§ 13F · FUND PROFILE
Sarver Vrooman Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 130Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | 1.65M | $51M | 31.3% | ±0% |
| 2 | IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 2.19M | $46M | 28.3% | ±0% |
| 3 | IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | 1.65M | $43M | 26.6% | +7754% |
| 4 | DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 47K | $4M | 2.5% | −3% |
| 5 | DBEF | XTRACKERS MSCI EAFE ETF EQUITY | 77K | $4M | 2.3% | −2% |
| 6 | AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | 44K | $4M | 2.2% | NEW |
| 7 | BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | 36K | $853K | 0.5% | ±0% |
| 8 | BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | 39K | $849K | 0.5% | ±0% |
| 9 | AAPL | APPLE INC | 3K | $674K | 0.4% | ±0% |
| 10 | IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | 21K | $542K | 0.3% | +4% |
§ 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 $156 million in assets. The fund runs a portfolio of 130 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed