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CIK: 0001682057
Total reported value
$458.9M
$458.9M
169 檔
54.7%
In Q1 2026, Syverson Strege & Co's U.S. equity holdings reached a combined market value of $458.9M, distributed across 169 disclosed stock positions.
In Q1 2026, Syverson Strege & Co adopted a defensive or profit-taking posture, trimming 90 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 54.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
EXC
市值: $231.9K
Top Position Liquidated / Trimmed
SAP
前期市值: $259.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 29.75% | +1.15% | -1.38% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 17.35% | -0.80% | -1.79% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.21% | +0.07% | -1.25% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.03% | +0.14% | +2.86% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.09% | -0.91% | +2.76% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.04% | -0.02% | +0.13% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.35% | -0.08% | -11.70% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.26% | +0.08% | +6.02% | |
| 9 | DFIS | Dimensional International Sm | ETF-Other | 1.43% | -0.42% | -1.00% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 1.24% | -0.08% | -15.29% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.14% | -0.10% | -14.28% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | -0.01% | +9.37% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.03% | +3.08% | |
| 14 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.87% | +0.02% | -0.11% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.85% | -0.12% | -14.15% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.17% | -5.28% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.74% | -0.07% | -1.85% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.12% | -1.64% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.17% | +0.63% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.11% | -3.50% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.04% | -0.86% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.61% | -0.02% | -4.22% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.49% | +0.02% | -2.45% | |
| 24 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.46% | — | -10.17% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.02% | +6.39% | |
| 26 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.44% | -0.02% | -1.36% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.42% | -0.01% | -12.25% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.39% | -0.04% | -7.69% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.07% | +6.50% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.03% | -1.16% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | — | -0.44% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.04% | +23.45% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.11% | -2.61% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.02% | -1.34% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | — | — | |
| 36 | USB | US Bancorp | Stock-Financials | 0.32% | — | +0.04% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | +0.01% | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | +0.01% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.02% | +1.09% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.26% | -0.10% | -0.42% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | -0.01% | -9.66% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.07% | +27.43% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.24% | -0.03% | -0.06% | |
| 44 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.24% | -0.03% | -6.35% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.03% | -5.53% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.08% | -12.00% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.22% | +0.01% | +0.12% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | -0.05% | -9.16% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.21% | +0.02% | -2.19% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.03% | -2.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +0.5% | -1.79% | Trim |
| 2 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | -1.25% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +0.63% | Add |
| 4 | DFAS | Dimensional US Small Cap ETF | +0.2% | +2.76% | Add |
| 5 | JPST | Jpmorgan Ultra-short Income | +0.2% | +6.02% | Add |
| 6 | CVX | Chevron CORP | +0.1% | +27.43% | Add |
| 7 | WMT | Walmart Inc | +0.1% | -1.64% | Trim |
| 8 | DFGR | Dim Global Real Estate ETF | +0.1% | +0.13% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | -1.16% | Trim |
| 10 | LRCX | Lam Research CORP | +0.1% | +29.36% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | +15.69% | Add |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | -0.49% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +23.45% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +9.99% | Add |
| 15 | GLW | Corning Inc | 0% | +2.27% | Add |
| 16 | T | At&t Inc | 0% | -0.42% | Trim |
| 17 | DUHP | Dimensional US High Profi Et | 0% | +2.86% | Add |
| 18 | NVDA | Nvidia CORP | 0% | +9.37% | Add |
| 19 | DFIS | Dimensional International Sm | 0% | -1.00% | Trim |
| 20 | STX | Seagate Technology Holdings plc | 0% | +3.20% | Add |
| 21 | INTC | Intel CORP | 0% | +6.97% | Add |
| 22 | MRK | Merck & Co. Inc. | 0% | +11.49% | Add |
| 23 | SU | Suncor Energy Inc | 0% | -0.04% | Trim |
| 24 | WDC | Western Digital CORP | 0% | -4.09% | Trim |
| 25 | VLO | Valero Energy CORP | 0% | -0.07% | Trim |
| 26 | CTVA | Corteva Inc | 0% | -0.40% | Trim |
| 27 | KR | Kroger Co | 0% | +6.65% | Add |
| 28 | MO | Altria Group Inc | 0% | +11.92% | Add |
| 29 | PEP | Pepsico Inc | 0% | +12.22% | Add |
| 30 | SHEL | Shell Plc-adr | 0% | -0.22% | Trim |
| 31 | COST | Costco Wholesale CORP | 0% | -5.53% | Trim |
| 32 | COP | Conocophillips | 0% | -3.30% | Trim |
| 33 | BMY | Bristol-myers Squibb Co | 0% | +13.65% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | +21.89% | Add |
| 35 | VZ | Verizon Communications Inc | 0% | -6.32% | Trim |
| 36 | GEV | GE Vernova Inc | 0% | -1.75% | Trim |
| 37 | KLAC | Kla CORP | 0% | -2.60% | Trim |
| 38 | GILD | Gilead Sciences Inc | 0% | +3.32% | Add |
| 39 | JBL | Jabil Inc | 0% | +5.38% | Add |
| 40 | PH | Parker Hannifin CORP | 0% | +21.35% | Add |
| 41 | DFAX | Dimensional World Ex US Core | 0% | +7.51% | Add |
| 42 | MCK | Mckesson CORP | 0% | +3.26% | Add |
| 43 | GWW | Ww Grainger Inc | 0% | +10.31% | Add |
| 44 | AMAT | Applied Materials Inc | 0% | -18.66% | Trim |
| 45 | KO | Coca-cola Co/the | 0% | +3.71% | Add |
| 46 | NVS | Novartis Ag-sponsored Adr | 0% | +4.12% | Add |
| 47 | TJX | Tjx Companies Inc | 0% | +2.97% | Add |
| 48 | NEE | Nextera Energy Inc | 0% | -0.58% | Trim |
| 49 | FCX | Freeport-mcmoran Inc | 0% | +0.07% | Add |
| 50 | VTRS | Viatris Inc | 0% | +12.98% | Add |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 169 disclosed positions in Q1 2026.
During Q1 2026, Syverson Strege & Co's top holdings by market value included DFAC (29.8%)、DFIC (17.4%)、DFEM (6.2%). The largest single position, DFAC, represented 29.8% of total portfolio value.
In Q1 2026, Syverson Strege & Co made 166 total portfolio adjustments, initiating 11 new buys, adding to 57 positions, trimming 90 holdings, and fully liquidating 8 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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