Syverson Strege & CO has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $400 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $125M, Dimensional ETF Tr Dimensional with a value of $69.2M, Dimensional ETF Tr Emerging Mk with a value of $24.3M, Dimensional ETF Tr Dimensional with a value of $18.1M, and Dimensional ETF Tr with a value of $14M.
Examining the 13F form we can see an increase of $110M in the current position value, from $290M to 400M.
Syverson Strege & CO is based out at West Des Moines, IA
Below you can find more details about Syverson Strege & CO portfolio as well as his latest detailed transactions.
Portfolio value
$400 Million
ETFs: $316 Million
Technology: $19.7 Million
Financial Services: $17.7 Million
Healthcare: $10 Million
Communication Services: $9.79 Million
Consumer Defensive: $6.78 Million
Consumer Cyclical: $5.42 Million
Energy: $3.84 Million
Other: $5.57 Million
Stock Holdings Table Market Cap. of $200 Billions or more
