Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors reported 142 stocks worth $170M in its 13F filing for Q3 2026, filed Oct 1, 2026. Its largest holdings are SCHD (32.4%), IBDW (26.7%) and IBDZ (24.9%). Compared with Q2 2026, the fund opened new positions in XOM, VOO and OKE, added to SCHD, IBDW and IBDZ, trimmed IBDX, IBDS and IBDT and sold out of XOM, OKE and VICI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHD Schwab US Dividend Equity ETF | $55.1M | 32.4% | 1.7M | +34K (+2%) | 7 of 7 | |
| 2 |  IBDW Ishares TR | $45.4M | 26.7% | 2.3M | +45K (+2%) | 7 of 7 | |
| 3 |  IBDZ Ishares TR | $42.3M | 24.9% | 1.7M | +38K (+2%) | 7 of 7 | |
| 4 |  DGRW Wisdomtree TR | $5.3M | 3.1% | 54K | +6,178 (+13%) | 7 of 7 | |
| 5 |  DBEF Dbx ETF TR | $5M | 2.9% | 91K | +12K (+16%) | 7 of 7 | |
| 6 |  AVLV American Centy ETF TR | $4.6M | 2.7% | 51K | +6,342 (+14%) | 3 of 7 | |
| 7 |  AAPL Apple Inc | $885K | 0.5% | 2,656 | No change | 7 of 7 | |
| 8 |  BSMR Invesco Exch Trd Slf Idx FD | $840K | 0.5% | 36K | No change | 7 of 7 | |
| 9 |  BSMU Invesco Exch Trd Slf Idx FD | $815K | 0.5% | 39K | No change | 7 of 7 | |
| 10 |  IBDX Ishares TR | $513K | 0.3% | 21K | −148 (−1%) | 7 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $178K | 1,285 |
 OKE Oneok Inc New | $93K | 1,067 |
 VICI Vici Pptys Inc | $37K | 1,416 |
 CMCSA Comcast Corp New | $30K | 1,300 |
 NBIS Nebius Group | $23K | 100 |
🔒 Free account: see all 12.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 1, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sarver Vrooman Wealth Advisors 13F FAQ
What does Sarver Vrooman Wealth Advisors own?
Sarver Vrooman Wealth Advisors reported 142 stocks worth $170M in its 13F filing for Q3 2026, filed Oct 1, 2026. Its largest holdings are SCHD (32.4%), IBDW (26.7%) and IBDZ (24.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sarver Vrooman Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 15 added to, 13 trimmed and 12 sold out. New positions include XOM, VOO and OKE. It sold all of XOM, OKE and VICI.
When will Sarver Vrooman Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sarver Vrooman Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $170M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.