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Portfolio (Quarterly) Guide ↗

Sarver Vrooman Wealth Advisors

· CIK 0002076215
13F Portfolio $168M AUM 146 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 14 New 36 Added 27 Reduced 6 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WRB BERKLEY W R CORPORATION Financial Services 649.0 $46K 0.03% +110.0 +20.4% $70.12 -2.4%
22 HIG HARTFORD INSURANCE GROUP INC Financial Services 320.0 $43K 0.03% +8.0 +2.6% $134.29 +3.2%
23 CORPAY INC INC 123.0 $43K 0.03% +7.0 +6.0% $348.32
24 BMY BRISTOL MYERS SQUIBB CO Healthcare 747.0 $43K 0.03% +8.0 +1.1% $57.20 +16.4%
25 ENB ENBRIDGE INC Energy 786.0 $42K 0.03% +200.0 +34.1% $53.46 -6.1%
26 TMUS T-MOBILE US INC Communication Services 237.0 $42K 0.03% +91.0 +62.3% $176.30 +2.9%
27 ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD 1,571.0 $41K 0.02% +361.0 +29.8% $25.85
28 ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD 1,576.0 $41K 0.02% +356.0 +29.2% $25.73
29 APOS APOLLO GLOBAL MGMT INC NEW 338.0 $40K 0.02% +50.0 +17.4% $118.82
30 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 441.0 $37K 0.02% +66.0 +17.6% $84.53 +19.4%
31 VICI VICI PPTYS INC Real Estate 1,416.0 $37K 0.02% +260.0 +22.5% $26.17 -1.1%
32 FISV FISERV INC Technology 658.0 $34K 0.02% +487.0 +284.8% $51.98 +2.3%
33 CMCSA COMCAST CORP NEW CL A Communication Services 1,300.0 $30K 0.02% +228.0 +21.3% $23.46 +15.3%
34 CHKP CHECK POINT SOFTWARE TECH LTD Technology 227.0 $30K 0.02% +64.0 +39.3% $133.25 +3.8%
35 NOBL PROSHARES S&P 500 ETF DIVIDEND A 280.0 $16K 0.01% +140.0 +100.0% $56.95 +2.4%
36 EPR EPR PPTYS SHS BEN INT Real Estate 258.0 $15K 0.01% +8.0 +3.2% $57.80 +3.0%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 22.3%
Industrials 13.2%
Healthcare 10.8%
Consumer Defensive 8.3%
Energy 8.0%
Consumer Cyclical 4.6%
Utilities 2.0%
Communication Services 1.9%
Basic Materials 1.5%