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Sarver Vrooman Wealth Advisors

Q4 2025 13F Holdings

  • Location
    kansas city, MO
  • Num holdings

    263

  • Value ($000)

    $175,347

  • Date Filed
    02/10/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IBDW

ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE

ETF
46436E486
$48.99M
28 %

2,316,263

S
SCHD

SCHWAB US DIVIDEND ETF EQUITY

ETF
808524797
$47.94M
27 %

1,747,762

I
IBDR

ISHARES TR ETF IBONDS DEC 2026 TERM CORP

ETF
46435GAA0
$44.95M
26 %

1,854,991

D
DGRW

WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND

ETF
97717X669
$4.36M
3 %

48,806

D
DBEF

XTRACKERS MSCI EAFE ETF EQUITY

ETF
233051200
$3.86M
2 %

80,253

U
USMV

ISHARES EDGE MSCI ETF MIN VOL USA ETF

ETF
46429B697
$3.67M
2 %

38,989

M
MSFT

MICROSOFT CORP

STOCK
594918104
$1.26M
1 %

2,606

P
PLTR

PALANTIR TECHNOLOGIES INC CL A

STOCK
69608A108
$1.13M
1 %

6,377

A
AAPL

APPLE INC

STOCK
037833100
$933.75K
1 %

3,435

S
SPY

SPDR S&P 500 TRUST ETF

ETF
78462F103
$858.26K
1 %

1,259

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