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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
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GPC GENUINE PARTS CO COM Consumer Cyclical 233.0 $29K 0.02% -6.0 -2.5% $122.96 -20.6%
62 HD HOME DEPOT INC Consumer Cyclical 82.0 $28K 0.02% -3.0 -3.5% $344.10 -8.8%
63 AEP AMERICAN ELECTRIC POWER INC Utilities 223.0 $26K 0.02% -6.0 -2.6% $115.31 +12.4%
64 AEE AMEREN CORP Utilities 253.0 $25K 0.02% -7.0 -2.7% $99.86 +10.0%
65 AZO AUTOZONE INC Consumer Cyclical 6.0 $20K 0.01% -6.0 -50.0% $3391.50 +1.4%
66 TGT TARGET CORP Consumer Defensive 180.0 $18K 0.01% -5.0 -2.7% $97.75 +25.1%
67 FISV FISERV INC Technology 171.0 $11K 0.01% -104.0 -37.8% $67.17 -16.9%
Page 4 of 4  ·  67 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 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%