Sarver Vrooman Wealth Advisors
CIK 0002076215 · KANSAS CITY, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source ↗
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
Top Holdings
SCHD
SCHWAB US DIVIDEND ETF EQUITY
31.8%
IBDW
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE
27.5%
IBDZ
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE
26.0%
DGRW
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND
2.7%
DBEF
XTRACKERS MSCI EAFE ETF EQUITY
2.6%
AVLV
AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE
2.4%
BSMU
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF
0.5%
BSMR
INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD
0.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.