Syverson Strege & Co holds a concentrated book of 186 reported positions worth $458.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Sandisk Corp and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional US Core Equity 2 at 31% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Syverson Strege & Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Syverson Strege & Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Blackhill Capital Inc | 17 / 80 | $2.3B |
| Uhlmann Price Securities, LLC | 38 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Trivest Advisors Ltd | 9 / 80 | $2.9B |
| Demming Financial Services Corp | 17 / 80 | $138.7M |
| Hoey Investments, Inc | 44 / 80 | $661.2M |
| Ardent Capital Management, Inc. | 18 / 80 | $205.4M |
| Capstone Capital LLC | 14 / 80 | $148.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Syverson Strege & Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $141.8M | 3.20M | 30.9% | ▲+0.5% Added · +15K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $75.9M | 2.04M | 16.5% | ▲+0.4% Added · +8K sh | |
| 3 | Dimensional ETF Trust EMERGING MKTS CO | $28.8M | 709.3K | 6.3% | ▼−5.0% Reduced · −38K sh | |
| 4 | Dimensional ETF Trust US HIGH PROF ETF | $19.1M | 458.3K | 4.2% | ▲+0.6% Added · +3K sh | |
| 5 | Dimensional ETF Trust GLOBAL REAL EST | $13.9M | 478.3K | 3.0% | ▲+0.5% Added · +2K sh | |
| 6 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $10.7M | 212.2K | 2.3% | ▲+14% Added · +26K sh | |
| 7 | Dimensional ETF Trust US CORE EQT MKT | $10.4M | 201.7K | 2.3% | ▼−7.0% Reduced · −15K sh | |
| 8 | Dimensional ETF Trust US SMALL CAP ETF | $10.0M | 121.6K | 2.2% | ▼−33% Reduced · −59K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQT MK | $5.3M | 129.1K | 1.2% | ▼−2.1% Reduced · −3K sh | |
| 10 | Apple Inc COM | $4.8M | 16.5K | 1.0% | ▼−0.7% Reduced · −111 sh | |
| 11 | Pimco ETF TR ACTIVE BD ETF | $4.8M | 51.6K | 1.0% | ▲+0.1% Added · +74 sh | |
| 12 | Nvidia Corporation COM | $4.7M | 23.3K | 1.0% | ▼−5.0% Reduced · −1K sh | |
| 13 | Dimensional ETF Trust INTL SMALL CAP E | $4.6M | 131.9K | 1.0% | ▼−25% Reduced · −45K sh | |
| 14 | Dimensional ETF Trust US SUSTAINABILTY | $4.1M | 87.8K | 0.9% | ▼−0.1% Reduced · −49 sh | |
| 15 | J P Morgan Exchange Traded F INCOME ETF | $3.3M | 72.7K | 0.7% | ▼−5.6% Reduced · −4K sh | |
| 16 | Ishares TR MSCI USA MIN ETF | $3.1M | 31.8K | 0.7% | ▼−3.8% Reduced · −1K sh | |
| 17 | Micron Technology Inc COM | $2.9M | 2.5K | 0.6% | ▼−0.8% Reduced · −21 sh | |
| 18 | Microsoft Corp COM | $2.7M | 7.3K | 0.6% | ▼−14% Reduced · −1K sh | |
| 19 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $2.7M | 53.0K | 0.6% | ▲+7.3% Added · +4K sh | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.2K | 0.6% | ▼−1.8% Reduced · −94 sh | |
| 21 | Walmart Inc COM | $2.5M | 22.3K | 0.5% | ▲~0% Added · +4 sh | |
| 22 | Dimensional ETF Trust US EQUI MARK ETF | $2.4M | 28.8K | 0.5% | ▲+0.1% Added · +33 sh | |
| 23 | Meta Platforms Inc CL A | $2.3M | 4.1K | 0.5% | ▼−8.0% Reduced · −357 sh | |
| 24 | Exxon Mobil Corp COM | $2.1M | 15.7K | 0.5% | ▲+0.4% Added · +67 sh | |
| 25 | Alphabet Inc CAP STK CL A | $2.1M | 5.9K | 0.5% | ▲+3.4% Added · +192 sh | |
| 26 | Dimensional ETF Trust WORLD EQUITY ETF | $2.1M | 25.2K | 0.5% | ▼−3.6% Reduced · −934 sh | |
| 27 | Amazon Com Inc COM | $2.0M | 8.4K | 0.4% | ▼−8.3% Reduced · −761 sh | |
| 28 | Intel Corp COM | $2.0M | 14.1K | 0.4% | ▲+6.0% Added · +801 sh | |
| 29 | Dimensional ETF Trust INTERNATIONAL | $1.9M | 43.1K | 0.4% | ▼~0% Reduced · −1 sh | |
| 30 | Alphabet Inc CAP STK CL C | $1.9M | 5.5K | 0.4% | ▼−0.2% Reduced · −13 sh | |
| 31 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.9M | 46.5K | 0.4% | ▼−10% Reduced · −5K sh | |
| 32 | JPMorgan Chase & Co COM | $1.7M | 5.3K | 0.4% | ▼−1.1% Reduced · −57 sh | |
| 33 | Johnson & Johnson COM | $1.6M | 6.3K | 0.3% | ▼−3.6% Reduced · −236 sh | |
| 34 | Ishares TR CORE 80 20 ETF | $1.6M | 16.3K | 0.3% | ▼−12% Reduced · −2K sh | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $1.5M | 6.3K | 0.3% | —Held | |
| 36 | Abbvie Inc COM | $1.5M | 5.9K | 0.3% | ▼−9.5% Reduced · −616 sh | |
| 37 | US Bancorp COM NEW | $1.5M | 24.3K | 0.3% | ▼−5.8% Reduced · −1K sh | |
| 38 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.4M | 6.6K | 0.3% | —Held | |
| 39 | Broadcom Inc COM | $1.4M | 3.7K | 0.3% | ▼−3.2% Reduced · −123 sh | |
| 40 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.3M | 15.7K | 0.3% | —Held | |
| 41 | Lam Research Corp COM NEW | $1.1M | 2.6K | 0.2% | ▼−1.6% Reduced · −43 sh | |
| 42 | Eli Lilly & Co COM | $1.1M | 932 | 0.2% | ▲+0.1% Added · +1 sh | |
| 43 | Applied Matls Inc COM | $1.1M | 1.5K | 0.2% | ▼−4.2% Reduced · −67 sh | |
| 44 | International Business Machs COM | $1.1M | 3.9K | 0.2% | ▼−7.5% Reduced · −318 sh | |
| 45 | Abbott Laboratories COM | $1.1M | 12.0K | 0.2% | ▼−15% Reduced · −2K sh | |
| 46 | Citigroup Inc COM NEW | $1.0M | 7.5K | 0.2% | ▼−2.4% Reduced · −186 sh | |
| 47 | Ishares TR RUS 1000 ETF | $1.0M | 2.5K | 0.2% | —Held | |
| 48 | Cisco Sys Inc COM | $1.0M | 8.7K | 0.2% | ▼−4.1% Reduced · −373 sh | |
| 49 | Vanguard Index FDS EXTEND MKT ETF | $1.0M | 4.1K | 0.2% | —Held | |
| 50 | Caterpillar Inc COM | $992K | 932 | 0.2% | ▲+0.8% Added · +7 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1682057/holdings"
Use Arkolith to show Syverson Strege & Co's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 37d | 186 | $458.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 169 | $415.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 40d | 166 | $422.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 1, 2025 | 62d | 165 | $417.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 35d | 168 | $423.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 79 | $311.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 78 | $299.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 69 | $298.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.