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Sarver Vrooman Wealth Advisors

Q1 2026 13F Holdings

  • Location
    kansas city, MO
  • Num holdings

    138

  • Value ($000)

    $162,353

  • Date Filed
    04/15/2026
  • Form type
    13F-HR
  • CIK
    0002076215
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHD

SCHWAB US DIVIDEND ETF EQUITY

ETF
808524797
$50.75M
31 %

1,654,095

I
IBDW

ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE

ETF
46436E486
$45.92M
28 %

2,194,181

I
IBDZ

ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE

ETF
46438G653
$43.13M
27 %

1,654,974

D
DGRW

WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND

ETF
97717X669
$4.12M
3 %

46,910

D
DBEF

XTRACKERS MSCI EAFE ETF EQUITY

ETF
233051200
$3.8M
2 %

76,887

A
AVLV

AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE

ETF
025072349
$3.58M
2 %

44,353

B
BSMR

INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD

ETF
46138J494
$852.61K
1 %

36,045

B
BSMU

INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF

ETF
46138J445
$849.31K
1 %

38,935

A
AAPL

APPLE INC

STOCK
037833100
$674.07K
0 %

2,656

I
IBDX

ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE

ETF
46436E312
$542.35K
0 %

21,462

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