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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 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 557.0 $216K 0.13% $388.61 +32.1%
22 SPHQ INVESCO TR ETF S&P 500 QUALITY 2,138.0 $191K 0.11% +171.0 +8.7% $89.24 -4.0%
23 SPMO INVESCO TR II ETF S&P 500 MOMENTUM 1,216.0 $189K 0.11% $155.57 -5.7%
24 BK BANK NEW YORK MELLON CORP Financial Services 1,229.0 $182K 0.11% +358.0 +41.1% $147.80 -4.0%
25 XOM EXXON MOBIL CORP Energy 1,285.0 $178K 0.11% -58.0 -4.3% $138.33 +13.3%
26 BERKSHIRE HATHAWAY INC SERIES B NEW 319.0 $161K 0.10% $503.34
27 JPM JPMORGAN CHASE & CO Financial Services 460.0 $154K 0.09% -16.0 -3.4% $334.22 +7.0%
28 XMHQ INVESCO S&P MIDCAP ETF QUALITY 1,166.0 $133K 0.08% +99.0 +9.3% $113.96 +3.6%
29 DELL DELL TECHNOLOGIES INC CL C Technology 314.0 $131K 0.08% -54.0 -14.7% $417.60 +9.2%
30 AMGN AMGEN INC Healthcare 284.0 $105K 0.06% -3.0 -1.1% $369.52 +17.0%
31 JNJ JOHNSON & JOHNSON Healthcare 381.0 $98K 0.06% -52.0 -12.0% $256.66 +4.4%
32 PSX PHILLIPS 66 Energy 533.0 $95K 0.06% $178.21 +36.9%
33 CSCO CISCO SYSTEMS INC Technology 812.0 $94K 0.06% $115.28 -4.6%
34 OKE ONEOK INC NEW Energy 1,067.0 $93K 0.06% $86.88 +9.1%
35 MRK MERCK & CO INC NEW Healthcare 719.0 $92K 0.06% -243.0 -25.3% $127.50 +16.3%
36 CTVA CORTEVA INC Basic Materials 954.0 $80K 0.05% $84.23 -0.4%
37 GILD GILEAD SCIENCES INC Healthcare 613.0 $79K 0.05% $128.71 +13.2%
38 BLK BLACKROCK INC COM NEW Financial Services 75.0 $75K 0.04% $999.39 +16.5%
39 BSCV INVESCO EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD 4,498.0 $74K 0.04% NEW $16.39 -1.3%
40 IBDR ISHARES TR ETF IBONDS DEC 2026 TERM CORP 3,038.0 $73K 0.04% -1.8M -99.8% $24.18 +0.3%
Page 2 of 8  ·  145 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%