Sarver Vrooman Wealth Advisors Top Holdings and 13F Report (2026) About Sarver Vrooman Wealth AdvisorsInvestment ActivitySarver Vrooman Wealth Advisors has $167.77 million in total holdings as of June 30, 2026.Sarver Vrooman Wealth Advisors owns shares of 145 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.57% of the portfolio was purchased this quarter.About 0.13% of the portfolio was sold this quarter.This quarter, Sarver Vrooman Wealth Advisors has purchased 134 new stocks and bought additional shares in 15 stocks.Sarver Vrooman Wealth Advisors sold shares of 42 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $53,387,993iShares iBonds Dec 2031 Term Corporate ETF $46,108,659ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE $43,580,797WisdomTree U.S. Quality Dividend Growth Fund $4,609,183Xtrackers MSCI EAFE Hedged Equity ETF $4,311,592 Largest New Holdings this Quarter 46436E205 - iShares iBonds Dec 2029 Term Corporate ETF $317,602 Holding46436E130 - iShares iBonds Dec 2033 Term Corporate ETF $257,345 Holding89417E109 - Travelers Companies $49,547 Holding43849R105 - HONEYWELL AEROSPACE INC COM $32,000 Holding438516205 - HONEYWELL INTL INC COM NEW $30,535 Holding Largest Purchases this Quarter ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE 26,060 shares (about $675.61K)iShares iBonds Dec 2031 Term Corporate ETF 26,318 shares (about $546.49K)iShares iBonds Dec 2029 Term Corporate ETF 13,752 shares (about $317.60K)iShares iBonds Dec 2033 Term Corporate ETF 10,031 shares (about $257.35K)Schwab US Dividend Equity ETF 7,002 shares (about $225.05K) Largest Sales this Quarter Dell Technologies 55 shares (about $22.97K)Merck & Co., Inc. 164 shares (about $20.91K)Intuit 26 shares (about $7.08K)Qualcomm 33 shares (about $6.00K)Zimmer Biomet 61 shares (about $5.16K) 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$53,387,993$225,046 â–²0.4%1,661,09731.8%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$46,108,659$546,493 â–²1.2%2,220,49927.5%ETFISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE$43,580,797$675,605 â–²1.6%1,681,03426.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,609,183$96,676 â–²2.1%47,9152.7%ManufacturingDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,311,592$78,564 â–²1.9%78,3142.6%ETFAVLVAvantis U.S. Large Cap Value ETF$4,106,295$55,979 â–²1.4%44,9662.4%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$853,973$1,686 â–²0.2%39,0120.5%ManufacturingBSMRInvesco BulletShares 2027 Municipal Bond ETF$853,802$1,702 â–²0.2%36,1170.5%ETFAAPLApple$807,0250.0%2,6560.5%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$538,3140.0%21,4620.3%ETFSPYSPDR S&P 500 ETF Trust$355,8130.0%4740.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$332,868$3,518 â–¼-1.0%3,4060.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$317,602$317,602 â–²New Holding13,7520.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$293,941$410 â–¼-0.1%12,1740.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$293,3390.0%11,6520.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$258,7130.0%11,9140.2%ETFISHARES TR ETF IBONDS DEC 2035 TERM CORP$257,9600.0%10,1240.2%ETFWALMART INC$257,4290.0%2,3320.2%StockIBDYiShares iBonds Dec 2033 Term Corporate ETF$257,345$257,345 â–²New Holding10,0310.2%ETFGDGeneral Dynamics$220,937$147,784 â–²202.0%5980.1%AerospaceMSFTMicrosoft$216,4560.0%5570.1%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$190,795$1,249 â–²0.7%2,1380.1%ETFSPMOInvesco S&P 500 Momentum ETF$189,1730.0%1,2160.1%ETFBANK NEW YORK MELLON CORP$181,652$2,217 â–¼-1.2%1,2290.1%StockXOMExxonMobil$177,760$1,107 â–¼-0.6%1,2850.1%EnergyBRK.BBerkshire Hathaway$160,5670.0%3190.1%FinanceJPMJPMorgan Chase & Co.$153,741$1,671 â–¼-1.1%4600.1%FinanceXMHQInvesco S&P MidCap Quality ETF$132,873$1,367 â–²1.0%1,1660.1%ETFDELLDell Technologies$131,126$22,968 â–¼-14.9%3140.1%Computer and TechnologyAMGNAmgen$104,945$1,109 â–¼-1.0%2840.1%MedicalJNJJohnson & Johnson$97,787$1,540 â–¼-1.6%3810.1%MedicalPSXPhillips 66$94,9870.0%5330.1%EnergyCSCOCisco Systems$93,6110.0%8120.1%Computer and TechnologyOKEONEOK$92,7060.0%1,0670.1%EnergyMRKMerck & Co., Inc.$91,669$20,909 â–¼-18.6%7190.1%MedicalCTVACorteva$80,3510.0%9540.0%Consumer StaplesGILDGilead Sciences$78,8990.0%6130.0%MedicalBLACKROCK INC COM NEW$74,9540.0%750.0%StockBSCVInvesco BulletShares 2031 Corporate Bond ETF$73,7220.0%4,4980.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$73,4440.0%3,0380.0%ETFWMWaste Management$71,0080.0%3170.0%Business ServicesMCDMcDonald's$66,3220.0%2440.0%Retail/WholesaleBSCTInvesco BulletShares 2029 Corporate Bond ETF$63,0770.0%3,3940.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$63,0510.0%3,2120.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$63,0000.0%3,0920.0%ETFADPAutomatic Data Processing$62,9460.0%2640.0%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$62,8830.0%3,2190.0%ETFITWIllinois Tool Works$61,2130.0%2260.0%IndustrialsDOVDover$61,1930.0%2830.0%IndustrialsBSCUInvesco BulletShares 2030 Corporate Bond ETF$60,6330.0%3,6420.0%ManufacturingCOSTCostco Wholesale$60,2750.0%650.0%Retail/WholesaleEXELExelixis$57,238$2,503 â–¼-4.2%1,0290.0%MedicalNVDANVIDIA$56,6810.0%2850.0%Computer and TechnologySTTState Street$56,206$4,100 â–¼-6.8%3290.0%FinanceNEENextEra Energy$56,1050.0%6440.0%UtilitiesORCLOracle$54,8920.0%3740.0%Computer and TechnologyCVXChevron$54,8570.0%3250.0%EnergyGEGE Aerospace$54,6450.0%1430.0%AerospaceQCOMQualcomm$53,956$5,995 â–¼-10.0%2970.0%Computer and TechnologyBACBank of America$53,3290.0%9140.0%FinanceURIUnited Rentals$51,378$2,234 â–¼-4.2%460.0%ConstructionMOAltria Group$49,598$2,379 â–¼-4.6%6880.0%Consumer StaplesLMTLockheed Martin$49,5950.0%920.0%AerospaceTRVTravelers Companies$49,547$49,547 â–²New Holding1480.0%FinanceAFGAmerican Financial Group$48,371$1,817 â–¼-3.6%3460.0%FinanceEXPEExpedia Group$48,182$1,588 â–¼-3.2%1820.0%Retail/WholesaleRNRRenaissanceRe$48,123$1,583 â–¼-3.2%1520.0%FinancePEPPepsiCo$47,887$3,563 â–¼-6.9%3360.0%Consumer StaplesCBChubb$47,561$1,762 â–¼-3.6%1350.0%FinanceJCIJohnson Controls International$46,507$1,604 â–¼-3.3%3190.0%ConstructionPNCThe PNC Financial Services Group$46,318$1,502 â–¼-3.1%1850.0%FinanceDEDeere & Company$46,301$1,269 â–¼-2.7%730.0%IndustrialsDGXQuest Diagnostics$45,9970.0%2130.0%MedicalWRBW.R. Berkley$45,505$1,543 â–¼-3.3%6490.0%FinancePGProcter & Gamble$45,0800.0%3040.0%Consumer StaplesIBMInternational Business Machines$44,0600.0%1520.0%Computer and TechnologyPHMPulteGroup$43,292$1,456 â–¼-3.3%3270.0%ConstructionHIGThe Hartford Insurance Group$42,973$1,209 â–¼-2.7%3200.0%FinanceCORPAY INC INC$42,843$1,393 â–¼-3.1%1230.0%StockBMYBristol Myers Squibb$42,728$1,144 â–¼-2.6%7470.0%MedicalGMGeneral Motors$42,574$1,361 â–¼-3.1%5630.0%Auto/Tires/TrucksAXPAmerican Express$42,452$1,392 â–¼-3.2%1220.0%FinanceENBEnbridge$42,0200.0%7860.0%EnergyTMUST-Mobile US$41,784$1,058 â–¼-2.5%2370.0%Computer and TechnologyCOFCapital One Financial$41,684$1,232 â–¼-2.9%2030.0%FinanceISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD$40,603$8,064 â–²24.8%1,5710.0%ETFISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD$40,550$8,079 â–²24.9%1,5760.0%ETFAPOApollo Global Management$40,161$1,069 â–¼-2.6%3380.0%FinanceRCLRoyal Caribbean Cruises$38,068$899 â–¼-2.3%1270.0%Consumer DiscretionaryFDXFedEx$37,344$941 â–¼-2.5%1190.0%TransportationZBHZimmer Biomet$37,278$5,156 â–¼-12.2%4410.0%MedicalVICIVICI Properties$37,050$4,945 â–¼-11.8%1,4160.0%FinanceMCKMcKesson$35,811$779 â–¼-2.1%460.0%MedicalFISERV INC$34,206$4,003 â–¼-10.5%6580.0%StockSMURFIT WESTROCK PLC SHS$32,4890.0%7120.0%StockMDTMedtronic$32,416$3,922 â–¼-10.8%4050.0%MedicalHONEYWELL AEROSPACE INC COM$32,000$32,000 â–²New Holding1370.0%StockHONEYWELL INTL INC COM NEW$30,535$30,535 â–²New Holding1370.0%StockCMCSAComcast$30,498$3,402 â–¼-10.0%1,3000.0%Consumer DiscretionaryAEPAmerican Electric Power$30,3680.0%2230.0%UtilitiesShowing largest 100 holdings. 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