StockDriftsStockDriftsTop 50 Sarver Vrooman Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB US DIVIDEND ETF EQUITY | 31.82% | 1.66M | $53.4M | +0.42%(+7.00K) | $27.65(+23.98%) | 2026-06-30 | |
| IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 27.48% | 2.22M | $46.1M | +1.20%(+26.32K) | $20.57(+0.25%) | 2026-06-30 | |
| IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | 25.98% | 1.68M | $43.6M | +1.57%(+26.06K) | $26.21(-2.49%) | 2026-06-30 | |
| DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 2.75% | 47.9K | $4.6M | +2.14%(+1.00K) | $82.00(+22.32%) | 2026-06-30 | |
| DBEF | XTRACKERS MSCI EAFE ETF EQUITY | 2.57% | 78.3K | $4.3M | +1.86%(+1.43K) | $43.37(+30.10%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | 2.45% | 45.0K | $4.1M | +1.38%(+613) | $78.29(+20.63%) | 2026-06-30 | |
| BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | 0.51% | 39.0K | $854K | +0.20%(+77) | $21.65(+0.52%) | 2026-06-30 | |
| BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | 0.51% | 36.1K | $854K | +0.20%(+72) | $23.58(+0.29%) | 2026-06-30 | |
| AAPL | APPLE INC | 0.48% | 2.7K | $807K | +0.00%(+0) | $222.86(+37.60%) | 2026-06-30 | |
| IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | 0.32% | 21.5K | $538K | +0.00%(+0) | $25.33(-1.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.68% |
Sarver Vrooman Wealth Advisors reports $167.77M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (31.8%), IBDW (27.5%) and IBDZ (26.0%). The top 20 holdings account for 96.55% of reported assets. Its disclosed equity book has returned +5.75% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sarver Vrooman Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2076215). View Sarver Vrooman Wealth Advisors’s 13F filings on SEC