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CIK: 0001682057
Total reported value
$458.9M
$458.9M
165 檔
54.2%
During the Q3 2025 filing period, Syverson Strege & Co (CIK: 0001682057) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $458.9M across 165 reported positions.
In Q3 2025, Syverson Strege & Co displayed an active expansion posture, initiating 18 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.09% | +1.15% | -6.83% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.34% | -0.80% | -6.64% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.87% | +0.07% | -6.73% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.22% | +0.14% | -8.21% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.10% | -0.02% | -5.26% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.92% | -0.91% | -4.87% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.85% | -0.08% | -21.48% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.08% | +0.08% | +3.78% | |
| 9 | DFIS | Dimensional International Sm | ETF-Other | 1.42% | -0.42% | -2.94% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 1.41% | -0.08% | -16.39% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.36% | -0.10% | -8.26% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.17% | -1.98% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.02% | -0.12% | -6.96% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.03% | +0.99% | |
| 15 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.94% | +0.02% | -0.55% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.01% | -0.82% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.11% | -5.74% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.77% | -0.07% | -3.52% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.04% | -11.19% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.61% | -0.02% | +0.11% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.12% | -19.80% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.55% | +0.02% | -31.84% | |
| 23 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.52% | — | -18.75% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.47% | -0.01% | -4.24% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.46% | -0.04% | -4.03% | |
| 26 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.45% | -0.02% | -2.11% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.02% | -3.98% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.17% | -4.67% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | -11.92% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.11% | -1.30% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.02% | +8.19% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.08% | -6.91% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | — | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.05% | -7.16% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | -0.01% | -6.80% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.02% | -4.26% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | +0.01% | -7.49% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | +0.01% | — | |
| 39 | USB | US Bancorp | Stock-Financials | 0.30% | — | -0.79% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.07% | -3.23% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.03% | -1.95% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.01% | +51.91% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | +0.01% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.04% | -4.29% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.26% | -0.10% | -8.88% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | -0.04% | -2.82% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.26% | -0.03% | -23.39% | |
| 48 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.25% | -0.03% | -16.84% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.03% | -10.33% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | +0.03% | -4.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | +2.1% | -4.87% | Add |
| 2 | DFIS | Dimensional International Sm | +1% | -2.94% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | -0.82% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | -1.98% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.7% | -5.74% | Add |
| 6 | AAPL | Apple Inc | +0.4% | +0.99% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | -3.98% | Add |
| 8 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | -6.73% | Add |
| 9 | WMT | Walmart Inc | +0.3% | -19.80% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | -11.92% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.2% | -4.67% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.23% | Add |
| 13 | HD | Home Depot Inc | +0.2% | -7.16% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | -1.95% | Add |
| 15 | ORCL | Oracle CORP | +0.2% | +51.91% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | -4.29% | Add |
| 17 | WFC | Wells Fargo & Co | +0.2% | -23.39% | Add |
| 18 | MA | Mastercard Inc - A | +0.2% | -2.82% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -11.19% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.1% | -6.80% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | -10.33% | Add |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +0.01% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | -4.20% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | -42.65% | Add |
| 25 | ABBV | Abbvie Inc | +0.1% | +8.19% | Add |
| 26 | DFSU | Dimensional US Sus Core1 ETF | -0.1% | -0.55% | Trim |
| 27 | DFUS | Dimensional US Eq Mkt ETF | -0.4% | -31.84% | Trim |
| 28 | BOND | Pimco Active Bond Exchange-t | -0.6% | -8.26% | Trim |
| 29 | DUHP | Dimensional US High Profi Et | -1% | -8.21% | Trim |
| 30 | DFIC | Dimensional International Co | -1.9% | -6.64% | Add |
| 31 | DFAC | Dimensional US Core Equity 2 | -6.8% | -6.83% | Trim |
| 32 | NFLX | Netflix Inc | — | NEW | New buy |
| 33 | AVGO | Broadcom Inc | — | NEW | New buy |
| 34 | T | At&t Inc | — | NEW | New buy |
| 35 | GE | General Electric | — | NEW | New buy |
| 36 | C | Citigroup Inc | — | NEW | New buy |
| 37 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 38 | BAC | Bank Of America CORP | — | NEW | New buy |
| 39 | VUG | Vanguard Growth ETF | — | EXIT | Sold out |
| 40 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 41 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 42 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 43 | PGR | Progressive CORP | — | NEW | New buy |
| 44 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 45 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 46 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 47 | COF | Capital One Financial CORP | — | NEW | New buy |
| 48 | MCK | Mckesson CORP | — | NEW | New buy |
| 49 | INTC | Intel CORP | — | NEW | New buy |
| 50 | CVS | Cvs Health CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 165 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 54.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
NFLX
市值: $1.4M
Top Position Liquidated / Trimmed
VUG
前期市值: $658.4K
During Q3 2025, Syverson Strege & Co's top holdings by market value included DFAC (30.1%)、DFIC (16.3%)、DFEM (5.9%). The largest single position, DFAC, represented 30.1% of total portfolio value.
In Q3 2025, Syverson Strege & Co made 50 total portfolio adjustments, initiating 18 new buys, adding to 26 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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