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Sarver Vrooman Wealth Advisors

Latest statistics and disclosures from Sarver Vrooman Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IBDW, SCHD, IBDR, DGRW, USMV, and represent 90.58% of Sarver Vrooman Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IBDW, IBDR, IBDX, IBDZ, IBCA, IBDY, USMV, DBEF, DGRW, IBMT.
Started 5 new stock positions in NB, IBCA, IBMS, IBDY, IBMT.
Reduced shares in these 10 stocks: SCHD, T, AEE, KMB, SBUX, VZ, WBD, IBDV, IBDS, SVNDY.
Sold out of its positions in FRCB, KMB, SVNDY, SBUX.
Sarver Vrooman Wealth Advisors was a net buyer of stock by $2.5M.
Sarver Vrooman Wealth Advisors has $156M in assets under management (AUM), dropping by 3.40%.
Central Index Key (CIK): 0002076215

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Portfolio Holdings for Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors holds 130 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Etf Tr Ibonds Dec 2031 Trem Corporate Etf (IBDW)	29.7	$46M		2.2M	21.22	View chart
Schwab Us Dividend Etf Equity Etf (SCHD)	28.8	$45M		1.6M	27.30	View chart
Ishares Tr Etf Ibonds Dec 2026 Term Corp Etf (IBDR)	27.6	$43M		1.8M	24.30	View chart
Wisdomtree Us Qual Etf Dividend Growth Fund Etf (DGRW)	2.4	$3.7M	+3%	42k	88.96	View chart
Ishares Edge Msci Etf Min Vol Usa Etf Etf (USMV)	2.0	$3.1M	+4%	33k	95.14	View chart
Xtrackers Msci Eafe Etf Equity Etf (DBEF)	2.0	$3.1M	+4%	67k	46.42	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2030 Mun Fd Etf Etf (BSMU)	0.5	$851k		39k	21.92	View chart
Invesco Exch Traded Etf Self Indexed Fd Tr Bulletshares 2027 Mun Bd Etf (BSMR)	0.5	$846k		36k	23.66	View chart
Apple Stock (AAPL)	0.4	$673k		2.6k	254.63	View chart
Ishares Tr Ibonds Etf Dec 2034 Term Corporate Etf (IBDZ)	0.4	$546k	+113%	21k	26.47	View chart
Ishares Tr Ibonds Etf Dec 2032 Term Corporate Etf (IBDX)	0.3	$476k	+155%	19k	25.62	View chart
Spdr S&p 500 Trust Etf Etf (SPY)	0.2	$316k		474.00	666.18	View chart
Microsoft Corp Stock (MSFT)	0.2	$294k		567.00	517.95	View chart
Ishares Tr Etf Ibonds Dec 2035 Term Corp Etf (IBCA)	0.2	$264k	NEW	10k	26.04	View chart
Ishares Tr Ibonds Etf Dec 2033 Term Corp Etf (IBDY)	0.2	$263k	NEW	10k	26.23	View chart
Ishares Tr Etf Ibonds Dec 2029 Term Corporate Etf (IBDU)	0.2	$259k	+5%	11k	23.47	View chart
Walmart Stock (WMT)	0.2	$240k		2.3k	103.06	View chart
Ishares Tr Etf Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$236k		9.7k	24.34	View chart
Ishares Tr Etf Ibonds Dec 2028 Term Corporate Etf (IBDT)	0.1	$229k	+5%	9.0k	25.52	View chart
Ishares Tr Etf Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$203k		9.2k	22.15	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$183k		580.00	315.43	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$176k		1.6k	112.75	View chart
Berkshire Hathaway Inc Series B Stock (BRK.B)	0.1	$158k		314.00	502.74	View chart
Invesco Tr Ii Etf S&p 500 Momentum Etf (SPMO)	0.1	$147k		1.2k	121.06	View chart
Johnson & Johnson Stock (JNJ)	0.1	$108k		582.00	185.42	View chart
Merck & Co Stock (MRK)	0.1	$105k		1.3k	83.93	View chart
Oracle Corporation Stock (ORCL)	0.1	$105k		374.00	281.24	View chart
Amgen Stock (AMGN)	0.1	$104k		367.00	282.20	View chart
Royal Caribbean Cruises Ltd Norway Stock (RCL)	0.1	$98k		303.00	323.58	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$97k		893.00	108.96	View chart
Blackrock Stock (BLK)	0.1	$91k		78.00	1165.87	View chart
United Rentals Stock (URI)	0.1	$91k		95.00	954.66	View chart
State Str Corp Stock (STT)	0.1	$84k		725.00	116.01	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$84k		592.00	141.77	View chart
Expedia Stock (EXPE)	0.1	$83k		389.00	213.75	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$83k		753.00	109.95	View chart
Pulte Group Stock (PHM)	0.1	$82k		624.00	132.13	View chart
General Motors Stock (GM)	0.1	$81k		1.3k	60.97	View chart
Automatic Data Processing Stock (ADP)	0.1	$80k		272.00	293.50	View chart
Capital One Financial Corp Stock (COF)	0.1	$79k		370.00	212.58	View chart
Oneok Stock (OKE)	0.1	$78k		1.1k	72.97	View chart
Mcdonalds Corp Stock (MCD)	0.0	$76k		250.00	303.89	View chart
Pnc Financial Services Group Stock (PNC)	0.0	$76k		377.00	200.93	View chart
American Express Company Stock (AXP)	0.0	$75k		226.00	332.16	View chart
Phillips 66 Stock (PSX)	0.0	$74k		547.00	136.02	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$72k		326.00	220.83	View chart
Qualcomm Stock (QCOM)	0.0	$71k		426.00	166.36	View chart
Gilead Sciences Stock (GILD)	0.0	$70k		629.00	111.00	View chart
Genl Dynamics Corp Stock (GD)	0.0	$69k		203.00	341.00	View chart
Medtronic Stock (MDT)	0.0	$68k		714.00	95.24	View chart
Altria Group Stock (MO)	0.0	$68k		1.0k	66.06	View chart
American Finl Group Inc Ohio Stock (AFG)	0.0	$68k		463.00	145.72	View chart
Exelixis Stock (EXEL)	0.0	$67k		1.6k	41.30	View chart
Intuit Stock (INTU)	0.0	$67k		98.00	682.91	View chart
Hartford Insurance Group Stock (HIG)	0.0	$67k		501.00	133.39	View chart
Fedex Corporation Stock (FDX)	0.0	$67k		282.00	235.81	View chart
Pepsico Incorporated Stock (PEP)	0.0	$66k		473.00	140.44	View chart
Berkley W R Corporation Stock (WRB)	0.0	$66k		864.00	76.62	View chart
Corteva Stock (CTVA)	0.0	$66k		978.00	67.63	View chart
Travelers Cos Inc/ The Stock (TRV)	0.0	$65k		234.00	279.22	View chart
Invesco Exch Trd Etf Self Indxd Fd Tr Bulletshrs 2029 Corp Bd Etf (BSCT)	0.0	$64k		3.4k	18.81	View chart
Invesco Exchange Etf Traded Self Indexed Bulletshares 2028 Corp Etf (BSCS)	0.0	$64k		3.1k	20.57	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2027 Corp Etf (BSCR)	0.0	$63k		3.2k	19.71	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2026 Etf (BSCQ)	0.0	$63k		3.2k	19.56	View chart
Renaissance Re Holding Stock (RNR)	0.0	$63k		246.00	253.93	View chart
Mckesson Corporation Stock (MCK)	0.0	$62k		80.00	772.54	View chart
Apollo Global Mgmt Stock (APO)	0.0	$62k		462.00	133.27	View chart
Invesco Self Indexed Etf Fd Bulletshares 2030 Corporate Bd Etf (BSCU)	0.0	$62k		3.6k	16.90	View chart
Illinois Tool Works Stock (ITW)	0.0	$61k		232.00	260.76	View chart
Costco Whsl Corp Stock (COST)	0.0	$60k		65.00	925.63	View chart
Invesco Exchange Etf Self Bulletshares 2025 Corprorate Bd Etf (BSCP)	0.0	$60k		2.9k	20.69	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$59k		602.00	98.50	View chart
Honeywell International Stock (HON)	0.0	$58k		275.00	210.50	View chart
Chubb Stock (CB)	0.0	$58k		204.00	282.25	View chart
Cisco Systems Stock (CSCO)	0.0	$57k		833.00	68.42	View chart
Deere & Co Stock (DE)	0.0	$57k		124.00	457.26	View chart
Marsh And Mc Lennan Companies Stock (MMC)	0.0	$54k		269.00	201.53	View chart
Check Point Software Tech Stock (CHKP)	0.0	$54k		262.00	206.91	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$54k		1.7k	31.42	View chart
Corpay Stock (CPAY)	0.0	$54k		187.00	288.06	View chart
T-mobile Us Stock (TMUS)	0.0	$54k		225.00	239.38	View chart
Bristol Myers Squibb Stock (BMY)	0.0	$53k		1.2k	45.10	View chart
Autozone Stock (AZO)	0.0	$52k		12.00	4290.25	View chart
Chevron Corporation Stock (CVX)	0.0	$51k		331.00	155.29	View chart
Nextera Energy Stock (NEE)	0.0	$50k		661.00	75.49	View chart
Invesco Tr Etf S&p 500 Quality Etf (SPHQ)	0.0	$50k	+2%	678.00	73.29	View chart
Dover Corp Common Stock (DOV)	0.0	$49k		291.00	166.83	View chart
Bank Of America Corp Stock (BAC)	0.0	$48k		937.00	51.59	View chart
Procter & Gamble Stock (PG)	0.0	$48k		313.00	153.65	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$47k		95.00	499.21	View chart
International Business Machine Corp Stock (IBM)	0.0	$44k		157.00	282.16	View chart
Ge Aerospace Stock (GE)	0.0	$44k		147.00	300.82	View chart
Quest Diagnostics Stock (DGX)	0.0	$42k		219.00	190.58	View chart
Invesco S&p Midcap Etf Quality Etf (XMHQ)	0.0	$38k		361.00	104.96	View chart
Fiserv Stock (FI)	0.0	$36k		275.00	128.93	View chart
Home Depot Stock (HD)	0.0	$34k		85.00	405.19	View chart
Genuine Parts Stock (GPC)	0.0	$33k		239.00	138.60	View chart
Ishares Tr Etf Ibonds Dec 2031 Term Muni Bd Etf (IBMT)	0.0	$32k	NEW	1.2k	25.89	View chart
Ishares Ibonds Dec Etf Tr 2030 Term Muni Bd Etf (IBMS)	0.0	$32k	NEW	1.2k	26.08	View chart
Smurfit Westrock Stock (SW)	0.0	$30k		712.00	42.57	View chart
Enbridge Stock (ENB)	0.0	$30k		586.00	50.46	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2028 High Yld Corp Bond Etf (BSJS)	0.0	$29k		1.3k	22.08	View chart
Invesco Self Indexed Etf Bulletshares 2026 High Yield Corp Bd Etf (BSJQ)	0.0	$29k		1.2k	23.41	View chart
Ameren Corp Stock (AEE)	0.0	$27k	-38%	260.00	104.38	View chart
At & T Stock (T)	0.0	$26k	-50%	926.00	28.24	View chart
American Electric Power Stock (AEP)	0.0	$26k		229.00	112.50	View chart
Target Corp Stock (TGT)	0.0	$17k		185.00	89.70	View chart
Invesco Self Indexed Etf Bulletshares 2027 Hgh Yld Crp Etf (BSJR)	0.0	$15k		645.00	22.74	View chart
Niocorp Devs Stock (NB)	0.0	$15k	NEW	2.2k	6.68	View chart
Proshares S&p 500 Etf Dividend A Etf (NOBL)	0.0	$14k		140.00	103.07	View chart
Invesco Self Indexed Etf Bulletshares 2025 High Yield Corporate Bd Etf (BSJP)	0.0	$14k		622.00	23.06	View chart
Verizon Communications Stock (VZ)	0.0	$11k	-50%	259.00	43.95	View chart
Spdr Bloomberg Etf Convertible Securities Etf Etf (CWB)	0.0	$11k		116.00	90.22	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$8.9k		64.00	139.23	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$5.4k		22.00	244.09	View chart
Warner Bros Discovery Inc Ser A Stock (WBD)	0.0	$4.4k	-50%	224.00	19.53	View chart
Morgan Stanley Etf Pathway Fds Large Cap Equity Etf (MSLC)	0.0	$4.3k		79.00	54.38	View chart
Ishares Tr Core Etf 60/40 Balanced Allocation Etf (AOR)	0.0	$2.1k		33.00	64.39	View chart
Interlink Electronics Stock (LINK)	0.0	$1.9k		150.00	12.72	View chart
Kratos Defense And Security Solutions Stock (KTOS)	0.0	$1.4k		15.00	91.40	View chart
Morgan Stanley Etf Pathway Fds Small-mid Cap Equity Etf (MSSM)	0.0	$1.2k		24.00	50.83	View chart
Sofi Technologies Stock (SOFI)	0.0	$1.1k		40.00	26.43	View chart
Uber Technologies Stock (UBER)	0.0	$882.000000		9.00	98.00	View chart
Kinross Gold Corp Stock (KGC)	0.0	$497.000000		20.00	24.85	View chart
Wells Fargo & Co Stock (WFC)	0.0	$419.000000		5.00	83.80	View chart
Draftkings Inc New Cl A Stock (DKNG)	0.0	$374.000000		10.00	37.40	View chart
Spdr S&p China Etf Etf (GXC)	0.0	$315.000000		3.00	105.00	View chart
Kroger Company Common Stock (KR)	0.0	$201.999900		3.00	67.33	View chart
Vanguard Ftse Etf European Etf (VGK)	0.0	$80.000000		1.00	80.00	View chart
Urgent.ly Stock (ULY)	0.0	$3.000000		1.00	3.00	View chart

Past Filings by Sarver Vrooman Wealth Advisors

SEC 13F filings are viewable for Sarver Vrooman Wealth Advisors going back to 2025

Sarver Vrooman Wealth Advisors 2025 Q3 filed Oct. 23, 2025
Sarver Vrooman Wealth Advisors 2025 Q2 filed July 9, 2025
Sarver Vrooman Wealth Advisors 2025 Q1 filed July 8, 2025

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