§ 13F · FUND PROFILE
Sarver Vrooman Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $150.5T (13F)Positions · 129Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 2.32M | $49.0T | 27.9% | +6% |
| 2 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | 1.75M | $47.9T | 27.3% | +6% |
| 3 | IBDR | ISHARES TR ETF IBONDS DEC 2026 TERM CORP | 1.85M | $44.9T | 25.6% | +5% |
| 4 | DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 49K | $4.4T | 2.5% | +17% |
| 5 | DBEF | XTRACKERS MSCI EAFE ETF EQUITY | 80K | $3.9T | 2.2% | +20% |
| 6 | USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | 39K | $3.7T | 2.1% | +18% |
| 7 | MSFT | MICROSOFT CORP | 3K | $1.3T | 0.7% | +360% |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 6K | $1.1T | 0.6% | NEW |
| 9 | AAPL | APPLE INC | 3K | $933.7B | 0.5% | +30% |
| 10 | SPY | SPDR S&P 500 TRUST ETF | 1K | $858.3B | 0.5% | +166% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SARVER SIGNAL
AC read
Sarver Vrooman Wealth Advisors is a Other fund managing $150471.5 trillion in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed