Syverson Strege & Co

Q3 2026 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
186
Total value ($000)
$460,767
Net value change ($000)
+1,887 (0.4%)
New positions
16
Sold out positions
16
Turnover %
10.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFA INVT DIMENSIONS GROUP IN 18,723 NEW
DFAC 2,962 2.1%
EXXONMOBIL HOLDINGS CORP 2,379 NEW
NVDA 1,780 38.1%
DFIC 1,616 2.1%
MSFT 1,210 44.4%
JPST 1,203 11.2%
AAPL 791 16.6%
IWV 510 NEW
VEA 408 NEW
Top Reduces (Value $000, Stocks/ETFs)
DUHP -19,123 -100.0%
XOM -2,145 -100.0%
DFAU -1,317 -12.6%
BOND -897 -18.9%
DFAI -673 -12.6%
DFAS -652 -6.5%
JPIE -613 -18.3%
DFGR -451 -3.3%
INTC -400 -20.3%
CSX -359 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type