Sarver Vrooman Wealth Advisors

DOSSIER · 13F-HR · Q2 2026

Sarver Vrooman Wealth Advisors

$168M in tracked AUM across 145 positions as of Q2 2026.

SV

CIK 0002076215 · last filed Jun 30, 2026

Total AUM

$168M

as of Q2 2026

Holdings

145

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Sarver Vrooman Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHD

SCHWAB US DIVIDEND ETF EQUITY

$53M1.7M31.8%02

IBDW

ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE

$46M2.2M27.5%03

IBDZ

ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE

$44M1.7M26.0%04

DGRW

WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND

$5M48K2.7%05

DBEF

XTRACKERS MSCI EAFE ETF EQUITY

$4M78K2.6%06

AVLV

AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE

$4M45K2.4%07

BSMU

INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF

$854K39K0.5%08

BSMR

INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD

$854K36K0.5%09

AAPL

APPLE INC

$807K3K0.5%10

IBDX

ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE