Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sarver Vrooman Wealth Advisors (CIK 2076215) reported $162.4M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($50.7M, 31.26%), IBDW ($45.9M, 28.29%), IBDZ ($43.1M, 26.56%), DGRW ($4.1M, 2.54%), DBEF ($3.8M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | $50.7M | 31.26% | 1.7M | Added |
| 2 | IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | $45.9M | 28.29% | 2.2M | Added |
| 3 | IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | $43.1M | 26.56% | 1.7M | Added |
| 4 | DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | $4.1M | 2.54% | 46,910 | Trimmed |
| 5 | DBEF | XTRACKERS MSCI EAFE ETF EQUITY | $3.8M | 2.34% | 76,887 | Trimmed |
| 6 | AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | $3.6M | 2.20% | 44,353 | New |
| 7 | BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | $852,608 | 0.53% | 36,045 | Added |
| 8 | BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | $849,305 | 0.52% | 38,935 | Added |
| 9 | AAPL | APPLE INC | $674,066 | 0.42% | 2,656 | Hold |
| 10 | IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | $542,345 | 0.33% | 21,462 | Added |
| 11 | IBDU | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | $320,151 | 0.20% | 13,764 | Added |
| 12 | USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | $319,211 | 0.20% | 3,442 | Trimmed |
| 13 | SPY | STATE STREET SPDR ETF S&P 500 | $308,261 | 0.19% | 474 | Hold |
| 14 | WMT | WALMART INC | $289,821 | 0.18% | 2,332 | Hold |
| 15 | IBDS | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF | $295,510 | 0.18% | 12,191 | Added |
| 16 | IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | $295,145 | 0.18% | 11,652 | Added |
| 17 | IBDV | ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF | $260,797 | 0.16% | 11,914 | Added |
| 18 | IBCA | ISHARES TR ETF IBONDS DEC 2035 TERM CORP | $259,579 | 0.16% | 10,124 | Hold |
| 19 | IBDY | ISHARES TR IBONDS ETF DEC 2033 TERM CORP | $259,301 | 0.16% | 10,031 | Hold |
| 20 | XOM | EXXON MOBIL CORP | $219,370 | 0.14% | 1,293 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $206,185 | 0.13% | 557 | Hold |
| 22 | SPHQ | INVESCO TR ETF S&P 500 QUALITY | $159,704 | 0.10% | 2,124 | Added |
| 23 | BK | BANK NEW YORK MELLON CORP | $147,576 | 0.09% | 1,244 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC SERIES B NEW | $152,865 | 0.09% | 319 | Hold |
| 25 | SPMO | INVESCO TR II ETF S&P 500 MOMENTUM | $136,326 | 0.08% | 1,216 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31