Portfolio (Quarterly) Guide ↗

Sarver Vrooman Wealth Advisors

· CIK 0002076215

13F Portfolio $157M AUM 137 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 9 New 15 Added 67 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	INVESCO EXCHANGE ETF SELF BULLETSHARES 2025 CORPRORATE BD	—	2,902	$60K	0.04%	SOLD
2	—	INVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BD	—	622	$14K	0.01%	SOLD

Sector Allocation

Technology 25.9%

Financial Services 23.0%

Industrials 11.8%

Healthcare 11.0%

Consumer Defensive 8.5%

Consumer Cyclical 7.0%

Energy 7.0%

Communication Services 1.9%

Utilities 1.9%

Basic Materials 1.2%