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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  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXP AMERICAN EXPRESS COMPANY Financial Services 122.0 $42K 0.03% -18.0 -12.9% $347.97 -4.2%
22 COF CAPITAL ONE FINANCIAL CORP Financial Services 203.0 $42K 0.03% -27.0 -11.7% $205.34 +5.0%
23 RCL ROYAL CARIBBEAN CRUISES LTD NORWAY Consumer Cyclical 127.0 $38K 0.02% -61.0 -32.5% $299.75 -6.8%
24 FDX FEDEX CORPORATION Industrials 119.0 $37K 0.02% -56.0 -32.0% $313.82 +5.4%
25 MCK MCKESSON CORPORATION Healthcare 46.0 $36K 0.02% -2.0 -4.2% $778.50 +14.8%
26 MDT MEDTRONIC PLC Healthcare 405.0 $32K 0.02% -40.0 -9.0% $80.04 +14.0%
27 INTU INTUIT INC Technology 69.0 $19K 0.01% -26.0 -27.4% $272.26 +31.5%
Page 2 of 2  ·  27 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%