Sarver Vrooman Wealth Advisors

Name: Sarver Vrooman Wealth Advisors — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002076215 · KANSAS CITY, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source ↗

Sarver Vrooman Wealth Advisors reported 145 positions worth $167.8M as of June 30, 2026 (13F filed July 2, 2026). Largest holding: SCHD (31.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$167.8M

2026 Q2

Positions

145

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

94.9%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 145 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SCHD	SCHWAB US DIVIDEND ETF EQUITY	SH	$53.4M	31.82%	1,661,097	—	—
▸ 2	IBDW	ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE	SH	$46.1M	27.48%	2,220,499	—	—
▸ 3	IBDZ	ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE	SH	$43.6M	25.98%	1,681,034	—	—
▸ 4	DGRW	WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND	SH	$4.6M	2.75%	47,915	—	—
▸ 5	DBEF	XTRACKERS MSCI EAFE ETF EQUITY	SH	$4.3M	2.57%	78,314	—	—
▸ 6	AVLV	AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE	SH	$4.1M	2.45%	44,966	—	—
▸ 7	BSMU	INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF	SH	$854.0K	0.51%	39,012	—	—
▸ 8	BSMR	INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD	SH	$853.8K	0.51%	36,117	—	—
▸ 9	AAPL	APPLE INC	SH	$807.0K	0.48%	2,656	—	—
▸ 10	IBDX	ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE	SH	$538.3K	0.32%	21,462	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sarver Vrooman Wealth Advisors hold as of Q2 2026?

Sarver Vrooman Wealth Advisors reported 145 positions worth $167.8M in its Q2 2026 13F filing. Largest positions: SCHD (31.8%), IBDW (27.5%), IBDZ (26.0%), DGRW (2.7%) and DBEF (2.6%).

What did Sarver Vrooman Wealth Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sarver Vrooman Wealth Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.