Sarver Vrooman Wealth Advisors
Sector Allocation
- Other91.7%$155.9M
- Financials5.4%$9.2M
- Technology1.0%$1.7M
- Industrials0.5%$781,783
- Healthcare0.4%$650,733
- Consumer Staples0.3%$591,626
- Energy0.3%$549,789
- Consumer Discretionary0.1%$170,960
- Utilities0.1%$159,554
- Materials0.1%$119,496
AUM History
13fpro.ai/research/fund/sarver-vrooman-wealth-advisors-2076215
Conviction and streaks
Stable · top 10 = 94.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$55.1M
- ISHARES$45.4M
- ISHARES$42.3M
WT
$5.3M- XTRACKERS$5.0M
- AMERICAN$4.6M
AAPL
$885KIVZ
$840K- $815K
- ISHARES$513K
SPY
$361K- ISHARES$358K
- ISHARES$332K
- $299K
- ISHARES$290K
- ISHARES$288K
BRK.B
$261K- ISHARES$248K
- ISHARES$246K
- ISHARES$244K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sarver-vrooman-wealth-advisors-2076215
Sarver Vrooman Wealth Advisors 13F holdings — Q3 2026
$170.0M portfolio (+1.3% QoQ) · 142 holdings · Q3 2026 13F · top 10 are 95% of the stock portfolio
- 1
SCHWAB US DIVIDEND ETF EQUITY - ETF
$55.1M
32.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE - ETF
$45.4M
26.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE - ETF
$42.3M
24.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $5.3M
3.1% of stocks
+13%This quarter-11.7%Since filed6+ qtrsHeld- 5
XTRACKERS MSCI EAFE ETF EQUITY - ETF
$5.0M
2.9% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE - ETF
$4.6M
2.7% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— $884.5K
0.5% of stocks
No changeThis quarter+5.1%Since filed6+ qtrsHeld$840.2K
0.5% of stocks
No changeThis quarter-6.5%Since filed6+ qtrsHeld$815.1K
0.5% of stocks
No changeThis quarter-6.5%Since filed6+ qtrsHeld- 10
ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE - ETF
$513.0K
0.3% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB US DIVIDEND ETF EQUITY - ETF | $55.1M | 32.4% | +2% | — | — | — | — | |
| 2 | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE - ETF | $45.4M | 26.7% | +2% | — | — | — | — | |
| 3 | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE - ETF | $42.3M | 24.9% | +2% | — | — | — | — | |
| 4 | $5.3M | 3.1% | +13% | -11.7% | 6+ qtrsAdded 2 qtrs in a row | 61.4#790 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | XTRACKERS MSCI EAFE ETF EQUITY - ETF | $5.0M | 2.9% | +16% | — | — | — | — | |
| 6 | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE - ETF | $4.6M | 2.7% | +14% | — | — | — | — | |
| 7 | $884.5K | 0.5% | No change | +5.1% | 6+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $840.2K | 0.5% | No change | -6.5% | 6+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $815.1K | 0.5% | No change | -6.5% | 6+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE - ETF | $513.0K | 0.3% | -0.7% | — | — | — | — |
All holdings — Sarver Vrooman Wealth Advisors (Q3 2026)
142 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUSTetf/fund | — | $361K | 0.2% | 474 | — | 6+ qtrs | — | 13F | |
| 12 | — | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE - ETFetf/fund | — | $358K | 0.2% | 16K | +15% | — | — | 13F |
| 13 | — | ISHARES EDGE MSCI ETF MIN VOL USA ETF - ETFetf/fund | — | $332K | 0.2% | 3,406 | — | — | — | 13F |
| 14 | Invesco Ltd.etf/fund | Financials | $299K | 0.2% | 1,974 | +62% | 6+ qtrs | — | 13F | |
| 15 | — | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF - ETFetf/fund | — | $290K | 0.2% | 12K | -1% | — | — | 13F |
| 16 | — | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE - ETFetf/fund | — | $288K | 0.2% | 12K | -0.9% | — | — | 13F |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $261K | 0.1% | 524 | +64% | 6+ qtrs | 73.5 | 13F | |
| 18 | — | ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF - ETFetf/fund | — | $248K | 0.1% | 12K | -1% | — | — | 13F |
| 19 | — | ISHARES TR IBONDS ETF DEC 2033 TERM CORP - ETFetf/fund | — | $246K | 0.1% | 10K | — | — | — | 13F |
| 20 | — | ISHARES TR ETF IBONDS DEC 2035 TERM CORP - ETFetf/fund | — | $244K | 0.1% | 10K | — | — | — | 13F |
| 21 | Walmart Inc. | Consumer Staples | $242K | 0.1% | 2,332 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GENERAL DYNAMICS CORP | Industrials | $225K | 0.1% | 678 | +13% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $209K | 0.1% | 1,285 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Invesco Ltd.etf/fund | Financials | $186K | 0.1% | 2,209 | +3% | 6+ qtrs | — | 13F | |
| 25 | MICROSOFT CORP | Technology | $183K | 0.1% | 357 | -36% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BNY | Bank of New York Mellon Corp | Financials | $178K | 0.1% | 1,229 | — | |||
| 27 | $DELL | Dell Technologies Inc. | Technology | $169K | 0.1% | 314 | — | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $152K | 0.1% | 460 | — | |||
| 29 | $PSX | Phillips 66 | Energy | $136K | 0.1% | 533 | — | |||
| 30 | $IVZ | Invesco Ltd. | Financials | $134K | 0.1% | 1,203 | +3% | |||
| 31 | $NVDA | NVIDIA CORP | Technology | $127K | 0.1% | 555 | +95% | |||
| 32 | $AMGN | AMGEN INC | Healthcare | $120K | 0.1% | 284 | — | |||
| 33 | — | VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW - ETF | — | $110K | 0.1% | 157 | New | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $104K | 0.1% | 719 | — | |||
| 35 | $JNJ | JOHNSON & JOHNSON | Healthcare | $101K | 0.1% | 381 | — | |||
| 36 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $91K | 0.1% | 613 | — | |||
| 37 | $OKE | ONEOK INC /NEW/ | Energy | $91K | 0.1% | 1,067 | — | |||
| 38 | $CSCO | CISCO SYSTEMS, INC. | Technology | $87K | 0.1% | 812 | — | |||
| 39 | — | VANGUARD DIVIDEND ETF APPRECIATION - ETF | — | $86K | 0.1% | 370 | New | |||
| 40 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $83K | 0.1% | 1,524 | +67% | |||
| 41 | $BLK | BlackRock, Inc. | Financials | $79K | 0.1% | 75 | — | |||
| 42 | $CTVA | Corteva, Inc. | Consumer Staples | $74K | 0.0% | 954 | — | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $71K | 0.0% | 4,498 | — | |||
| 44 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $68K | 0.0% | 264 | — | |||
| 45 | $IRM | IRON MOUNTAIN INC | Real Estate | $68K | 0.0% | 610 | New | |||
| 46 | $CVX | CHEVRON CORP | Energy | $66K | 0.0% | 325 | — | |||
| 47 | $WM | WASTE MANAGEMENT INC | Utilities | $65K | 0.0% | 317 | — | |||
| 48 | $IVZ | Invesco Ltd. | Financials | $63K | 0.0% | 3,219 | — | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $63K | 0.0% | 3,212 | — | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $62K | 0.0% | 3,092 | — | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $62K | 0.0% | 3,394 | — | |||
| 52 | $EXEL | EXELIXIS, INC. | Healthcare | $60K | 0.0% | 1,029 | — | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $59K | 0.0% | 65 | — | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $59K | 0.0% | 3,642 | — | |||
| 55 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $58K | 0.0% | 226 | — | |||
| 56 | $STT | STATE STREET CORP | Financials | $57K | 0.0% | 329 | — | |||
| 57 | $MCD | MCDONALDS CORP | Consumer Discretionary | $56K | 0.0% | 244 | — | |||
| 58 | $QCOM | QUALCOMM INC/DE | Technology | $55K | 0.0% | 297 | — | |||
| 59 | — | ISHARES TR ETF IBONDS DEC 2026 TERM CORP - ETF | — | $53K | 0.0% | 2,194 | -28% | |||
| 60 | $DOV | DOVER Corp | Industrials | $53K | 0.0% | 283 | — | |||
| 61 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $53K | 0.0% | 148 | — | |||
| 62 | $ORCL | ORACLE CORP | Technology | $51K | 0.0% | 374 | — | |||
| 63 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $50K | 0.0% | 213 | — | |||
| 64 | $ETN | Eaton Corp plc | Industrials | $49K | 0.0% | 115 | New | |||
| 65 | $DE | DEERE & CO | Industrials | $49K | 0.0% | 73 | — | |||
| 66 | $NEE | NEXTERA ENERGY INC | Utilities | $49K | 0.0% | 644 | — | |||
| 67 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $48K | 0.0% | 152 | — | |||
| 68 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $48K | 0.0% | 182 | — | |||
| 69 | $CPAY | CORPAY, INC. | Financials | $48K | 0.0% | 123 | — | |||
| 70 | $LIN | LINDE PLC | Materials | $47K | 0.0% | 100 | New | |||
| 71 | $JCI | Johnson Controls International plc | Industrials | $47K | 0.0% | 319 | — | |||
| 72 | $AFG | AMERICAN FINANCIAL GROUP INC | Financials | $47K | 0.0% | 346 | — | |||
| 73 | $LMT | LOCKHEED MARTIN CORP | Industrials | $47K | 0.0% | 92 | — | |||
| 74 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $47K | 0.0% | 747 | — | |||
| 75 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $46K | 0.0% | 688 | — | |||
| 76 | $URI | UNITED RENTALS, INC. | Industrials | $46K | 0.0% | 46 | — | |||
| 77 | $GE | GENERAL ELECTRIC CO | Industrials | $45K | 0.0% | 143 | — | |||
| 78 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $44K | 0.0% | 304 | — | |||
| 79 | $CB | Chubb Ltd | Financials | $44K | 0.0% | 135 | — | |||
| 80 | $WRB | BERKLEY W R CORP | Financials | $44K | 0.0% | 649 | — | |||
| 81 | $GM | General Motors Co | Consumer Discretionary | $43K | 0.0% | 563 | — | |||
| 82 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $41K | 0.0% | 185 | — | |||
| 83 | $MCK | MCKESSON CORP | Consumer Staples | $39K | 0.0% | 46 | — | |||
| 84 | — | ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD - ETF | — | $39K | 0.0% | 1,571 | — | |||
| 85 | $APO | Apollo Global Management, Inc. | Financials | $39K | 0.0% | 338 | — | |||
| 86 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $39K | 0.0% | 203 | — | |||
| 87 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $39K | 0.0% | 441 | — | |||
| 88 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $39K | 0.0% | 320 | — | |||
| 89 | — | ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD - ETF | — | $39K | 0.0% | 1,576 | — | |||
| 90 | $TMUS | T-Mobile US, Inc. | Communication Services | $39K | 0.0% | 237 | — | |||
| 91 | $PHM | PULTEGROUP INC/MI/ | Industrials | $38K | 0.0% | 327 | — | |||
| 92 | $AXP | AMERICAN EXPRESS CO | Financials | $37K | 0.0% | 122 | — | |||
| 93 | $ENB | ENBRIDGE INC | Energy | $37K | 0.0% | 786 | — | |||
| 94 | $MDT | Medtronic plc | Healthcare | $35K | 0.0% | 405 | — | |||
| 95 | $FDX | FEDEX CORP | Industrials | $34K | 0.0% | 119 | — | |||
| 96 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $34K | 0.0% | 127 | — | |||
| 97 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $33K | 0.0% | 152 | — | |||
| 98 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $33K | 0.0% | 500 | New | |||
| 99 | $SHW | SHERWIN WILLIAMS CO | Materials | $32K | 0.0% | 100 | New | |||
| 100 | $SW | Smurfit Westrock plc | Materials | $31K | 0.0% | 712 | — | |||
| 101 | $FISV | FISERV INC | Financials | $30K | 0.0% | 658 | — | |||
| 102 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $29K | 0.0% | 227 | — | |||
| 103 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $29K | 0.0% | 137 | — | |||
| 104 | — | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND - ETF | — | $28K | 0.0% | 1,328 | — | |||
| 105 | $TGT | TARGET CORP | Consumer Staples | $28K | 0.0% | 180 | — | |||
| 106 | — | INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD - ETF | — | $28K | 0.0% | 1,227 | — | |||
| 107 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $26K | 0.0% | 223 | — | |||
| 108 | $PEP | PEPSICO INC | Consumer Staples | $25K | 0.0% | 195 | -42% | |||
| 109 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $23K | 0.0% | 82 | — | |||
| 110 | $T | AT&T INC. | Communication Services | $23K | 0.0% | 923 | -0.3% | |||
| 111 | $HONA | Honeywell Aerospace Inc. | Industrials | $21K | 0.0% | 137 | — | |||
| 112 | $AEE | AMEREN CORP | Utilities | $20K | 0.0% | 198 | -22% | |||
| 113 | — | PROSHARES S&P 500 ETF DIVIDEND A - ETF | — | $15K | 0.0% | 280 | — | |||
| 114 | $EPR | EPR PROPERTIES | Real Estate | $15K | 0.0% | 262 | +2% | |||
| 115 | — | INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP - ETF | — | $14K | 0.0% | 645 | — | |||
| 116 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $12K | 0.0% | 258 | -0.4% | |||
| 117 | — | STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES - ETF | — | $12K | 0.0% | 116 | — | |||
| 118 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $11K | 0.0% | 300 | — | |||
| 119 | — | ST STR SPDR S&P DIV ETF - ETF | — | $9K | 0.0% | 64 | — | |||
| 120 | $NB | NIOCORP DEVELOPMENTS LTD | Materials | $8K | 0.0% | 2,173 | — | |||
| 121 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $7K | 0.0% | 223 | -0.4% | |||
| 122 | — | VANGUARD MORNINGSTAR ETF MEGA CAP - ETF | — | $6K | 0.0% | 22 | — | |||
| 123 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $6K | 0.0% | 54 | — | |||
| 124 | — | VANGUARD INFORMATION ETF TECHNOLOGY - ETF | — | $5K | 0.0% | 40 | — | |||
| 125 | — | MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY - ETF | — | $5K | 0.0% | 78 | -1% | |||
| 126 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $4K | 0.0% | 68 | — | |||
| 127 | $PLTR | Palantir Technologies Inc. | Technology | $4K | 0.0% | 20 | — | |||
| 128 | $SMCI | Super Micro Computer, Inc. | Technology | $3K | 0.0% | 70 | — | |||
| 129 | — | ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION - ETF | — | $2K | 0.0% | 33 | — | |||
| 130 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2K | 0.0% | 3 | — | |||
| 131 | $LINK | INTERLINK ELECTRONICS INC | Technology | $1K | 0.0% | 225 | — | |||
| 132 | — | MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY - ETF | — | $1K | 0.0% | 23 | -4% | |||
| 133 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $640 | 0.0% | 15 | — | |||
| 134 | $SOFI | SoFi Technologies, Inc. | Financials | $629 | 0.0% | 40 | — | |||
| 135 | $UBER | Uber Technologies, Inc | Technology | $617 | 0.0% | 9 | — | |||
| 136 | $KGC | KINROSS GOLD CORP | Materials | $482 | 0.0% | 20 | — | |||
| 137 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $400 | 0.0% | 5 | — | |||
| 138 | — | SPDR S&P CHINA ETF - ETF | — | $260 | 0.0% | 3 | — | |||
| 139 | $DKNG | DraftKings Inc. | Communication Services | $190 | 0.0% | 10 | — | |||
| 140 | $KR | KROGER CO | Consumer Staples | $176 | 0.0% | 3 | — | |||
| 141 | — | VANGUARD FTSE ETF EUROPEAN - ETF | — | $87 | 0.0% | 1 | — | |||
| 142 | $LUMN | Lumen Technologies, Inc. | Communication Services | $50 | 0.0% | 9 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 15 added to, 13 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW - ETF$110K
first bought this quarter
- VANGUARD DIVIDEND ETF APPRECIATION - ETF$86K
first bought this quarter
$IRMIRON MOUNTAIN INC$68K
first bought this quarter
$ETNEaton Corp plc$49K
first bought this quarter
$LINLINDE PLC$47K
first bought this quarter
$SFMSprouts Farmers Market, Inc.$33K
first bought this quarter
+1 more in the Excel export
Added to (15)
- SCHWAB US DIVIDEND ETF EQUITY - ETF+2%
now $55.1M
- ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE - ETF+2%
now $42.3M
- ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE - ETF+2%
now $45.4M
- XTRACKERS MSCI EAFE ETF EQUITY - ETF+16%
now $5.0M
now $5.3M · held 6+ qtrs, 2 adds in a row
- AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE - ETF+14%
now $4.6M
+9 more in the Excel export
Trimmed (13)
$MSFTMICROSOFT CORP-36%
now $183K · held 6+ qtrs
- ISHARES TR ETF IBONDS DEC 2026 TERM CORP - ETF-28%
now $53K
$PEPPEPSICO INC-42%
now $25K · held 6+ qtrs, 2 trims in a row
$AEEAMEREN CORP-22%
now $20K · held 6+ qtrs
- ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF - ETF-1%
now $290K
- ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF - ETF-1%
now $248K
+7 more in the Excel export
Holdings by quarter
Every 13F Sarver Vrooman Wealth Advisors has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sarver Vrooman Wealth Advisors?
Q3 2026 13F filed with the SEC on Oct 1, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Sarver Vrooman Wealth Advisors's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-6.8%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 28% over the last 4
Top 10 weight
95%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sarver Vrooman Wealth Advisors disclosed 142 positions worth $170.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 7 new positions and exited 10 and a full exit from $VICI. The portfolio is most concentrated in Other (91.7% of disclosed assets). All figures are sourced directly from Sarver Vrooman Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 2076215.
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AI-Powered Hedge Fund Analysis: Sarver Vrooman Wealth Advisors
13F Pro is an AI hedge fund tracker and stock research platform. For Sarver Vrooman Wealth Advisors (SEC CIK: 2076215), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sarver Vrooman Wealth Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.