Sarver Vrooman Wealth Advisors Top Holdings and 13F Report (2026) About Sarver Vrooman Wealth AdvisorsInvestment ActivitySarver Vrooman Wealth Advisors has $169.98 million in total holdings as of September 30, 2026.Sarver Vrooman Wealth Advisors owns shares of 142 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 3.47% of the portfolio was purchased this quarter.About 0.34% of the portfolio was sold this quarter.This quarter, Sarver Vrooman Wealth Advisors has purchased 145 new stocks and bought additional shares in 15 stocks.Sarver Vrooman Wealth Advisors sold shares of 13 stocks and completely divested from 12 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $55,125,701iShares iBonds Dec 2031 Term Corporate ETF $45,444,187ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE $42,334,902WisdomTree U.S. Quality Dividend Growth Fund $5,260,003Xtrackers MSCI EAFE Hedged Equity ETF $4,982,222 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HLDGS CORP $209,134 Holding922908363 - Vanguard S&P 500 ETF $110,035 Holding30609A109 - ONEOK INC COM $90,983 Holding921908844 - Vanguard Dividend Appreciation ETF $86,325 Holding46284V101 - Iron Mountain $67,680 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 33,514 shares (about $1.09M)ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE 37,801 shares (about $931.04K)iShares iBonds Dec 2031 Term Corporate ETF 44,914 shares (about $900.97K)Xtrackers MSCI EAFE Hedged Equity ETF 12,354 shares (about $678.85K)WisdomTree U.S. Quality Dividend Growth Fund 6,178 shares (about $600.75K) Largest Sales this Quarter Microsoft 200 shares (about $102.58K)iShares iBonds Dec 2026 Term Corporate ETF 844 shares (about $20.46K)PepsiCo 141 shares (about $17.87K)Ameren 55 shares (about $5.47K)iShares iBonds Dec 2027 Term Corporate ETF 170 shares (about $4.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSarver Vrooman Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$55,125,701$1,090,211 ▲2.0%1,694,61132.4%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$45,444,187$900,975 ▲2.0%2,265,41326.7%ETFISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE$42,334,902$931,039 ▲2.2%1,718,83524.9%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$5,260,003$600,749 ▲12.9%54,0933.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,982,222$678,854 ▲15.8%90,6682.9%ETFAVLVAvantis U.S. Large Cap Value ETF$4,640,296$573,571 ▲14.1%51,3082.7%ETFAAPLApple$884,5010.0%2,6560.5%TechnologyBSMRInvesco BulletShares 2027 Municipal Bond ETF$840,1830.0%36,1170.5%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$815,1210.0%39,0120.5%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$513,028$3,562 ▼-0.7%21,3140.3%ETFSPYSPDR S&P 500 ETF Trust$361,4870.0%4740.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$357,753$45,720 ▲14.7%15,7670.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$331,8810.0%3,4060.2%ETFSPMOInvesco S&P 500 Momentum ETF$299,219$114,898 ▲62.3%1,9740.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$289,536$4,100 ▼-1.4%12,0040.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$288,288$2,546 ▼-0.9%11,5500.2%ETFBRK.BBerkshire Hathaway$260,926$102,080 ▲64.3%5240.2%FinanceIBDViShares iBonds Dec 2030 Term Corporate ETF$248,120$3,742 ▼-1.5%11,7370.1%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$245,5590.0%10,0310.1%ETFISHARES TR ETF IBONDS DEC 2035 TERM CORP$243,6850.0%10,1240.1%ETFWALMART INC$242,3410.0%2,3320.1%StockGDGeneral Dynamics$224,981$26,546 ▲13.4%6780.1%IndustrialsEXXONMOBIL HLDGS CORP$209,134$209,134 ▲New Holding1,2850.1%StockSPHQInvesco S&P 500 Quality ETF$185,733$5,970 ▲3.3%2,2090.1%ETFMSFTMicrosoft$183,105$102,580 ▼-35.9%3570.1%TechnologyBANK NEW YORK MELLON CORP$177,7500.0%1,2290.1%StockDELLDell Technologies$168,9160.0%3140.1%TechnologyJPMJPMorgan Chase & Co.$152,1820.0%4600.1%FinancePSXPhillips 66$136,0800.0%5330.1%EnergyXMHQInvesco S&P MidCap Quality ETF$134,315$4,131 ▲3.2%1,2030.1%ETFNVDANVIDIA$126,751$61,663 ▲94.7%5550.1%TechnologyAMGNAmgen$119,7090.0%2840.1%HealthcareVOOVanguard S&P 500 ETF$110,035$110,035 ▲New Holding1570.1%ETFMRKMerck & Co., Inc.$104,4780.0%7190.1%HealthcareJNJJohnson & Johnson$100,8660.0%3810.1%HealthcareGILDGilead Sciences$91,3680.0%6130.1%HealthcareONEOK INC COM$90,983$90,983 ▲New Holding1,0670.1%StockCSCOCisco Systems$87,3960.0%8120.1%TechnologyVIGVanguard Dividend Appreciation ETF$86,325$86,325 ▲New Holding3700.1%ETFBACBank of America$82,951$33,202 ▲66.7%1,5240.0%FinanceBLACKROCK INC COM NEW$79,3720.0%750.0%StockCTVACorteva$74,0780.0%9540.0%MaterialsBSCVInvesco BulletShares 2031 Corporate Bond ETF$70,9330.0%4,4980.0%ETFADPAutomatic Data Processing$68,1280.0%2640.0%IndustrialsIRMIron Mountain$67,680$67,680 ▲New Holding6100.0%Real EstateCVXChevron$66,3680.0%3250.0%EnergyWMWaste Management$64,6430.0%3170.0%IndustrialsBSCQInvesco BulletShares 2026 Corporate Bond ETF$62,8350.0%3,2190.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$62,7790.0%3,2120.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$62,2270.0%3,0920.0%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$61,7710.0%3,3940.0%ETFEXELExelixis$60,1040.0%1,0290.0%HealthcareCOSTCostco Wholesale$59,1720.0%650.0%Consumer StaplesBSCUInvesco BulletShares 2030 Corporate Bond ETF$58,7820.0%3,6420.0%ETFITWIllinois Tool Works$58,1450.0%2260.0%IndustrialsSTTState Street$57,4400.0%3290.0%FinanceMCDMcDonald's$56,3490.0%2440.0%Consumer DiscretionaryQCOMQualcomm$54,6600.0%2970.0%TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$53,187$20,460 ▼-27.8%2,1940.0%ETFDOVDover$52,9350.0%2830.0%IndustrialsTRVTravelers Companies$52,7630.0%1480.0%FinanceORCLOracle$51,3500.0%3740.0%TechnologyDGXQuest Diagnostics$49,6440.0%2130.0%HealthcareETNEaton$49,417$49,417 ▲New Holding1150.0%IndustrialsDEDeere & Company$49,0230.0%730.0%IndustrialsNEENextEra Energy$48,7770.0%6440.0%UtilitiesRNRRenaissanceRe$48,3710.0%1520.0%FinanceEXPEExpedia Group$47,9320.0%1820.0%Consumer DiscretionaryCORPAY INC INC$47,7980.0%1230.0%StockLINDE PLC NEW$47,465$47,465 ▲New Holding1000.0%StockJCIJohnson Controls International$47,4190.0%3190.0%IndustrialsAFGAmerican Financial Group$47,3190.0%3460.0%FinanceLMTLockheed Martin$46,8510.0%920.0%IndustrialsBMYBristol Myers Squibb$46,6130.0%7470.0%HealthcareMOAltria Group$46,3300.0%6880.0%Consumer StaplesURIUnited Rentals$46,0360.0%460.0%IndustrialsGEGE Aerospace$44,6570.0%1430.0%IndustrialsPGProcter & Gamble$44,1650.0%3040.0%Consumer StaplesCBChubb$43,9090.0%1350.0%FinanceWRBW.R. Berkley$43,8330.0%6490.0%FinanceGMGeneral Motors$43,3510.0%5630.0%Consumer DiscretionaryPNCThe PNC Financial Services Group$41,1180.0%1850.0%FinanceMCKMcKesson$39,2750.0%460.0%HealthcareISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD$39,2750.0%1,5710.0%ETFAPOApollo Global Management$39,2280.0%3380.0%FinanceCOFCapital One Financial$39,1930.0%2030.0%FinanceZBHZimmer Biomet$39,1740.0%4410.0%HealthcareHIGThe Hartford Insurance Group$39,1550.0%3200.0%FinanceISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD$38,8640.0%1,5760.0%ETFTMUST-Mobile US$38,6500.0%2370.0%Communication ServicesPHMPulteGroup$37,9520.0%3270.0%Consumer DiscretionaryAXPAmerican Express$37,1000.0%1220.0%FinanceENBEnbridge$36,5410.0%7860.0%EnergyMDTMedtronic$34,9470.0%4050.0%HealthcareFDXFedEx$33,9260.0%1190.0%IndustrialsRCLRoyal Caribbean Cruises$33,7640.0%1270.0%Consumer DiscretionaryIBMInternational Business Machines$33,4290.0%1520.0%TechnologySFMSprouts Farmers Market$33,175$33,175 ▲New Holding5000.0%Consumer StaplesSHWSherwin-Williams$32,327$32,327 ▲New Holding1000.0%MaterialsSMURFIT WESTROCK PLC SHS$31,3990.0%7120.0%StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
