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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MGC VANGUARD MEGA CAP ETF 22.0 $6K 0.00% $275.18 +2.5%
122 WBD WARNER BROS DISCOVERY INC SER A Communication Services 224.0 $6K 0.00% $26.70 +7.7%
123 SOLS SOLSTICE ADVANCED MATLS INC COM Basic Materials 68.0 $6K 0.00% $85.21 -25.4%
124 SPMD STATE STREET SPDR ETF PORTFOLIO S&P 400 MID CAP 79.0 $5K 0.00% NEW $67.33 -1.4%
125 QQQ INVESCO QQQ TR ETF UNIT SER 1 Financial Services 7.0 $5K 0.00% NEW $727.71 -1.6%
126 VGT VANGUARD INFORMATION ETF TECHNOLOGY 40.0 $5K 0.00% NEW $117.88 +1.9%
127 MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY 79.0 $5K 0.00% $59.24
128 JIVE JPMORGAN ETF INTERNATIONAL VALUE 41.0 $4K 0.00% NEW $92.90 +5.4%
129 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 20.0 $3K 0.00% $131.70 +41.5%
130 AVDE AMERICAN CENTY ETF TR AVANTIS INTL EQUITY 27.0 $2K 0.00% NEW $90.44 +3.7%
131 AOR ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION 33.0 $2K 0.00% $69.15 +1.1%
132 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 70.0 $2K 0.00% $28.71 +29.1%
133 AMD ADVANCED MICRO DEVICES INC Technology 3.0 $2K 0.00% $539.33 -13.7%
134 MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY 24.0 $1K 0.00% $61.58
135 LINK INTERLINK ELECTRONICS INC Technology 225.0 $1K 0.00% $4.55 +10.6%
136 KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS Industrials 15.0 $870.0 0.00% $58.00 -10.3%
137 SOFI SOFI TECHNOLOGIES INC Financial Services 40.0 $740.0 $18.50 -2.4%
138 UBER UBER TECHNOLOGIES INC Technology 9.0 $655.0 $72.78 +8.3%
139 KGC KINROSS GOLD CORP (NEW) NO PAR Basic Materials 20.0 $494.0 $24.70 +26.6%
140 WFC WELLS FARGO & CO NEW Financial Services 5.0 $429.0 $85.80 +1.0%
Page 7 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%