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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, DBEF, and represent 85.60% of Sarver Vrooman Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IBDW, SCHD, IBDR, PLTR, MSFT, DBEF, DGRW, QQQ, NVDA, USMV.
Started 135 new stock positions in SPGP, GOOG, DJT, IPKW, ISPY, ETSY, BAYRY, CURI, STLA, NOC.
Reduced shares in these 10 stocks: BSCP, EXPE, GM, STT, JCI, RCL, AXP, MRK, FDX, URI.
Sold out of its positions in BSJP, BSCP.
Sarver Vrooman Wealth Advisors was a net buyer of stock by $20M.
Sarver Vrooman Wealth Advisors has $175M in assets under management (AUM), dropping by 12.69%.
Central Index Key (CIK): 0002076215

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Portfolio Holdings for Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors holds 263 positions in its portfolio as reported in the December 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)	27.9	$49M	+6%	2.3M	21.15	View chart
Schwab Us Dividend Etf Equity Etf (SCHD)	27.3	$48M	+6%	1.7M	27.43	View chart
Ishares Tr Etf Ibonds Dec 2026 Term Corp Etf (IBDR)	25.6	$45M	+4%	1.9M	24.23	View chart
Wisdomtree Us Qual Etf Dividend Growth Fund Etf (DGRW)	2.5	$4.4M	+17%	49k	89.43	View chart
Xtrackers Msci Eafe Etf Equity Etf (DBEF)	2.2	$3.9M	+20%	80k	48.11	View chart
Ishares Edge Msci Etf Min Vol Usa Etf Etf (USMV)	2.1	$3.7M	+18%	39k	94.16	View chart
Microsoft Corp Stock (MSFT)	0.7	$1.3M	+359%	2.6k	483.54	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$1.1M	NEW	6.4k	177.75	View chart
Apple Stock (AAPL)	0.5	$934k	+30%	3.4k	271.83	View chart
Spdr S&p 500 Trust Etf Etf (SPY)	0.5	$858k	+165%	1.3k	681.70	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2030 Mun Fd Etf Etf (BSMU)	0.5	$855k		39k	22.02	View chart
Invesco Exch Traded Etf Self Indexed Fd Tr Bulletshares 2027 Mun Bd Etf (BSMR)	0.5	$850k		36k	23.67	View chart
Invesco Qqq Tr Etf Unit Ser 1 Etf (QQQ)	0.3	$604k	NEW	983.00	614.47	View chart
Nvidia Corp Stock (NVDA)	0.3	$578k	NEW	3.1k	186.50	View chart
Ishares Tr Ibonds Etf Dec 2034 Term Corporate Etf (IBDZ)	0.3	$556k	+2%	21k	26.37	View chart
Ishares Tr Ibonds Etf Dec 2032 Term Corporate Etf (IBDX)	0.3	$527k	+10%	21k	25.53	View chart
Fidelity Nasdaq Etf Composite Index Etf (ONEQ)	0.3	$460k	NEW	5.0k	91.40	View chart
Walmart Stock (WMT)	0.3	$457k	+75%	4.1k	111.41	View chart
Invesco Tr Ii Etf S&p 500 Momentum Etf (SPMO)	0.2	$383k	+163%	3.2k	119.30	View chart
Spdr Dow Jones Indl Etf Average Etf Tr Etf (DIA)	0.2	$378k	NEW	786.00	480.57	View chart
Eli Lilly & Co Stock (LLY)	0.2	$376k	NEW	350.00	1074.68	View chart
Micron Technology Stock (MU)	0.2	$327k	NEW	1.1k	285.41	View chart
Honeywell International Stock (HON)	0.2	$318k	+493%	1.6k	195.11	View chart
Ishares Tr Etf Ibonds Dec 2029 Term Corporate Etf (IBDU)	0.2	$301k	+16%	13k	23.41	View chart
Berkshire Hathaway Inc Series B Stock (BRK.B)	0.2	$290k	+83%	577.00	502.65	View chart
Roche Holdings Stock (RHHBY)	0.2	$287k	NEW	5.6k	51.57	View chart
Ishares Tr Etf Ibonds Dec 2028 Term Corporate Etf (IBDT)	0.2	$276k	+20%	11k	25.45	View chart
Ishares Tr Etf Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$275k	+16%	11k	24.28	View chart
Taiwan Semiconductor Mfg Stock (TSM)	0.2	$273k	NEW	897.00	303.89	View chart
Ishares Tr Etf Ibonds Dec 2035 Term Corp Etf (IBCA)	0.1	$263k		10k	25.94	View chart
Ishares Tr Ibonds Etf Dec 2033 Term Corp Etf (IBDY)	0.1	$262k		10k	26.14	View chart
Ishares Tr Etf Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$242k	+19%	11k	22.07	View chart
Oracle Corporation Stock (ORCL)	0.1	$220k	+201%	1.1k	194.91	View chart
Invesco Tr Etf S&p 500 Quality Etf (SPHQ)	0.1	$191k	+274%	2.5k	75.05	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$190k		590.00	322.34	View chart
Amazon Stock (AMZN)	0.1	$177k	NEW	765.00	230.82	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$176k	-6%	1.5k	120.33	View chart
Alphabet Inc Non Voting Cap Stk Cl C Stock (GOOG)	0.1	$168k	NEW	534.00	313.80	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$156k	+109%	1.2k	125.88	View chart
O'reilly Automotive Stock (ORLY)	0.1	$144k	NEW	1.6k	91.21	View chart
Johnson & Johnson Stock (JNJ)	0.1	$131k	+8%	632.00	207.01	View chart
Citigroup Stock (C)	0.1	$128k	NEW	1.1k	116.69	View chart
Costco Whsl Corp Stock (COST)	0.1	$126k	+124%	146.00	862.34	View chart
Ametek Stock (AME)	0.1	$125k	NEW	611.00	205.31	View chart
Meta Platforms Inc Class A Stock (META)	0.1	$125k	NEW	189.00	660.42	View chart
Capital One Financial Corp Stock (COF)	0.1	$119k	+32%	492.00	242.36	View chart
Amgen Stock (AMGN)	0.1	$119k		362.00	327.32	View chart
Invesco Tr Ii Etf S&p Sr Ln Etf (BKLN)	0.1	$116k	NEW	5.5k	21.00	View chart
Gilead Sciences Stock (GILD)	0.1	$112k	+45%	913.00	122.74	View chart
Invesco S&p Midcap Etf Quality Etf (XMHQ)	0.1	$109k	+195%	1.1k	102.42	View chart
Merck & Co Stock (MRK)	0.1	$101k	-23%	962.00	105.26	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$101k	-2%	871.00	116.09	View chart
Oneok Stock (OKE)	0.1	$101k	+28%	1.4k	73.50	View chart
Super Micro Computer Stock (SMCI)	0.1	$88k	NEW	3.0k	29.27	View chart
Invesco Self Indexed Etf Fd Bulletshares 2030 Corporate Bd Etf (BSCU)	0.0	$88k	+42%	5.2k	16.92	View chart
Bank Of America Corp Stock (BAC)	0.0	$84k	+62%	1.5k	55.00	View chart
Phillips 66 Stock (PSX)	0.0	$82k	+15%	633.00	129.04	View chart
Invesco Exchange Etf Traded Self Indexed Bulletshares 2028 Corp Etf (BSCS)	0.0	$81k	+26%	3.9k	20.60	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2027 Corp Etf (BSCR)	0.0	$80k	+26%	4.1k	19.74	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2026 Etf (BSCQ)	0.0	$80k	+27%	4.1k	19.57	View chart
Blackrock Stock (BLK)	0.0	$80k	-3%	75.00	1070.35	View chart
Invesco Exch Trd Etf Self Indxd Fd Tr Bulletshrs 2029 Corp Bd Etf (BSCT)	0.0	$80k	+25%	4.2k	18.84	View chart
Great Southern Bancorp Stock (GSBC)	0.0	$77k	NEW	1.3k	61.56	View chart
T-mobile Us Stock (TMUS)	0.0	$75k	+64%	370.00	203.03	View chart
Mcdonalds Corp Stock (MCD)	0.0	$75k	-2%	244.00	305.63	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$70k	-2%	317.00	219.71	View chart
Broadcom Stock (AVGO)	0.0	$69k	NEW	200.00	346.10	View chart
Expedia Stock (EXPE)	0.0	$69k	-37%	242.00	283.31	View chart
Automatic Data Processing Stock (ADP)	0.0	$68k	-2%	264.00	257.23	View chart
General Motors Stock (GM)	0.0	$68k	-37%	830.00	81.32	View chart
Genl Dynamics Corp Stock (GD)	0.0	$67k	-2%	198.00	336.66	View chart
Skybridge Opportunity Fund Llc Series G Stock	0.0	$66k	NEW	63.00	1046.63	View chart
3M Stock (MMM)	0.0	$64k	NEW	400.00	160.10	View chart
Corteva Stock (CTVA)	0.0	$64k	-2%	954.00	67.03	View chart
Intuit Stock (INTU)	0.0	$63k	-3%	95.00	662.42	View chart
Invesco S&p Midcap Etf Value With Momentum Etf (XMVM)	0.0	$63k	NEW	980.00	64.16	View chart
Cisco Systems Stock (CSCO)	0.0	$63k	-2%	812.00	77.03	View chart
Procter & Gamble Stock (PG)	0.0	$60k	+33%	419.00	143.17	View chart
Allstate Corp Stock (ALL)	0.0	$59k	NEW	282.00	208.15	View chart
Quantum Computing Stock (QUBT)	0.0	$59k	NEW	5.7k	10.26	View chart
State Str Corp Stock (STT)	0.0	$58k	-37%	453.00	129.01	View chart
Altria Group Stock (MO)	0.0	$57k	-3%	992.00	57.66	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$56k	-37%	470.00	119.75	View chart
Illinois Tool Works Stock (ITW)	0.0	$56k	-2%	226.00	246.30	View chart
Dover Corp Common Stock (DOV)	0.0	$55k	-2%	283.00	195.24	View chart
Stellantis N V Stock (STLA)	0.0	$53k	NEW	4.8k	10.89	View chart
Royal Caribbean Cruises Ltd Norway Stock (RCL)	0.0	$52k	-37%	188.00	278.92	View chart
American Express Company Stock (AXP)	0.0	$52k	-38%	140.00	369.95	View chart
Nextera Energy Stock (NEE)	0.0	$52k	-2%	644.00	80.28	View chart
Applied Materials Stock (AMAT)	0.0	$51k	NEW	200.00	256.99	View chart
Proshares S&p 500 Etf Dividend A Etf (NOBL)	0.0	$51k	+249%	489.00	104.07	View chart
Fedex Corporation Stock (FDX)	0.0	$51k	-37%	175.00	288.86	View chart
Chevron Corporation Stock (CVX)	0.0	$50k		325.00	152.41	View chart
Pepsico Incorporated Stock (PEP)	0.0	$50k	-27%	345.00	143.52	View chart
Pnc Financial Services Group Stock (PNC)	0.0	$49k	-37%	235.00	208.73	View chart
Marsh Stock	0.0	$49k	-2%	262.00	185.52	View chart
United Rentals Stock (URI)	0.0	$47k	-38%	58.00	809.33	View chart
Park National Corp Stock (PRK)	0.0	$46k	NEW	300.00	152.18	View chart
Pulte Group Stock (PHM)	0.0	$46k	-37%	389.00	117.26	View chart
International Business Machine Corp Stock (IBM)	0.0	$45k	-2%	153.00	296.58	View chart
Qualcomm Stock (QCOM)	0.0	$45k	-37%	265.00	171.05	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.0	$45k	NEW	6.3k	7.14	View chart
Exelixis Stock (EXEL)	0.0	$45k	-37%	1.0k	43.83	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$45k	-3%	92.00	483.67	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$45k	NEW	78.00	570.21	View chart
Ge Aerospace Stock (GE)	0.0	$44k	-2%	143.00	308.03	View chart
Renaissance Re Holding Stock (RNR)	0.0	$43k	-37%	153.00	281.16	View chart
Hartford Insurance Group Stock (HIG)	0.0	$43k	-37%	312.00	137.80	View chart
Medtronic Stock (MDT)	0.0	$43k	-37%	445.00	96.06	View chart
Travelers Cos Inc/ The Stock (TRV)	0.0	$42k	-38%	145.00	290.06	View chart
Apollo Global Mgmt Stock (APO)	0.0	$42k	-37%	288.00	144.76	View chart
Bristol Myers Squibb Stock (BMY)	0.0	$40k	-37%	739.00	53.94	View chart
Chubb Stock (CB)	0.0	$40k	-37%	127.00	312.12	View chart
American Finl Group Inc Ohio Stock (AFG)	0.0	$40k	-37%	289.00	136.68	View chart
Mckesson Corporation Stock (MCK)	0.0	$39k	-40%	48.00	820.29	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$38k	NEW	334.00	113.86	View chart
Berkley W R Corporation Stock (WRB)	0.0	$38k	-37%	539.00	70.12	View chart
Tesla Stock (TSLA)	0.0	$37k	NEW	83.00	449.72	View chart
Entergy Corp Stock (ETR)	0.0	$37k	NEW	400.00	92.43	View chart
Quest Diagnostics Stock (DGX)	0.0	$37k	-2%	213.00	173.53	View chart
Deere & Co Stock (DE)	0.0	$35k	-38%	76.00	465.57	View chart
Corpay Stock (CPAY)	0.0	$35k	-37%	116.00	300.93	View chart
Proshares S&p 500 Etf High Etf (ISPY)	0.0	$34k	NEW	743.00	45.65	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$34k	-37%	375.00	89.92	View chart
Starbucks Corp Stock (SBUX)	0.0	$34k	NEW	400.00	84.21	View chart
Vici Pptys Reit (VICI)	0.0	$33k	NEW	1.2k	28.12	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$32k	-37%	1.1k	29.89	View chart
Ishares Etf S&p 100 Etf (OEF)	0.0	$32k	NEW	93.00	343.82	View chart
Energy Transfer Stock (ET)	0.0	$32k	NEW	1.9k	16.49	View chart
Ishares Tr Etf Ibonds Dec 2031 Term Muni Bd Etf (IBMT)	0.0	$32k		1.2k	25.95	View chart
Ishares Ibonds Dec Etf Tr 2030 Term Muni Bd Etf (IBMS)	0.0	$32k		1.2k	26.06	View chart
Akamai Tech Stock (AKAM)	0.0	$31k	NEW	350.00	87.25	View chart
Check Point Software Tech Stock (CHKP)	0.0	$30k	-37%	163.00	185.56	View chart
I Shares Silver Tr Etf Etf (SLV)	0.0	$30k	NEW	466.00	64.42	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2028 High Yld Corp Bond Etf (BSJS)	0.0	$29k		1.3k	22.00	View chart
Verizon Communications Stock (VZ)	0.0	$29k	+172%	707.00	40.71	View chart
Genuine Parts Stock (GPC)	0.0	$29k	-2%	233.00	122.96	View chart
Invesco Self Indexed Etf Bulletshares 2026 High Yield Corp Bd Etf (BSJQ)	0.0	$29k		1.2k	23.34	View chart
Home Depot Stock (HD)	0.0	$28k	-3%	82.00	344.10	View chart
Enbridge Stock (ENB)	0.0	$28k		586.00	47.83	View chart
Smurfit Westrock Stock (SW)	0.0	$28k		712.00	38.67	View chart
Advanced Micro Devices Stock (AMD)	0.0	$27k	NEW	128.00	214.16	View chart
Invesco Tr Ii Etf Taxable Mun Bd Etf (BAB)	0.0	$27k	NEW	974.00	27.20	View chart
Invesco Tr Ii Etf Intl Buyback Achievers Etf (IPKW)	0.0	$26k	NEW	463.00	55.57	View chart
American Electric Power Stock (AEP)	0.0	$26k	-2%	223.00	115.31	View chart
At & T Stock (T)	0.0	$26k	+11%	1.0k	24.83	View chart
Calamos Tr S&p 500 Etf Structured Alt Protection February Etf (CPSF)	0.0	$26k	NEW	1.0k	25.59	View chart
Ameren Corp Stock (AEE)	0.0	$25k	-2%	254.00	99.86	View chart
Unitedhealth Group Stock (UNH)	0.0	$25k	NEW	75.00	329.96	View chart
Vertiv Holdings Llc Cl A Stock (VRT)	0.0	$23k	NEW	144.00	162.10	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$22k	NEW	100.00	219.36	View chart
Boeing Stock (BA)	0.0	$22k	NEW	100.00	217.12	View chart
Autozone Stock (AZO)	0.0	$20k	-50%	6.00	3391.50	View chart
Lemonade Stock (LMND)	0.0	$20k	NEW	281.00	71.18	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$20k	NEW	405.00	48.56	View chart
Truist Finl Corp Stock (TFC)	0.0	$19k	NEW	375.00	49.21	View chart
Target Corp Stock (TGT)	0.0	$18k	-2%	180.00	97.75	View chart
Sanofi Stock (SNY)	0.0	$18k	NEW	362.00	48.42	View chart
Asml Holding Nv Ny Registry Shs New 2012 Stock (ASML)	0.0	$15k	NEW	14.00	1077.00	View chart
Evergy Stock (EVRG)	0.0	$15k	NEW	202.00	72.49	View chart
Invesco Self Indexed Etf Bulletshares 2027 Hgh Yld Crp Etf (BSJR)	0.0	$15k		645.00	22.61	View chart
Magnite Stock (MGNI)	0.0	$14k	NEW	861.00	16.23	View chart
Invesco Etf Fin Etf (PGF)	0.0	$14k	NEW	955.00	14.14	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$13k	NEW	80.00	160.97	View chart
Epr Pptys Shs Ben Int Reit (EPR)	0.0	$13k	NEW	250.00	49.89	View chart
T Rowe Price Group Stock (TROW)	0.0	$12k	NEW	122.00	101.96	View chart
Crispr Therapeutics Ag Namen-akt Stock (CRSP)	0.0	$12k	NEW	235.00	52.44	View chart
Niocorp Devs Stock (NB)	0.0	$12k		2.2k	5.30	View chart
Fiserv Stock (FI)	0.0	$12k	-37%	171.00	67.17	View chart
Jpmorgan Equity Tr Etf Premium Income Etf (JEPI)	0.0	$11k	NEW	200.00	57.24	View chart
Realty Income Corp Reit Reit (O)	0.0	$11k	NEW	200.00	56.37	View chart
Zion Oil & Gas Stock (ZNOG)	0.0	$11k	NEW	52k	0.22	View chart
State Street Spdr Etf Bloomberg Convertible Securities Etf (CWB)	0.0	$10k		116.00	89.08	View chart
Sofi Technologies Stock (SOFI)	0.0	$10k	+875%	390.00	26.18	View chart
Bitmine Immersion Technologies Stock (BMNR)	0.0	$10k	NEW	375.00	27.15	View chart
Invesco Tr Ii Etf S&p Intl Dev Quality Etf (IDHQ)	0.0	$10k	NEW	284.00	35.15	View chart
Appian Corp Class A Stock (APPN)	0.0	$10k	NEW	281.00	35.42	View chart
Soundhound Ai Inc Cl A Stock (SOUN)	0.0	$9.9k	NEW	998.00	9.97	View chart
Zscaler Stock (ZS)	0.0	$9.9k	NEW	44.00	224.91	View chart
Shell Plc Adr Sponsored Repstg Ord Sh Stock (SHEL)	0.0	$9.9k	NEW	134.00	73.59	View chart
Wells Fargo & Co Stock (WFC)	0.0	$9.8k	+2000%	105.00	93.20	View chart
Clover Health Investments Corp Cl A Stock (CLOV)	0.0	$9.5k	NEW	4.0k	2.35	View chart
Palo Alto Networks Stock (PANW)	0.0	$9.4k	NEW	51.00	184.20	View chart
10x Genomics Inc Cl A Stock (TXG)	0.0	$9.2k	NEW	566.00	16.31	View chart
Bp Plc Spons Stock (BP)	0.0	$9.1k	NEW	261.00	34.73	View chart
State Street Spdr Etf S&p Dividend Etf (SDY)	0.0	$8.9k		64.00	138.66	View chart
Vanguard Russell Etf 1000 Growth Etf (VONG)	0.0	$8.2k	NEW	67.00	121.75	View chart
Intel Corp Stock (INTC)	0.0	$7.4k	NEW	200.00	36.90	View chart
Roku Stock (ROKU)	0.0	$7.3k	NEW	67.00	108.49	View chart
Weyerhaeuser Reit (WY)	0.0	$7.1k	NEW	300.00	23.69	View chart
Invesco S&p Midcap Etf Momentum Etf (XMMO)	0.0	$7.1k	NEW	51.00	138.45	View chart
Northwest Natural Holding Stock (NWN)	0.0	$7.0k	NEW	150.00	46.74	View chart
Boeing Co Dep Conv Pfd A Preferred (BA.PA)	0.0	$6.9k	NEW	100.00	69.06	View chart
Walt Disney Company Stock (DIS)	0.0	$6.7k	NEW	59.00	113.73	View chart
Warner Bros Discovery Inc Ser A Stock (WBD)	0.0	$6.5k		224.00	28.82	View chart
Caterpillar Stock (CAT)	0.0	$5.7k	NEW	10.00	572.90	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$5.5k		22.00	251.18	View chart
Bayer Stock (BAYRY)	0.0	$5.3k	NEW	489.00	10.82	View chart
Novo Nordisk A S Stock (NVO)	0.0	$5.1k	NEW	100.00	50.88	View chart
Janus Detroit Str Tr Etf Janus Henderson Aaa Clo Etf (JAAA)	0.0	$5.1k	NEW	100.00	50.58	View chart
Fiverr Intl Ltd Ord Stock (FVRR)	0.0	$4.9k	NEW	246.00	19.76	View chart
Invesco Tr Ii Etf P Etf (PGX)	0.0	$4.8k	NEW	430.00	11.24	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$4.6k	NEW	2.9k	1.56	View chart
Krispy Kreme Stock (DNUT)	0.0	$4.5k	NEW	1.1k	4.02	View chart
Morgan Stanley Etf Pathway Fds Large Cap Equity Etf (MSLC)	0.0	$4.3k		79.00	54.39	View chart
Occidental Pete Corp Stock (OXY)	0.0	$4.1k	NEW	100.00	41.12	View chart
Alliancebernstein Hldg Lp Ltd Partnership Interests Stock (AB)	0.0	$3.8k	NEW	100.00	38.48	View chart
Listed Fds Tr Etf Roundhill Magnificent Seven Et Etf (MAGS)	0.0	$3.0k	NEW	46.00	65.96	View chart
Citizens Financial Grp Stock (CFG)	0.0	$2.9k	NEW	50.00	58.42	View chart
Rbb Fd Inc Etf Motley Fool 100 Index Etf (TMFC)	0.0	$2.7k	NEW	38.00	71.76	View chart
Fastly Inc Cl A Stock (FSLY)	0.0	$2.7k	NEW	267.00	10.18	View chart
Us Bancorp Stock (USB)	0.0	$2.7k	NEW	50.00	53.36	View chart
Calamos Tr Nasdaq Etf 100 Structured Alt Protn March Etf (CPNM)	0.0	$2.6k	NEW	100.00	26.02	View chart
Curiositystream Inc New Cl A Stock (CURI)	0.0	$2.6k	NEW	680.00	3.80	View chart
Agora Inc Ads Stock (API)	0.0	$2.4k	NEW	585.00	4.07	View chart
Freeport-mcmoran Inc Class B Stock (FCX)	0.0	$2.2k	NEW	44.00	50.80	View chart
Ishares Tr Core Etf 60/40 Balanced Allocation Etf (AOR)	0.0	$2.1k		33.00	65.00	View chart
Electronic Arts Stock (EA)	0.0	$2.0k	NEW	10.00	204.50	View chart
Compass Pathways Plc Adr Sponsored Ads Repstg Stock (CMPS)	0.0	$2.0k	NEW	290.00	6.90	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$2.0k	NEW	23.00	86.30	View chart
Solventum Corp Stock (SOLV)	0.0	$2.0k	NEW	25.00	79.24	View chart
Hubspot Stock (HUBS)	0.0	$1.6k	NEW	4.00	401.25	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$1.5k	NEW	58.00	25.90	View chart
Trump Media & Technology Group Corp Stock (DJT)	0.0	$1.3k	NEW	100.00	13.24	View chart
Boston Omaha Corp Stock (BOC)	0.0	$1.3k	NEW	106.00	12.37	View chart
Morgan Stanley Etf Pathway Fds Small-mid Cap Equity Etf (MSSM)	0.0	$1.2k		24.00	50.58	View chart
Live Oak Bancshares Stock (LOB)	0.0	$1.2k	NEW	34.00	34.35	View chart
Kratos Defense And Security Solutions Stock (KTOS)	0.0	$1.1k		15.00	75.93	View chart
Wisdomtree Bitcoin Etf Fd Shs Ben Int Etf (BTCW)	0.0	$1.0k	NEW	11.00	92.64	View chart
Hca Healthcare Stock (HCA)	0.0	$934.000000	NEW	2.00	467.00	View chart
Bandwidth Inc Class A Stock (BAND)	0.0	$927.000000	NEW	60.00	15.45	View chart
Interlink Electronics Stock (LINK)	0.0	$873.000000	+50%	225.00	3.88	View chart
Noble Corp Plc Wts Exp 02/04/28 To Sub For Ord 1 Warrants (NE.WS)	0.0	$805.000000	NEW	46.00	17.50	View chart
Uber Technologies Stock (UBER)	0.0	$735.000300		9.00	81.67	View chart
Etsy Stock (ETSY)	0.0	$665.000400	NEW	12.00	55.42	View chart
Lucid Group Stock (LCID)	0.0	$645.001800	NEW	61.00	10.57	View chart
Kinross Gold Corp Stock (KGC)	0.0	$563.000000		20.00	28.15	View chart
Noble Corp Plc Wts Exp 02/04/28 To Sub For Ord 2 Warrants (NE.WS.A)	0.0	$383.000600	NEW	46.00	8.33	View chart
Draftkings Inc New Cl A Stock (DKNG)	0.0	$345.000000		10.00	34.50	View chart
Opendoor Technologies Stock (OPEN)	0.0	$321.002000	NEW	55.00	5.84	View chart
Noble Corp Plc Class A Stock (NE)	0.0	$310.999700	NEW	11.00	28.27	View chart
Adtalem Global Ed Stock (ATGE)	0.0	$309.999900	NEW	3.00	103.33	View chart
Spdr S&p China Etf Etf (GXC)	0.0	$290.000100		3.00	96.67	View chart
Editas Medicine Stock (EDIT)	0.0	$205.000000	NEW	100.00	2.05	View chart
Kroger Company Common Stock (KR)	0.0	$186.999900		3.00	62.33	View chart
Skillz Inc Cl A Stock (SKLZ)	0.0	$172.000000	NEW	40.00	4.30	View chart
Vanguard Ftse Etf European Etf (VGK)	0.0	$84.000000		1.00	84.00	View chart
Lumen Technologies Inc La Stock (LUMN)	0.0	$70.000200	NEW	9.00	7.78	View chart
Seven & I Holdings Stock (SVNDY)	0.0	$58.000000	NEW	4.00	14.50	View chart
Bath & Body Wks Stock (BBWI)	0.0	$40.000000	NEW	2.00	20.00	View chart
Urgent.ly Stock (ULY)	0.0	$23.000000	+700%	8.00	2.88	View chart
Heron Therapeutics Stock (HRTX)	0.0	$1.000000	NEW	1.00	1.00	View chart
Opendoor Technologieswts Exp 11/20/26 Inc Ser K Warrants (OPENW)	0.0	$1.000000	NEW	1.00	1.00	View chart
Opendoor Technologieswts Exp 11/20/26 Inc Ser A Warrants (OPENL)	0.0	$1.000000	NEW	1.00	1.00	View chart
First Republic Bank San Francisco Calif Stock (FRCB)	0.0	$0.984000	NEW	615.00	0.00	View chart
San Gold Corporation Stock (SGRCF)	0.0	$0	NEW	13k	0.00	View chart
Minerco Inc Xxx Stock (MINE)	0.0	$0	NEW	288.00	0.00	View chart
United Health Products Stock (UEEC)	0.0	$0	NEW	6.00	0.00	View chart
Akoustis Technologies Stock (AKTSQ)	0.0	$0	NEW	1.0k	0.00	View chart
Altaba Inc Esc Escrow Cusip Stock	0.0	$0	NEW	6.00	0.00	View chart
Pershing Square Esc Escrow Tntn Hldngs Cl A Stock	0.0	$0	NEW	828.00	0.00	View chart
Opendoor Technologieswts Exp 11/20/26 Inc Ser Z Warrants (OPENZ)	0.0	$0	NEW	1.00	0.00	View chart
Fovea Jewelry Holdingxxx Stock	0.0	$0	NEW	100.00	0.00	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 Q4 filed Feb. 10, 2026
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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