Syverson Strege & Co

Registered adviser

CIK

1682057

Location

WEST DES MOINES, IA

Portfolio Value

Small $456,412,144

Diversification

Highly concentrated

Filing Date

Global Rank

#4,066 / 8,827 ▼ 75 · as of Jun 2026

Top Industry

Semiconductors 14.2%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 109228

Roster of Nov 1, 2026

Regulatory AUM

$910,833,028

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$910,833,028	Individuals and high net worth (96%)
Feb 2025 to Mar 2026	$900,472,120	Individuals and high net worth (94%)
Mar 2024 to Jan 2025	$793,483,914	Individuals and high net worth (93%)
May 2023 to Feb 2024	$665,694,138	Individuals and high net worth (95%)
Mar 2023 to Apr 2023	$665,694,138	Individuals and high net worth (95%)
Mar 2022 to Feb 2023	$700,571,814	Individuals and high net worth (95%)

3 earlier changes not shown.

Stated strategy

Wealth management / planning, Quantitative / systematic, Multi-asset, Private markets Form ADV Part 2A, May 19, 2026 · original

In the firm's words

Wealth management / planning: Financial Planning services help individuals and families identify, clarify and act upon their financial and life goals.
Quantitative / systematic: The System also includes an automated investment engine through which we manage the client’s portfolio on an ongoing basis through automatic rebalancing and tax-loss harvesting (if the client is eligible and elects).
Multi-asset: Syverson Strege may create a computerized portfolio model to assist in asset selection and performance analysis of varying relationships between asset classes.
Private markets: In certain situations, we recommend investments in selected private placements or hedge funds.

Stated strategy

Quantitative / systematic, Multi-asset, Private markets, Wealth management / planning Form ADV Part 2A, May 1, 2026 · original

In the firm's words

Quantitative / systematic: The System also includes an automated investment engine through which we manage the client’s portfolio on an ongoing basis through automatic rebalancing and tax-loss harvesting (if the client is eligible and elects).
Multi-asset: In developing your financial plan, Syverson Strege may create a computerized portfolio model to assist in asset selection and performance analysis of varying relationships between asset classes.
Private markets: In certain situations, we recommend investments in selected private placements or hedge funds.
Wealth management / planning: Financial Planning services help individuals and families identify, clarify and act upon their financial and life goals.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.5% of the book (60%+)

Turnover

Low turnover

5.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 78.6%; sector active share 66.2% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

186 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

71.2%

+0.5 pts

Top 5

78.8%

+1.0 pts

Top 10

82.8%

+1.3 pts

HHI

5,090

Highly concentrated+74

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.7%	$359,030,389	43
Technology	7.4%	$33,888,289	32
Financial Services	3.9%	$17,972,250	36
Healthcare	2.6%	$11,698,545	20
Communication Services	1.9%	$8,538,649	6
Consumer Defensive	1.5%	$6,651,184	11
Energy	1.4%	$6,566,609	10
Consumer Cyclical	1.1%	$5,018,635	8
Industrials	0.9%	$4,315,723	11
Basic Materials	0.4%	$1,605,104	5
Utilities	0.2%	$1,126,767	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+60,168	3,256,901	$144,769,249
JPST	JPMorgan Ultra-Short Income ETF	+24,722	236,897	$11,932,501
DFIC	Dimensional International Core Equity 2 ETF	+23,993	2,061,898	$77,547,983
DFGR	Dimensional Global Real Estate ETF	+17,291	495,613	$13,406,331
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+13,873	723,152	$28,723,597
JMST	JPMorgan Ultra-Short Municipal Income ETF	+4,954	57,965	$2,930,710
NVDA	Nvidia Corp	+4,902	28,246	$6,450,821
MNST	Monster Beverage Corp	+3,181	5,580	$232,239
BMY	Bristol Myers Squibb Co	+2,709	11,687	$729,268
APH	Amphenol Corp	+2,078	4,169	$351,446
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,981	11,788	$699,146
T	At&T Inc.	+1,239	37,240	$908,656
F	Ford Motor Co	+1,060	26,137	$315,212
VTRS	Viatris Inc	+903	15,227	$269,822
SAN	Banco Santander, S.A.	+790	26,181	$362,083
PLTR	Palantir Technologies Inc.	+600	3,963	$741,279
BCS	Barclays PLC	+535	14,594	$354,196
GOOGL	Alphabet Inc.	+428	6,305	$2,169,424
ABBV	AbbVie Inc.	+375	6,245	$1,633,629
UNM	Unum Group	+372	2,960	$259,680
MSFT	Microsoft Corp	+367	7,674	$3,935,994
PRU	Prudential Financial Inc	+353	2,379	$270,206
AMZN	Amazon Com Inc	+297	8,723	$2,173,335
NEM	NEWMONT Corp	+271	3,495	$403,113
PFG	Principal Financial Group Inc	+247	2,435	$272,622
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAU	Dimensional US Core Equity Market ETF	−27,723	173,939	$9,107,446
DFAI	Dimensional International Core Equity Market ETF	−16,809	112,315	$4,653,210
JPIE	JPMorgan Income ETF	−11,786	60,884	$2,733,082
DUHP	Dimensional US High Profitability ETF	−11,514	446,736	$18,722,705
BOND	PIMCO Active Bond Exchange-Traded Fund	−7,217	44,357	$3,858,615
DFAE	Dimensional Emerging Core Equity Market ETF	−6,847	39,608	$1,556,990
DFAW	Dimensional World Equity ETF	−2,664	22,572	$1,857,901
PFE	Pfizer Inc	−2,651	10,051	$286,654
—		−2,457	13,827	$0
DVN	Devon Energy Corp	−2,136	6,421	$295,622
BTI	British American Tobacco p.l.c.	−2,033	6,491	$353,110
DFIS	Dimensional International Small Cap ETF	−1,959	129,905	$4,706,458
VZ	Verizon Communications Inc	−1,708	10,829	$496,726
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	−1,484	17,665	$248,193
KR	Kroger Co	−1,431	4,745	$278,151
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	−1,272	12,905	$641,249
ABT	Abbott Laboratories	−1,135	10,885	$1,075,764
USMV	iShares MSCI USA Min Vol Factor ETF	−1,109	30,666	$2,988,095
XOM	ExxonMobil Holdings Corp	−1,072	14,619	$2,379,242
INTC	Intel Corp	−1,042	13,099	$1,574,892
PDI	PIMCO Dynamic Income Fund	−1,015	13,348	$187,272
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	−787	9,412	$885,857
NFLX	Netflix Inc	−739	8,362	$581,827
DFAS	Dimensional U.S. Small Cap ETF	−700	120,933	$9,362,632
GIS	General Mills Inc	−657	7,502	$241,264
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
IWV	iShares Russell 3000 ETF	1,182	$510,222
VEA	Vanguard FTSE Developed Markets ETF	5,783	$408,337
APA	APA Corp	7,400	$307,396
PSX	Phillips 66	1,098	$280,330
MRNA	Moderna, Inc.	1,447	$278,648
NTAP	NetApp, Inc.	1,299	$272,893
ADBE	Adobe Inc.	979	$234,901
KB	KB Financial Group Inc.	1,789	$220,225
CRWD	CrowdStrike Holdings, Inc.	810	$214,447
HCA	HCA Healthcare, Inc.	490	$209,102
THC	Tenet Healthcare Corp	796	$203,425
DAL	Delta Air Lines, Inc.	2,399	$200,220
AOD	abrdn Total Dynamic Dividend Fund	10,518	$106,862
ACP	abrdn Income Credit Strategies Fund	14,751	$65,641
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
CSX	Csx Corp	7,548	$358,756
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	2,451	$240,688
FLEX	Flex Ltd.	1,407	$228,032
Q	Qnity Electronics, Inc.	1,393	$227,490
CASY	Caseys General Stores Inc	278	$220,951
CMI	Cummins Inc	301	$214,676
EXC	Exelon Corp	4,575	$213,286
ED	Consolidated Edison Inc	1,900	$210,197
AFL	Aflac Inc	1,778	$208,470
CM	Canadian Imperial Bank Of Commerce	1,783	$205,045
HWM	Howmet Aerospace Inc.	762	$204,871
LNT	Alliant Energy Corp	2,639	$201,329
EBAY	Ebay Inc	1,798	$200,926
LPL	LG Display Co., Ltd.	14,036	$54,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

186 tracked positions · $456,412,144 total · filing declares 186 positions · $460,767,000 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 186 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	3,256,901	+60,168	$144,769,249	+2.1%	31.72%
DFIC	Dimensional International Core Equity 2 ETF	Added	2,061,898	+23,993	$77,547,983	+2.1%	16.99%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	723,152	+13,873	$28,723,597	−0.4%	6.29%
DUHP	Dimensional US High Profitability ETF	Reduced	446,736	-11,514	$18,722,705	−2.1%	4.10%
DFGR	Dimensional Global Real Estate ETF	Added	495,613	+17,291	$13,406,331	−3.3%	2.94%
JPST	JPMorgan Ultra-Short Income ETF	Added	236,897	+24,722	$11,932,501	+11.2%	2.61%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	120,933	-700	$9,362,632	−6.5%	2.05%
DFAU	Dimensional US Core Equity Market ETF	Reduced	173,939	-27,723	$9,107,446	−12.6%	2.00%
NVDA	Nvidia Corp Technology	Added	28,246	+4,902	$6,450,821	+38.1%	1.41%
AAPL	Apple Inc. Technology	Added	16,713	+212	$5,565,763	+16.6%	1.22%
DFIS	Dimensional International Small Cap ETF	Reduced	129,905	-1,959	$4,706,458	+1.9%	1.03%
DFAI	Dimensional International Core Equity Market ETF	Reduced	112,315	-16,809	$4,653,210	−12.6%	1.02%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	87,555	-238	$4,129,969	+0.9%	0.90%
MSFT	Microsoft Corp Technology	Added	7,674	+367	$3,935,994	+44.4%	0.86%
BOND	PIMCO Active Bond Exchange-Traded Fund	Reduced	44,357	-7,217	$3,858,615	−18.9%	0.85%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	30,666	-1,109	$2,988,095	−2.5%	0.65%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	57,965	+4,954	$2,930,710	+8.4%	0.64%
JPIE	JPMorgan Income ETF	Reduced	60,884	-11,786	$2,733,082	−18.3%	0.60%
META	Meta Platforms, Inc. Communication Services	Reduced	3,667	-465	$2,659,235	+14.3%	0.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,142	-59	$2,560,458	−1.6%	0.56%
MU	Micron Technology Inc Technology	Reduced	2,384	-87	$2,539,222	−11.0%	0.56%
DFUS	Dimensional U.S. Equity Market ETF	Added	28,813	+16	$2,392,343	+1.4%	0.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	14,619	-1,072	$2,379,242	+10.9%	0.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	22,212	-44	$2,308,271	−8.4%	0.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,723	+297	$2,173,335	+8.2%	0.48%
GOOGL	Alphabet Inc. Communication Services	Added	6,305	+428	$2,169,424	+3.3%	0.48%
DFSI	Dimensional International Sustainability Core 1 ETF	Reduced	43,095	-24	$1,946,601	+0.1%	0.43%
DFAW	Dimensional World Equity ETF	Reduced	22,572	-2,664	$1,857,901	−11.1%	0.41%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,326	-5	$1,762,000	+1.0%	0.39%
GOOG	Alphabet Inc. Communication Services	Reduced	5,056	-417	$1,722,781	−10.9%	0.38%
JNJ	Johnson & Johnson Healthcare	Added	6,445	+142	$1,706,249	+6.6%	0.37%
ABBV	AbbVie Inc. Healthcare	Added	6,245	+375	$1,633,629	+10.6%	0.36%
INTC	Intel Corp Technology	Reduced	13,099	-1,042	$1,574,892	−20.2%	0.35%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	39,608	-6,847	$1,556,990	−16.6%	0.34%
VIG	Vanguard Specialized Funds	Held	6,336	0	$1,478,252	−1.4%	0.32%
USB	US Bancorp De Financial Services	Added	24,280	+12	$1,402,412	−4.3%	0.31%
VEU	Vanguard International Equity Index Funds	Held	15,718	0	$1,304,122	−0.9%	0.29%
AVGO	Broadcom Inc. Technology	Reduced	3,497	-187	$1,228,111	−11.8%	0.27%
ABT	Abbott Laboratories Healthcare	Reduced	10,885	-1,135	$1,075,764	−1.4%	0.24%
LLY	ELI LILLY & Co Healthcare	Reduced	928	-4	$1,073,770	−3.9%	0.24%
AMD	Advanced Micro Devices Inc Technology	Added	1,747	+162	$1,068,744	+16.1%	0.23%
IWB	iShares Russell 1000 ETF	Held	2,529	0	$1,052,392	+1.6%	0.23%
C	Citigroup Inc Financial Services	Added	7,522	+34	$973,948	−7.1%	0.21%
MPC	Marathon Petroleum Corp Energy	Reduced	2,357	-3	$932,004	+54.5%	0.20%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,586	-106	$924,111	−9.5%	0.20%
WFC	Wells Fargo & Company Financial Services	Reduced	11,508	-148	$921,215	−4.4%	0.20%
T	At&T Inc. Communication Services	Added	37,240	+1,239	$908,656	+21.9%	0.20%
STX	Seagate Technology Holdings plc Technology	Reduced	972	-19	$896,514	−6.3%	0.20%
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	Reduced	9,412	-787	$885,857	−9.2%	0.19%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	921	-2	$838,423	−2.9%	0.18%

Showing the top 50 of 186 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.