Institutional Investor · CIK 0002076215
SARVER VROOMAN WEALTH ADVISORS
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
159
Total Value
$165.04B
Total Shares
5.92M
Latest Filing
Jul 2, 2026
CIK
0002076215
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-02 | 1,661,097 | $53.39B | 0.0571% | SH | — | View | |
iShares iBonds Dec 2031…(IBDW) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 2,220,499 | $46.11B | 1.8527% | SH | — | View |
iShares iBonds Dec 2034…(IBDZ) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 1,681,034 | $43.58B | 4.9664% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-02 | 47,915 | $4.61B | 0.0277% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 78,314 | $4.31B | 0.0476% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 39,012 | $853.97M | 0.3194% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 36,117 | $853.80M | 0.2467% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-02 | 2,656 | $807.02M | 0.0000% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-02 | 2,656 | $807.02M | 0.0000% | SH | — | View |
iShares iBonds Dec 2032…(IBDX) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 21,462 | $538.31M | 0.0313% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 474 | $355.81M | 0.0000% | SH | — | View |
iShares iBonds Dec 2029…(IBDU) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 13,752 | $317.60M | 0.0080% | SH | — | View |
iShares iBonds Dec 2027…(IBDS) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 12,174 | $293.94M | 0.0078% | SH | — | View |
iShares iBonds Dec 2028…(IBDT) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 11,652 | $293.34M | 0.0073% | SH | — | View |
iShares iBonds Dec 2030…(IBDV) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 11,914 | $258.71M | 0.0080% | SH | — | View |
iShares iBonds Dec 2035…(IBCA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 10,124 | $257.96M | 0.2735% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 2,332 | $257.43M | 0.0000% | SH | — | View |
General Dynamics Corporation(GDX.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-02 | 598 | $220.94M | 0.0002% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-02 | 557 | $216.46M | 0.0000% | SH | — | View |
Invesco S&P 500 Quality…(SPHQ) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 2,138 | $190.79M | 0.0009% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 1,216 | $189.17M | 0.0012% | SH | — | View | |
Bank of New York…(BNY) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-02 | 1,229 | $181.65M | 0.0002% | SH | — | View |
The Bank of New…(BK) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-02 | 1,229 | $181.65M | 0.0002% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-02 | 1,285 | $177.76M | 0.0000% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-02 | 319 | $160.57M | 0.0000% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-02 | 460 | $153.74M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-02 | 1,166 | $132.87M | 0.0024% | SH | — | View | |
Dell Technologies Inc.(12DA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-07-02 | 314 | $131.13M | 0.0000% | SH | — | View |
Dell Technologies Inc.(DELL) | Technology | Computer Hardware | 2026-06-30 | 2026-07-02 | 314 | $131.13M | 0.0000% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-02 | 284 | $104.94M | 0.0001% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 381 | $97.79M | 0.0000% | SH | — | View |
Phillips 66(PSX) | Energy | Oil & Gas Refining & Marketing | 2026-06-30 | 2026-07-02 | 533 | $94.99M | 0.0001% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-02 | 812 | $93.61M | 0.0000% | SH | — | View |
Cisco Systems, Inc.(CSCO) | Technology | Communication Equipment | 2026-06-30 | 2026-07-02 | 812 | $93.61M | 0.0000% | SH | — | View |
ONEOK, Inc.(OKE) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-02 | 1,067 | $92.71M | 0.0002% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 719 | $91.67M | 0.0000% | SH | — | View |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 719 | $91.67M | 0.0000% | SH | — | View |
Corteva, Inc.(CTVA) | Basic Materials | Agricultural Inputs | 2026-06-30 | 2026-07-02 | 954 | $80.35M | 0.0001% | SH | — | View |
Gilead Sciences, Inc.(GILD) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 613 | $78.90M | 0.0000% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-02 | 613 | $78.90M | 0.0000% | SH | — | View |
BlackRock, Inc.(UU2.DE) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-02 | 75 | $74.95M | 0.0000% | SH | — | View |
iShares iBonds Dec 2026…(IBDR) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 3,038 | $73.44M | 0.0021% | SH | — | View |
| Industrials | Waste Management | 2026-06-30 | 2026-07-02 | 317 | $71.01M | 0.0001% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 244 | $66.32M | 0.0000% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-02 | 244 | $66.32M | 0.0000% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 3,394 | $63.08M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 3,212 | $63.05M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 3,092 | $63.00M | 0.0018% | SH | — | View | |
| Technology | Software - Application | 2026-06-30 | 2026-07-02 | 264 | $62.95M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 3,219 | $62.88M | 0.0017% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-02 | 226 | $61.21M | 0.0001% | SH | — | View | |
Dover Corporation(DOV) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-02 | 283 | $61.19M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-02 | 3,642 | $60.63M | 0.0023% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 65 | $60.27M | 0.0000% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-02 | 65 | $60.27M | 0.0000% | SH | — | View |
Exelixis, Inc.(EXEL) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-02 | 1,029 | $57.24M | 0.0004% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 285 | $56.68M | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 285 | $56.68M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 329 | $56.21M | 0.0001% | SH | — | View | |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-02 | 644 | $56.10M | 0.0000% | SH | — | View |
Oracle Corporation(ORCL) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-02 | 374 | $54.89M | 0.0000% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-02 | 374 | $54.89M | 0.0000% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-02 | 325 | $54.86M | 0.0000% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-02 | 325 | $54.86M | 0.0000% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-02 | 143 | $54.65M | 0.0000% | SH | — | View |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 297 | $53.96M | 0.0000% | SH | — | View |
QUALCOMM Incorporated(QCOM) | Technology | Semiconductors | 2026-06-30 | 2026-07-02 | 297 | $53.96M | 0.0000% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-02 | 914 | $53.33M | 0.0000% | SH | — | View | |
United Rentals, Inc.(URI) | Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-02 | 46 | $51.38M | 0.0001% | SH | — | View |
| Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-02 | 688 | $49.60M | 0.0000% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-02 | 92 | $49.59M | 0.0000% | SH | — | View | |
Lockheed Martin Corporation(LOM.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-02 | 92 | $49.59M | 0.0000% | SH | — | View |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-02 | 148 | $49.55M | 0.0001% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-02 | 346 | $48.37M | 0.0004% | SH | — | View | |
Expedia Group, Inc.(EXPE) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-02 | 182 | $48.18M | 0.0002% | SH | — | View |
Expedia Group Inc. R(E3X1.DE) | Consumer Cyclical | Personal Products & Services | 2026-06-30 | 2026-07-02 | 182 | $48.18M | 0.0002% | SH | — | View |
| Financial Services | Insurance - Reinsurance | 2026-06-30 | 2026-07-02 | 152 | $48.12M | 0.0004% | SH | — | View | |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-02 | 336 | $47.89M | 0.0000% | SH | — | View |
PepsiCo, Inc.(PEP.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-02 | 336 | $47.89M | 0.0000% | SH | — | View |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-02 | 135 | $47.56M | 0.0000% | SH | — | View |
| Industrials | Construction Materials | 2026-06-30 | 2026-07-02 | 319 | $46.51M | 0.0001% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-02 | 185 | $46.32M | 0.0000% | SH | — | View | |
Deere & Company(DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-02 | 73 | $46.30M | 0.0000% | SH | — | View |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-02 | 73 | $46.30M | 0.0000% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-02 | 213 | $46.00M | 0.0002% | SH | — | View | |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-02 | 649 | $45.51M | 0.0002% | SH | — | View | |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-02 | 304 | $45.08M | 0.0000% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-02 | 304 | $45.08M | 0.0000% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-02 | 152 | $44.06M | 0.0000% | SH | — | View | |
PulteGroup, Inc.(PHM) | Consumer Cyclical | Residential Construction | 2026-06-30 | 2026-07-02 | 327 | $43.29M | 0.0002% | SH | — | View |
| Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-02 | 320 | $42.97M | 0.0001% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-02 | 747 | $42.73M | 0.0000% | SH | — | View | |
| Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-02 | 563 | $42.57M | 0.0001% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-02 | 122 | $42.45M | 0.0000% | SH | — | View | |
Enbridge Inc.(ENB) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-02 | 786 | $42.02M | 0.0000% | SH | — | View |
T-Mobile US, Inc.(TMUS) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-02 | 237 | $41.78M | 0.0000% | SH | — | View |
T-Mobile US, Inc.(TMUS.SW) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-02 | 237 | $41.78M | 0.0000% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-02 | 203 | $41.68M | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-02 | 338 | $40.16M | 0.0001% | SH | — | View | |
| Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-02 | 127 | $38.07M | 0.0000% | SH | — | View |
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