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 $167.8M across 145 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHD ($53.4M, 31.82%), IBDW ($46.1M, 27.48%), IBDZ ($43.6M, 25.98%), DGRW ($4.6M, 2.75%), DBEF ($4.3M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | $53.4M | 31.82% | 1.7M | Added |
| 2 | IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | $46.1M | 27.48% | 2.2M | Added |
| 3 | IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | $43.6M | 25.98% | 1.7M | Added |
| 4 | DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | $4.6M | 2.75% | 47,915 | Added |
| 5 | DBEF | XTRACKERS MSCI EAFE ETF EQUITY | $4.3M | 2.57% | 78,314 | Added |
| 6 | AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | $4.1M | 2.45% | 44,966 | Added |
| 7 | BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | $853,802 | 0.51% | 36,117 | Added |
| 8 | BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | $853,973 | 0.51% | 39,012 | Added |
| 9 | AAPL | APPLE INC | $807,025 | 0.48% | 2,656 | Hold |
| 10 | IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | $538,314 | 0.32% | 21,462 | Hold |
| 11 | SPY | STATE STREET SPDR ETF S&P 500 | $355,813 | 0.21% | 474 | Hold |
| 12 | USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | $332,868 | 0.20% | 3,406 | Trimmed |
| 13 | IBDU | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | $317,602 | 0.19% | 13,752 | Trimmed |
| 14 | IBDS | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF | $293,941 | 0.18% | 12,174 | Trimmed |
| 15 | IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | $293,339 | 0.17% | 11,652 | Hold |
| 16 | WMT | WALMART INC | $257,429 | 0.15% | 2,332 | Hold |
| 17 | IBDY | ISHARES TR IBONDS ETF DEC 2033 TERM CORP | $257,345 | 0.15% | 10,031 | Hold |
| 18 | IBDV | ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF | $258,713 | 0.15% | 11,914 | Hold |
| 19 | IBCA | ISHARES TR ETF IBONDS DEC 2035 TERM CORP | $257,960 | 0.15% | 10,124 | Hold |
| 20 | GD | GENL DYNAMICS CORP | $220,937 | 0.13% | 598 | Added |
| 21 | MSFT | MICROSOFT CORP | $216,456 | 0.13% | 557 | Hold |
| 22 | BK | BANK NEW YORK MELLON CORP | $181,652 | 0.11% | 1,229 | Trimmed |
| 23 | SPMO | INVESCO TR II ETF S&P 500 MOMENTUM | $189,173 | 0.11% | 1,216 | Hold |
| 24 | SPHQ | INVESCO TR ETF S&P 500 QUALITY | $190,795 | 0.11% | 2,138 | Added |
| 25 | XOM | EXXON MOBIL CORP | $177,760 | 0.11% | 1,285 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30