Sarver Vrooman Wealth Advisors

DOSSIER · 13F-HR · Q3 2026

Sarver Vrooman Wealth Advisors

$170M in tracked AUM across 142 positions as of Q3 2026.

SV

CIK 0002076215 · last filed Sep 30, 2026

Total AUM

$170M

as of Q3 2026

Holdings

142

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Sarver Vrooman Wealth Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

01

SCHD

SCHWAB US DIVIDEND ETF EQUITY

$55M1.7M32.4%02

IBDW

ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE

$45M2.3M26.7%03

IBDZ

ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE

$42M1.7M24.9%04

DGRW

WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND

$5M54K3.1%05

DBEF

XTRACKERS MSCI EAFE ETF EQUITY

$5M91K2.9%06

AVLV

AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE

$5M51K2.7%07

AAPL

APPLE INC

$885K3K0.5%08

BSMR

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

$840K36K0.5%09

BSMU

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

$815K39K0.5%10

IBDX

ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE