Sarver Vrooman Wealth Advisors

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    kansas city, MO
  • CIK
    0002076215
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

138

$162.35M
SCHD, IBDW, IBDZ, DGRW
13F-HR
Apr 15, 2026
000207621526000003

137

$157.31M
IBDW, SCHD, IBDR, DGRW
RESTATEMENT
Apr 23, 2026
000207621526000004

130

$155.6M
IBDW, SCHD, IBDR, DGRW
13F-HR
Oct 23, 2025
000207621525000004

129

$150.47M
IBDW, SCHD, IBDR, DGRW
13F-HR
Jul 9, 2025
000207621525000002

129

$150.31M
SCHD, IBDW, IBDR, DGRW
13F-HR
Jul 8, 2025
000207621525000001