Sarver Vrooman Wealth Advisors
$168M 13F equity value
149 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sarver Vrooman Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | 1,661,097 | $53M | 31.8% |
| IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 2,220,499 | $46M | 27.5% |
| IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | 1,681,034 | $44M | 26.0% |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 47,915 | $5M | 2.7% |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | 78,314 | $4M | 2.6% |
| AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | 44,966 | $4M | 2.4% |
| BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | 39,012 | $853,973 | 0.5% |
| BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | 36,117 | $853,802 | 0.5% |
| AAPL | APPLE INC | 2,656 | $807,025 | 0.5% |
| IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | 21,462 | $538,314 | 0.3% |
Track Sarver Vrooman Wealth Advisors's 13F portfolio: $168M in reported holdings, 149 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}