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Size ($ in 1000's)
At 09/30/2025: $155,589
At 06/30/2025: $150,471Sarver Vrooman Wealth Advisors AUM history
Sarver Vrooman Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sarver Vrooman Wealth Advisors 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Sarver Vrooman Wealth Advisors top holdings by largest position size, as per the latest 13f filing made by Sarver Vrooman Wealth Advisors.
In the Sarver Vrooman Wealth Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sarver Vrooman Wealth Advisors in that top holding, then the share count change between reporting periods, and finally the Sarver Vrooman Wealth Advisors top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE (IBDW) |
2,179,772 |
+29,327 |
$46,255 | | IBDW | 2,179,772 | +29,327 | $46,255 | | SCHWAB US DIVIDEND ETF EQUITY (SCHD) |
1,643,783 |
-2,928 |
$44,875 | | SCHD | 1,643,783 | -2,928 | $44,875 | | ISHARES TR ETF IBONDS DEC 2026 TERM CORP (IBDR) |
1,768,383 |
+14,981 |
$42,972 | | IBDR | 1,768,383 | +14,981 | $42,972 | | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND (DGRW) |
41,636 |
+1,253 |
$3,704 | | DGRW | 41,636 | +1,253 | $3,704 | | ISHARES EDGE MSCI ETF MIN VOL USA ETF (USMV) |
32,980 |
+1,555 |
$3,138 | | USMV | 32,980 | +1,555 | $3,138 | | XTRACKERS MSCI EAFE ETF EQUITY (DBEF) |
66,607 |
+3,039 |
$3,092 | | DBEF | 66,607 | +3,039 | $3,092 | | INVESCO SELF INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF (BSMU) |
38,812 |
+637 |
$851 | | BSMU | 38,812 | +637 | $851 | | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD (BSMR) |
35,765 |
+580 |
$846 | | BSMR | 35,765 | +580 | $846 | | APPLE INC |
2,641 |
UNCH |
$672 | | AAPL | 2,641 | UNCH | $672 | | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE (IBDZ) |
20,609 |
+10,943 |
$546 | | IBDZ | 20,609 | +10,943 | $546 | | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE (IBDX) |
18,596 |
+11,308 |
$476 | | IBDX | 18,596 | +11,308 | $476 | | SPDR S&P 500 TRUST ETF (SPY) |
474 |
UNCH |
$316 | | SPY | 474 | UNCH | $316 | | MICROSOFT CORP |
567 |
UNCH |
$294 | | MSFT | 567 | UNCH | $294 | | ISHARES TR ETF IBONDS DEC 2035 TERM CORP (IBCA) |
10,124 |
+10,124 |
$264 | | IBCA | 10,124 | +10,124 | $264 | | ISHARES TR IBONDS ETF DEC 2033 TERM CORP (IBDY) |
10,031 |
+10,031 |
$263 | | IBDY | 10,031 | +10,031 | $263 | | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE (IBDU) |
11,034 |
+564 |
$259 | | IBDU | 11,034 | +564 | $259 | | WALMART INC |
2,332 |
UNCH |
$240 | | WMT | 2,332 | UNCH | $240 | | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF (IBDS) |
9,708 |
-20 |
$236 | | IBDS | 9,708 | -20 | $236 | | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE (IBDT) |
8,956 |
+464 |
$229 | | IBDT | 8,956 | +464 | $229 | | ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF (IBDV) |
9,180 |
-38 |
$203 | | IBDV | 9,180 | -38 | $203 | | JPMORGAN CHASE & CO |
580 |
UNCH |
$183 | | JPM | 580 | UNCH | $183 | | EXXON MOBIL CORP |
1,558 |
UNCH |
$176 | | XOM | 1,558 | UNCH | $176 |  BERKSHIRE HATHAWAY INC SERIES B NEW |
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$158 | | BRK.B | 314 | UNCH | $158 | | INVESCO TR II ETF S&P 500 MOMENTUM (SPMO) |
1,216 |
UNCH |
$147 | | SPMO | 1,216 | UNCH | $147 | | JOHNSON & JOHNSON |
582 |
UNCH |
$108 | | JNJ | 582 | UNCH | $108 | | MERCK & CO INC NEW |
1,256 |
UNCH |
$105 | | MRK | 1,256 | UNCH | $105 | | ORACLE CORPORATION |
374 |
UNCH |
$105 | | ORCL | 374 | UNCH | $105 | | AMGEN INC |
367 |
UNCH |
$104 | | AMGN | 367 | UNCH | $104 | | ROYAL CARIBBEAN CRUISES LTD NORWAY |
303 |
UNCH |
$98 | | RCL | 303 | UNCH | $98 | | BANK NEW YORK MELLON CORP |
893 |
UNCH |
$97 | | BK | 893 | UNCH | $97 | | BLACKROCK INC COM NEW |
78 |
UNCH |
$91 | | BLK | 78 | UNCH | $91 | | UNITED RENTALS INC |
95 |
UNCH |
$91 | | URI | 95 | UNCH | $91 | | DELL TECHNOLOGIES INC CL C |
592 |
UNCH |
$84 | | DELL | 592 | UNCH | $84 | | STATE STR CORP |
725 |
UNCH |
$84 | | STT | 725 | UNCH | $84 | | EXPEDIA INC |
389 |
UNCH |
$83 | | EXPE | 389 | UNCH | $83 | | JOHNSON CTLS INTL PLC |
753 |
UNCH |
$83 | | JCI | 753 | UNCH | $83 | | PULTE GROUP INC |
624 |
UNCH |
$82 | | PHM | 624 | UNCH | $82 | | GENERAL MOTORS CO |
1,330 |
UNCH |
$81 | | GM | 1,330 | UNCH | $81 | | AUTOMATIC DATA PROCESSING |
272 |
UNCH |
$80 | | ADP | 272 | UNCH | $80 | | CAPITAL ONE FINANCIAL CORP |
370 |
UNCH |
$79 | | COF | 370 | UNCH | $79 | | ONEOK INC NEW |
1,067 |
UNCH |
$78 | | OKE | 1,067 | UNCH | $78 | | MCDONALDS CORP |
250 |
UNCH |
$76 | | MCD | 250 | UNCH | $76 | | PNC FINANCIAL SERVICES GROUP |
377 |
UNCH |
$76 | | PNC | 377 | UNCH | $76 | | AMERICAN EXPRESS COMPANY |
226 |
UNCH |
$75 | | AXP | 226 | UNCH | $75 | | PHILLIPS 66 |
547 |
UNCH |
$74 | | PSX | 547 | UNCH | $74 | | WASTE MGMT INC DEL |
326 |
UNCH |
$72 | | WM | 326 | UNCH | $72 | | QUALCOMM INC |
426 |
UNCH |
$71 | | QCOM | 426 | UNCH | $71 | | GILEAD SCIENCES INC |
629 |
UNCH |
$70 | | GILD | 629 | UNCH | $70 | | GENL DYNAMICS CORP |
203 |
UNCH |
$69 | | GD | 203 | UNCH | $69 | | MEDTRONIC PLC |
714 |
UNCH |
$68 | | MDT | 714 | UNCH | $68 |
See Full List: All Stocks Held By Sarver Vrooman Wealth Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sarver Vrooman Wealth Advisors
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