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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 SCHD, IBDW, IBDZ, DGRW, DBEF, and represent 90.99% of Sarver Vrooman Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IBDZ (+$43M), AVLV, IBDW, BSCV, BK, SCHD, FISV, IBDS, IBDT, IBDV.
Started 3 new stock positions in AVLV, BSCV, EPD.
Reduced shares in these 10 stocks: IBDR (-$43M), USMV, DGRW, DBEF, MRSH, AZO, FDX, GM, JCI, RCL.
Sold out of its positions in AZO, MRSH.
Sarver Vrooman Wealth Advisors was a net buyer of stock by $172k.
Sarver Vrooman Wealth Advisors has $162M in assets under management (AUM), dropping by 3.20%.
Central Index Key (CIK): 0002076215

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Portfolio Holdings for Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors holds 138 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Us Dividend Etf Equity Etf (SCHD)	31.3	$51M		1.7M	30.68	View chart
Ishares Etf Tr Ibonds Dec 2031 Trem Corporate Etf (IBDW)	28.3	$46M		2.2M	20.93	View chart
Ishares Tr Ibonds Etf Dec 2034 Term Corporate Etf (IBDZ)	26.6	$43M	+7753%	1.7M	26.06	View chart
Wisdomtree Us Qual Etf Dividend Growth Fund Etf (DGRW)	2.5	$4.1M	-3%	47k	87.84	View chart
Xtrackers Msci Eafe Etf Equity Etf (DBEF)	2.3	$3.8M	-2%	77k	49.40	View chart
American Centy Tr Etf Avantis U S Large Cap Value Etf (AVLV)	2.2	$3.6M	NEW	44k	80.61	View chart
Invesco Exch Traded Etf Self Indexed Fd Tr Bulletshares 2027 Mun Bd Etf (BSMR)	0.5	$853k		36k	23.65	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2030 Mun Fd Etf Etf (BSMU)	0.5	$849k		39k	21.81	View chart
Apple Stock (AAPL)	0.4	$674k		2.7k	253.79	View chart
Ishares Tr Ibonds Etf Dec 2032 Term Corporate Etf (IBDX)	0.3	$542k	+4%	22k	25.27	View chart
Ishares Tr Etf Ibonds Dec 2029 Term Corporate Etf (IBDU)	0.2	$320k	+6%	14k	23.26	View chart
Ishares Edge Msci Etf Min Vol Usa Etf Etf (USMV)	0.2	$319k	-91%	3.4k	92.74	View chart
State Street Spdr Etf S&p 500 Etf (SPY)	0.2	$308k		474.00	650.34	View chart
Ishares Tr Etf Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$296k	+7%	12k	24.24	View chart
Ishares Tr Etf Ibonds Dec 2028 Term Corporate Etf (IBDT)	0.2	$295k	+7%	12k	25.33	View chart
Walmart Stock (WMT)	0.2	$290k		2.3k	124.28	View chart
Ishares Tr Etf Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.2	$261k	+8%	12k	21.89	View chart
Ishares Tr Etf Ibonds Dec 2035 Term Corp Etf (IBCA)	0.2	$260k		10k	25.64	View chart
Ishares Tr Ibonds Etf Dec 2033 Term Corp Etf (IBDY)	0.2	$259k		10k	25.85	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$219k	-3%	1.3k	169.66	View chart
Microsoft Corp Stock (MSFT)	0.1	$206k		557.00	370.17	View chart
Invesco Tr Etf S&p 500 Quality Etf (SPHQ)	0.1	$160k	+7%	2.1k	75.19	View chart
Berkshire Hathaway Inc Series B Stock (BRK.B)	0.1	$153k		319.00	479.20	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$148k	+42%	1.2k	118.63	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$137k	-2%	465.00	294.16	View chart
Invesco Tr Ii Etf S&p 500 Momentum Etf (SPMO)	0.1	$136k		1.2k	112.11	View chart
Invesco S&p Midcap Etf Quality Etf (XMHQ)	0.1	$119k	+8%	1.2k	103.37	View chart
Merck & Co Stock (MRK)	0.1	$106k	-8%	883.00	120.29	View chart
Amgen Stock (AMGN)	0.1	$101k		287.00	351.85	View chart
Phillips 66 Stock (PSX)	0.1	$97k		533.00	182.18	View chart
Oneok Stock (OKE)	0.1	$96k		1.1k	90.39	View chart
Johnson & Johnson Stock (JNJ)	0.1	$95k	-10%	387.00	244.44	View chart
Gilead Sciences Stock (GILD)	0.1	$85k		613.00	139.37	View chart
Corteva Stock (CTVA)	0.0	$80k		954.00	83.71	View chart
Mcdonalds Corp Stock (MCD)	0.0	$76k		244.00	310.79	View chart
Invesco Exchange Etf Traded Self Indxd Fd Tr Blltshrs 2031 Crpt Bd Etf (BSCV)	0.0	$74k	NEW	4.5k	16.46	View chart
Ishares Tr Etf Ibonds Dec 2026 Term Corp Etf (IBDR)	0.0	$74k	-99%	3.0k	24.24	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$73k		317.00	229.79	View chart
Blackrock Stock (BLK)	0.0	$72k		75.00	961.71	View chart
Genl Dynamics Corp Stock (GD)	0.0	$68k		198.00	343.22	View chart
Chevron Corporation Stock (CVX)	0.0	$67k		325.00	206.90	View chart
Costco Whsl Corp Stock (COST)	0.0	$65k		65.00	996.43	View chart
Invesco Exch Trd Etf Self Indxd Fd Tr Bulletshrs 2029 Corp Bd Etf (BSCT)	0.0	$63k		3.4k	18.66	View chart
Invesco Exchange Etf Traded Self Indexed Bulletshares 2028 Corp Etf (BSCS)	0.0	$63k		3.1k	20.42	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2027 Corp Etf (BSCR)	0.0	$63k		3.2k	19.63	View chart
Cisco Systems Stock (CSCO)	0.0	$63k		812.00	77.59	View chart
Invesco Exchange Etf Traded Self Indexed Fd Bulletshares 2026 Etf (BSCQ)	0.0	$63k		3.2k	19.53	View chart
Honeywell International Stock (HON)	0.0	$62k		275.00	226.03	View chart
Invesco Self Indexed Etf Fd Bulletshares 2030 Corporate Bd Etf (BSCU)	0.0	$61k		3.6k	16.72	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$61k		369.00	164.13	View chart
Nextera Energy Stock (NEE)	0.0	$60k		644.00	92.88	View chart
Dover Corp Common Stock (DOV)	0.0	$59k		283.00	208.45	View chart
Illinois Tool Works Stock (ITW)	0.0	$59k		226.00	260.29	View chart
Pepsico Incorporated Stock (PEP)	0.0	$56k	+4%	361.00	155.29	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$56k		92.00	604.39	View chart
Oracle Corporation Stock (ORCL)	0.0	$55k		374.00	147.11	View chart
Automatic Data Processing Stock (ADP)	0.0	$54k		264.00	203.18	View chart
T-mobile Us Stock (TMUS)	0.0	$51k	+66%	243.00	210.03	View chart
Nvidia Corp Stock (NVDA)	0.0	$50k	+23%	285.00	174.40	View chart
Altria Group Stock (MO)	0.0	$48k	+12%	721.00	65.99	View chart
Renaissance Re Holding Stock (RNR)	0.0	$47k	+2%	157.00	297.23	View chart
Bristol Myers Squibb Stock (BMY)	0.0	$47k	+3%	767.00	60.65	View chart
Exelixis Stock (EXEL)	0.0	$46k	+5%	1.1k	42.89	View chart
American Finl Group Inc Ohio Stock (AFG)	0.0	$46k	+24%	359.00	127.71	View chart
Chubb Stock (CB)	0.0	$46k	+10%	140.00	325.93	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$45k	+33%	502.00	90.42	View chart
State Str Corp Stock (STT)	0.0	$45k	-22%	353.00	126.56	View chart
Travelers Cos Inc/ The Stock (TRV)	0.0	$45k	+5%	153.00	291.68	View chart
Bank Of America Corp Stock (BAC)	0.0	$45k		914.00	48.75	View chart
Hartford Insurance Group Stock (HIG)	0.0	$45k	+5%	329.00	135.23	View chart
Berkley W R Corporation Stock (WRB)	0.0	$45k	+24%	671.00	66.28	View chart
Procter & Gamble Stock (PG)	0.0	$44k		304.00	144.44	View chart
Vici Pptys Reit (VICI)	0.0	$44k	+38%	1.6k	27.32	View chart
Fedex Corporation Stock (FDX)	0.0	$44k	-30%	122.00	356.18	View chart
Expedia Stock (EXPE)	0.0	$43k	-22%	188.00	230.89	View chart
General Motors Stock (GM)	0.0	$43k	-30%	581.00	74.50	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$43k	-29%	330.00	130.95	View chart
Enbridge Stock (ENB)	0.0	$43k	+34%	786.00	54.14	View chart
Qualcomm Stock (QCOM)	0.0	$43k	+24%	330.00	128.78	View chart
Deere & Co Stock (DE)	0.0	$42k		75.00	563.31	View chart
Quest Diagnostics Stock (DGX)	0.0	$42k		213.00	195.98	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$42k	+34%	1.4k	28.71	View chart
Intuit Stock (INTU)	0.0	$41k		95.00	432.38	View chart
Fiserv Stock (FISV)	0.0	$41k	+329%	735.00	55.80	View chart
Mckesson Corporation Stock (MCK)	0.0	$41k	-2%	47.00	865.36	View chart
Ge Aerospace Stock (GE)	0.0	$41k		143.00	283.77	View chart
Pulte Group Stock (PHM)	0.0	$40k	-13%	338.00	117.61	View chart
Pnc Financial Services Group Stock (PNC)	0.0	$40k	-18%	191.00	208.09	View chart
Medtronic Stock (MDT)	0.0	$39k	+2%	454.00	86.65	View chart
Apollo Global Mgmt Stock (APO)	0.0	$39k	+20%	347.00	111.42	View chart
Capital One Financial Corp Stock (COF)	0.0	$38k	-9%	209.00	182.43	View chart
American Express Company Stock (AXP)	0.0	$38k	-10%	126.00	302.48	View chart
Corpay Stock (CPAY)	0.0	$37k	+9%	127.00	290.99	View chart
International Business Machine Corp Stock (IBM)	0.0	$37k		152.00	242.39	View chart
Check Point Software Tech Stock (CHKP)	0.0	$36k	+53%	251.00	142.85	View chart
Royal Caribbean Cruises Ltd Norway Stock (RCL)	0.0	$36k	-30%	130.00	275.18	View chart
United Rentals Stock (URI)	0.0	$35k	-17%	48.00	728.56	View chart
Ishares Ibonds Dec Etf Tr 2030 Term Muni Bd Etf (IBMS)	0.0	$33k	+4%	1.3k	25.83	View chart
Ishares Tr Etf Ibonds Dec 2031 Term Muni Bd Etf (IBMT)	0.0	$32k	+3%	1.3k	25.67	View chart
American Electric Power Stock (AEP)	0.0	$29k		223.00	131.08	View chart
Invesco Self-indexed Etf Fd Tr Bulletshares 2028 High Yld Corp Bond Etf (BSJS)	0.0	$29k		1.3k	21.69	View chart
Invesco Self Indexed Etf Bulletshares 2026 High Yield Corp Bd Etf (BSJQ)	0.0	$28k		1.2k	23.18	View chart
Smurfit Westrock Stock (SW)	0.0	$28k		712.00	39.85	View chart
Ameren Corp Stock (AEE)	0.0	$28k		253.00	109.92	View chart
Home Depot Stock (HD)	0.0	$27k		82.00	328.89	View chart
At & T Stock (T)	0.0	$27k		926.00	28.99	View chart
Target Corp Stock (TGT)	0.0	$22k		180.00	121.20	View chart
Genuine Parts Stock (GPC)	0.0	$15k	-37%	145.00	105.75	View chart
Proshares S&p 500 Etf Dividend A Etf (NOBL)	0.0	$15k		140.00	106.01	View chart
Invesco Self Indexed Etf Bulletshares 2027 Hgh Yld Crp Etf (BSJR)	0.0	$14k		645.00	22.36	View chart
Verizon Communications Stock (VZ)	0.0	$13k		259.00	50.20	View chart
Epr Pptys Shs Ben Int Reit (EPR)	0.0	$13k		254.00	49.93	View chart
Enterprise Products Partners Stock (EPD)	0.0	$11k	NEW	300.00	37.84	View chart
State Street Spdr Etf Bloomberg Convertible Securities Etf (CWB)	0.0	$11k		116.00	91.47	View chart
Niocorp Devs Stock (NB)	0.0	$9.7k		2.2k	4.46	View chart
St Str Spdr S&p Div Etf Etf (SDY)	0.0	$9.3k		64.00	145.67	View chart
Warner Bros Discovery Inc Ser A Stock (WBD)	0.0	$6.2k		224.00	27.46	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.0	$5.2k		22.00	236.36	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$5.2k		68.00	76.16	View chart
Morgan Stanley Etf Pathway Fds Large Cap Equity Etf (MSLC)	0.0	$4.1k		79.00	51.76	View chart
Novo Nordisk A S Stock (NVO)	0.0	$3.7k		100.00	36.75	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$2.9k		20.00	146.30	View chart
Ishares Tr Core Etf 60/40 Balanced Allocation Etf (AOR)	0.0	$2.1k		33.00	64.36	View chart
Super Micro Computer Stock (SMCI)	0.0	$1.6k		70.00	22.77	View chart
Morgan Stanley Etf Pathway Fds Small-mid Cap Equity Etf (MSSM)	0.0	$1.2k		24.00	51.62	View chart
Kratos Defense And Security Solutions Stock (KTOS)	0.0	$1.1k		15.00	70.53	View chart
Interlink Electronics Stock (LINK)	0.0	$661.995000		225.00	2.94	View chart
Uber Technologies Stock (UBER)	0.0	$647.000100		9.00	71.89	View chart
Sofi Technologies Stock (SOFI)	0.0	$635.000000		40.00	15.88	View chart
Advanced Micro Devices Stock (AMD)	0.0	$609.999900		3.00	203.33	View chart
Kinross Gold Corp Stock (KGC)	0.0	$610.000000		20.00	30.50	View chart
Wells Fargo & Co Stock (WFC)	0.0	$398.000000		5.00	79.60	View chart
Spdr S&p China Etf Etf (GXC)	0.0	$279.000000		3.00	93.00	View chart
Kroger Company Common Stock (KR)	0.0	$216.999900		3.00	72.33	View chart
Draftkings Inc New Cl A Stock (DKNG)	0.0	$216.000000		10.00	21.60	View chart
Vanguard Ftse Etf European Etf (VGK)	0.0	$82.000000		1.00	82.00	View chart
Lumen Technologies Inc La Stock (LUMN)	0.0	$63.000000		9.00	7.00	View chart
Urgent.ly Stock	0.0	$5.000000		1.00	5.00	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 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

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