Syverson Strege & Co. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 186 distinct positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. The largest position is in Apple Inc., with 5,565,763 shares. Other major holdings include Microsoft Corporation (3,935,995 shares), NVIDIA Corporation (6,450,821 shares), and Alphabet Inc. Class A (2,169,424 shares).
The filing also reveals significant exposure to financial institutions, including JPMorgan Chase & Co. (1,762,001 shares), Bank of America Corp. (700,188 shares), and Wells Fargo & Co. (921,215 shares). Additionally, the firm holds substantial positions in energy companies such as ExxonMobil Holdings Corp. (2,379,242 shares) and Chevron Corporation (836,853 shares).
Alongside individual stocks, the portfolio includes numerous exchange-traded funds (ETFs). Significant ETF holdings include Dimensional ETF Trust International Core Equity (20,618,982 shares), Dimensional ETF Trust US Targeted Value (394,720 shares), and Dimensional ETF Trust Emerging Markets Core (28,723,588 shares).
