Institutions / Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors
CIK 2076215 · Institution · as of Dec 31, 2025
Portfolio value
$175.35M
Positions
263
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 263 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares ETF Tr Ibonds Dec 2031 Trem Corporate | $48.99M | 27.9% |
| Schwab US Dividend ETF Equity | $47.94M | 27.3% |
| iShares Tr ETF Ibonds Dec 2026 Term Corp | $44.95M | 25.6% |
| WisdomTree US Qual ETF Dividend Growth Fund | $4.36M | 2.5% |
| Xtrackers MSCI Eafe ETF Equity | $3.86M | 2.2% |
| iShares MSCI UAE ETF | $3.67M | 2.1% |
| Microsoft Corp | $1.26M | 0.7% |
| Palantir Technologies Inc | $1.13M | 0.6% |
| Apple Inc. | $933.7K | 0.5% |
| SPDR S&P 500 Trust ETF | $858.3K | 0.5% |
| Invesco Self-Indexed ETF Fd Tr Bulletshares 2030 Mun Fd ETF | $854.8K | 0.5% |
| Invesco Exch Traded ETF Self Indexed Fd Tr Bulletshares 2027 Mun Bd | $850.3K | 0.5% |
| Invesco Qqq Tr ETF Unit Ser 1 | $604.0K | 0.3% |
| NVIDIA Corp | $578.2K | 0.3% |
| iShares Tr Ibonds ETF Dec 2034 Term Corporate | $555.7K | 0.3% |
| iShares Tr Ibonds ETF Dec 2032 Term Corporate | $526.8K | 0.3% |
| Fidelity Nasdaq ETF Composite Index | $459.5K | 0.3% |
| Walmart Inc. | $456.8K | 0.3% |
| Invesco Tr II ETF S&P 500 Momentum | $382.7K | 0.2% |
| SPDR Dow Jones Indl ETF Average ETF Tr | $377.7K | 0.2% |
| ELI LILLY & Co | $376.1K | 0.2% |
| Micron Technology Inc | $326.8K | 0.2% |
| Honeywell International Inc | $318.4K | 0.2% |
| iShares Tr ETF Ibonds Dec 2029 Term Corporate | $301.2K | 0.2% |
| Warren E. Buffett | $290.0K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.