Sarver Vrooman Wealth Advisors Top Holdings and 13F Report (2026) About Sarver Vrooman Wealth AdvisorsInvestment ActivitySarver Vrooman Wealth Advisors has $162.35 million in total holdings as of December 31, 2025.Sarver Vrooman Wealth Advisors owns shares of 138 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 29.22% of the portfolio was purchased this quarter.About 28.73% of the portfolio was sold this quarter.This quarter, Sarver Vrooman Wealth Advisors has purchased 133 new stocks and bought additional shares in 37 stocks.Sarver Vrooman Wealth Advisors sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $50,747,625iShares iBonds Dec 2031 Term Corporate ETF $45,924,205ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE $43,128,622WisdomTree U.S. Quality Dividend Growth Fund $4,120,574Xtrackers MSCI EAFE Hedged Equity ETF $3,798,231 Largest New Holdings this Quarter 025072349 - Avantis U.S. Large Cap Value ETF $3,575,295 Holding46436e205 - iShares iBonds Dec 2029 Term Corporate ETF $320,151 Holding46436e130 - iShares iBonds Dec 2033 Term Corporate ETF $259,301 Holding46138J429 - Invesco BulletShares 2031 Corporate Bond ETF $74,037 Holding89417e109 - Travelers Companies $44,627 Holding Largest Purchases this Quarter ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE 1,633,901 shares (about $42.58M)Avantis U.S. Large Cap Value ETF 44,353 shares (about $3.58M)iShares iBonds Dec 2029 Term Corporate ETF 13,764 shares (about $320.15K)iShares iBonds Dec 2033 Term Corporate ETF 10,031 shares (about $259.30K)iShares iBonds Dec 2031 Term Corporate ETF 8,659 shares (about $181.23K) Largest Sales this Quarter iShares iBonds Dec 2026 Term Corporate ETF 1,769,786 shares (about $42.90M)iShares MSCI USA Min Vol Factor ETF 35,265 shares (about $3.27M)WisdomTree U.S. Quality Dividend Growth Fund 1,578 shares (about $138.61K)Xtrackers MSCI EAFE Hedged Equity ETF 1,833 shares (about $90.55K)FedEx 53 shares (about $18.88K) 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$50,747,625$34,147 ▲0.1%1,654,09531.3%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$45,924,205$181,233 ▲0.4%2,194,18128.3%ETFISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE$43,128,622$42,579,460 ▲7,753.5%1,654,97426.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,120,574$138,612 ▼-3.3%46,9102.5%ManufacturingDBEFXtrackers MSCI EAFE Hedged Equity ETF$3,798,231$90,551 ▼-2.3%76,8872.3%ETFAVLVAvantis U.S. Large Cap Value ETF$3,575,295$3,575,295 ▲New Holding44,3532.2%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$852,608$2,720 ▲0.3%36,0450.5%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$849,305$2,683 ▲0.3%38,9350.5%ManufacturingAAPLApple$674,0660.0%2,6560.4%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$542,345$20,873 ▲4.0%21,4620.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$320,151$320,151 ▲New Holding13,7640.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$319,211$3,270,475 ▼-91.1%3,4420.2%ETFSPYSPDR S&P 500 ETF Trust$308,2610.0%4740.2%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$295,510$21,016 ▲7.7%12,1910.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$295,145$20,948 ▲7.6%11,6520.2%ETFWALMART INC$289,8210.0%2,3320.2%StockIBDViShares iBonds Dec 2030 Term Corporate ETF$260,797$20,927 ▲8.7%11,9140.2%ETFISHARES TR ETF IBONDS DEC 2035 TERM CORP$259,5790.0%10,1240.2%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$259,301$259,301 ▲New Holding10,0310.2%ETFXOMExxonMobil$219,370$8,483 ▼-3.7%1,2930.1%EnergyMSFTMicrosoft$206,1850.0%5570.1%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$159,704$11,805 ▲8.0%2,1240.1%ETFBRK.BBerkshire Hathaway$152,8650.0%3190.1%FinanceBKBNY$147,576$44,249 ▲42.8%1,2440.1%FinanceJPMJPMorgan Chase & Co.$136,784$3,236 ▼-2.3%4650.1%FinanceSPMOInvesco S&P 500 Momentum ETF$136,3260.0%1,2160.1%ETFXMHQInvesco S&P MidCap Quality ETF$119,289$8,993 ▲8.2%1,1540.1%ETFMRKMerck & Co., Inc.$106,216$9,503 ▼-8.2%8830.1%MedicalAMGNAmgen$100,9810.0%2870.1%MedicalPSXPhillips 66$97,1020.0%5330.1%EnergyOKEONEOK$96,4460.0%1,0670.1%EnergyJNJJohnson & Johnson$94,598$11,244 ▼-10.6%3870.1%MedicalGILDGilead Sciences$85,4340.0%6130.1%MedicalCTVACorteva$79,8590.0%9540.0%Consumer StaplesMCDMcDonald's$75,8330.0%2440.0%Retail/WholesaleBSCVInvesco BulletShares 2031 Corporate Bond ETF$74,037$74,037 ▲New Holding4,4980.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$73,641$42,899,543 ▼-99.8%3,0380.0%ETFWMWaste Management$72,8430.0%3170.0%Business ServicesBLACKROCK INC COM NEW$72,1280.0%750.0%StockGDGeneral Dynamics$67,9580.0%1980.0%AerospaceCVXChevron$67,2430.0%3250.0%EnergyCOSTCostco Wholesale$64,7680.0%650.0%Retail/WholesaleBSCTInvesco BulletShares 2029 Corporate Bond ETF$63,3330.0%3,3940.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$63,1480.0%3,0920.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$63,0360.0%3,2120.0%ETFCSCOCisco Systems$63,0030.0%8120.0%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$62,8670.0%3,2190.0%ETFHONHoneywell International$62,1580.0%2750.0%Multi-Sector ConglomeratesBSCUInvesco BulletShares 2030 Corporate Bond ETF$60,8910.0%3,6420.0%ManufacturingDELLDell Technologies$60,564$164 ▲0.3%3690.0%Computer and TechnologyNEENextEra Energy$59,8150.0%6440.0%UtilitiesDOVDover$58,9910.0%2830.0%IndustrialsITWIllinois Tool Works$58,8260.0%2260.0%IndustrialsPEPPepsiCo$56,060$2,485 ▲4.6%3610.0%Consumer StaplesLMTLockheed Martin$55,6040.0%920.0%AerospaceORCLOracle$55,0190.0%3740.0%Computer and TechnologyADPAutomatic Data Processing$53,6400.0%2640.0%Computer and TechnologyTMUST-Mobile US$51,037$20,373 ▲66.4%2430.0%Computer and TechnologyNVDANVIDIA$49,704$9,592 ▲23.9%2850.0%Computer and TechnologyMOAltria Group$47,579$5,213 ▲12.3%7210.0%Consumer StaplesRNRRenaissanceRe$46,665$1,189 ▲2.6%1570.0%FinanceBMYBristol Myers Squibb$46,519$1,698 ▲3.8%7670.0%MedicalEXELExelixis$46,064$2,445 ▲5.6%1,0740.0%MedicalAFGAmerican Financial Group$45,848$8,940 ▲24.2%3590.0%FinanceCBChubb$45,630$4,237 ▲10.2%1400.0%FinanceZBHZimmer Biomet$45,391$11,483 ▲33.9%5020.0%MedicalSTTState Street$44,676$12,656 ▼-22.1%3530.0%FinanceTRVTravelers Companies$44,627$44,627 ▲New Holding1530.0%FinanceBACBank of America$44,5580.0%9140.0%FinanceHIGThe Hartford Insurance Group$44,491$2,299 ▲5.4%3290.0%FinanceWRBW.R. Berkley$44,474$8,749 ▲24.5%6710.0%FinancePGProcter & Gamble$43,9100.0%3040.0%Consumer StaplesVICIVICI Properties$43,849$12,267 ▲38.8%1,6050.0%FinanceFDXFedEx$43,454$18,878 ▼-30.3%1220.0%TransportationEXPEExpedia Group$43,407$12,468 ▼-22.3%1880.0%Retail/WholesaleGMGeneral Motors$43,285$18,551 ▼-30.0%5810.0%Auto/Tires/TrucksJCIJohnson Controls International$43,214$18,333 ▼-29.8%3300.0%ConstructionENBEnbridge$42,554$10,828 ▲34.1%7860.0%EnergyQCOMQualcomm$42,497$8,371 ▲24.5%3300.0%Computer and TechnologyDEDeere & Company$42,248$563 ▼-1.3%750.0%IndustrialsDGXQuest Diagnostics$41,7440.0%2130.0%MedicalCMCSAComcast$41,486$10,709 ▲34.8%1,4450.0%Consumer DiscretionaryINTUIntuit$41,0760.0%950.0%Computer and TechnologyFISERV INC$41,013$31,471 ▲329.8%7350.0%StockMCKMcKesson$40,672$865 ▼-2.1%470.0%MedicalGEGE Aerospace$40,5790.0%1430.0%AerospacePHMPulteGroup$39,752$5,998 ▼-13.1%3380.0%ConstructionPNCThe PNC Financial Services Group$39,745$9,156 ▼-18.7%1910.0%FinanceMDTMedtronic$39,339$780 ▲2.0%4540.0%MedicalAPOApollo Global Management$38,663$6,574 ▲20.5%3470.0%FinanceCOFCapital One Financial$38,128$3,831 ▼-9.1%2090.0%FinanceAXPAmerican Express$38,112$4,235 ▼-10.0%1260.0%FinanceCORPAY INC INC$36,956$3,201 ▲9.5%1270.0%StockIBMInternational Business Machines$36,8430.0%1520.0%Computer and TechnologyCHKPCheck Point Software Technologies$35,855$12,571 ▲54.0%2510.0%Computer and TechnologyRCLRoyal Caribbean Cruises$35,773$15,960 ▼-30.9%1300.0%Consumer DiscretionaryURIUnited Rentals$34,971$7,286 ▼-17.2%480.0%ConstructionISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD$32,520$1,266 ▲4.0%1,2590.0%ETFISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD$32,392$1,078 ▲3.4%1,2620.0%ETFAEPAmerican Electric Power$29,2310.0%2230.0%UtilitiesShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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