Back to funds
View filing
Syverson Strege & Co
Updated 3 days agoManaged by Syverson Strege & Co • Latest filing Q3 2026
Portfolio value
$460.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $417.3M |
| Q4 2025 | $422.5M |
| Q1 2026 | $415.6M |
| Q2 2026 | $458.9M |
| Q3 2026 | $460.8M |
Top holdings
186 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $144.8M | 3.26M | 31.42% | — |
| 2 | $77.5M | 2.06M | 16.83% | — | |
| 3 | $28.7M | 723.2K | 6.23% | — | |
| 4 | $18.7M | 446.7K | 4.06% | — | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $13.4M | 495.6K | 2.91% | — |
| 6 | $11.9M | 236.9K | 2.59% | — | |
| 7 | $9.4M | 120.9K | 2.03% | — | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $9.1M | 173.9K | 1.98% | — |
| 9 | $6.5M | 28.2K | 1.40% | — | |
| 10 | $5.6M | 16.7K | 1.21% | — | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 129.9K | 1.02% | — |
| 12 | $4.7M | 112.3K | 1.01% | — | |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $4.1M | 87.6K | 0.90% | — |
| 14 | $3.9M | 7.7K | 0.85% | — | |
| 15 | $3.9M | 44.4K | 0.84% | — | |
| 16 | $3M | 30.7K | 0.65% | — | |
| 17 | $2.9M | 58.0K | 0.64% | — | |
| 18 | $2.7M | 60.9K | 0.59% | — | |
| 19 | $2.7M | 3.7K | 0.58% | — | |
| 20 | $2.6M | 5.1K | 0.56% | — |