CIK 2076215
Sarver Vrooman Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
263
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 2.3M | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | 1.7M | $1M+ | SH |
| IBDR | ISHARES TR ETF IBONDS DEC 2026 TERM CORP | 1.9M | $1M+ | SH |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 49K | $1M+ | SH |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | 80K | $1M+ | SH |
| USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | 39K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 6K | $1M+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| SPY | SPDR S&P 500 TRUST ETF | 1K | $500K+ | SH |
| BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | 39K | $500K+ | SH |
| BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | 36K | $500K+ | SH |
| QQQ | INVESCO QQQ TR ETF UNIT SER 1 | 983 | $500K+ | SH |
| NVDA | NVIDIA CORP | 3K | $500K+ | SH |
| IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | 21K | $500K+ | SH |
| IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | 21K | $500K+ | SH |
| ONEQ | FIDELITY NASDAQ ETF COMPOSITE INDEX | 5K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| SPMO | INVESCO TR II ETF S&P 500 MOMENTUM | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL ETF AVERAGE ETF TR | 786 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 350 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTERNATIONAL INC | 2K | $100K–$500K | SH |
| IBDU | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | 13K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC SERIES B NEW | 577 | $100K–$500K | SH |
| — | ROCHE HOLDINGS LTD ADR | 6K | $100K–$500K | SH |
| IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | 11K | $100K–$500K | SH |
| IBDS | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF | 11K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG CO LTD ADR | 897 | $100K–$500K | SH |
| IBCA | ISHARES TR ETF IBONDS DEC 2035 TERM CORP | 10K | $100K–$500K | SH |
| IBDY | ISHARES TR IBONDS ETF DEC 2033 TERM CORP | 10K | $100K–$500K | SH |
| IBDV | ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF | 11K | $100K–$500K | SH |
| ORCL | ORACLE CORPORATION | 1K | $100K–$500K | SH |
| SPHQ | INVESCO TR ETF S&P 500 QUALITY | 3K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO | 590 | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 765 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC NON VOTING CAP STK CL C | 534 | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 1K | $100K–$500K | SH |
| ORLY | O'REILLY AUTOMOTIVE INC NEW | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 632 | $100K–$500K | SH |
| C | CITIGROUP INC NEW | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW COM | 146 | $100K–$500K | SH |
| AME | AMETEK INC NEW | 611 | $100K–$500K | SH |
| META | META PLATFORMS INC CLASS A | 189 | $100K–$500K | SH |
| COF | CAPITAL ONE FINANCIAL CORP | 492 | $100K–$500K | SH |
| AMGN | AMGEN INC | 362 | $100K–$500K | SH |
| BKLN | INVESCO TR II ETF S&P SR LN | 6K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 913 | $100K–$500K | SH |
| XMHQ | INVESCO S&P MIDCAP ETF QUALITY | 1K | $100K–$500K | SH |