%3,3630.1%CL AShowing largest 100 holdings. 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