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Sarver Vrooman Wealth Advisors - Q2 2026 13F Filings

SA

Sarver Vrooman Wealth Advisors

CIK: 0002076215
Address: Missouri Kansas City 9237 Ward Parkway Ste 320
$167.77 M
Portfolio Value
145
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IBDZ Ishares Ibonds Dec 2034 Term Corporate Etf
+$675,605.35
2. IBDW Ishares Ibonds Dec 2031 Term Corporate Etf
+$546,493.24
3. SCHD Schwab Us Dividend Equity Etf
+$225,045.69
4. GD General Dynamics Corporation
+$147,783.95
5. DGRW Wisdomtree Us Quality Dividend Growth Fund
+$96,675.97

Top Sells

Q2 2026
1. HON Honeywell International
−$62,158
2. DELL Dell Technologies
−$22,967.93
3. MRK Merck & Co
−$20,909.2
4. GPC Genuine Parts Company
−$15,334
5. INTU Intuit
−$7,078.78

Asset Allocation

Stocks/ETFs
+3.31%
$167.53 M 99.86%
Options
$0 0.00%
Debt
$0 0.00%
Other
+22.94%
$239,739 0.14%

Sector Allocation (Stocks)

Sarver Vrooman Wealth Advisors Q2 2026 Filing Summary

Sarver Vrooman Wealth Advisors filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 167.77 M reflecting a +3.34% change from the prior quarter, spanning 145 assets. The top 10 holdings comprised 95.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Sarver Vrooman Wealth Advisors’s Q2 2026 Filing

Sarver Vrooman Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Sarver Vrooman Wealth Advisors reported a managed portfolio value of 167.77 M, consisting of 146 individual positions.

This page displays the raw filing documents. To see which stocks Sarver Vrooman Wealth Advisors bought or sold during Q2 2026, please visit Sarver Vrooman Wealth Advisors's Portfolio Analysis page.