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 151–200 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SNOW | SNOWFLAKE INC CL A | 100 | $15K–$50K | SH |
| BA | BOEING CO | 100 | $15K–$50K | SH |
| AZO | AUTOZONE INC | 6 | $15K–$50K | SH |
| LMND | LEMONADE INC | 281 | $15K–$50K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM | 405 | $15K–$50K | SH |
| TFC | TRUIST FINL CORP | 375 | $15K–$50K | SH |
| TGT | TARGET CORP | 180 | $15K–$50K | SH |
| SNY | SANOFI ADR | 362 | $15K–$50K | SH |
| ASML | ASML HOLDING NV NY REGISTRY SHS NEW 2012 | 14 | $15K–$50K | SH |
| EVRG | EVERGY INC | 202 | $1K–$15K | SH |
| BSJR | INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP | 645 | $1K–$15K | SH |
| MGNI | MAGNITE INC | 861 | $1K–$15K | SH |
| PGF | INVESCO ETF FINL PFD | 955 | $1K–$15K | SH |
| SHOP | SHOPIFY INC CL A | 80 | $1K–$15K | SH |
| EPR | EPR PPTYS SHS BEN INT | 250 | $1K–$15K | SH |
| TROW | T ROWE PRICE GROUP INC | 122 | $1K–$15K | SH |
| CRSP | CRISPR THERAPEUTICS AG NAMEN-AKT | 235 | $1K–$15K | SH |
| NB | NIOCORP DEVS LTD COM NEW | 2K | $1K–$15K | SH |
| FISV | FISERV INC | 171 | $1K–$15K | SH |
| JEPI | JPMORGAN EQUITY TR ETF PREMIUM INCOME FD | 200 | $1K–$15K | SH |
| O | REALTY INCOME CORP REIT | 200 | $1K–$15K | SH |
| ZNOG | ZION OIL & GAS INC | 52K | $1K–$15K | SH |
| CWB | STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES | 116 | $1K–$15K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 390 | $1K–$15K | SH |
| BMNR | BITMINE IMMERSION TECHNOLOGIES INC NEW | 375 | $1K–$15K | SH |
| IDHQ | INVESCO TR II ETF S&P INTL DEV QUALITY | 284 | $1K–$15K | SH |
| APPN | APPIAN CORP CLASS A | 281 | $1K–$15K | SH |
| SOUN | SOUNDHOUND AI INC CL A | 998 | $1K–$15K | SH |
| ZS | ZSCALER INC | 44 | $1K–$15K | SH |
| SHEL | SHELL PLC ADR SPONSORED REPSTG ORD SH | 134 | $1K–$15K | SH |
| WFC | WELLS FARGO & CO NEW | 105 | $1K–$15K | SH |
| CLOV | CLOVER HEALTH INVESTMENTS CORP CL A | 4K | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS | 51 | $1K–$15K | SH |
| TXG | 10X GENOMICS INC CL A | 566 | $1K–$15K | SH |
| BP | BP PLC SPONS ADR | 261 | $1K–$15K | SH |
| SDY | STATE STREET SPDR ETF S&P DIVIDEND | 64 | $1K–$15K | SH |
| VONG | VANGUARD RUSSELL ETF 1000 GROWTH | 67 | $1K–$15K | SH |
| INTC | INTEL CORP | 200 | $1K–$15K | SH |
| ROKU | ROKU INC | 67 | $1K–$15K | SH |
| WY | WEYERHAEUSER CO | 300 | $1K–$15K | SH |
| XMMO | INVESCO S&P MIDCAP ETF MOMENTUM | 51 | $1K–$15K | SH |
| NWN | NORTHWEST NATURAL HOLDING CO | 150 | $1K–$15K | SH |
| BA-PA | BOEING CO DEP CONV PFD A | 100 | $1K–$15K | SH |
| DIS | WALT DISNEY COMPANY | 59 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY INC SER A | 224 | $1K–$15K | SH |
| CAT | CATERPILLAR INC | 10 | $1K–$15K | SH |
| MGC | VANGUARD MEGA CAP ETF | 22 | $1K–$15K | SH |
| BAYRY | BAYER AG SPONSORED ADR | 489 | $1K–$15K | SH |
| NVO | NOVO NORDISK A S ADR | 100 | $1K–$15K | SH |
| JAAA | JANUS DETROIT STR TR ETF JANUS HENDERSON AAA CLO | 100 | $1K–$15K | SH |