Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sarver Vrooman Wealth Advisors

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

Top 5 stock holdings are SCHD, IBDW, IBDZ, DGRW, DBEF, and represent 90.10% of Sarver Vrooman Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHD, IBDZ, IBDW, DBEF, DGRW, AVLV, Exxon Mobil Corp, SPMO, VOO, BRK.B.
Started 9 new stock positions in VIG, ETN, IRM, Exxon Mobil Corp, SFM, LIN, Oneok, SHW, VOO.
Reduced shares in these 10 stocks: , MSFT, OKE, VICI, , , IBDR, INTU, PEP, FTEC.
Sold out of its positions in AVDE, CMCSA, XOM, FTEC, QQQ, INTU, JIVE, OKE, SPMD, SCHG. VICI, NBIS.
Sarver Vrooman Wealth Advisors was a net buyer of stock by $5.3M.
Sarver Vrooman Wealth Advisors has $170M in assets under management (AUM), dropping by 1.32%.
Central Index Key (CIK): 0002076215

Tip: Access up to 7 years of quarterly data

Positions held by Sarver Vrooman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors holds 142 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Us Dividend Etf Equity Etf (SCHD)	32.4	$55M	+2%	1.7M	32.53	View chart
Ishares Etf Tr Ibonds Dec 2031 Trem Corporate Etf (IBDW)	26.7	$45M	+2%	2.3M	20.06	View chart
Ishares Tr Ibonds Etf Dec 2034 Term Corporate Etf (IBDZ)	24.9	$42M	+2%	1.7M	24.63	View chart
Wisdomtree Us Qual Etf Dividend Growth Fund Etf (DGRW)	3.1	$5.3M	+12%	54k	97.24	View chart
Xtrackers Msci Eafe Etf Equity Etf (DBEF)	2.9	$5.0M	+15%	91k	54.95	View chart
American Centy Tr Etf Avantis U S Large Cap Value Etf (AVLV)	2.7	$4.6M	+14%	51k	90.44	View chart
Apple Stock (AAPL)	0.5	$885k		2.7k	333.02	View chart
Invesco Exch Traded Etf Self Indexed Fd Tr Bulletshares 2027 Mun Bd Etf (BSMR)	0.5	$840k		36k	23.26	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2030 Mun Fd Etf Etf (BSMU)	0.5	$815k		39k	20.89	View chart
Ishares Tr Ibonds Etf Dec 2032 Term Corporate Etf (IBDX)	0.3	$513k		21k	24.07	View chart
State Street Spdr Etf S&p 500 Etf (SPY)	0.2	$362k		474.00	762.63	View chart
Ishares Tr Etf Ibonds Dec 2029 Term Corporate Etf (IBDU)	0.2	$358k	+14%	16k	22.69	View chart
Ishares Edge Msci Etf Min Vol Usa Etf Etf (USMV)	0.2	$332k		3.4k	97.44	View chart
Invesco Tr Ii Etf S&p 500 Momentum Etf (SPMO)	0.2	$299k	+62%	2.0k	151.58	View chart
Ishares Tr Etf Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$290k		12k	24.12	View chart
Ishares Tr Etf Ibonds Dec 2028 Term Corporate Etf (IBDT)	0.2	$288k		12k	24.96	View chart
Berkshire Hathaway Inc Series B Stock (BRK.B)	0.2	$261k	+64%	524.00	497.95	View chart
Ishares Tr Etf Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$248k		12k	21.14	View chart
Ishares Tr Ibonds Etf Dec 2033 Term Corp Etf (IBDY)	0.1	$246k		10k	24.48	View chart
Ishares Tr Etf Ibonds Dec 2035 Term Corp Etf (IBCA)	0.1	$244k		10k	24.07	View chart
Walmart Stock (WMT)	0.1	$242k		2.3k	103.92	View chart
Genl Dynamics Corp Stock (GD)	0.1	$225k	+13%	678.00	331.83	View chart
Exxonmobil Hldgs Corp Stock	0.1	$209k	NEW	1.3k	162.75	View chart
Invesco Tr Etf S&p 500 Quality Etf (SPHQ)	0.1	$186k	+3%	2.2k	84.08	View chart
Microsoft Corp Stock (MSFT)	0.1	$183k	-35%	357.00	512.90	View chart
Bank New York Mellon Corp Stock (BNY)	0.1	$178k		1.2k	144.63	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$169k		314.00	537.95	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$152k		460.00	330.83	View chart
Phillips 66 Stock (PSX)	0.1	$136k		533.00	255.31	View chart
Invesco S&p Midcap Etf Quality Etf (XMHQ)	0.1	$134k	+3%	1.2k	111.65	View chart
Nvidia Corp Stock (NVDA)	0.1	$127k	+94%	555.00	228.38	View chart
Amgen Stock (AMGN)	0.1	$120k		284.00	421.51	View chart
Vanguard Index Fds Etf S&p 500 Etf Etf (VOO)	0.1	$110k	NEW	157.00	700.86	View chart
Merck & Co Stock (MRK)	0.1	$105k		719.00	145.31	View chart
Johnson & Johnson Stock (JNJ)	0.1	$101k		381.00	264.74	View chart
Gilead Sciences Stock (GILD)	0.1	$91k		613.00	149.05	View chart
Oneok Stock	0.1	$91k	NEW	1.1k	85.27	View chart
Cisco Systems Stock (CSCO)	0.1	$87k		812.00	107.63	View chart
Vanguard Dividend Etf Appreciation Etf (VIG)	0.1	$86k	NEW	370.00	233.31	View chart
Bank Of America Corp Stock (BAC)	0.0	$83k	+66%	1.5k	54.43	View chart
Blackrock Stock (BLK)	0.0	$79k		75.00	1058.29	View chart
Corteva Stock (CTVA)	0.0	$74k		954.00	77.65	View chart
Invesco Exchange Etf Traded Self Indxd Fd Tr Blltshrs 2031 Crpt Bd Etf (BSCV)	0.0	$71k		4.5k	15.77	View chart
Automatic Data Processing Stock (ADP)	0.0	$68k		264.00	258.06	View chart
Iron Mountain Reit (IRM)	0.0	$68k	NEW	610.00	110.95	View chart
Chevron Corporation Stock (CVX)	0.0	$66k		325.00	204.21	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$65k		317.00	203.92	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2026 Etf (BSCQ)	0.0	$63k		3.2k	19.52	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2027 Corp Etf (BSCR)	0.0	$63k		3.2k	19.55	View chart
Invesco Exchange Etf Traded Self Indexed Bulletshares 2028 Corp Etf (BSCS)	0.0	$62k		3.1k	20.13	View chart
Invesco Exch Trd Etf Self Indxd Fd Tr Bulletshrs 2029 Corp Bd Etf (BSCT)	0.0	$62k		3.4k	18.20	View chart
Exelixis Stock (EXEL)	0.0	$60k		1.0k	58.41	View chart
Costco Whsl Corp Stock (COST)	0.0	$59k		65.00	910.34	View chart
Invesco Self Indexed Etf Fd Bulletshares 2030 Corporate Bd Etf (BSCU)	0.0	$59k		3.6k	16.14	View chart
Illinois Tool Works Stock (ITW)	0.0	$58k		226.00	257.28	View chart
State Str Corp Stock (STT)	0.0	$57k		329.00	174.59	View chart
Mcdonalds Corp Stock (MCD)	0.0	$56k		244.00	230.94	View chart
Qualcomm Stock (QCOM)	0.0	$55k		297.00	184.04	View chart
Ishares Tr Etf Ibonds Dec 2026 Term Corp Etf (IBDR)	0.0	$53k	-27%	2.2k	24.24	View chart
Dover Corp Common Stock (DOV)	0.0	$53k		283.00	187.05	View chart
Travelers Cos Inc/ The Stock (TRV)	0.0	$53k		148.00	356.51	View chart
Oracle Corporation Stock (ORCL)	0.0	$51k		374.00	137.30	View chart
Quest Diagnostics Stock (DGX)	0.0	$50k		213.00	233.07	View chart
Eaton Corp Stock (ETN)	0.0	$49k	NEW	115.00	429.71	View chart
Deere & Co Stock (DE)	0.0	$49k		73.00	671.55	View chart
Nextera Energy Stock (NEE)	0.0	$49k		644.00	75.74	View chart
Renaissance Re Holding Stock (RNR)	0.0	$48k		152.00	318.23	View chart
Expedia Stock (EXPE)	0.0	$48k		182.00	263.36	View chart
Corpay Stock (CPAY)	0.0	$48k		123.00	388.60	View chart
Linde Stock (LIN)	0.0	$48k	NEW	100.00	474.65	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$47k		319.00	148.65	View chart
American Finl Group Inc Ohio Stock (AFG)	0.0	$47k		346.00	136.76	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$47k		92.00	509.25	View chart
Bristol Myers Squibb Stock (BMY)	0.0	$47k		747.00	62.40	View chart
Altria Group Stock (MO)	0.0	$46k		688.00	67.34	View chart
United Rentals Stock (URI)	0.0	$46k		46.00	1000.78	View chart
Ge Aerospace Stock (GE)	0.0	$45k		143.00	312.29	View chart
Procter & Gamble Stock (PG)	0.0	$44k		304.00	145.28	View chart
Chubb Stock (CB)	0.0	$44k		135.00	325.25	View chart
Berkley W R Corporation Stock (WRB)	0.0	$44k		649.00	67.54	View chart
General Motors Stock (GM)	0.0	$43k		563.00	77.00	View chart
Pnc Financial Services Group Stock (PNC)	0.0	$41k		185.00	222.26	View chart
Ishares Ibonds Dec Etf Tr 2030 Term Muni Bd Etf (IBMS)	0.0	$39k		1.6k	25.00	View chart
Mckesson Corporation Stock (MCK)	0.0	$39k		46.00	853.80	View chart
Apollo Global Mgmt Stock (APO)	0.0	$39k		338.00	116.06	View chart
Capital One Financial Corp Stock (COF)	0.0	$39k		203.00	193.07	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$39k		441.00	88.83	View chart
Hartford Insurance Group Stock (HIG)	0.0	$39k		320.00	122.36	View chart
Ishares Tr Etf Ibonds Dec 2031 Term Muni Bd Etf (IBMT)	0.0	$39k		1.6k	24.66	View chart
T-mobile Us Stock (TMUS)	0.0	$39k		237.00	163.08	View chart
Pulte Group Stock (PHM)	0.0	$38k		327.00	116.06	View chart
American Express Company Stock (AXP)	0.0	$37k		122.00	304.10	View chart
Enbridge Stock (ENB)	0.0	$37k		786.00	46.49	View chart
Medtronic Stock (MDT)	0.0	$35k		405.00	86.29	View chart
Fedex Corporation Stock (FDX)	0.0	$34k		119.00	285.09	View chart
Royal Caribbean Cruises Stock (RCL)	0.0	$34k		127.00	265.86	View chart
International Business Machine Corp Stock (IBM)	0.0	$33k		152.00	219.93	View chart
Sprouts Farmers Markets Stock (SFM)	0.0	$33k	NEW	500.00	66.35	View chart
Sherwin Williams Stock (SHW)	0.0	$32k	NEW	100.00	323.27	View chart
Smurfit Westrock Stock (SW)	0.0	$31k		712.00	44.10	View chart
Fiserv Stock (FISV)	0.0	$30k		658.00	45.18	View chart
Check Point Software Tech Stock (CHKP)	0.0	$29k		227.00	128.35	View chart
Honeywell Intl Stock (HON)	0.0	$29k		137.00	210.94	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2028 High Yld Corp Bond Etf (BSJS)	0.0	$28k		1.3k	21.42	View chart
Target Corp Stock (TGT)	0.0	$28k		180.00	156.69	View chart
Invesco Self Indexed Etf Bulletshares 2026 High Yield Corp Bd Etf (BSJQ)	0.0	$28k		1.2k	22.82	View chart
American Electric Power Stock (AEP)	0.0	$27k		223.00	118.64	View chart
Pepsico Incorporated Stock (PEP)	0.0	$25k	-41%	195.00	126.72	View chart
Home Depot Stock (HD)	0.0	$23k		82.00	284.49	View chart
At & T Stock (T)	0.0	$23k		923.00	24.40	View chart
Honeywell Aerospace Stock (HONA)	0.0	$21k		137.00	154.97	View chart
Ameren Corp Stock (AEE)	0.0	$20k	-21%	198.00	99.38	View chart
Proshares S&p 500 Etf Dividend A Etf (NOBL)	0.0	$15k		280.00	54.10	View chart
Epr Pptys Shs Ben Int Reit (EPR)	0.0	$15k		262.00	56.13	View chart
Invesco Self Indexed Etf Bulletshares 2027 Hgh Yld Crp Etf (BSJR)	0.0	$14k		645.00	22.11	View chart
Verizon Communications Stock (VZ)	0.0	$12k		258.00	45.87	View chart
State Street Spdr Etf Bloomberg Convertible Securities Etf (CWB)	0.0	$12k		116.00	101.37	View chart
Enterprise Products Partners Stock (EPD)	0.0	$11k		300.00	35.61	View chart
St Str Spdr S&p Div Etf Etf (SDY)	0.0	$9.4k		64.00	146.78	View chart
Niocorp Devs Stock (NB)	0.0	$7.8k		2.2k	3.60	View chart
Warner Bros Discovery Inc Ser A Stock (WBD)	0.0	$6.9k		223.00	30.95	View chart
Vanguard Morningstar Etf Mega Cap Etf (MGC)	0.0	$6.2k		22.00	282.32	View chart
Fedex Fght Hldg Stock (FDXF)	0.0	$5.9k		54.00	109.39	View chart
Vanguard Information Etf Technology Etf (VGT)	0.0	$5.0k		40.00	125.67	View chart
Morgan Stanley Etf Pathway Fds Large Cap Equity Etf (MSLC)	0.0	$4.7k		78.00	59.99	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$3.8k		68.00	56.32	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$3.7k		20.00	187.05	View chart
Super Micro Computer Stock (SMCI)	0.0	$2.9k		70.00	41.07	View chart
Ishares Tr Core Etf 60/40 Balanced Allocation Etf (AOR)	0.0	$2.3k		33.00	68.52	View chart
Advanced Micro Devices Stock (AMD)	0.0	$1.8k		3.00	611.67	View chart
Interlink Electronics Stock (LINK)	0.0	$1.3k		225.00	5.98	View chart
Morgan Stanley Etf Pathway Fds Small-mid Cap Equity Etf (MSSM)	0.0	$1.3k	-4%	23.00	56.83	View chart
Kratos Defense And Security Solutions Stock (KTOS)	0.0	$640.000500		15.00	42.67	View chart
Sofi Technologies Stock (SOFI)	0.0	$629.000000		40.00	15.72	View chart
Uber Technologies Stock (UBER)	0.0	$617.000400		9.00	68.56	View chart
Kinross Gold Corp Stock (KGC)	0.0	$482.000000		20.00	24.10	View chart
Wells Fargo & Co Stock (WFC)	0.0	$400.000000		5.00	80.00	View chart
Spdr S&p China Etf Etf (GXC)	0.0	$260.000100		3.00	86.67	View chart
Draftkings Inc New Cl A Stock (DKNG)	0.0	$190.000000		10.00	19.00	View chart
Kroger Company Common Stock (KR)	0.0	$176.000100		3.00	58.67	View chart
Vanguard Ftse Etf European Etf (VGK)	0.0	$87.000000		1.00	87.00	View chart
Lumen Technologies Inc La Stock (LUMN)	0.0	$50.000400		9.00	5.56	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 2026 Q3 filed Oct. 1, 2026
Sarver Vrooman Wealth Advisors 2026 Q2 filed July 2, 2026
Sarver Vrooman Wealth Advisors 2025 Q4 restated filed April 23, 2026
Sarver Vrooman Wealth Advisors 2026 Q1 filed April 15, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z