Syverson Strege & Co
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Syverson Strege & Co reported 166 stock positions worth $422.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 30.2% of the portfolio, followed by Dimensional International (DFIC, 16.9%) and Dimensional Emrg MRKT Core (DFEM, 5.9%). Compared with Q3 2025, it opened 13 new positions, sold out of 12, added to 44 and reduced 100. The biggest buy was Alphabet Class A (GOOGL, shares +7%) and the biggest sale Dimensional US High Profi Et (DUHP, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001682057
- Portfolio Value
- $422.5M (Q4 2025)
- SEC Filing
- 0001682057-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 166 stocks · $422.5M
| DFAC Dimensional US Core Equity 2 | 30.23% | 3,225,954 | $127.7M | Reduce -0.9% |
| DFIC Dimensional International Co. | 16.86% | 2,066,694 | $71.2M | Reduce -0.6% |
| DFEM Dimensional Emrg MRKT Core | 5.92% | 756,542 | $25.0M | Reduce -1.0% |
| DUHP Dimensional US High Profi Et | 3.99% | 443,009 | $16.8M | Reduce -5.0% |
| DFGR Dim Global Real Estate ETF | 2.97% | 475,476 | $12.6M | Add +0.5% |
| DFAS Dimensional US Small Cap ETF | 2.90% | 175,826 | $12.2M | Reduce -1.2% |
| DFAU Dimensional US Core Equity M | 2.72% | 245,507 | $11.5M | Reduce -5.7% |
| JPST JPMorgan Ultra-Short Income | 2.10% | 175,407 | $8.9M | Add +2.7% |
| DFAI Dimensional International Co. | 1.40% | 155,674 | $5.9M | Reduce -3.7% |
| DFIS Dimensional International SM | 1.39% | 178,735 | $5.9M | Reduce -4.9% |
| BOND PIMCO Active Bond Exchange-T | 1.32% | 60,077 | $5.6M | Reduce -1.2% |
| AAPL Apple Inc. | 1.04% | 16,115 | $4.4M | Reduce -3.4% |
| MSFT Microsoft Corp. | 1.03% | 9,002 | $4.4M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.99% | 22,455 | $4.2M | Add +12.4% |
| JPIE JPMorgan Income ETF | 0.98% | 89,698 | $4.2M | Reduce -2.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.90% | 87,935 | $3.8M | Reduce -4.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.75% | 33,640 | $3.2M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.73% | 4,652 | $3.1M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 5,341 | $2.7M | Reduce -4.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.62% | 51,553 | $2.6M | Add +3.7% |
| WMT Walmart Inc. | 0.60% | 22,623 | $2.5M | Reduce -7.7% |
| DFUS Dimensional US Eq MKT ETF | 0.52% | 29,486 | $2.2M | Reduce -6.5% |
| DFAW Dimensional World Eqty ETF | 0.51% | 29,134 | $2.2M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.47% | 8,635 | $2.0M | Add +4.4% |
| DFAE Dimensional Emerging Core Eq | 0.45% | 58,899 | $1.9M | Reduce -5.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.44% | 43,714 | $1.9M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.44% | 15,526 | $1.9M | Reduce -2.8% |
| ABT Abbott Laboratories | 0.43% | 14,534 | $1.8M | Add +22.0% |
| AOA iShares Core 80/20 Aggressiv | 0.43% | 20,088 | $1.8M | Reduce -7.8% |
| JPM JPMorgan Chase & Co. | 0.41% | 5,412 | $1.7M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.40% | 5,338 | $1.7M | Add +6.6% |
| ABBV Abbvie Inc. | 0.36% | 6,574 | $1.5M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 0.33% | 4,444 | $1.4M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 6,336 | $1.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 4,657 | $1.4M | Reduce -0.0% |
| USB US Bancorp | 0.33% | 25,750 | $1.4M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.32% | 6,616 | $1.4M | Add +3.4% |
| AVGO Broadcom Inc. | 0.31% | 3,766 | $1.3M | Reduce -4.3% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 6,597 | $1.3M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.27% | 15,718 | $1.2M | No change |
| WFC Wells Fargo & Co. | 0.27% | 12,334 | $1.1M | Reduce -3.7% |
| LDUR PIMCO Enhanced Low Duration | 0.25% | 10,913 | $1.0M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.24% | 951 | $1.0M | Reduce -7.3% |
| HD Home Depot Inc. | 0.24% | 2,970 | $1.0M | Reduce -9.4% |
| NFLX Netflix Inc. | 0.24% | 10,770 | $1.0M | Reduce -7.1% |
| MA Mastercard Inc. Class A | 0.24% | 1,758 | $1.0M | Reduce -7.4% |
| IWB iShares Russell 1000 ETF | 0.22% | 2,526 | $943K | Reduce -27.5% |
| T AT&T Inc. | 0.22% | 37,262 | $926K | Reduce -2.8% |
| C Citigroup Inc. | 0.22% | 7,846 | $916K | Add +1.5% |
| VXF Vanguard Extended Market ETF | 0.20% | 4,079 | $853K | No change |
| COST Costco Wholesale Corp. | 0.20% | 977 | $843K | Reduce -6.2% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,481 | $819K | Reduce -10.8% |
| GS Goldman Sachs Group Inc. | 0.19% | 915 | $804K | Reduce -4.0% |
| MUNI PIMCO Intermediate Municipal | 0.18% | 14,917 | $782K | Add +0.0% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 2,409 | $742K | Reduce -8.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 13,353 | $734K | Reduce -4.5% |
| EMR Emerson Electric Co. | 0.17% | 5,447 | $723K | Reduce -0.5% |
| ORCL Oracle Corp. | 0.17% | 3,654 | $712K | Reduce -10.0% |
| CSCO Cisco Systems Inc. | 0.16% | 9,033 | $696K | Add +2.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.16% | 26,750 | $667K | Add +3.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.15% | 12,076 | $617K | Reduce -32.7% |
| MU Micron Technology Inc. | 0.15% | 2,154 | $615K | Add +6.0% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.13% | 13,706 | $569K | Reduce -3.6% |
| CVX Chevron Corp. | 0.13% | 3,722 | $567K | Reduce -2.8% |
| GM General Motors Co. | 0.13% | 6,918 | $563K | Add +9.5% |
| PG The Procter & Gamble Co. | 0.13% | 3,774 | $541K | Reduce -6.8% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 9,807 | $527K | No change |
| SO The Southern Co. | 0.12% | 6,042 | $527K | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 3,336 | $512K | Add +4.1% |
| AMAT Applied Materials Inc. | 0.12% | 1,978 | $508K | Add +5.6% |
| MCK McKesson Corp. | 0.12% | 614 | $504K | Add +7.2% |
| COF Capital One Financial Corp. | 0.12% | 2,067 | $501K | Reduce -2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 2,802 | $498K | Reduce -4.7% |
| WSM Williams-Sonoma Inc. | 0.12% | 2,750 | $491K | Reduce -0.1% |
| DFAX Dimensional World Ex US Core | 0.12% | 14,885 | $487K | No change |
| CAT Caterpillar Inc. | 0.11% | 841 | $482K | Add +5.7% |
| INMU iShares Intermediate Muni Inc. | 0.11% | 19,822 | $477K | No change |
| VZ Verizon Communications Inc. | 0.11% | 11,332 | $462K | Reduce -5.1% |
| CVS CVS Health Corp. | 0.11% | 5,816 | $462K | Add +1.6% |
| INTC Intel Corp. | 0.11% | 12,471 | $460K | Reduce -4.2% |
| BTI British American Tob-SP ADR | 0.11% | 7,984 | $452K | Add +8.1% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 3,114 | $447K | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.10% | 4,142 | $436K | Add +2.2% |
| V Visa Inc. Class A | 0.10% | 1,226 | $430K | Reduce -8.2% |
| PGR Progressive Corp. | 0.10% | 1,887 | $430K | Reduce -9.2% |
| AOM iShares Core 40/60 Moderate | 0.10% | 8,928 | $426K | Add +32.3% |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 8,791 | $412K | Add +0.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 3,407 | $396K | Add +15.4% |
| MPC Marathon Petroleum Corp. | 0.09% | 2,427 | $395K | Reduce -5.0% |
| PM Philip Morris International | 0.09% | 2,441 | $392K | Add +9.0% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.09% | 16,648 | $388K | Reduce -4.4% |
| CTVA Corteva Inc. | 0.09% | 5,779 | $387K | Reduce -1.3% |
| PEP Pepsico Inc. | 0.09% | 2,677 | $384K | Reduce -1.1% |
| GILD Gilead Sciences Inc. | 0.09% | 3,105 | $381K | Add +16.3% |
| KR Kroger Co. | 0.09% | 5,997 | $375K | Add +14.8% |
| KLAC KLA Corp. | 0.09% | 308 | $374K | Reduce -4.9% |
| TRV The Travelers Cos Inc. | 0.09% | 1,254 | $364K | Reduce -3.2% |
| AXP American Express Co. | 0.08% | 968 | $358K | Reduce -5.2% |
| BCS Barclays PLC-Spons ADR | 0.08% | 13,896 | $354K | Add +5.5% |
| LRCX Lam Research Corp. | 0.08% | 2,057 | $352K | Add +32.3% |
Portfolio Sells Q3 2025 → Q4 2025
| DUHP Dimensional US High Profi Et | Reduce -5.0% | 3.99% | −0.23 |
| DFAU Dimensional US Core Equity M | Reduce -5.7% | 2.72% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.73% | −0.11 |
| ORCL Oracle Corp. | Reduce -10.0% | 0.17% | −0.11 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.03% | −0.10 |
| NFLX Netflix Inc. | Reduce -7.1% | 0.24% | −0.09 |
| IWB iShares Russell 1000 ETF | Reduce -27.5% | 0.22% | −0.08 |
| LIN Linde PLC | Sold out | 0.00% | −0.08 |
| HD Home Depot Inc. | Reduce -9.4% | 0.24% | −0.08 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -32.7% | 0.15% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.06 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.06 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.06 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.06 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.05 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.05 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.05 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Reduce -2.8% | 0.22% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.6% | 0.64% | −0.04 |
| JPIE JPMorgan Income ETF | Reduce -2.3% | 0.98% | −0.04 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.2% | 1.32% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -10.8% | 0.19% | −0.04 |
| AOA iShares Core 80/20 Aggressiv | Reduce -7.8% | 0.43% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -6.2% | 0.20% | −0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -4.3% | 0.90% | −0.03 |
| DFIS Dimensional International SM | Reduce -4.9% | 1.39% | −0.03 |
| DFUS Dimensional US Eq MKT ETF | Reduce -6.5% | 0.52% | −0.03 |
| NOW ServiceNow Inc. | Reduce -19.3% | 0.05% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -5.0% | 0.09% | −0.02 |
| XAODX Abrdn Total Dynamic Dividend | Sold out | 0.00% | −0.02 |
| MO Altria Group Inc. | Reduce -10.9% | 0.07% | −0.02 |
| PGR Progressive Corp. | Reduce -9.2% | 0.10% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -7.4% | 0.24% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -6.8% | 0.13% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.2% | 2.90% | −0.02 |
| CI The Cigna Group | Reduce -23.6% | 0.05% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.2% | 0.75% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -25.0% | 0.05% | −0.02 |
| DFAE Dimensional Emerging Core Eq | Reduce -5.4% | 0.45% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -5.1% | 0.11% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -14.3% | 0.08% | −0.02 |
| LPL LG Display Co. Ltd.-ADR | Sold out | 0.00% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -10.9% | 0.06% | −0.02 |
| GE General Electric | Reduce -8.2% | 0.18% | −0.01 |
| SO The Southern Co. | Reduce -0.7% | 0.12% | −0.01 |
| WSM Williams-Sonoma Inc. | Reduce -0.1% | 0.12% | −0.01 |
| INTU Intuit Inc. | Reduce -11.3% | 0.06% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.7% | 0.12% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +6.6% | 0.40% | +0.10 |
| NVDA Nvidia Corp. | Add +12.4% | 0.99% | +0.10 |
| CAH Cardinal Health Inc. | New | 0.07% | +0.07 |
| MU Micron Technology Inc. | Add +6.0% | 0.15% | +0.06 |
| BMY Bristol-Myers Squibb Co. | New | 0.06% | +0.06 |
| NVS Novartis AG-Sponsored ADR | New | 0.06% | +0.06 |
| SYF Synchrony Financial | New | 0.06% | +0.06 |
| NEM Newmont Corp. | New | 0.06% | +0.06 |
| WDC Western Digital Corp. | New | 0.05% | +0.05 |
| GWW WW Grainger Inc. | New | 0.05% | +0.05 |
| JBL Jabil Inc. | New | 0.05% | +0.05 |
| NRG NRG Energy Inc. | New | 0.05% | +0.05 |
| FCX Freeport-McMoran Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | Add +22.0% | 0.43% | +0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.05% | +0.05 |
| GM General Motors Co. | Add +9.5% | 0.13% | +0.04 |
| JNJ Johnson & Johnson | Add +3.4% | 0.32% | +0.04 |
| AMZN Amazon.com Inc. | Add +4.4% | 0.47% | +0.04 |
| VTRS Viatris Inc. | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | Add +32.3% | 0.08% | +0.03 |
| C Citigroup Inc. | Add +1.5% | 0.22% | +0.03 |
| AMAT Applied Materials Inc. | Add +5.6% | 0.12% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +2.7% | 2.10% | +0.02 |
| AOM iShares Core 40/60 Moderate | Add +32.3% | 0.10% | +0.02 |
| CAT Caterpillar Inc. | Add +5.7% | 0.11% | +0.02 |
| MRK Merck & Co. Inc. | Add +2.2% | 0.10% | +0.02 |
| CSCO Cisco Systems Inc. | Add +2.2% | 0.16% | +0.02 |
| GILD Gilead Sciences Inc. | Add +16.3% | 0.09% | +0.02 |
| BCS Barclays PLC-Spons ADR | Add +5.5% | 0.08% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +15.4% | 0.09% | +0.02 |
| COR Cencora Inc. | Add +15.6% | 0.08% | +0.01 |
| JMST JPM Ultra-Short Muni Income | Add +3.7% | 0.62% | +0.01 |
| MCK McKesson Corp. | Add +7.2% | 0.12% | +0.01 |
| BTI British American Tob-SP ADR | Add +8.1% | 0.11% | +0.01 |
| F Ford Motor Co. | Add +7.4% | 0.08% | +0.01 |
| TJX TJX Companies Inc. | Add +4.1% | 0.12% | +0.01 |
| KO The Coca-Cola Co. | Add +9.5% | 0.07% | +0.01 |
| QCOM Qualcomm Inc. | Add +10.5% | 0.08% | +0.01 |
| AMGN Amgen Inc. | Add +1.9% | 0.06% | +0.01 |
| ELV Elevance Health Inc. | Add +9.4% | 0.06% | +0.01 |
| APH Amphenol Corp. Class A | Add +3.8% | 0.08% | +0.01 |
| CVS CVS Health Corp. | Add +1.6% | 0.11% | +0.01 |
| PM Philip Morris International | Add +9.0% | 0.09% | +0.01 |
| NEE Nextera Energy Inc. | Add +3.7% | 0.06% | +0.00 |
| KR Kroger Co. | Add +14.8% | 0.09% | +0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +3.0% | 0.16% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +0.1% | 0.10% | +0.00 |
| DFAT Dimensional US Target Value | Add +0.4% | 0.08% | +0.00 |
| PFE Pfizer Inc. | Add +4.6% | 0.08% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 186 | $458.9M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q1 2026 | 169 | $415.6M | DFAC, DFIC, DFEM, DUHP, DFAS |
| Q4 2025 | 166 | $422.5M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q3 2025 | 165 | $417.3M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q2 2025 | 168 | $423.3M | DFAC, DFIC, DFEM, DUHP, DFAU |
| Q1 2025 | 79 | $311.3M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q4 2024 | 78 | $299.9M | DFAC, DFIC, DUHP, DFEM, DFAU |
| Q3 2024 | 69 | $298.4M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q2 2024 | 76 | $293.4M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q1 2024 | 71 | $277.4M | DFAC, DFIC, DUHP, DFEM, DFGR |